Stock Taper

LIFEGOAL WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Fortinet, Inc.FTNT2.86K$439.2K
Viking Holdings LtdVIK3.02K$316K
Chevron CorporationCVX3.04K$503.41K
Airbnb, Inc.ABNB3.19K$457.2K
Alphabet Inc.GOOGL3.28K$1.17M
Exxon Mobil CorporationXOM3.39K$463.75K
Broadcom Inc.AVGO3.6K$1.36M
Netflix, Inc.NFLX3.63K$259.25K
Eversource EnergyES3.67K$265.3K
TechnipFMC plcFTI3.8K$251.68K
Freeport-McMoRan Inc.FCX3.92K$246.47K
Edison InternationalEIX4.06K$302.12K
Walmart Inc.WMT4.41K$499.86K
Microsoft CorporationMSFT4.57K$1.7M
Hewlett Packard Enterprise CompanyHPE4.61K$207.78K
Bristol-Myers Squibb CompanyBMY5.62K$323.71K
Bank of America CorporationBAC5.79K$329.88K
General Mills, Inc.GIS6.16K$214.19K
Alphabet Inc.GOOG6.27K$2.22M
Centene Corp.CNC8.23K$528.48K