Stock Taper

LIFEGOAL WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Western Digital CorporationWDC1.04K$662.35K
Ross Stores, Inc.ROST960$204.34K
Norfolk Southern CorporationNSC952$299.49K
VeriSign, Inc.VRSN922$231.94K
Aon plcAON890$295.2K
Take-Two Interactive Software, Inc.TTWO856$213.98K
Chubb LimitedCB842$286.9K
Teradyne, Inc.TER827$400.14K
General Dynamics CorporationGD723$256.12K
Berkshire Hathaway Inc.BRK-B675$337.76K
Caterpillar Inc.CAT642$683.67K
Visa Inc.V589$202.01K
Taiwan Semiconductor Manufacturing Company LimitedTSM550$262.66K
Seagate Technology Holdings plcSTX534$515.31K
Costco Wholesale CorporationCOST504$471.48K
GE Vernova Inc.GEV500$587.43K
Eli Lilly and CompanyLLY482$578.15K
Lockheed Martin CorporationLMT464$236.42K
Synopsys, Inc.SNPS452$201.62K
BlackRock, Inc.BLK430$413.47K