Stock Taper

TRACE WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Procter & Gamble CompanyPG40.98K$6.01M
UWM Holdings CorporationUWMC22.5K$51.52K
Apple Inc.AAPL17.65K$5.11M
Sana Biotechnology, Inc.SANA16K$55.84K
QUALCOMM IncorporatedQCOM12.49K$2.31M
Pfizer Inc.PFE11K$264.88K
Devon Energy CorporationDVN10.2K$421.46K
Snap Inc.SNAP10K$44.4K
Fiserv, Inc.FISV7.82K$383.33K
Cisco Systems, Inc.CSCO7.67K$901.04K
Bristol-Myers Squibb CompanyBMY6K$345.72K
Realty Income CorporationO6K$371.76K
Altria Group, Inc.MO5.62K$404.11K
Blackstone Inc.BX5.3K$623.65K
The Charles Schwab CorporationSCHW5.2K$479.8K
Amazon.com, Inc.AMZN4.51K$1.08M
Johnson & JohnsonJNJ3.97K$1.01M
The Walt Disney CompanyDIS3.56K$342.84K
Alphabet Inc.GOOGL3.27K$1.17M
Deere & CompanyDE3.16K$2M