Stock Taper 
BALANCE WEALTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Wells Fargo & Company | WFC | 60.19K | $4.97M |
 CareTrust REIT, Inc. | CTRE | 18.4K | $742.6K |
 The Pennant Group, Inc. | PNTG | 18.09K | $668.28K |
 CareDx, Inc | CDNA | 15.55K | $443.18K |
 Apple Inc. | AAPL | 11.76K | $3.4M |
 The Ensign Group, Inc. | ENSG | 10.07K | $1.61M |
 Opendoor Technologies Inc. | OPEN | 10.02K | $46.27K |
 Amazon.com, Inc. | AMZN | 9.33K | $2.22M |
 NVIDIA Corporation | NVDA | 8.9K | $1.78M |
 Microsoft Corporation | MSFT | 8.63K | $3.22M |
 JPMorgan Chase & Co. | JPM | 8.14K | $2.67M |
 Oscar Health, Inc. | OSCR | 7.33K | $208.94K |
 Alphabet Inc. | GOOG | 6.55K | $2.31M |
 Cisco Systems, Inc. | CSCO | 6.04K | $709.7K |
 CarGurus, Inc. | CARG | 5.96K | $203.18K |
 Freeport-McMoRan Inc. | FCX | 5.9K | $371.19K |
 Walmart Inc. | WMT | 4.99K | $564.59K |
 Hewlett Packard Enterprise Company | HPE | 4.53K | $204.33K |
 Polaris Inc. | PII | 4.5K | $307.98K |
 Fifth Third Bancorp | FITB | 4.38K | $246.81K |