Stock Taper 
BALANCE WEALTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-B | 1.53K | $766.39K |
 Advanced Drainage Systems, Inc. | WMS | 1.55K | $242.97K |
 Palantir Technologies Inc. | PLTR | 2K | $232.76K |
 Duke Energy Corporation | DUK | 2.13K | $269.32K |
 Space Exploration Technologies Corp. | SPCX | 2.14K | $365.66K |
 Vertiv Holdings Co | VRT | 2.31K | $775.03K |
 Robinhood Markets, Inc. | HOOD | 2.36K | $236.97K |
 Johnson & Johnson | JNJ | 2.39K | $607.85K |
 Exxon Mobil Corporation | XOM | 2.62K | $358.77K |
 Blackstone Inc. | BX | 2.65K | $311.24K |
 Alphabet Inc. | GOOGL | 2.69K | $960.02K |
 Edwards Lifesciences Corporation | EW | 2.77K | $250.68K |
 Merck & Co., Inc. | MRK | 3.05K | $392.02K |
 Vistra Corp. | VST | 3.19K | $506.44K |
 The Cheesecake Factory Incorporated | CAKE | 3.27K | $259.86K |
 Tesla, Inc. | TSLA | 3.8K | $1.6M |
 Intuitive Surgical, Inc. | ISRG | 4.31K | $1.71M |
 Fifth Third Bancorp | FITB | 4.38K | $246.81K |
 Polaris Inc. | PII | 4.5K | $307.98K |
 Hewlett Packard Enterprise Company | HPE | 4.53K | $204.33K |