Stock Taper

BALANCE WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Walmart Inc.WMT4.99K$564.59K
Freeport-McMoRan Inc.FCX5.9K$371.19K
CarGurus, Inc.CARG5.96K$203.18K
Cisco Systems, Inc.CSCO6.04K$709.7K
Alphabet Inc.GOOG6.55K$2.31M
Oscar Health, Inc.OSCR7.33K$208.94K
JPMorgan Chase & Co.JPM8.14K$2.67M
Microsoft CorporationMSFT8.63K$3.22M
NVIDIA CorporationNVDA8.9K$1.78M
Amazon.com, Inc.AMZN9.33K$2.22M
Opendoor Technologies Inc.OPEN10.02K$46.27K
The Ensign Group, Inc.ENSG10.07K$1.61M
Apple Inc.AAPL11.76K$3.4M
CareDx, IncCDNA15.55K$443.18K
The Pennant Group, Inc.PNTG18.09K$668.28K
CareTrust REIT, Inc.CTRE18.4K$742.6K
Wells Fargo & CompanyWFC60.19K$4.97M