Stock Taper

BALANCE WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Intuitive Surgical, Inc.ISRG4.31K$1.71M
Tesla, Inc.TSLA3.8K$1.6M
The Cheesecake Factory IncorporatedCAKE3.27K$259.86K
Vistra Corp.VST3.19K$506.44K
Merck & Co., Inc.MRK3.05K$392.02K
Edwards Lifesciences CorporationEW2.77K$250.68K
Alphabet Inc.GOOGL2.69K$960.02K
Blackstone Inc.BX2.65K$311.24K
Exxon Mobil CorporationXOM2.62K$358.77K
Johnson & JohnsonJNJ2.39K$607.85K
Robinhood Markets, Inc.HOOD2.36K$236.97K
Vertiv Holdings CoVRT2.31K$775.03K
Space Exploration Technologies Corp.SPCX2.14K$365.66K
Duke Energy CorporationDUK2.13K$269.32K
Palantir Technologies Inc.PLTR2K$232.76K
Advanced Drainage Systems, Inc.WMS1.55K$242.97K
Berkshire Hathaway Inc.BRK-B1.53K$766.39K
Broadcom Inc.AVGO1.24K$466.74K
McDonald's CorporationMCD1.07K$288.36K
Taiwan Semiconductor Manufacturing Company LimitedTSM972$464.2K