Tapp Finance, Inc.

Q3 2026 13F-HR Holdings

Location
Seattle, WA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
12
Total value ($000)
$773,705
Net value change ($000)
+217,359 (39.1%)
New positions
10
Sold out positions
0
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQM 154,277 62.3%
VOO 39,447 12.8%
PLTR 4,662 NEW
AMD 4,646 NEW
META 4,584 NEW
GOOGL 1,404 NEW
AAPL 1,397 NEW
AMZN 1,395 NEW
MSFT 1,395 NEW
TSLA 1,392 NEW
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type