LIBERTY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ENPH | 130K | $4.17M |
 | AAPL | 117K | $31.79M |
 | NVDA | 97K | $18.10M |
 | CSCO | 44K | $3.40M |
 | AMZN | 28K | $6.38M |
 | ORCL | 25K | $4.95M |
 | BAC | 25K | $1.37M |
 | CVX | 22K | $3.29M |
 | CRBU | 20K | $31.00K |
 | MSFT | 19K | $9.36M |
 | AMAT | 19K | $4.87M |
 | GNLX | 17K | $72.14K |
 | WM | 16K | $3.59M |
 | GOOG | 16K | $4.87M |
 | TSLA | 15K | $6.68M |
 | S | 14K | $216.71K |
 | HTBK | 11K | $136.99K |
 | GOOGL | 11K | $3.54M |
 | T | 11K | $274.55K |
 | WFC | 11K | $1.00M |
Enphase Energy, Inc.
ENPH
Shares Held
130K
Value
$4.17M
Apple Inc.
AAPL
Shares Held
117K
Value
$31.79M
NVIDIA Corporation
NVDA
Shares Held
97K
Value
$18.10M
Cisco Systems, Inc.
CSCO
Shares Held
44K
Value
$3.40M
Amazon.com, Inc.
AMZN
Shares Held
28K
Value
$6.38M
Oracle Corporation
ORCL
Shares Held
25K
Value
$4.95M
Bank of America Corporation
BAC
Shares Held
25K
Value
$1.37M
Chevron Corporation
CVX
Shares Held
22K
Value
$3.29M
Caribou Biosciences, Inc.
CRBU
Shares Held
20K
Value
$31.00K
Microsoft Corporation
MSFT
Shares Held
19K
Value
$9.36M
Applied Materials, Inc.
AMAT
Shares Held
19K
Value
$4.87M
Genelux Corporation
GNLX
Shares Held
17K
Value
$72.14K
Waste Management, Inc.
WM
Shares Held
16K
Value
$3.59M
Alphabet Inc.
GOOG
Shares Held
16K
Value
$4.87M
Tesla, Inc.
TSLA
Shares Held
15K
Value
$6.68M
SentinelOne, Inc.
S
Shares Held
14K
Value
$216.71K
Heritage Commerce Corp
HTBK
Shares Held
11K
Value
$136.99K
Alphabet Inc.
GOOGL
Shares Held
11K
Value
$3.54M
AT&T Inc.
T
Shares Held
11K
Value
$274.55K
Wells Fargo & Company
WFC
Shares Held
11K
Value
$1.00M