LIBERTY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ENPH | 146K | $5.53M |
 | AAPL | 112K | $28.37M |
 | NVDA | 102K | $17.74M |
 | CSCO | 44K | $3.44M |
 | AMZN | 27K | $5.60M |
 | ORCL | 26K | $3.80M |
 | BAC | 25K | $1.22M |
 | NGEN | 22K | $82.94K |
 | CVX | 21K | $4.40M |
 | UPS | 21K | $2.16M |
 | CRBU | 20K | $37.05K |
 | MSFT | 19K | $7.19M |
 | FSCO | 17K | $86.04K |
 | GNLX | 17K | $40.04K |
 | WM | 16K | $3.76M |
 | AMAT | 16K | $5.42M |
 | GOOG | 14K | $4.16M |
 | S | 14K | $186.12K |
 | TSLA | 14K | $5.24M |
 | GOOGL | 12K | $3.53M |
Enphase Energy, Inc.
ENPH
Shares Held
146K
Value
$5.53M
Apple Inc.
AAPL
Shares Held
112K
Value
$28.37M
NVIDIA Corporation
NVDA
Shares Held
102K
Value
$17.74M
Cisco Systems, Inc.
CSCO
Shares Held
44K
Value
$3.44M
Amazon.com, Inc.
AMZN
Shares Held
27K
Value
$5.60M
Oracle Corporation
ORCL
Shares Held
26K
Value
$3.80M
Bank of America Corporation
BAC
Shares Held
25K
Value
$1.22M
NervGen Pharma Corp. Common stock
NGEN
Shares Held
22K
Value
$82.94K
Chevron Corporation
CVX
Shares Held
21K
Value
$4.40M
United Parcel Service, Inc.
UPS
Shares Held
21K
Value
$2.16M
Caribou Biosciences, Inc.
CRBU
Shares Held
20K
Value
$37.05K
Microsoft Corporation
MSFT
Shares Held
19K
Value
$7.19M
FS Credit Opportunities Corp.
FSCO
Shares Held
17K
Value
$86.04K
Genelux Corporation
GNLX
Shares Held
17K
Value
$40.04K
Waste Management, Inc.
WM
Shares Held
16K
Value
$3.76M
Applied Materials, Inc.
AMAT
Shares Held
16K
Value
$5.42M
Alphabet Inc.
GOOG
Shares Held
14K
Value
$4.16M
SentinelOne, Inc.
S
Shares Held
14K
Value
$186.12K
Tesla, Inc.
TSLA
Shares Held
14K
Value
$5.24M
Alphabet Inc.
GOOGL
Shares Held
12K
Value
$3.53M