LIBERTY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ENPH | 130K | $4.59M |
 | AAPL | 111K | $28.34M |
 | NVDA | 99K | $18.41M |
 | CSCO | 44K | $3.01M |
 | ORCL | 25K | $7.13M |
 | BAC | 25K | $1.28M |
 | AMZN | 24K | $5.24M |
 | CVX | 22K | $3.38M |
 | MSFT | 20K | $10.13M |
 | CRBU | 20K | $45.44K |
 | AMAT | 19K | $3.87M |
 | GNLX | 17K | $69.50K |
 | WM | 16K | $3.61M |
 | GOOG | 16K | $3.90M |
 | TSLA | 15K | $6.83M |
 | S | 14K | $254.41K |
 | GOOGL | 12K | $2.84M |
 | HTBK | 11K | $113.26K |
 | WFC | 11K | $947.60K |
 | T | 11K | $299.52K |
Enphase Energy, Inc.
ENPH
Shares Held
130K
Value
$4.59M
Apple Inc.
AAPL
Shares Held
111K
Value
$28.34M
NVIDIA Corporation
NVDA
Shares Held
99K
Value
$18.41M
Cisco Systems, Inc.
CSCO
Shares Held
44K
Value
$3.01M
Oracle Corporation
ORCL
Shares Held
25K
Value
$7.13M
Bank of America Corporation
BAC
Shares Held
25K
Value
$1.28M
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$5.24M
Chevron Corporation
CVX
Shares Held
22K
Value
$3.38M
Microsoft Corporation
MSFT
Shares Held
20K
Value
$10.13M
Caribou Biosciences, Inc.
CRBU
Shares Held
20K
Value
$45.44K
Applied Materials, Inc.
AMAT
Shares Held
19K
Value
$3.87M
Genelux Corporation
GNLX
Shares Held
17K
Value
$69.50K
Waste Management, Inc.
WM
Shares Held
16K
Value
$3.61M
Alphabet Inc.
GOOG
Shares Held
16K
Value
$3.90M
Tesla, Inc.
TSLA
Shares Held
15K
Value
$6.83M
SentinelOne, Inc.
S
Shares Held
14K
Value
$254.41K
Alphabet Inc.
GOOGL
Shares Held
12K
Value
$2.84M
Heritage Commerce Corp
HTBK
Shares Held
11K
Value
$113.26K
Wells Fargo & Company
WFC
Shares Held
11K
Value
$947.60K
AT&T Inc.
T
Shares Held
11K
Value
$299.52K