Stock Taper 
LIBERTY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Enphase Energy, Inc. | ENPH | 146.34K | $5.53M |
 Apple Inc. | AAPL | 111.78K | $28.37M |
 NVIDIA Corporation | NVDA | 101.65K | $17.74M |
 iShares Defense Industrials Act | IDEF | 89.63K | $2.93M |
 Cisco Systems, Inc. | CSCO | 44.36K | $3.44M |
 Amazon.com, Inc. | AMZN | 26.89K | $5.6M |
 Oracle Corporation | ORCL | 25.81K | $3.8M |
 Bank of America Corporation | BAC | 25.06K | $1.22M |
 Chevron Corporation | CVX | 21.27K | $4.4M |
 United Parcel Service, Inc. | UPS | 20.93K | $2.16M |
 Microsoft Corporation | MSFT | 19.43K | $7.19M |
 FS Credit Opportunities Corp. | FSCO | 16.97K | $86.04K |
 Waste Management, Inc. | WM | 16.37K | $3.76M |
 Applied Materials, Inc. | AMAT | 15.87K | $5.42M |
 Alphabet Inc. | GOOG | 14.49K | $4.16M |
 SentinelOne, Inc. | S | 14.45K | $186.12K |
 Tesla, Inc. | TSLA | 14.1K | $5.24M |
 Alphabet Inc. | GOOGL | 12.28K | $3.53M |
 AT&T Inc. | T | 11.13K | $322.36K |
 Wells Fargo & Company | WFC | 10.38K | $826.21K |