Stock Taper 
LIBERTY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MSCI Inc. | MSCI | 1.36K | $734.25K |
 Phillips 66 | PSX | 1.4K | $254.56K |
 GE Aerospace | GE | 1.42K | $403.61K |
 Morgan Stanley | MS | 1.45K | $239.19K |
 Ross Stores, Inc. | ROST | 1.47K | $317.63K |
 McDonald's Corporation | MCD | 1.52K | $471.72K |
 Eli Lilly and Company | LLY | 1.52K | $1.4M |
 Lockheed Martin Corporation | LMT | 1.55K | $934.66K |
 Lam Research Corporation | LRCX | 1.56K | $334.06K |
 Union Pacific Corporation | UNP | 1.6K | $387.44K |
 Salesforce, Inc. | CRM | 1.61K | $300.61K |
 Welltower Inc. | WELL | 1.62K | $319.52K |
 American Express Company | AXP | 1.67K | $505.97K |
 ConocoPhillips | COP | 1.69K | $222.89K |
 Gilead Sciences, Inc. | GILD | 1.72K | $238.9K |
 The Allstate Corporation | ALL | 1.74K | $361.52K |
 Public Storage | PSA | 1.78K | $481.3K |
 Duke Energy Corporation | DUK | 1.79K | $234.56K |
 The Boeing Company | BA | 1.85K | $367.82K |
 Philip Morris International Inc. | PM | 1.9K | $314.87K |