Stock Taper 
LIBERTY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dell Technologies Inc. | DELL | 2.06K | $338.06K |
 Intuit Inc. | INTU | 2.09K | $903.67K |
 Prologis, Inc. | PLD | 2.09K | $276.7K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.17K | $733.28K |
 Novartis AG | NVS | 2.21K | $336.69K |
 The Home Depot, Inc. | HD | 2.21K | $728.63K |
 The Charles Schwab Corporation | SCHW | 2.32K | $217.98K |
 Newmont Corporation | NEM | 2.5K | $270.75K |
 Sempra | SRE | 2.56K | $248.63K |
 eBay Inc. | EBAY | 2.57K | $233.59K |
 Johnson & Johnson | JNJ | 2.62K | $639.4K |
 WEC Energy Group, Inc. | WEC | 2.69K | $311.24K |
 Amgen Inc. | AMGN | 2.91K | $1.02M |
 NextEra Energy, Inc. | NEE | 3.07K | $284.92K |
 The Kroger Co. | KR | 3.14K | $227.17K |
 Vertiv Holdings Co | VRT | 3.19K | $799.92K |
 Merck & Co., Inc. | MRK | 3.39K | $407.14K |
 Visa Inc. | V | 3.6K | $1.09M |
 Starbucks Corporation | SBUX | 3.62K | $323.89K |
 PepsiCo, Inc. | PEP | 3.73K | $578.49K |