Stock Taper 
LIBERTY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 RTX Corporation | RTX | 3.73K | $719.31K |
 HCA Healthcare, Inc. | HCA | 3.83K | $1.81M |
 Automatic Data Processing, Inc. | ADP | 4.21K | $894.67K |
 Bristol-Myers Squibb Company | BMY | 4.29K | $259.95K |
 Meta Platforms, Inc. | META | 4.54K | $2.6M |
 Abbott Laboratories | ABT | 4.86K | $499.01K |
 JPMorgan Chase & Co. | JPM | 4.96K | $1.46M |
 International Business Machines Corporation | IBM | 5.09K | $1.23M |
 Netflix, Inc. | NFLX | 5.14K | $494.25K |
 Berkshire Hathaway Inc. | BRK-B | 5.46K | $2.61M |
 PulteGroup, Inc. | PHM | 5.58K | $656.56K |
 Advanced Micro Devices, Inc. | AMD | 5.82K | $1.18M |
 Public Service Enterprise Group Incorporated | PEG | 6.02K | $487.2K |
 Exxon Mobil Corporation | XOM | 6.4K | $1.09M |
 AbbVie Inc. | ABBV | 6.94K | $1.51M |
 Walmart Inc. | WMT | 6.95K | $863.22K |
 The Walt Disney Company | DIS | 6.96K | $671.28K |
 The Procter & Gamble Company | PG | 7.26K | $1.05M |
 American Healthcare REIT, Inc. | AHR | 7.32K | $368.39K |
 U.S. Bancorp | USB | 7.45K | $387.36K |