Stock Taper 
LIBERTY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 7.87K | $2.44M |
 Verizon Communications Inc. | VZ | 7.93K | $398.05K |
 Palantir Technologies Inc. | PLTR | 8.4K | $1.23M |
 BP p.l.c. | BP | 8.5K | $399.35K |
 Pfizer Inc. | PFE | 8.52K | $239.17K |
 Intel Corp. | INTC | 8.93K | $395.6K |
 The Coca-Cola Company | KO | 9.58K | $728.6K |
 ABM Industries Inc. | ABM | 9.8K | $377.45K |
 Intuitive Surgical, Inc. | ISRG | 9.99K | $4.61M |
 Wells Fargo & Company | WFC | 10.38K | $826.21K |
 AT&T Inc. | T | 11.13K | $322.36K |
 Alphabet Inc. | GOOGL | 12.28K | $3.53M |
 Tesla, Inc. | TSLA | 14.1K | $5.24M |
 SentinelOne, Inc. | S | 14.45K | $186.12K |
 Alphabet Inc. | GOOG | 14.49K | $4.16M |
 Applied Materials, Inc. | AMAT | 15.87K | $5.42M |
 Waste Management, Inc. | WM | 16.37K | $3.76M |
 FS Credit Opportunities Corp. | FSCO | 16.97K | $86.04K |
 Microsoft Corporation | MSFT | 19.43K | $7.19M |
 United Parcel Service, Inc. | UPS | 20.93K | $2.16M |