Stock Taper 
LIBERTY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Intuitive Surgical, Inc. | ISRG | 9.99K | $4.61M |
 ABM Industries Inc. | ABM | 9.8K | $377.45K |
 The Coca-Cola Company | KO | 9.58K | $728.6K |
 Intel Corp. | INTC | 8.93K | $395.6K |
 Pfizer Inc. | PFE | 8.52K | $239.17K |
 BP p.l.c. | BP | 8.5K | $399.35K |
 Palantir Technologies Inc. | PLTR | 8.4K | $1.23M |
 Verizon Communications Inc. | VZ | 7.93K | $398.05K |
 Broadcom Inc. | AVGO | 7.87K | $2.44M |
 U.S. Bancorp | USB | 7.45K | $387.36K |
 American Healthcare REIT, Inc. | AHR | 7.32K | $368.39K |
 The Procter & Gamble Company | PG | 7.26K | $1.05M |
 The Walt Disney Company | DIS | 6.96K | $671.28K |
 Walmart Inc. | WMT | 6.95K | $863.22K |
 AbbVie Inc. | ABBV | 6.94K | $1.51M |
 Exxon Mobil Corporation | XOM | 6.4K | $1.09M |
 Public Service Enterprise Group Incorporated | PEG | 6.02K | $487.2K |
 Advanced Micro Devices, Inc. | AMD | 5.82K | $1.18M |
 PulteGroup, Inc. | PHM | 5.58K | $656.56K |
 Berkshire Hathaway Inc. | BRK-B | 5.46K | $2.61M |