Stock Taper 
LIBERTY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sempra | SRE | 2.56K | $248.63K |
 Newmont Corporation | NEM | 2.5K | $270.75K |
 The Charles Schwab Corporation | SCHW | 2.32K | $217.98K |
 The Home Depot, Inc. | HD | 2.21K | $728.63K |
 Novartis AG | NVS | 2.21K | $336.69K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.17K | $733.28K |
 Prologis, Inc. | PLD | 2.09K | $276.7K |
 Intuit Inc. | INTU | 2.09K | $903.67K |
 Dell Technologies Inc. | DELL | 2.06K | $338.06K |
 Philip Morris International Inc. | PM | 1.9K | $314.87K |
 The Boeing Company | BA | 1.85K | $367.82K |
 Duke Energy Corporation | DUK | 1.79K | $234.56K |
 Public Storage | PSA | 1.78K | $481.3K |
 The Allstate Corporation | ALL | 1.74K | $361.52K |
 Gilead Sciences, Inc. | GILD | 1.72K | $238.9K |
 ConocoPhillips | COP | 1.69K | $222.89K |
 American Express Company | AXP | 1.67K | $505.97K |
 Welltower Inc. | WELL | 1.62K | $319.52K |
 Salesforce, Inc. | CRM | 1.61K | $300.61K |
 Union Pacific Corporation | UNP | 1.6K | $387.44K |