Stock Taper 
LIBERTY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 1.56K | $334.06K |
 Lockheed Martin Corporation | LMT | 1.55K | $934.66K |
 Eli Lilly and Company | LLY | 1.52K | $1.4M |
 McDonald's Corporation | MCD | 1.52K | $471.72K |
 Ross Stores, Inc. | ROST | 1.47K | $317.63K |
 Morgan Stanley | MS | 1.45K | $239.19K |
 GE Aerospace | GE | 1.42K | $403.61K |
 Phillips 66 | PSX | 1.4K | $254.56K |
 MSCI Inc. | MSCI | 1.36K | $734.25K |
 Marathon Petroleum Corporation | MPC | 1.31K | $320.63K |
 Adobe Inc. | ADBE | 1.26K | $307.01K |
 Caterpillar Inc. | CAT | 1.15K | $816.81K |
 Analog Devices, Inc. | ADI | 1.08K | $345.22K |
 The Hershey Company | HSY | 1.08K | $224.63K |
 Mastercard Incorporated | MA | 1.06K | $529K |
 The Sherwin-Williams Company | SHW | 990 | $317.34K |
 The Goldman Sachs Group, Inc. | GS | 988 | $836.39K |
 Costco Wholesale Corporation | COST | 927 | $924.11K |
 Eaton Corporation plc | ETN | 903 | $323.05K |
 Trane Technologies plc | TT | 866 | $360.89K |