Liberty Wealth Management LLC
Liberty Wealth Management LLC reported 300 holdings worth US$912M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Liberty Wealth Management LLC reported 300 holdings worth US$912M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 300
- Value as reported
- US$912M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 112K | US$28.4M | 3.1% |
| Nvidia Corporation | 102K | US$17.7M | 1.9% |
| Alphabet Inc (google) Class C | 26,607 | US$7.69M | 0.84% |
| Microsoft Corp. | 19,425 | US$7.19M | 0.79% |
| Amazon.com, Inc. | 26,892 | US$5.6M | 0.61% |
| Enphase Energy, Inc. | 146K | US$5.53M | 0.61% |
| Applied Materials, Inc. | 15,869 | US$5.42M | 0.60% |
| Tesla, Inc. | 14,101 | US$5.24M | 0.58% |
| Intuitive Surgical, Inc. | 9,992 | US$4.61M | 0.51% |
| Chevron Corporation | 21,267 | US$4.4M | 0.48% |
| Oracle Corporation | 25,810 | US$3.8M | 0.42% |
| Waste Management, Inc. | 16,370 | US$3.76M | 0.41% |
| Cisco Systems, Inc. | 44,357 | US$3.44M | 0.38% |
| Berkshire Hathaway Inc. | 5,457 | US$2.61M | 0.29% |
| Meta Platforms, Inc. | 4,537 | US$2.6M | 0.29% |
| Broadcom Inc. | 7,874 | US$2.44M | 0.27% |
| United Parcel Service, Inc. | 20,932 | US$2.16M | 0.24% |
| Hca Healthcare, Inc. | 3,829 | US$1.81M | 0.20% |
| Abbvie Inc. | 6,939 | US$1.51M | 0.17% |
| Jp Morgan Chase & Co. | 4,963 | US$1.46M | 0.16% |
| Eli Lilly And Company | 1,524 | US$1.4M | 0.15% |
| International Business Machines Corporation | 5,095 | US$1.23M | 0.14% |
| Palantir Technologies Inc. | 8,402 | US$1.23M | 0.13% |
| Bank Of America Corporation | 25,061 | US$1.22M | 0.13% |
| Advanced Micro Devices Inc | 5,817 | US$1.18M | 0.13% |
| Visa Inc. | 3,595 | US$1.09M | 0.12% |
| Exxon Mobil Corporation | 6,398 | US$1.09M | 0.12% |
| Procter & Gamble Company (the) | 7,259 | US$1.05M | 0.12% |
| Amgen Inc. | 2,906 | US$1.02M | 0.11% |
| Lockheed Martin Corporation | 1,547 | US$935K | 0.10% |
| Costco Wholesale Corporation | 927 | US$924K | 0.10% |
| Intuit Inc. | 2,090 | US$904K | 0.10% |
| Automatic Data Processing, Inc. | 4,213 | US$895K | 0.10% |
| Walmart Inc. | 6,945 | US$863K | 0.09% |
| Goldman Sachs Group, Inc. (the) | 988 | US$836K | 0.09% |
| Wells Fargo & Company | 10,377 | US$826K | 0.09% |
| Caterpillar, Inc. | 1,153 | US$817K | 0.09% |
| Vertiv Holdings, Llc | 3,186 | US$800K | 0.09% |
| Msci Inc. | 1,362 | US$734K | 0.08% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,168 | US$733K | 0.08% |
| Home Depot, Inc. (the) | 2,215 | US$729K | 0.08% |
| Coca-cola Company (the) | 9,577 | US$729K | 0.08% |
| Rtx Corporation | 3,730 | US$719K | 0.08% |
| Walt Disney Company (the) | 6,962 | US$671K | 0.07% |
| Pultegroup, Inc. | 5,582 | US$657K | 0.07% |
| Johnson & Johnson | 2,617 | US$639K | 0.07% |
| Pepsico, Inc. | 3,725 | US$578K | 0.06% |
| Mastercard Incorporated | 1,059 | US$529K | 0.06% |
| American Express Company | 1,673 | US$506K | 0.06% |
| H2o America | 8,618 | US$506K | 0.06% |
| Abbott Laboratories | 4,861 | US$499K | 0.05% |
| Netflix, Inc. | 5,143 | US$494K | 0.05% |
| Public Service Enterprise Group Incorporated | 6,019 | US$487K | 0.05% |
| Public Storage | 1,777 | US$481K | 0.05% |
| Mcdonald's Corporation | 1,518 | US$472K | 0.05% |
| Quanta Services, Inc. | 768 | US$422K | 0.05% |
| Merck & Company, Inc. | 3,388 | US$407K | 0.04% |
| Ge Aerospace | 1,421 | US$404K | 0.04% |
| Bp Plc | 8,497 | US$399K | 0.04% |
| Verizon Communications Inc. | 7,932 | US$398K | 0.04% |
| Ge Vernova Inc. | 450 | US$397K | 0.04% |
| Intel Corporation | 8,931 | US$396K | 0.04% |
| Union Pacific Corporation | 1,597 | US$387K | 0.04% |
| U.s. Bancorp | 7,448 | US$387K | 0.04% |
| Abm Industries Incorporated | 9,799 | US$377K | 0.04% |
| American Healthcare Reit, Inc. | 7,321 | US$368K | 0.04% |
| Boeing Company (the) | 1,848 | US$368K | 0.04% |
| Allstate Corporation (the) | 1,743 | US$362K | 0.04% |
| Analog Devices, Inc. | 1,085 | US$345K | 0.04% |
| Mckesson Corporation | 391 | US$338K | 0.04% |
| Dell Technologies Inc. | 2,058 | US$338K | 0.04% |
| Novartis Ag | 2,205 | US$337K | 0.04% |
| Lam Research Corporation | 1,562 | US$334K | 0.04% |
| Starbucks Corporation | 3,615 | US$324K | 0.04% |
| At&t Inc. | 11,126 | US$322K | 0.04% |
| Marathon Petroleum Corporation | 1,314 | US$321K | 0.04% |
| Asml Holding Nv | 242 | US$320K | 0.04% |
| Welltower Inc. | 1,616 | US$320K | 0.04% |
| Ross Stores, Inc. | 1,466 | US$318K | 0.03% |
| Sherwin-williams Company (the) | 990 | US$317K | 0.03% |
| Philip Morris International Inc | 1,904 | US$315K | 0.03% |
| Wec Energy Group, Inc. | 2,688 | US$311K | 0.03% |
| Adobe Inc. | 1,263 | US$307K | 0.03% |
| Salesforce, Inc. | 1,611 | US$301K | 0.03% |
| Nextera Energy, Inc. | 3,067 | US$285K | 0.03% |
| Prologis, Inc. | 2,093 | US$277K | 0.03% |
| Newmont Corporation | 2,501 | US$271K | 0.03% |
| Argan, Inc. | 482 | US$263K | 0.03% |
| Bristol-myers Squibb Company | 4,286 | US$260K | 0.03% |
| Phillips 66 | 1,398 | US$255K | 0.03% |
| Dba Sempra | 2,559 | US$249K | 0.03% |
| Synopsys, Inc. | 622 | US$247K | 0.03% |
| Morgan Stanley | 1,453 | US$239K | 0.03% |
| Pfizer, Inc. | 8,521 | US$239K | 0.03% |
| Gilead Sciences, Inc. | 1,715 | US$239K | 0.03% |
| Duke Energy Corporation (holding Company) | 1,791 | US$235K | 0.03% |
| Ebay Inc. | 2,566 | US$234K | 0.03% |
| Stryker Corporation | 696 | US$229K | 0.03% |
| Kroger Company (the) | 3,142 | US$227K | 0.02% |
| The Hershey Company | 1,081 | US$225K | 0.02% |
Every holding of Liberty Wealth Management LLC
Source
View original at SEC
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