Holdings
Liberty Wealth Management LLC
As of Jun 30, 2026, Liberty Wealth Management LLC reported 108 positions worth US$161M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 112K | US$28.4M | no change | Jun 30, 2026 |
| Nvidia Corporation | 102K | US$17.7M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 26,607 | US$7.69M | −129 | Jun 30, 2026 |
| Microsoft Corp. | 19,425 | US$7.19M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 26,892 | US$5.6M | no change | Jun 30, 2026 |
| Enphase Energy, Inc. | 146K | US$5.53M | no change | Jun 30, 2026 |
| Applied Materials, Inc. | 15,869 | US$5.42M | no change | Jun 30, 2026 |
| Tesla, Inc. | 14,101 | US$5.24M | no change | Jun 30, 2026 |
| Intuitive Surgical, Inc. | 9,992 | US$4.61M | no change | Jun 30, 2026 |
| Chevron Corporation | 21,267 | US$4.4M | no change | Jun 30, 2026 |