Liberty Wealth Management LLC reported 114 positions worth $170.19M for the quarter ended Jun 30, 2026, up 0.0% on the prior quarter. It opened 0 new positions, added to 0, trimmed 0 and exited 0. Its largest holding is Apple Inc. at 16.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 111.8K | $28.37M | 16.67% | 0 | 0.0% | Unchanged | 0% |
| 2 | NVDA Nvidia Corp | Technology | 101.7K | $17.74M | 10.42% | 0 | 0.0% | Unchanged | 0% |
| 3 | MSFT Microsoft Corp | Technology | 19.4K | $7.19M | 4.23% | 0 | 0.0% | Unchanged | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 26.9K | $5.60M | 3.29% | 0 | 0.0% | Unchanged | 0% |
| 5 | ENPH Enphase Energy, Inc. | Industrials | 146.3K | $5.53M | 3.25% | 0 | 0.0% | Unchanged | 0.11% |
| 6 | AMAT Applied Materials Inc | Technology | 15.9K | $5.42M | 3.19% | 0 | 0.0% | Unchanged | 0% |
| 7 | TSLA Tesla, Inc. | Consumer Discretionary | 14.1K | $5.24M | 3.08% | 0 | 0.0% | Unchanged | 0% |
| 8 | ISRG Intuitive Surgical Inc | Healthcare | 9,992 | $4.61M | 2.71% | 0 | 0.0% | Unchanged | 0% |
| 9 | CVX Chevron Corp | Energy | 21.3K | $4.40M | 2.59% | 0 | 0.0% | Unchanged | 0% |
| 10 | IAU Ishares Gold Trust | Others | 49.1K | $4.33M | 2.54% | 0 | 0.0% | Unchanged | 0.01% |
| 11 | GOOG Alphabet Inc. | Technology | 14.5K | $4.16M | 2.44% | 0 | 0.0% | Unchanged | 0% |
| 12 | ORCL Oracle Corp | Technology | 25.8K | $3.80M | 2.23% | 0 | 0.0% | Unchanged | 0% |
| 13 | WM Waste Management Inc | Industrials | 16.4K | $3.76M | 2.21% | 0 | 0.0% | Unchanged | 0% |
| 14 | GOOGL Alphabet Inc. | Technology | 12.3K | $3.53M | 2.08% | 0 | 0.0% | Unchanged | 0% |
| 15 | CSCO Cisco Systems, Inc. | Technology | 44.4K | $3.44M | 2.02% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Liberty Wealth Management.
As of its Q2 2026 13F filing, Liberty Wealth Management LLC’s five largest positions were Apple Inc. (AAPL) at 16.7%, Nvidia Corp (NVDA) at 10.4%, Microsoft Corp (MSFT) at 4.2%, Amazon Com Inc (AMZN) at 3.3%, Enphase Energy, Inc. (ENPH) at 3.3% of the reported portfolio.
Liberty Wealth Management LLC reported a 13F portfolio worth $170.19M across 114 positions for Q2 2026. That is up 0.0% from the previous quarter.
From the Form 13F-HR reports Liberty Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.