LIBERTY WEALTH MANAGEMENT LLC
Top Portfolio Positions
120 positions ·
$177,077,609 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
111,781 | $28,368,899 | 16.02% | |
| NVDA |
Nvidia Corp
Technology
|
101,654 | $17,728,457 | 10.01% | |
| MSFT |
Microsoft Corp
Technology
|
19,425 | $7,190,552 | 4.06% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,917 | $5,723,894 | 3.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,892 | $5,600,796 | 3.16% | |
| ENPH |
Enphase Energy, Inc.
Technology
|
146,338 | $5,533,039 | 3.12% | |
| AMAT |
Applied Materials Inc /De
Technology
|
15,869 | $5,423,865 | 3.06% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
14,101 | $5,242,046 | 2.96% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,179 | $4,668,790 | 2.64% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
9,992 | $4,606,212 | 2.60% |
Portfolio Trend
24 quarters · across all stocks
Holdings in NGEN
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,940 | 22,000 | Shares | Sole | 2026-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||