Q3 2026 13F · SEC CIK 938592

Moody Lynn Lieberson & Walker, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.9B
Reported positions: 265
Top holdings a year, 3 yrs: +26.5%
Assets under management: $2.4B

Moody Lynn Lieberson & Walker, LLC is a wealth manager that reported 265 positions worth $1.9B in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Nvidia Corporation (NVDA, 7.6%), Alphabet Inc (GOOGL, 6.9%), Broadcom Inc (AVGO, 5.5%). A portfolio copying its top holdings returned 26.5% a year over the last 3 years, against 20.4% for the S&P 500.

Moody Lynn Lieberson & Walker, LLC holdings largest 50 of 265 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Moody Lynn Lieberson & Walker, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	7.6%	6.7%	641,876	+1.2%	$146.6M
GOOGLAlphabet Inc	6.9%	7.3%	385,320	+0.0%	$132.6M
AVGOBroadcom Inc	5.5%	6.1%	302,677	-1.8%	$106.3M
MSFTMicrosoft Corp	5.1%	3.7%	191,360	+2.7%	$98.1M
AAPLApple Inc	4.9%	4.3%	283,600	+0.5%	$94.4M
LLYEli Lilly & Co	4.9%	5.1%	81,580	+0.5%	$94.4M
JPMJpmorgan Chase & Co	3.5%	3.4%	204,263	+4.3%	$67.6M
AMZNAmazon Com Inc	3.4%	3.2%	264,863	+5.3%	$66.0M
GLDSpdr Gold Tr	3.0%	2.9%	152,964	+2.1%	$58.3M
BRK-BBerkshire Hathaway Inc Del	2.5%	2.6%	96,402	-1.1%	$48.0M
MSMorgan Stanley	2.5%	2.8%	255,213	-0.5%	$48.0M
ABBVAbbvie Inc	2.4%	2.2%	173,972	+3.0%	$45.5M
GEVGe Vernova Inc	2.2%	3.1%	44,796	-10.4%	$42.6M
MAMastercard Incorporated	2.1%	2.0%	75,008	-0.2%	$41.4M
JNJJohnson & Johnson	1.9%	1.8%	138,264	+2.7%	$36.6M
WMWaste Mgmt Inc Del	1.9%	2.1%	179,388	-0.1%	$36.6M
LINLinde PLC	1.7%	1.9%	69,537	-0.8%	$33.0M
VRTXVertex Pharmaceuticals Inc	1.5%	1.5%	56,875	+0.4%	$29.7M
TMOThermo Fisher Scientific Inc	1.5%	1.1%	41,942	+2.5%	$28.3M
ABTAbbott Laboratories	1.4%	1.2%	281,504	+13.4%	$27.8M
ETNEaton Corp PLC	1.4%	1.4%	63,026	+0.3%	$27.1M
BXBlackstone Inc	1.4%	1.4%	233,783	+0.6%	$26.2M
CVXChevron Corporation	1.3%	1.1%	121,465	+1.0%	$24.8M
HTHIYHitachi Ltd ADR 2	1.2%	0.9%	644,165	+2.4%	$22.2M
KOCoca Cola Co	1.1%	1.0%	243,037	+0.1%	$20.9M
XOMExxonmobil Holdings Corp	1.0%	—	121,369	—	$19.8M
SPYState Str Spdr S&p 500 ETF T	1.0%	0.8%	25,358	+24.1%	$19.3M
MRKMerck & Co Inc	1.0%	0.7%	129,062	+16.7%	$18.8M
SYKStryker Corporation	1.0%	1.3%	67,329	-13.5%	$18.5M
GILDGilead Sciences Inc	1.0%	0.7%	123,572	+17.1%	$18.4M
UNPUnion Pac Corp	0.9%	0.9%	63,252	+5.1%	$17.2M
GOOGAlphabet Inc	0.9%	0.9%	49,046	-0.8%	$16.7M
PANWPalo Alto Networks Inc	0.8%	0.7%	40,423	-2.3%	$16.1M
NFLXNetflix Inc.	0.8%	1.0%	217,480	-19.4%	$15.1M
HDHome Depot Inc	0.8%	1.2%	51,710	-18.6%	$14.7M
FERGFerguson Enterprises Inc Common Stock Ne	0.7%	0.9%	64,502	-9.1%	$14.4M
VVisa Inc	0.7%	0.7%	37,628	-0.4%	$13.5M
SPCXSpace Exploration Techn Corp	0.6%	—	72,576	—	$10.9M
TXNTexas Instrs Inc	0.5%	0.5%	35,488	+9.3%	$9.9M
PLTRPalantir Technologies Inc	0.5%	—	48,680	—	$9.1M
MCDMcdonalds Corp	0.5%	0.5%	38,512	+1.9%	$8.9M
GEGe Aerospace	0.4%	0.7%	26,093	-23.7%	$8.1M
MDLZMondelez International	0.4%	0.4%	139,542	+0.9%	$8.1M
ANETArista Networks Inc	0.4%	—	37,157	—	$7.6M
CSCOCisco Sys Inc	0.4%	0.4%	68,913	+0.4%	$7.4M
GSGoldman Sachs Group Inc	0.4%	0.4%	7,886	-0.0%	$7.1M
RTXRtx Corporation	0.4%	0.3%	37,487	+8.2%	$7.0M
NOCNorthrop Grumman Corp	0.4%	0.4%	14,137	-15.1%	$6.8M
NSRGYNestle Sa	0.3%	—	69,589	—	$6.3M
VTIVanguard Index Fds	0.3%	0.4%	16,540	-8.2%	$6.2M

What Moody Lynn Lieberson & Walker, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SPY State Str Spdr S&p 500 ETF T+24.1% shares
GILD Gilead Sciences Inc+17.1% shares
MRK Merck & Co Inc+16.7% shares
ABT Abbott Laboratories+13.4% shares
TXN Texas Instrs Inc+9.3% shares
RTX Rtx Corporation+8.2% shares
AMZN Amazon Com Inc+5.3% shares
UNP Union Pac Corp+5.1% shares

Reduced

GE Ge Aerospace-23.7% shares
NFLX Netflix Inc.-19.4% shares
HD Home Depot Inc-18.6% shares
NOC Northrop Grumman Corp-15.1% shares
SYK Stryker Corporation-13.5% shares
GEV Ge Vernova Inc-10.4% shares
FERG Ferguson Enterprises Inc Common Stock Ne-9.1% shares
VTI Vanguard Index Fds-8.2% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.4% /yr; S&P 500 +20.1%
3 years: +26.5% /yr; S&P 500 +20.4%
5 years: +15.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.9B	265
Q2 2026	$1.9B	264
Q1 2026	$1.8B	250
Q4 2025	$1.9B	265
Q3 2025	$1.9B	259
Q2 2025	$1.7B	258
Q1 2025	$1.6B	244
Q4 2024	$1.6B	246
Q3 2024	$1.6B	255
Q2 2024	$1.5B	235
Q1 2024	$1.5B	236
Q4 2023	$1.3B	231

Questions about Moody Lynn Lieberson & Walker, LLC's portfolio

What stocks does Moody Lynn Lieberson & Walker, LLC own?

Moody Lynn Lieberson & Walker, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 265 positions worth $1.9B. The largest are Nvidia Corporation (NVDA) at 7.6%, Alphabet Inc (GOOGL) at 6.9%, Broadcom Inc (AVGO) at 5.5%, Microsoft Corp (MSFT) at 5.1% and Apple Inc (AAPL) at 4.9%.

What did Moody Lynn Lieberson & Walker, LLC buy last quarter?

In Q3 2026, Moody Lynn Lieberson & Walker, LLC added State Str Spdr S&p 500 ETF T (SPY) (+24.1% shares), Gilead Sciences Inc (GILD) (+17.1% shares) and Merck & Co Inc (MRK) (+16.7% shares), compared with its Q2 2026 filing.

What did Moody Lynn Lieberson & Walker, LLC sell last quarter?

In Q3 2026, Moody Lynn Lieberson & Walker, LLC cut from its top 50 Southern Co (SO), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 American Elec Pwr Co Inc (AEP), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Procter & Gamble Co (PG), Ge Aerospace (GE) (-23.7% shares), Netflix Inc. (NFLX) (-19.4% shares) and Home Depot Inc (HD) (-18.6% shares), compared with its Q2 2026 filing.

How has Moody Lynn Lieberson & Walker, LLC's portfolio performed?

A portfolio copying Moody Lynn Lieberson & Walker, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +26.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.4% against +20.1%. Over 5 years: +15.4% a year against +11.6%.

When is Moody Lynn Lieberson & Walker, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Moody Lynn Lieberson & Walker, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Moody Lynn Lieberson & Walker, LLC manage?

Moody Lynn Lieberson & Walker, LLC reported $2.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.9B.