LIBERTY WEALTH MANAGEMENT LLC
CIK: 0001769302Latest portfolio: $774.7M · Q4 2025
Holdings
249
Total Value
$774.7M
New Positions
246
Closed Positions
0
Top Holdings
View All 249 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 803,724 | $37.6M | 4.85% | NEW | |
| 2 | IVWISHARES TR | 259,780 | $32.0M | 4.13% | NEW | |
| 3 | DFACDIMENSIONAL ETF TRUST | 804,494 | $31.8M | 4.11% | NEW | |
| 4 | AAPLAPPLE INC | 116,951 | $31.8M | 4.10% | NEW | |
| 5 | QUALISHARES TR | 159,312 | $31.6M | 4.08% | NEW | |
| 6 | DYNFBLACKROCK ETF TRUST | 478,794 | $29.1M | 3.76% | NEW | |
| 7 | DFCFDIMENSIONAL ETF TRUST | 663,250 | $28.2M | 3.64% | NEW | |
| 8 | IVVISHARES TR | 40,337 | $27.6M | 3.56% | NEW | |
| 9 | DUHPDIMENSIONAL ETF TRUST | 697,596 | $26.5M | 3.42% | NEW | |
| 10 | IVEISHARES TR | 108,331 | $23.0M | 2.96% | NEW | |
| 11 | DFGXDIMENSIONAL ETF TRUST | 367,041 | $19.3M | 2.49% | NEW | |
| 12 | NVDANVIDIA CORPORATION | 97,025 | $18.1M | 2.34% | NEW | |
| 13 | DFICDIMENSIONAL ETF TRUST | 448,114 | $15.4M | 1.99% | NEW | |
| 14 | VTIVANGUARD INDEX FDS | 45,750 | $15.3M | 1.98% | NEW | |
| 15 | IUSBISHARES TR | 329,189 | $15.3M | 1.98% | NEW | |
| 16 | DFAIDIMENSIONAL ETF TRUST | 394,707 | $15.0M | 1.94% | NEW | |
| 17 | DFSDDIMENSIONAL ETF TRUST | 294,976 | $14.1M | 1.83% | NEW | |
| 18 | IEMGISHARES INC | 203,926 | $13.7M | 1.77% | NEW | |
| 19 | DFLVDIMENSIONAL ETF TRUST | 386,810 | $13.2M | 1.71% | NEW | |
| 20 | OEFISHARES TR | 30,155 | $10.3M | 1.33% | NEW | |
| 21 | EFVISHARES TR | 134,841 | $9.6M | 1.24% | NEW | |
| 22 | MSFTMICROSOFT CORP | 19,362 | $9.4M | 1.21% | NEW | |
| 23 | IYWISHARES TR | 44,064 | $8.8M | 1.14% | NEW | |
| 24 | VEUVANGUARD INTL EQUITY INDEX F | 116,174 | $8.5M | 1.10% | NEW | |
| 25 | DFATDIMENSIONAL ETF TRUST | 136,957 | $8.2M | 1.05% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($3.1794180959364494e+69T)
Unknown0.0% ($6.069534249912882e+47T)
Healthcare0.0% ($5.618190416501638e+38T)
Industrials0.0% ($3.5901129795756667e+31T)
Consumer Cyclical0.0% ($66836382732653.4T)
Communication Services0.0% ($486935442761.8T)
Utilities0.0% ($482422265251.2T)
Energy0.0% ($41683289.8T)
Consumer Defensive0.0% ($1131902.7T)
Real Estate0.0% ($455.3B)
Basic Materials0.0% ($319.3M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 4, 2026 | $774.7M | 249 |
| Q3 2025 | Oct 31, 2025 | $710.2B | 0 |
| Q2 2025 | Aug 1, 2025 | $637.9B | 233 |
| Q1 2025 | May 9, 2025 | $545.7B | 296 |
| Q4 2024 | Feb 10, 2025 | $599.9B | 229 |
| Q3 2024 | Nov 4, 2024 | $588.6B | 230 |
| Q2 2024 | Aug 7, 2024 | $545.5M | 233 |
| Q1 2024 | May 3, 2024 | $512.4M | 187 |
| Q4 2023 | Feb 9, 2024 | $466.4M | 173 |
| Q3 2023 | Nov 13, 2023 | $401.8M | 174 |
| Q2 2023 | Aug 10, 2023 | $404.7B | 191 |
| Q1 2023 | May 3, 2023 | $484.6B | 230 |
| Q3 2022 | Nov 15, 2022 | $375.0M | 173 |
| Q2 2022 | Aug 15, 2022 | $246.5M | 165 |
| Q1 2022 | May 9, 2022 | $277.1M | 175 |
| Q4 2021 | Feb 15, 2022 | $2.3B | 198 |
| Q3 2021 | Nov 15, 2021 | $280.3M | 1,847 |
| Q2 2021 | Aug 13, 2021 | $3.2B | 1,138 |
| Q1 2021 | May 17, 2021 | $204.8M | 1,017 |
| Q4 2020 | Feb 9, 2021 | $204.3M | 1,073 |
| Q3 2020 | Nov 5, 2020 | $169.6M | 889 |
| Q2 2020 | Aug 4, 2020 | $142.1M | 893 |
| Q1 2020 | Apr 27, 2020 | $114.5M | 935 |
| Q4 2019 | Feb 5, 2020 | $126.9M | 938 |
| Q3 2019 | Oct 30, 2019 | $105.7M | 889 |
| Q2 2019 | Jul 30, 2019 | $114.0M | 935 |
| Q1 2019 | Apr 18, 2019 | $132.8M | 797 |
| Q4 2018 | Mar 26, 2019 | $134.1M | 826 |
Fund Information
LIBERTY WEALTH MANAGEMENT LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $774.7M across 249 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAU), representing 4.9% of the portfolio. Compared to the previous quarter, the fund opened 249 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.