LIBERTY WEALTH MANAGEMENT LLC
CIK: 0001769302SEC EDGAR →
Portfolio Value
$719K
Holdings
249
As of
Q4 2025
New Positions
249
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 803,724 | $38K | 5.23% |
| 2 | ISHARES TR | 259,780 | $32K | 4.45% |
| 3 | DIMENSIONAL ETF TRUST | 804,494 | $32K | 4.43% |
| 4 | APPLE INC | 116,951 | $32K | 4.42% |
| 5 | ISHARES TR | 159,312 | $32K | 4.40% |
| 6 | BLACKROCK ETF TRUST | 478,794 | $29K | 4.05% |
| 7 | DIMENSIONAL ETF TRUST | 663,250 | $28K | 3.93% |
| 8 | DIMENSIONAL ETF TRUST | 697,596 | $27K | 3.69% |
| 9 | ISHARES TR | 108,331 | $23K | 3.19% |
| 10 | DIMENSIONAL ETF TRUST | 367,041 | $19K | 2.69% |
Quarterly Changes
New Positions (249)
$38K · 804K shares
$32K · 260K shares
$32K · 804K shares
$32K · 117K shares
$32K · 159K shares
$29K · 479K shares
$28K · 663K shares
$27K · 698K shares
$23K · 108K shares
$19K · 367K shares
$18K · 97K shares
$15K · 448K shares
$15K · 46K shares
$15K · 329K shares
$15K · 395K shares
$14K · 295K shares
$14K · 204K shares
$13K · 387K shares
$10K · 30K shares
$10K · 135K shares
$9K · 19K shares
$9K · 44K shares
$9K · 116K shares
$8K · 137K shares
$8K · 249K shares
$8K · 77K shares
$8K · 30K shares
$7K · 217K shares
$7K · 92K shares
$7K · 15K shares
$6K · 28K shares
$6K · 145K shares
$5K · 60K shares
$5K · 53K shares
$5K · 37K shares
$5K · 62K shares
$5K · 25K shares
$5K · 19K shares
$5K · 16K shares
$5K · 69K shares
$5K · 124K shares
$5K · 41K shares
$5K · 82K shares
$4K · 111K shares
$4K · 130K shares
$4K · 16K shares
$4K · 11K shares
$3K · 44K shares
$3K · 22K shares
$3K · 31K shares
$3K · 7K shares
$3K · 53K shares
$3K · 14K shares
$3K · 80K shares
$3K · 7K shares
$2K · 5K shares
$2K · 55K shares
$2K · 10K shares
$2K · 32K shares
$2K · 4K shares
$2K · 5K shares
$2K · 7K shares
$2K · 17K shares
$2K · 5K shares
$2K · 4K shares
$2K · 31K shares
$1K · 14K shares
$1K · 25K shares
$1K · 26K shares
$1K · 6K shares
$1K · 5K shares
$1K · 15K shares
$1K · 4K shares
$1K · 55K shares
$1K · 3K shares
$1K · 7K shares
$1K · 5K shares
$1K · 8K shares
$1K · 4K shares
$1K · 3K shares
$1K · 13K shares
$1K · 16K shares
$1K · 11K shares
$1K · 11K shares
$902 · 1K shares
$890 · 7K shares
$857 · 976 shares
$833 · 7K shares
$821 · 7K shares
$820 · 6K shares
$802 · 17K shares
$795 · 1K shares
$781 · 1K shares
$775 · 2K shares
$771 · 12K shares
$756 · 2K shares
$749 · 11K shares
$747 · 14K shares
$742 · 6K shares
$739 · 7K shares
$732 · 2K shares
$726 · 8K shares
$719 · 15K shares
$683 · 11K shares
$677 · 12K shares
$669 · 4K shares
$661 · 2K shares
$653 · 6K shares
$649 · 9K shares
$646 · 20K shares
$644 · 6K shares
$634 · 5K shares
$631 · 5K shares
$625 · 3K shares
$608 · 5K shares
$589 · 2K shares
$586 · 3K shares
$582 · 4K shares
$580 · 1K shares
$546 · 4K shares
$543 · 951 shares
$526 · 9K shares
$515 · 2K shares
$513 · 11K shares
$491 · 4K shares
$490 · 18K shares
$490 · 10K shares
$482 · 2K shares
$482 · 6K shares
$469 · 9K shares
$467 · 1K shares
$463 · 5K shares
$462 · 5K shares
$455 · 2K shares
$430 · 1K shares
$430 · 2K shares
$423 · 9K shares
$422 · 9K shares
$420 · 16K shares
$418 · 5K shares
$415 · 8K shares
$414 · 10K shares
$414 · 6K shares
$411 · 6K shares
$411 · 4K shares
$409 · 4K shares
$408 · 1K shares
$405 · 8K shares
$403 · 13K shares
$393 · 2K shares
$390 · 4K shares
$387 · 14K shares
$383 · 7K shares
$380 · 2K shares
$376 · 5K shares
$366 · 1K shares
$364 · 2K shares
$361 · 2K shares
$361 · 4K shares
$357 · 993 shares
$355 · 1K shares
$341 · 3K shares
$339 · 873 shares
$337 · 4K shares
$332 · 4K shares
$331 · 2K shares
$327 · 7K shares
$324 · 4K shares
$323 · 8K shares
$319 · 986 shares
$317 · 9K shares
$316 · 14K shares
$314 · 14K shares
$313 · 8K shares
$313 · 4K shares
$312 · 2K shares
$310 · 38K shares
$309 · 378 shares
$304 · 1K shares
$302 · 2K shares
$302 · 4K shares
$300 · 2K shares
$299 · 2K shares
$298 · 636 shares
$298 · 2K shares
$296 · 8K shares
$294 · 2K shares
$293 · 2K shares
$288 · 3K shares
$283 · 14K shares
$282 · 13K shares
$281 · 13K shares
$278 · 4K shares
$278 · 2K shares
$277 · 1K shares
$275 · 3K shares
$274 · 11K shares
$273 · 570 shares
$267 · 37K shares
$265 · 3K shares
$264 · 5K shares
$261 · 15K shares
$257 · 2K shares
$255 · 2K shares
$255 · 2K shares
$254 · 3K shares
$253 · 5K shares
$252 · 792 shares
$251 · 2K shares
$249 · 7K shares
$249 · 381 shares
$241 · 2K shares
$233 · 218 shares
$231 · 5K shares
$228 · 3K shares
$227 · 3K shares
$226 · 2K shares
$225 · 2K shares
$224 · 3K shares
$224 · 5K shares
$224 · 639 shares
$223 · 9K shares
$222 · 2K shares
$222 · 3K shares
$218 · 204 shares
$216 · 14K shares
$213 · 1K shares
$213 · 2K shares
$211 · 3K shares
$208 · 459 shares
$200 · 9K shares
$200 · 9K shares
$200 · 1K shares
$136 · 11K shares
$72 · 17K shares
$31 · 20K shares
$27 · 40K shares
$6 · 10K shares
$5 · 8K shares
$5 · 10K shares
$4 · 7K shares
$3 · 4K shares
$2 · 4K shares
$2 · 5K shares
$1 · 2K shares
$1 · 2K shares
EN POINT TECHNOLOGIES INC
$0 · 30K shares
$0 · 33K shares
$0 · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 144 | $554K | 77.1% |
| Technology | 22 | $83K | 11.5% |
| Unknown | 19 | $18K | 2.5% |
| Consumer Cyclical | 7 | $16K | 2.2% |
| Healthcare | 16 | $12K | 1.7% |
| Industrials | 13 | $10K | 1.4% |
| Communication Services | 6 | $10K | 1.4% |
| Energy | 5 | $9K | 1.2% |
| Consumer Defensive | 5 | $4K | 0.6% |
| Utilities | 7 | $2K | 0.3% |
| Real Estate | 3 | $1K | 0.1% |
| Basic Materials | 2 | $607 | 0.1% |