LIBERTY WEALTH MANAGEMENT LLC Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$637.9M
Holdings
233
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (233 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DBEFDBX ETF TR | 15,861 | $693K | 0.11% | |
| 102 | XOMEXXON MOBIL CORP | 6,412 | $691K | 0.11% | |
| 103 | VWOVANGUARD INTL EQUITY INDEX F | 14,025 | $689K | 0.11% | |
| 104 | XLKSELECT SECTOR SPDR TR | 2,695 | $682K | 0.11% | |
| 105 | IYKISHARES TR | 9,630 | $678K | 0.11% | |
| 106 | EFAISHARES TR | 7,487 | $669K | 0.10% | |
| 107 | AMGNAMGEN INC | 2,381 | $664K | 0.10% | |
| 108 | KOCOCA COLA CO | 9,229 | $652K | 0.10% | |
| 109 | WMTWALMART INC | 6,361 | $621K | 0.10% | |
| 110 | ABTABBOTT LABS | 4,570 | $621K | 0.10% | |
| 111 | VONGVANGUARD SCOTTSDALE FDS | 5,564 | $607K | 0.10% | |
| 112 | IYEISHARES TR | 13,028 | $589K | 0.09% | |
| 113 | IJRISHARES TR | 5,372 | $587K | 0.09% | |
| 114 | PHMPULTE GROUP INC | 5,551 | $585K | 0.09% | |
| 115 | STIPISHARES TR | 5,638 | $580K | 0.09% | |
| 116 | CRMSALESFORCE INC | 2,076 | $566K | 0.09% | |
| 117 | AXPAMERICAN EXPRESS CO | 1,751 | $558K | 0.09% | |
| 118 | CATCATERPILLAR INC | 1,420 | $551K | 0.09% | |
| 119 | BNDXVANGUARD CHARLOTTE FDS | 10,934 | $541K | 0.08% | |
| 120 | MAMASTERCARD INCORPORATED | 963 | $541K | 0.08% | |
| 121 | ADBEADOBE INC | 1,365 | $528K | 0.08% | |
| 122 | TAT&T INC | 17,732 | $513K | 0.08% | |
| 123 | TFLOISHARES TR | 10,112 | $512K | 0.08% | |
| 124 | RTXRTX CORPORATION | 3,504 | $511K | 0.08% | |
| 125 | PSAPUBLIC STORAGE OPER CO | 1,731 | $507K | 0.08% | |
| 126 | PEGPUBLIC SVC ENTERPRISE GRP IN | 6,014 | $506K | 0.08% | |
| 127 | IWFISHARES TR | 1,191 | $505K | 0.08% | |
| 128 | PEPPEPSICO INC | 3,776 | $498K | 0.08% | |
| 129 | BSVVANGUARD BD INDEX FDS | 5,994 | $471K | 0.07% | |
| 130 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,057 | $465K | 0.07% | |
| 131 | GQ9SPDR GOLD TR | 1,526 | $465K | 0.07% | |
| 132 | ABMABM INDS INC | 9,784 | $461K | 0.07% | |
| 133 | IJJISHARES TR | 3,701 | $457K | 0.07% | |
| 134 | JNJJOHNSON &JOHNSON | 2,979 | $455K | 0.07% | |
| 135 | DFUVDIMENSIONAL ETF TRUST | 10,702 | $452K | 0.07% | |
| 136 | IBBISHARES TR | 3,579 | $452K | 0.07% | |
| 137 | VRTVERTIV HOLDINGS CO | 3,517 | $451K | 0.07% | |
| 138 | VIGVANGUARD SPECIALIZED FUNDS | 2,175 | $445K | 0.07% | |
| 139 | BABOEING CO | 2,056 | $430K | 0.07% | |
| 140 | SPYVSPDR SERIES TRUST | 8,215 | $429K | 0.07% | |
| 141 | HIMUBLACKROCK ETF TRUST II | 8,708 | $423K | 0.07% | |
| 142 | XLFSELECT SECTOR SPDR TR | 7,981 | $417K | 0.07% | |
| 143 | ICVTISHARES TR | 4,579 | $412K | 0.06% | |
| 144 | 4I1PHILIP MORRIS INTL INC | 2,238 | $407K | 0.06% | |
| 145 | TTTRANE TECHNOLOGIES PLC | 908 | $397K | 0.06% | |
| 146 | UNPUNION PAC CORP | 1,701 | $391K | 0.06% | |
| 147 | IMCGISHARES TR | 4,735 | $379K | 0.06% | |
| 148 | MCDMCDONALDS CORP | 1,297 | $379K | 0.06% | |
| 149 | VSGXVANGUARD WORLD FD | 5,677 | $371K | 0.06% | |
| 150 | FLOTISHARES TR | 7,271 | $370K | 0.06% | |
| 151 | RPVINVESCO EXCHANGE TRADED FD T | 3,911 | $366K | 0.06% | |
| 152 | SBUXSTARBUCKS CORP | 3,946 | $361K | 0.06% | |
| 153 | BACVERIZON COMMUNICATIONS INC | 8,243 | $356K | 0.06% | |
| 154 | VNQVANGUARD INDEX FDS | 3,987 | $355K | 0.06% | |
| 155 | IYRISHARES TR | 3,709 | $351K | 0.06% | |
| 156 | USBUS BANCORP DEL | 7,702 | $348K | 0.05% | |
| 157 | DGROISHARES TR | 5,429 | $347K | 0.05% | |
| 158 | SHWSHERWIN WILLIAMS CO | 1,013 | $347K | 0.05% | |
| 159 | AVUVAMERICAN CENTY ETF TR | 3,799 | $346K | 0.05% | |
| 160 | ALSALLSTATE CORP | 1,677 | $337K | 0.05% | |
| 161 | GEGE AEROSPACE | 1,308 | $336K | 0.05% | |
| 162 | HIMSHIMS &HERS HEALTH INC | 6,629 | $330K | 0.05% | |
| 163 | BIVVANGUARD BD INDEX FDS | 4,270 | $330K | 0.05% | |
| 164 | SCHBSCHWAB STRATEGIC TR | 13,700 | $326K | 0.05% | |
| 165 | IBTHISHARES TR | 13,806 | $310K | 0.05% | |
| 166 | IBTGISHARES TR | 13,494 | $309K | 0.05% | |
| 167 | SNPSSYNOPSYS INC | 602 | $308K | 0.05% | |
| 168 | BNDVANGUARD BD INDEX FDS | 4,173 | $307K | 0.05% | |
| 169 | ADIANALOG DEVICES INC | 1,287 | $306K | 0.05% | |
| 170 | AVDVAMERICAN CENTY ETF TR | 3,784 | $300K | 0.05% | |
| 171 | MRKMERCK &CO INC | 3,726 | $294K | 0.05% | |
| 172 | FLRNSPDR BLOOMBERG INT GRD | 9,324 | $287K | 0.04% | |
| 173 | FDVVFIDELITY COVINGTON TRUST | 5,399 | $280K | 0.04% | |
| 174 | IBTKISHARES TR | 14,017 | $278K | 0.04% | |
| 175 | IBMSISHARES TR | 12,644 | $277K | 0.04% | |
| 176 | ROSTROSS STORES INC | 2,178 | $277K | 0.04% | |
| 177 | SOXXISHARES TR | 1,164 | $277K | 0.04% | |
| 178 | IBTIISHARES TR | 12,358 | $276K | 0.04% | |
| 179 | VOXVANGUARD WORLD FD | 1,589 | $271K | 0.04% | |
| 180 | UPSUNITED PARCEL SERVICE INC | 2,657 | $268K | 0.04% | |
| 181 | ESGVVANGUARD WORLD FD | 2,424 | $265K | 0.04% | |
| 182 | SSENTINELONE INC | 14,447 | $264K | 0.04% | |
| 183 | SYKSTRYKER CORPORATION | 665 | $263K | 0.04% | |
| 184 | AQLTISHARES TR | 11,297 | $263K | 0.04% | |
| 185 | HYDBISHARES TR | 5,496 | $260K | 0.04% | |
| 186 | IWDISHARES TR | 1,336 | $259K | 0.04% | |
| 187 | EBAEBAY INC. | 3,450 | $256K | 0.04% | |
| 188 | DONSPDR DOW JONES INDL AVERAGE | 569 | $250K | 0.04% | |
| 189 | DELLDELL TECHNOLOGIES INC | 2,033 | $249K | 0.04% | |
| 190 | ESGUISHARES TR | 1,845 | $249K | 0.04% | |
| 191 | NEENEXTERA ENERGY INC | 3,576 | $248K | 0.04% | |
| 192 | DIVBISHARES TR | 4,906 | $246K | 0.04% | |
| 193 | EUFNISHARES TR | 7,733 | $244K | 0.04% | |
| 194 | WELLWELLTOWER INC | 1,589 | $244K | 0.04% | |
| 195 | WECWEC ENERGY GROUP INC | 2,340 | $243K | 0.04% | |
| 196 | EFAVISHARES TR | 2,905 | $243K | 0.04% | |
| 197 | PFEPFIZER INC | 9,970 | $241K | 0.04% | |
| 198 | ITOTISHARES TR | 1,789 | $241K | 0.04% | |
| 199 | BPBP PLC | 7,944 | $238K | 0.04% | |
| 200 | PANWPALO ALTO NETWORKS INC | 1,145 | $234K | 0.04% |