LIBERTY WEALTH MANAGEMENT LLC Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$774.7M
Holdings
249
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (249 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 803,724 | $37.6M | 4.85% | |
| 2 | IVWISHARES TR | 259,780 | $32.0M | 4.13% | |
| 3 | DFACDIMENSIONAL ETF TRUST | 804,494 | $31.8M | 4.11% | |
| 4 | AAPLAPPLE INC | 116,951 | $31.8M | 4.10% | |
| 5 | QUALISHARES TR | 159,312 | $31.6M | 4.08% | |
| 6 | DYNFBLACKROCK ETF TRUST | 478,794 | $29.1M | 3.76% | |
| 7 | DFCFDIMENSIONAL ETF TRUST | 663,250 | $28.2M | 3.64% | |
| 8 | IVVISHARES TR | 40,337 | $27.6M | 3.56% | |
| 9 | DUHPDIMENSIONAL ETF TRUST | 697,596 | $26.5M | 3.42% | |
| 10 | IVEISHARES TR | 108,331 | $23.0M | 2.96% | |
| 11 | DFGXDIMENSIONAL ETF TRUST | 367,041 | $19.3M | 2.49% | |
| 12 | NVDANVIDIA CORPORATION | 97,025 | $18.1M | 2.34% | |
| 13 | DFICDIMENSIONAL ETF TRUST | 448,114 | $15.4M | 1.99% | |
| 14 | VTIVANGUARD INDEX FDS | 45,750 | $15.3M | 1.98% | |
| 15 | IUSBISHARES TR | 329,189 | $15.3M | 1.98% | |
| 16 | DFAIDIMENSIONAL ETF TRUST | 394,707 | $15.0M | 1.94% | |
| 17 | DFSDDIMENSIONAL ETF TRUST | 294,976 | $14.1M | 1.83% | |
| 18 | IEMGISHARES INC | 203,926 | $13.7M | 1.77% | |
| 19 | DFLVDIMENSIONAL ETF TRUST | 386,810 | $13.2M | 1.71% | |
| 20 | OEFISHARES TR | 30,155 | $10.3M | 1.33% | |
| 21 | EFVISHARES TR | 134,841 | $9.6M | 1.24% | |
| 22 | MSFTMICROSOFT CORP | 19,362 | $9.4M | 1.21% | |
| 23 | IYWISHARES TR | 44,064 | $8.8M | 1.14% | |
| 24 | VEUVANGUARD INTL EQUITY INDEX F | 116,174 | $8.5M | 1.10% | |
| 25 | DFATDIMENSIONAL ETF TRUST | 136,957 | $8.2M | 1.05% | |
| 26 | DIHPDIMENSIONAL ETF TRUST | 249,320 | $7.9M | 1.02% | |
| 27 | TLHISHARES TR | 76,555 | $7.8M | 1.00% | |
| 28 | MTUMISHARES TR | 30,143 | $7.5M | 0.97% | |
| 29 | DFEMDIMENSIONAL ETF TRUST | 217,283 | $7.2M | 0.93% | |
| 30 | EMXCISHARES INC | 92,461 | $6.7M | 0.87% | |
| 31 | TSLATESLA INC | 14,861 | $6.7M | 0.86% | |
| 32 | AMZNAMAZON COM INC | 27,652 | $6.4M | 0.82% | |
| 33 | NDQINVESCO QQQ TR | 9,880 | $6.1M | 0.78% | |
| 34 | ISRGINTUITIVE SURGICAL INC | 9,921 | $5.6M | 0.73% | |
| 35 | DISVDIMENSIONAL ETF TRUST | 145,062 | $5.5M | 0.71% | |
| 36 | AQLTISHARES TR | 59,715 | $5.3M | 0.69% | |
| 37 | MBBISHARES TR | 53,121 | $5.1M | 0.65% | |
| 38 | VOOVANGUARD INDEX FDS | 8,056 | $5.0M | 0.65% | |
| 39 | IAU*ISHARES GOLD TR | 61,500 | $5.0M | 0.64% | |
| 40 | ORCLORACLE CORP | 25,405 | $5.0M | 0.64% | |
| 41 | GOOGALPHABET INC | 15,517 | $4.9M | 0.63% | |
| 42 | AMATAPPLIED MATLS INC | 18,950 | $4.9M | 0.63% | |
| 43 | SPYSPDR S&P 500 ETF TR | 7,073 | $4.8M | 0.62% | |
| 44 | BLVVANGUARD BD INDEX FDS | 69,111 | $4.8M | 0.62% | |
| 45 | THROBLACKROCK ETF TRUST | 123,583 | $4.7M | 0.61% | |
| 46 | EFGISHARES TR | 40,615 | $4.6M | 0.60% | |
| 47 | VGLTVANGUARD SCOTTSDALE FDS | 82,050 | $4.6M | 0.59% | |
| 48 | TCAFT ROWE PRICE ETF INC | 110,593 | $4.2M | 0.55% | |
| 49 | ENPHENPHASE ENERGY INC | 130,067 | $4.2M | 0.54% | |
| 50 | WMWASTE MGMT INC DEL | 16,342 | $3.6M | 0.46% | |
| 51 | GOOGLALPHABET INC | 11,329 | $3.5M | 0.46% | |
| 52 | CSCOCISCO SYS INC | 44,127 | $3.4M | 0.44% | |
| 53 | CVXCHEVRON CORP NEW | 21,586 | $3.3M | 0.42% | |
| 54 | VGTVANGUARD WORLD FD | 4,025 | $3.0M | 0.39% | |
| 55 | EMBISHARES TR | 31,041 | $3.0M | 0.39% | |
| 56 | GQ9SPDR GOLD TR | 7,273 | $2.9M | 0.37% | |
| 57 | BINCBLACKROCK ETF TRUST II | 53,194 | $2.8M | 0.36% | |
| 58 | METAMETA PLATFORMS INC | 4,184 | $2.8M | 0.36% | |
| 59 | VTVVANGUARD INDEX FDS | 14,201 | $2.7M | 0.35% | |
| 60 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,304 | $2.7M | 0.34% | |
| 61 | BAIBLACKROCK ETF TRUST | 79,719 | $2.6M | 0.34% | |
| 62 | AVGOBROADCOM INC | 7,361 | $2.5M | 0.33% | |
| 63 | VUGVANGUARD INDEX FDS | 4,736 | $2.3M | 0.30% | |
| 64 | HEFAISHARES TR | 54,604 | $2.3M | 0.29% | |
| 65 | VBRVANGUARD INDEX FDS | 9,654 | $2.0M | 0.26% | |
| 66 | VEAVANGUARD TAX-MANAGED FDS | 32,056 | $2.0M | 0.26% | |
| 67 | HCAHCA HEALTHCARE INC | 4,079 | $1.9M | 0.25% | |
| 68 | JPMJPMORGAN CHASE &CO. | 5,148 | $1.7M | 0.21% | |
| 69 | AIRRFIRST TR EXCHANGE TRADED FD | 16,787 | $1.6M | 0.21% | |
| 70 | ABBVABBVIE INC | 7,225 | $1.6M | 0.21% | |
| 71 | LLYELI LILLY &CO | 1,524 | $1.6M | 0.21% | |
| 72 | IBMINTERNATIONAL BUSINESS MACHS | 5,403 | $1.6M | 0.21% | |
| 73 | MGKVANGUARD WORLD FD | 3,848 | $1.6M | 0.20% | |
| 74 | IAGGISHARES TR | 30,841 | $1.5M | 0.20% | |
| 75 | SGOVISHARES 0-3 MONTH | 14,437 | $1.4M | 0.19% | |
| 76 | BACBANK AMERICA CORP | 24,860 | $1.4M | 0.18% | |
| 77 | IFRAISHARES TR | 25,784 | $1.4M | 0.18% | |
| 78 | FTECFIDELITY COVINGTON TRUST | 5,958 | $1.3M | 0.17% | |
| 79 | INTUINTUIT | 2,002 | $1.3M | 0.17% | |
| 80 | VBVANGUARD INDEX FDS | 5,047 | $1.3M | 0.17% | |
| 81 | TLTISHARES TR | 14,638 | $1.3M | 0.16% | |
| 82 | VHTVANGUARD WORLD FD | 4,428 | $1.3M | 0.16% | |
| 83 | AQLTISHARES TR | 54,801 | $1.3M | 0.16% | |
| 84 | VVISA INC | 3,484 | $1.2M | 0.16% | |
| 85 | PLTRPALANTIR TECHNOLOGIES INC | 6,728 | $1.2M | 0.15% | |
| 86 | AMDADVANCED MICRO DEVICES INC | 5,463 | $1.2M | 0.15% | |
| 87 | PGPROCTER AND GAMBLE CO | 7,896 | $1.1M | 0.15% | |
| 88 | ADPAUTOMATIC DATA PROCESSING IN | 4,391 | $1.1M | 0.15% | |
| 89 | VVVANGUARD INDEX FDS | 3,442 | $1.1M | 0.14% | |
| 90 | SPYMSPDR SERIES TRUST | 12,825 | $1.0M | 0.13% | |
| 91 | IYHISHARES TR | 15,533 | $1.0M | 0.13% | |
| 92 | USMVISHARES TR | 10,642 | $1.0M | 0.13% | |
| 93 | WFCWELLS FARGO CO NEW | 10,745 | $1.0M | 0.13% | |
| 94 | COSTCOSTCO WHSL CORP NEW | 1,046 | $902K | 0.12% | |
| 95 | IYFISHARES TR | 6,905 | $890K | 0.11% | |
| 96 | GSGOLDMAN SACHS GROUP INC | 976 | $857K | 0.11% | |
| 97 | DISDISNEY WALT CO | 7,325 | $833K | 0.11% | |
| 98 | XOMEXXON MOBIL CORP | 6,825 | $821K | 0.11% | |
| 99 | XLKSELECT SECTOR SPDR TR | 5,698 | $820K | 0.11% | |
| 100 | DBEFDBX ETF TR | 16,680 | $802K | 0.10% |
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