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
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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