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 |
|---|---|---|---|---|---|
| 101 | CATCATERPILLAR INC | 1,388 | $795K | 0.10% | |
| 102 | MSCIMSCI INC | 1,362 | $781K | 0.10% | |
| 103 | AMGNAMGEN INC | 2,369 | $775K | 0.10% | |
| 104 | IYKISHARES TR | 11,524 | $771K | 0.10% | |
| 105 | LMTLOCKHEED MARTIN CORP | 1,564 | $756K | 0.10% | |
| 106 | KOCOCA COLA CO | 10,717 | $749K | 0.10% | |
| 107 | VWOVANGUARD INTL EQUITY INDEX F | 13,884 | $747K | 0.10% | |
| 108 | VFHVANGUARD WORLD FD | 5,560 | $742K | 0.10% | |
| 109 | WMTWALMART INC | 6,637 | $739K | 0.10% | |
| 110 | HDHOME DEPOT INC | 2,127 | $732K | 0.09% | |
| 111 | EFAISHARES TR | 7,569 | $726K | 0.09% | |
| 112 | IYEISHARES TR | 15,141 | $719K | 0.09% | |
| 113 | COWZPACER FDS TR | 11,354 | $683K | 0.09% | |
| 114 | SPYVSPDR SERIES TRUST | 11,919 | $677K | 0.09% | |
| 115 | RTXRTX CORPORATION | 3,649 | $669K | 0.09% | |
| 116 | AXPAMERICAN EXPRESS CO | 1,722 | $661K | 0.09% | |
| 117 | PHMPULTE GROUP INC | 5,570 | $653K | 0.08% | |
| 118 | DGROISHARES TR | 9,432 | $649K | 0.08% | |
| 119 | SCHGSCHWAB STRATEGIC TR | 19,821 | $646K | 0.08% | |
| 120 | STIPISHARES TR | 6,294 | $644K | 0.08% | |
| 121 | IJRISHARES TR | 5,283 | $634K | 0.08% | |
| 122 | ABTABBOTT LABS | 5,040 | $631K | 0.08% | |
| 123 | JNJJOHNSON &JOHNSON | 3,022 | $625K | 0.08% | |
| 124 | VONGVANGUARD SCOTTSDALE FDS | 4,998 | $608K | 0.08% | |
| 125 | TSMTAIWAN SEMICONDUCTOR M F | 1,939 | $589K | 0.08% | |
| 126 | IBBISHARES TR | 3,475 | $586K | 0.08% | |
| 127 | VRTVERTIV HOLDINGS CO | 3,595 | $582K | 0.08% | |
| 128 | IWFISHARES TR | 1,227 | $580K | 0.07% | |
| 129 | PEPPEPSICO INC | 3,810 | $546K | 0.07% | |
| 130 | MAMASTERCARD INCORPORATED | 951 | $543K | 0.07% | |
| 131 | FDVVFIDELITY COVINGTON TRUST | 9,379 | $526K | 0.07% | |
| 132 | CRMSALESFORCE INC | 1,945 | $515K | 0.07% | |
| 133 | BNDXVANGUARD CHARLOTTE FDS | 10,594 | $513K | 0.07% | |
| 134 | IJJISHARES TR | 3,738 | $491K | 0.06% | |
| 135 | SCHXSCHWAB STRATEGIC TR | 18,271 | $490K | 0.06% | |
| 136 | FLOTISHARES TR | 9,653 | $490K | 0.06% | |
| 137 | PEGPUBLIC SVC ENTERPRISE GRP IN | 6,013 | $482K | 0.06% | |
| 138 | VIGVANGUARD SPECIALIZED FUNDS | 2,196 | $482K | 0.06% | |
| 139 | USBUS BANCORP DEL | 8,793 | $469K | 0.06% | |
| 140 | ADBEADOBE INC | 1,335 | $467K | 0.06% | |
| 141 | ICVTISHARES TR | 4,707 | $463K | 0.06% | |
| 142 | NFLXNETFLIX INC | 4,936 | $462K | 0.06% | |
| 143 | PSAPUBLIC STORAGE OPER CO | 1,756 | $455K | 0.06% | |
| 144 | BABOEING CO | 1,983 | $430K | 0.06% | |
| 145 | GEGE AEROSPACE | 1,398 | $430K | 0.06% | |
| 146 | HIMUBLACKROCK ETF TRUST II | 8,695 | $423K | 0.05% | |
| 147 | HTOH2O AMERICA | 8,618 | $422K | 0.05% | |
| 148 | SCHBSCHWAB STRATEGIC TR | 16,020 | $420K | 0.05% | |
| 149 | BSVVANGUARD BD INDEX FDS | 5,311 | $418K | 0.05% | |
| 150 | XLFSELECT SECTOR SPDR TR | 7,590 | $415K | 0.05% | |
| 151 | VSGXVANGUARD WORLD FD | 5,782 | $414K | 0.05% | |
| 152 | ABMABM INDS INC | 9,794 | $414K | 0.05% | |
| 153 | SLVISHARES SILVER TR | 6,385 | $411K | 0.05% | |
| 154 | IYRISHARES TR | 4,386 | $411K | 0.05% | |
| 155 | RPVINVESCO EXCHANGE TRADED FD T | 3,962 | $409K | 0.05% | |
| 156 | MCDMCDONALDS CORP | 1,336 | $408K | 0.05% | |
| 157 | TFLOISHARES TR | 8,031 | $405K | 0.05% | |
| 158 | FLRNST STRT SPDR BBRG INV | 13,144 | $403K | 0.05% | |
| 159 | ROSTROSS STORES INC | 2,187 | $393K | 0.05% | |
| 160 | AVUVAMERICAN CENTY ETF TR | 3,831 | $390K | 0.05% | |
| 161 | SCHDSCHWAB STRATEGIC TR | 14,119 | $387K | 0.05% | |
| 162 | JEPIJ P MORGAN EXCHANGE TRADED F | 6,752 | $383K | 0.05% | |
| 163 | 4I1PHILIP MORRIS INTL INC | 2,371 | $380K | 0.05% | |
| 164 | BNDVANGUARD BD INDEX FDS | 5,082 | $376K | 0.05% | |
| 165 | ADIANALOG DEVICES INC | 1,246 | $366K | 0.05% | |
| 166 | UNPUNION PAC CORP | 1,574 | $364K | 0.05% | |
| 167 | AVDVAMERICAN CENTY ETF TR | 3,843 | $361K | 0.05% | |
| 168 | ALSALLSTATE CORP | 1,739 | $361K | 0.05% | |
| 169 | SMHVANECK ETF TRUST | 993 | $357K | 0.05% | |
| 170 | SOXXISHARES TR | 1,182 | $355K | 0.05% | |
| 171 | MRKMERCK &CO INC | 3,244 | $341K | 0.04% | |
| 172 | TTTRANE TECHNOLOGIES PLC F | 873 | $339K | 0.04% | |
| 173 | BIVVANGUARD BD INDEX FDS | 4,330 | $337K | 0.04% | |
| 174 | VNQVANGUARD INDEX FDS | 3,753 | $332K | 0.04% | |
| 175 | AG8AGILENT TECHNOLOGIES INC | 2,437 | $331K | 0.04% | |
| 176 | FLDRFIDELITY MERRIMACK STR TR | 6,519 | $327K | 0.04% | |
| 177 | GDXVANECK ETF TRUST | 3,786 | $324K | 0.04% | |
| 178 | BACVERIZON COMMUNICATIONS INC | 7,983 | $323K | 0.04% | |
| 179 | SHWSHERWIN WILLIAMS CO | 986 | $319K | 0.04% | |
| 180 | INTCINTEL CORP | 8,610 | $317K | 0.04% | |
| 181 | IBTHISHARES TR | 14,077 | $316K | 0.04% | |
| 182 | IBTGISHARES TR | 13,767 | $314K | 0.04% | |
| 183 | EUFNISHARES TR | 8,454 | $313K | 0.04% | |
| 184 | IMCGISHARES TR | 3,930 | $313K | 0.04% | |
| 185 | VOXVANGUARD WORLD FD | 1,616 | $312K | 0.04% | |
| 186 | JPCNUVEEN PREFERRED INCOME | 38,295 | $310K | 0.04% | |
| 187 | MCKMCKESSON CORP | 378 | $309K | 0.04% | |
| 188 | IWDISHARES TR | 1,449 | $304K | 0.04% | |
| 189 | SBUXSTARBUCKS CORP | 3,590 | $302K | 0.04% | |
| 190 | LRCXLAM RESEARCH CORP | 1,770 | $302K | 0.04% | |
| 191 | NVSNNOVARTIS AG | 2,182 | $300K | 0.04% | |
| 192 | WELLWELLTOWER INC | 1,616 | $299K | 0.04% | |
| 193 | DWDMORGAN STANLEY | 1,680 | $298K | 0.04% | |
| 194 | SNPSSYNOPSYS INC | 636 | $298K | 0.04% | |
| 195 | IDV*ISHARES INTERNATIONAL | 7,524 | $296K | 0.04% | |
| 196 | ESGVVANGUARD WORLD FD | 2,436 | $294K | 0.04% | |
| 197 | PLDPROLOGIS INC. | 2,300 | $293K | 0.04% | |
| 198 | NEMNEWMONT CORP | 2,889 | $288K | 0.04% | |
| 199 | IBTKISHARES TR | 14,277 | $283K | 0.04% | |
| 200 | IBMSISHARES TR | 12,879 | $282K | 0.04% |