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 |
|---|---|---|---|---|---|
| 201 | IBTIISHARES TR | 12,593 | $281K | 0.04% | |
| 202 | ESGUISHARES TR | 1,870 | $278K | 0.04% | |
| 203 | IJHISHARES TR | 4,215 | $278K | 0.04% | |
| 204 | ITA*ISHARES TR | 1,291 | $277K | 0.04% | |
| 205 | VYMIVANGUARD INTERNATNL HGH | 3,058 | $275K | 0.04% | |
| 206 | TAT&T INC | 11,053 | $274K | 0.04% | |
| 207 | DONSPDR DOW JONES INDL AVERAGE | 570 | $273K | 0.04% | |
| 208 | FTCAPUTNAM ETF TRUST | 36,603 | $267K | 0.03% | |
| 209 | NEENEXTERA ENERGY INC | 3,304 | $265K | 0.03% | |
| 210 | DIVBISHARES TR | 4,985 | $264K | 0.03% | |
| 211 | FDDFIRST TRST STOXX EUR SEL | 14,951 | $261K | 0.03% | |
| 212 | DELLDELL TECHNOLOGIES INC | 2,045 | $257K | 0.03% | |
| 213 | ITOTISHARES TR | 1,716 | $255K | 0.03% | |
| 214 | XLISELECT SECTOR SPDR TR | 1,647 | $255K | 0.03% | |
| 215 | UPSUNITED PARCEL SERVICE INC | 2,565 | $254K | 0.03% | |
| 216 | HYDBISHARES TR | 5,351 | $253K | 0.03% | |
| 217 | ETNEATON CORP PLC F | 792 | $252K | 0.03% | |
| 218 | WECWEC ENERGY GROUP INC | 2,385 | $251K | 0.03% | |
| 219 | BPBP PLC | 7,187 | $249K | 0.03% | |
| 220 | GEVGE VERNOVA INC | 381 | $249K | 0.03% | |
| 221 | DUKDUKE ENERGY CORP NEW | 2,062 | $241K | 0.03% | |
| 222 | BLKBLACKROCK INC | 218 | $233K | 0.03% | |
| 223 | FBNDFIDELITY MERRIMACK STR TR | 5,009 | $231K | 0.03% | |
| 224 | GIISPDR INDEX SHS FDS | 3,281 | $228K | 0.03% | |
| 225 | AKREPROFESIONALLY MANAGED PORTFO | 3,475 | $227K | 0.03% | |
| 226 | VTVANGUARD INTL EQUITY INDEX F | 1,605 | $226K | 0.03% | |
| 227 | GILDGILEAD SCIENCES INC | 1,837 | $225K | 0.03% | |
| 228 | SYKSTRYKER CORPORATION | 639 | $224K | 0.03% | |
| 229 | SRESEMPRA | 2,543 | $224K | 0.03% | |
| 230 | ARTYISHARES FUTURE AI AND | 4,657 | $224K | 0.03% | |
| 231 | PFEPFIZER INC | 8,986 | $223K | 0.03% | |
| 232 | EBAEBAY INC. | 2,560 | $222K | 0.03% | |
| 233 | IJKISHARES TR | 2,292 | $222K | 0.03% | |
| 234 | ASMLASML HOLDING N V | 204 | $218K | 0.03% | |
| 235 | SSENTINELONE INC | 14,447 | $216K | 0.03% | |
| 236 | MPCMARATHON PETE CORP | 1,313 | $213K | 0.03% | |
| 237 | SCHWSCHWAB CHARLES CORP | 2,139 | $213K | 0.03% | |
| 238 | VCITVANGUARD SCOTTSDALE FDS | 2,522 | $211K | 0.03% | |
| 239 | VRTXVERTEX PHARMACEUTICALS INC | 459 | $208K | 0.03% | |
| 240 | IBHFISHARES TR | 8,680 | $200K | 0.03% | |
| 241 | IBHGISHARES TR | 8,976 | $200K | 0.03% | |
| 242 | BXBLACKSTONE INC | 1,301 | $200K | 0.03% | |
| 243 | HTBKHERITAGE COMM CORP | 11,406 | $136K | 0.02% | |
| 244 | GNLXGENELUX CORPORATION | 16,547 | $72K | 0.01% | |
| 245 | CRBUCARIBOU BIOSCIENCES INC | 19,500 | $31K | 0.00% | |
| 246 | EWEAST WEST MINERALS LTD F | 37,000 | $5K | 0.00% | |
| 247 | —EN POINT TECHNOLOGIES INC | 30,000 | $0 | 0.00% | |
| 248 | WLB1EURWESTMORELAND COAL CO XXX | 20,000 | $0 | 0.00% | |
| 249 | KKURCHROMOCURE INC | 33,333 | $0 | 0.00% |
PreviousPage 3 of 3