Liberty Wealth Management

OAKLAND, CAfiles as LIBERTY WEALTH MANAGEMENT LLC

$800m in 268 US stocks at the end of 30 June 2026. The top 10 are 36.1% of the money. It changed about 0.0% of the portfolio this quarter.

Value

$800m

Stocks

268

Top 10 share

36.1%

Turnover

0.0%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

None this quarter.

Cut

Sold some of their stake.

None this quarter.

Sold out

Sold their entire stake.

None this quarter.

Holdings

Dimensional ETF TrustDFAU
Share
4.1%
Value
$32m
Shares
719,165
Held
Dimensional ETF TrustDFAC
Share
3.9%
Value
$31m
Shares
806,981
Held
Ishares TRIVW
Share
3.8%
Value
$30m
Shares
266,207
Held
Blackrock ETF TrustDYNF
Share
3.6%
Value
$29m
Shares
496,452
Held
Ishares TRIVV
Share
3.6%
Value
$29m
Shares
44,109
Held
Dimensional ETF TrustDFCF
Share
3.6%
Value
$29m
Shares
681,228
Held
AppleAAPL
Share
3.5%
Value
$28m
Shares
111,781
Held
Ishares TRIVE
Share
3.4%
Value
$27m
Shares
128,765
Held
Ishares TRQUAL
Share
3.4%
Value
$27m
Shares
139,989
Held
Dimensional ETF TrustDUHP
Share
3.2%
Value
$26m
Shares
701,173
Held
Dimensional ETF TrustDFGX
Share
2.5%
Value
$20m
Shares
387,348
Held
IsharesIEMG
Share
2.3%
Value
$19m
Shares
266,950
Held
NvidiaNVDA
Share
2.2%
Value
$18m
Shares
101,654
Held
Ishares TRIUSB
Share
2.0%
Value
$16m
Shares
342,830
Held
Dimensional ETF TrustDFIC
Share
1.9%
Value
$16m
Shares
439,135
Held
Vanguard Index FDSVTI
Share
1.9%
Value
$15m
Shares
46,256
Held
Dimensional ETF TrustDFSD
Share
1.9%
Value
$15m
Shares
309,664
Held
Dimensional ETF TrustDFAI
Share
1.8%
Value
$14m
Shares
368,908
Held
Dimensional ETF TrustDFLV
Share
1.7%
Value
$14m
Shares
382,353
Held
Ishares TREFV
Share
1.5%
Value
$12m
Shares
162,787
Held
Ishares TRMTUM
Share
1.2%
Value
$9m
Shares
38,474
Held
Ishares TRTLH
Share
1.1%
Value
$9m
Shares
87,815
Held
Vanguard Intl Equity Index FVEU
Share
1.1%
Value
$9m
Shares
114,712
Held
Dimensional ETF TrustDFAT
Share
1.0%
Value
$8m
Shares
134,174
Held
Blackrock ETF TrustTHRO
Share
1.0%
Value
$8m
Shares
228,895
Held
Dimensional ETF TrustDIHP
Share
1.0%
Value
$8m
Shares
248,733
Held
Ishares TROEF
Share
1.0%
Value
$8m
Shares
24,656
Held
Dimensional ETF TrustDFEM
Share
0.9%
Value
$7m
Shares
214,986
Held
MicrosoftMSFT
Share
0.9%
Value
$7m
Shares
19,425
Held
Blackrock ETF TrustBAI
Share
0.8%
Value
$7m
Shares
202,464
Held
Ishares TREFG
Share
0.8%
Value
$6m
Shares
57,920
Held
Invesco QQQ TRQQQ
Share
0.7%
Value
$6m
Shares
9,917
Held
Dimensional ETF TrustDISV
Share
0.7%
Value
$6m
Shares
142,121
Held
Amazon.comAMZN
Share
0.7%
Value
$6m
Shares
26,892
Held
Enphase EnergyENPH
Share
0.7%
Value
$6m
Shares
146,338
Held
Ishares TRMBB
Share
0.7%
Value
$6m
Shares
58,020
Held
Applied MaterialsAMAT
Share
0.7%
Value
$5m
Shares
15,869
Held
Ishares TRIYW
Share
0.7%
Value
$5m
Shares
28,877
Held
TeslaTSLA
Share
0.7%
Value
$5m
Shares
14,101
Held
Pimco Income InstlPIMIX
Share
0.6%
Value
$5m
Shares
470,399
Held
Ishares TRIEFA
Share
0.6%
Value
$5m
Shares
55,442
Held
Ishares TRGOVT
Share
0.6%
Value
$5m
Shares
217,888
Held
Vanguard Index FDSVOO
Share
0.6%
Value
$5m
Shares
8,226
Held
Vanguard BD Index FDSBLV
Share
0.6%
Value
$5m
Shares
70,416
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.6%
Value
$5m
Shares
7,179
Held
IsharesEMXC
Share
0.6%
Value
$5m
Shares
58,842
Held
Vanguard Scottsdale FDSVGLT
Share
0.6%
Value
$5m
Shares
83,549
Held
Intuitive SurgicalISRG
Share
0.6%
Value
$5m
Shares
9,992
Held
Pimco Income I-3PIPNX
Share
0.6%
Value
$5m
Shares
425,442
Held
ChevronCVX
Share
0.5%
Value
$4m
Shares
21,267
Held
Ishares Gold TRIAU
Share
0.5%
Value
$4m
Shares
49,100
Held
AlphabetGOOG
Share
0.5%
Value
$4m
Shares
14,490
Held
T Rowe Price Exchange-TradedTCAF
Share
0.5%
Value
$4m
Shares
111,420
Held
OracleORCL
Share
0.5%
Value
$4m
Shares
25,810
Held
Waste ManagementWM
Share
0.5%
Value
$4m
Shares
16,370
Held
AlphabetGOOGL
Share
0.4%
Value
$4m
Shares
12,281
Held
Ishares TRIAGG
Share
0.4%
Value
$3m
Shares
69,506
Held
Cisco SystemsCSCO
Share
0.4%
Value
$3m
Shares
44,357
Held
Vanguard World FDVGT
Share
0.4%
Value
$3m
Shares
4,589
Held
Spdr Gold TRGLD
Share
0.4%
Value
$3m
Shares
7,302
Held
Blackrock ETF TrustIDEF
Share
0.4%
Value
$3m
Shares
89,625
Held
Vanguard Index FDSVTV
Share
0.4%
Value
$3m
Shares
14,893
Held
Pimco Total Return I-3PTTNX
Share
0.4%
Value
$3m
Shares
326,619
Held
Blackrock ETF TrustBLCR
Share
0.4%
Value
$3m
Shares
68,516
Held
Blackrock ETF Trust IIBINC
Share
0.3%
Value
$3m
Shares
51,750
Held
Berkshire HathawayBRK-B
Share
0.3%
Value
$3m
Shares
5,457
Held
Meta PlatformsMETA
Share
0.3%
Value
$3m
Shares
4,537
Held
BroadcomAVGO
Share
0.3%
Value
$2m
Shares
7,874
Held
Vanguard Index FDSVUG
Share
0.3%
Value
$2m
Shares
5,020
Held
United Parcel ServiceUPS
Share
0.3%
Value
$2m
Shares
20,932
Held
Vanguard Index FDSVBR
Share
0.3%
Value
$2m
Shares
9,752
Held
HCA HealthcareHCA
Share
0.2%
Value
$2m
Shares
3,829
Held
Vanguard Tax-Managed FDSVEA
Share
0.2%
Value
$2m
Shares
27,863
Held
Ishares TREMB
Share
0.2%
Value
$2m
Shares
18,399
Held
First TR Exchange Traded FDAIRR
Share
0.2%
Value
$2m
Shares
15,017
Held
AbbVieABBV
Share
0.2%
Value
$2m
Shares
6,939
Held
Vanguard World FDVHT
Share
0.2%
Value
$1m
Shares
5,242
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$1m
Shares
4,963
Held
Vanguard World FDMGK
Share
0.2%
Value
$1m
Shares
3,881
Held
Eli LillyLLY
Share
0.2%
Value
$1m
Shares
1,524
Held
Ishares TRIFRA
Share
0.2%
Value
$1m
Shares
24,380
Held
Ishares TRHEFA
Share
0.2%
Value
$1m
Shares
31,518
Held
Fidelity Covington TrustFTEC
Share
0.2%
Value
$1m
Shares
6,247
Held
International Business MachinesIBM
Share
0.2%
Value
$1m
Shares
5,095
Held
Vanguard Index FDSVB
Share
0.2%
Value
$1m
Shares
4,642
Held
Palantir TechnologiesPLTR
Share
0.2%
Value
$1m
Shares
8,402
Held
Bank of AmericaBAC
Share
0.2%
Value
$1m
Shares
25,061
Held
Advanced Micro DevicesAMD
Share
0.1%
Value
$1m
Shares
5,817
Held
Ishares TRIYE
Share
0.1%
Value
$1m
Shares
17,773
Held
Ishares TRIYH
Share
0.1%
Value
$1m
Shares
18,161
Held
Ishares TRIYK
Share
0.1%
Value
$1m
Shares
15,766
Held
VisaV
Share
0.1%
Value
$1m
Shares
3,595
Held
ExxonMobil HoldingsXOM
Share
0.1%
Value
$1m
Shares
6,398
Held
Procter & GamblePG
Share
0.1%
Value
$1m
Shares
7,259
Held
Vanguard Index FDSVV
Share
0.1%
Value
$1m
Shares
3,427
Held
AmgenAMGN
Share
0.1%
Value
$1m
Shares
2,906
Held
Ishares TRIYF
Share
0.1%
Value
$1m
Shares
8,625
Held
Spdr Series TrustSPYM
Share
0.1%
Value
$1m
Shares
13,168
Held
Pimco Emerging Markets BPEBNX
Share
0.1%
Value
$990,239
Shares
111,765
Held
Pimco Investment Grade CPCNNX
Share
0.1%
Value
$967,583
Shares
107,271
Held

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAU	4.1%	$32m	719,165	Held
Dimensional ETF TrustDFAC	3.9%	$31m	806,981	Held
Ishares TRIVW	3.8%	$30m	266,207	Held
Blackrock ETF TrustDYNF	3.6%	$29m	496,452	Held
Ishares TRIVV	3.6%	$29m	44,109	Held
Dimensional ETF TrustDFCF	3.6%	$29m	681,228	Held
AppleAAPL	3.5%	$28m	111,781	Held
Ishares TRIVE	3.4%	$27m	128,765	Held
Ishares TRQUAL	3.4%	$27m	139,989	Held
Dimensional ETF TrustDUHP	3.2%	$26m	701,173	Held
Dimensional ETF TrustDFGX	2.5%	$20m	387,348	Held
IsharesIEMG	2.3%	$19m	266,950	Held
NvidiaNVDA	2.2%	$18m	101,654	Held
Ishares TRIUSB	2.0%	$16m	342,830	Held
Dimensional ETF TrustDFIC	1.9%	$16m	439,135	Held
Vanguard Index FDSVTI	1.9%	$15m	46,256	Held
Dimensional ETF TrustDFSD	1.9%	$15m	309,664	Held
Dimensional ETF TrustDFAI	1.8%	$14m	368,908	Held
Dimensional ETF TrustDFLV	1.7%	$14m	382,353	Held
Ishares TREFV	1.5%	$12m	162,787	Held
Ishares TRMTUM	1.2%	$9m	38,474	Held
Ishares TRTLH	1.1%	$9m	87,815	Held
Vanguard Intl Equity Index FVEU	1.1%	$9m	114,712	Held
Dimensional ETF TrustDFAT	1.0%	$8m	134,174	Held
Blackrock ETF TrustTHRO	1.0%	$8m	228,895	Held
Dimensional ETF TrustDIHP	1.0%	$8m	248,733	Held
Ishares TROEF	1.0%	$8m	24,656	Held
Dimensional ETF TrustDFEM	0.9%	$7m	214,986	Held
MicrosoftMSFT	0.9%	$7m	19,425	Held
Blackrock ETF TrustBAI	0.8%	$7m	202,464	Held
Ishares TREFG	0.8%	$6m	57,920	Held
Invesco QQQ TRQQQ	0.7%	$6m	9,917	Held
Dimensional ETF TrustDISV	0.7%	$6m	142,121	Held
Amazon.comAMZN	0.7%	$6m	26,892	Held
Enphase EnergyENPH	0.7%	$6m	146,338	Held
Ishares TRMBB	0.7%	$6m	58,020	Held
Applied MaterialsAMAT	0.7%	$5m	15,869	Held
Ishares TRIYW	0.7%	$5m	28,877	Held
TeslaTSLA	0.7%	$5m	14,101	Held
Pimco Income InstlPIMIX	0.6%	$5m	470,399	Held
Ishares TRIEFA	0.6%	$5m	55,442	Held
Ishares TRGOVT	0.6%	$5m	217,888	Held
Vanguard Index FDSVOO	0.6%	$5m	8,226	Held
Vanguard BD Index FDSBLV	0.6%	$5m	70,416	Held
State STR Spdr S&P 500 ETF TSPY	0.6%	$5m	7,179	Held
IsharesEMXC	0.6%	$5m	58,842	Held
Vanguard Scottsdale FDSVGLT	0.6%	$5m	83,549	Held
Intuitive SurgicalISRG	0.6%	$5m	9,992	Held
Pimco Income I-3PIPNX	0.6%	$5m	425,442	Held
ChevronCVX	0.5%	$4m	21,267	Held
Ishares Gold TRIAU	0.5%	$4m	49,100	Held
AlphabetGOOG	0.5%	$4m	14,490	Held
T Rowe Price Exchange-TradedTCAF	0.5%	$4m	111,420	Held
OracleORCL	0.5%	$4m	25,810	Held
Waste ManagementWM	0.5%	$4m	16,370	Held
AlphabetGOOGL	0.4%	$4m	12,281	Held
Ishares TRIAGG	0.4%	$3m	69,506	Held
Cisco SystemsCSCO	0.4%	$3m	44,357	Held
Vanguard World FDVGT	0.4%	$3m	4,589	Held
Spdr Gold TRGLD	0.4%	$3m	7,302	Held
Blackrock ETF TrustIDEF	0.4%	$3m	89,625	Held
Vanguard Index FDSVTV	0.4%	$3m	14,893	Held
Pimco Total Return I-3PTTNX	0.4%	$3m	326,619	Held
Blackrock ETF TrustBLCR	0.4%	$3m	68,516	Held
Blackrock ETF Trust IIBINC	0.3%	$3m	51,750	Held
Berkshire HathawayBRK-B	0.3%	$3m	5,457	Held
Meta PlatformsMETA	0.3%	$3m	4,537	Held
BroadcomAVGO	0.3%	$2m	7,874	Held
Vanguard Index FDSVUG	0.3%	$2m	5,020	Held
United Parcel ServiceUPS	0.3%	$2m	20,932	Held
Vanguard Index FDSVBR	0.3%	$2m	9,752	Held
HCA HealthcareHCA	0.2%	$2m	3,829	Held
Vanguard Tax-Managed FDSVEA	0.2%	$2m	27,863	Held
Ishares TREMB	0.2%	$2m	18,399	Held
First TR Exchange Traded FDAIRR	0.2%	$2m	15,017	Held
AbbVieABBV	0.2%	$2m	6,939	Held
Vanguard World FDVHT	0.2%	$1m	5,242	Held
JPMorgan ChaseJPM	0.2%	$1m	4,963	Held
Vanguard World FDMGK	0.2%	$1m	3,881	Held
Eli LillyLLY	0.2%	$1m	1,524	Held
Ishares TRIFRA	0.2%	$1m	24,380	Held
Ishares TRHEFA	0.2%	$1m	31,518	Held
Fidelity Covington TrustFTEC	0.2%	$1m	6,247	Held
International Business MachinesIBM	0.2%	$1m	5,095	Held
Vanguard Index FDSVB	0.2%	$1m	4,642	Held
Palantir TechnologiesPLTR	0.2%	$1m	8,402	Held
Bank of AmericaBAC	0.2%	$1m	25,061	Held
Advanced Micro DevicesAMD	0.1%	$1m	5,817	Held
Ishares TRIYE	0.1%	$1m	17,773	Held
Ishares TRIYH	0.1%	$1m	18,161	Held
Ishares TRIYK	0.1%	$1m	15,766	Held
VisaV	0.1%	$1m	3,595	Held
ExxonMobil HoldingsXOM	0.1%	$1m	6,398	Held
Procter & GamblePG	0.1%	$1m	7,259	Held
Vanguard Index FDSVV	0.1%	$1m	3,427	Held
AmgenAMGN	0.1%	$1m	2,906	Held
Ishares TRIYF	0.1%	$1m	8,625	Held
Spdr Series TrustSPYM	0.1%	$1m	13,168	Held
Pimco Emerging Markets BPEBNX	0.1%	$990,239	111,765	Held
Pimco Investment Grade CPCNNX	0.1%	$967,583	107,271	Held

Showing the largest 100 of 268.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 25.5% since 30 June 2025.

Where the money is

Technology10.3%

Health care1.7%

Retail & consumer1.7%

Industrials1.7%

Media & telecom1.5%

Financial services1.4%

Energy0.8%

Everyday goods0.6%

Utilities0.3%

Real estate0.2%

Materials0.1%

Other79.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.