What does LIBERTY WEALTH MANAGEMENT LLC hold?

LIBERTY WEALTH MANAGEMENT LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1769302.

What is LIBERTY WEALTH MANAGEMENT LLC's AUM?

LIBERTY WEALTH MANAGEMENT LLC reported approximately $800.4M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.7B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source LIBERTY WEALTH MANAGEMENT LLC's holdings?

All LIBERTY WEALTH MANAGEMENT LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1769302. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is LIBERTY WEALTH MANAGEMENT LLC's 13F data updated on 13F Pro?

LIBERTY WEALTH MANAGEMENT LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

LIBERTY WEALTH MANAGEMENT LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1769302

Institutional-grade research for retail investors

Sector Allocation

Other78.1%$624.9M
Technology12.4%$99.0M
Financials2.5%$19.9M
Healthcare1.7%$13.6M
Consumer Discretionary1.6%$12.9M
Industrials1.1%$8.5M
Energy0.8%$6.7M
Utilities0.7%$5.8M
Consumer Staples0.7%$5.2M
Communication Services0.2%$1.9M

AUM History

13fpro.ai/research/fund/liberty-wealth-management-llc-1769302

Conviction and streaks

Stable · top 10 = 36.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold4.1% weight · held 10 quarters

$Conviction hold3.9% weight · held 10 quarters

$Conviction hold3.8% weight · held 10 quarters

$Conviction hold3.6% weight · held 10 quarters

Largest positions — Q2 2026

DIMENSIONAL
$32.5M
DIMENSIONAL
$31.4M
ISHARES
$30.1M
BLACKROCK
$28.9M
ISHARES
$28.8M
DIMENSIONAL
$28.8M
AAPL
$28.4M
ISHARES
$27.2M
ISHARES
$26.9M
DIMENSIONAL
$25.8M
DIMENSIONAL
$20.3M
ISHARES
$18.6M
NVDA
$17.7M
ISHARES
$15.8M
DIMENSIONAL
$15.6M
VANGUARD
$14.8M
DIMENSIONAL
$14.8M
DIMENSIONAL
$14.4M
DIMENSIONAL
$13.7M
ISHARES
$12.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/liberty-wealth-management-llc-1769302

LIBERTY WEALTH MANAGEMENT LLC 13F holdings — Q2 2026

$800.4M portfolio (+0.0% QoQ) · 268 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio

1
DIMENSIONAL ETF TRUST - ETF
$32.5M
4.1% of stocks
No changeThis quarter—Since filed—Held
AIQuality—Est. buy—
2
DIMENSIONAL ETF TRUST - ETF
$31.4M
3.9% of stocks
No changeThis quarter—Since filed—Held
AIQuality—Est. buy—
3
ISHARES TR - ETF
$30.1M
3.8% of stocks
No changeThis quarter—Since filed—Held
AIQuality—Est. buy—
4
BLACKROCK ETF TRUST - ETF
$28.9M
3.6% of stocks
No changeThis quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES CORE S&P 500 - CORE S&P500 ETF
$28.8M
3.6% of stocks
No changeThis quarter—Since filed—Held
AIQuality—Est. buy—
6
DIMENSIONAL CORE FIXED - CORE FIXED INCOM
$28.8M
3.6% of stocks
No changeThis quarter—Since filed—Held
AIQuality—Est. buy—
7
Apple Inc.
$AAPL
$28.4M
3.5% of stocks
No changeThis quarter+11.1%Since filed5+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
8
ISHARES TR - ETF
$27.2M
3.4% of stocks
No changeThis quarter—Since filed—Held
AIQuality—Est. buy—
9
ISHARES TR - ETF
$26.9M
3.4% of stocks
No changeThis quarter—Since filed—Held
AIQuality—Est. buy—
10
DIMENSIONAL ETF TRUST - ETF
$25.8M
3.2% of stocks
No changeThis quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	DIMENSIONAL ETF TRUST - ETF	$32.5M	4.1%	No change	—	—	—	—
2	DIMENSIONAL ETF TRUST - ETF	$31.4M	3.9%	No change	—	—	—	—
3	ISHARES TR - ETF	$30.1M	3.8%	No change	—	—	—	—
4	BLACKROCK ETF TRUST - ETF	$28.9M	3.6%	No change	—	—	—	—
5	ISHARES CORE S&P 500 - CORE S&P500 ETF	$28.8M	3.6%	No change	—	—	—	—
6	DIMENSIONAL CORE FIXED - CORE FIXED INCOM	$28.8M	3.6%	No change	—	—	—	—
7	Apple Inc.$AAPL	$28.4M	3.5%	No change	+11.1%	5+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
8	ISHARES TR - ETF	$27.2M	3.4%	No change	—	—	—	—
9	ISHARES TR - ETF	$26.9M	3.4%	No change	—	—	—	—
10	DIMENSIONAL ETF TRUST - ETF	$25.8M	3.2%	No change	—	—	—	—

All holdings — LIBERTY WEALTH MANAGEMENT LLC (Q2 2026)

Sort

268 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	DIMENSIONAL - DIMENSIONAL INTE	—	$20.3M	2.5%	387K	—	—	—	13F
12	—	ISHARES CORE MSCI - CORE MSCI EMKTetf/fund	—	$18.6M	2.3%	267K	—	—	—	13F
13	$NVDA	NVIDIA CORP	Technology	$17.7M	2.2%	102K	—	5+ qtrs	86.0	13F
14	—	ISHARES CORE UNIVERSAL - CORE UNIVRSL USDetf/fund	—	$15.8M	2.0%	343K	—	—	—	13F
15	—	DIMENSIONAL ETF TRUST - ETFetf/fund	—	$15.6M	1.9%	439K	—	—	—	13F
16	—	VANGUARD INDEX FDS - ETFetf/fund	—	$14.8M	1.9%	46K	—	—	—	13F
17	—	DIMENSIONAL ETF TRUST - ETFetf/fund	—	$14.8M	1.9%	310K	—	—	—	13F
18	—	DIMENSIONAL ETF TRUST - ETFetf/fund	—	$14.4M	1.8%	369K	—	—	—	13F
19	—	DIMENSIONAL ETF TRUST - ETFetf/fund	—	$13.7M	1.7%	382K	—	—	—	13F
20	—	ISHARES MSCI EAFE VALUE - EAFE VALUE ETFetf/fund	—	$12.1M	1.5%	163K	—	—	—	13F
21	—	ISHARES TR - ETFetf/fund	—	$9.2M	1.1%	38K	—	—	—	13F
22	—	ISHARES 10-20 YEAR - 10-20 YR TRS ETFetf/fund	—	$8.8M	1.1%	88K	—	—	—	13F
23	—	VANGUARD FTSE ALL-WORLD - ALLWRLD EX USetf/fund	—	$8.6M	1.1%	115K	—	—	—	13F
24	—	DIMENSIONAL ETF TRUST - ETFetf/fund	—	$8.4M	1.1%	134K	—	—	—	13F
25	—	BLACKROCK ETF TRUST - ETFetf/fund	—	$8.3M	1.0%	229K	—	—	—	13F
26	—	DIMENSIONAL ETF TRUST - ETF	—	$8.0M	1.0%	249K	—
27	—	ISHARES TR - ETF	—	$7.8M	1.0%	25K	—
28	—	DIMENSIONAL EMERGING - EMERGING MKTS CO	—	$7.4M	0.9%	215K	—
29	$MSFT	MICROSOFT CORP	Technology	$7.2M	0.9%	19K	—
30	—	BLACKROCK ETF TRUST - ETF	—	$6.7M	0.8%	202K	—
31	—	ISHARES MSCI EAFE GROWTH - EAFE GRWTH ETF	—	$6.5M	0.8%	58K	—
32	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$5.7M	0.7%	9,917	—
33	—	DIMENSIONAL ETF TRUST - ETF	—	$5.6M	0.7%	142K	—
34	$AMZN	AMAZON COM INC	Consumer Discretionary	$5.6M	0.7%	27K	—
35	$ENPH	Enphase Energy, Inc.	Technology	$5.5M	0.7%	146K	—
36	—	ISHARES TR - ETF	—	$5.5M	0.7%	58K	—
37	$AMAT	APPLIED MATERIALS INC /DE	Technology	$5.4M	0.7%	16K	—
38	—	ISHARES TR - ETF	—	$5.2M	0.7%	29K	—
39	$TSLA	Tesla, Inc.	Consumer Discretionary	$5.2M	0.7%	14K	—
40	—	PIMCO INCOME INSTL - BOND FUNDS	—	$5.1M	0.6%	470K	—
41	—	ISHARES CORE MSCI EAFE - CORE MSCI EAFE	—	$5.0M	0.6%	55K	—
42	—	ISHARES TR - ETF	—	$5.0M	0.6%	218K	—
43	—	VANGUARD INDEX FDS - ETF	—	$4.9M	0.6%	8,226	—
44	—	VANGUARD BD INDEX FDS - ETF	—	$4.8M	0.6%	70K	—
45	$SPY	SPDR S&P 500 ETF TRUST	—	$4.7M	0.6%	7,179	—
46	—	ISHARES INC - ETF	—	$4.6M	0.6%	59K	—
47	—	VANGUARD SCOTTSDALE FDS - ETF	—	$4.6M	0.6%	84K	—
48	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$4.6M	0.6%	9,992	—
49	—	PIMCO INCOME I-3 - NTF BOND FUNDS	—	$4.6M	0.6%	425K	—
50	$CVX	CHEVRON CORP	Energy	$4.4M	0.6%	21K	—
51	$IAU	ISHARES GOLD TRUST	Financials	$4.3M	0.5%	49K	—
52	$GOOG	Alphabet Inc.	Technology	$4.2M	0.5%	14K	—
53	$BAH	Booz Allen Hamilton Holding Corp	Technology	$4.0M	0.5%	111K	—
54	$ORCL	ORACLE CORP	Technology	$3.8M	0.5%	26K	—
55	$WM	WASTE MANAGEMENT INC	Utilities	$3.8M	0.5%	16K	—
56	$GOOGL	Alphabet Inc.	Technology	$3.5M	0.4%	12K	—
57	—	ISHARES CORE - CORE INTL AGGR	—	$3.5M	0.4%	70K	—
58	$CSCO	CISCO SYSTEMS, INC.	Technology	$3.4M	0.4%	44K	—
59	—	VANGUARD WORLD FD - ETF	—	$3.2M	0.4%	4,589	—
60	$GLD	SPDR GOLD TRUST	Financials	$3.1M	0.4%	7,302	—
61	—	BLACKROCK ETF TRUST - ISHARES DEFENSE	—	$2.9M	0.4%	90K	—
62	—	VANGUARD INDEX FDS - ETF	—	$2.9M	0.4%	15K	—
63	—	PIMCO TOTAL RETURN I-3 - NTF BOND FUNDS	—	$2.9M	0.4%	327K	—
64	—	BLACKROCK ETF TRUST - ISHARES LARGE CA	—	$2.8M	0.3%	69K	—
65	—	BLACKROCK ETF TRUST II - ETF	—	$2.7M	0.3%	52K	—
66	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.6M	0.3%	5,457	—
67	$META	Meta Platforms, Inc.	Technology	$2.6M	0.3%	4,537	—
68	$AVGO	Broadcom Inc.	Technology	$2.4M	0.3%	7,874	—
69	—	VANGUARD INDEX FDS - ETF	—	$2.2M	0.3%	5,020	—
70	$UPS	UNITED PARCEL SERVICE INC	Industrials	$2.2M	0.3%	21K	—
71	—	VANGUARD INDEX FDS - ETF	—	$2.1M	0.3%	9,752	—
72	$HCA	HCA Healthcare, Inc.	Healthcare	$1.8M	0.2%	3,829	—
73	—	VANGUARD TAX-MANAGED FDS - ETF	—	$1.8M	0.2%	28K	—
74	—	ISHARES TR - ETF	—	$1.7M	0.2%	18K	—
75	—	FIRST TR EXCHANGE TRADED FD - ETF	—	$1.7M	0.2%	15K	—
76	$ABBV	AbbVie Inc.	Healthcare	$1.5M	0.2%	6,939	—
77	—	VANGUARD WORLD FD - ETF	—	$1.5M	0.2%	5,242	—
78	$JPM	JPMORGAN CHASE & CO	Financials	$1.5M	0.2%	4,963	—
79	—	VANGUARD WORLD FD - ETF	—	$1.4M	0.2%	3,881	—
80	$LLY	ELI LILLY & Co	Healthcare	$1.4M	0.2%	1,524	—
81	—	ISHARES TR - ETF	—	$1.4M	0.2%	24K	—
82	—	ISHARES TR - ETF	—	$1.3M	0.2%	32K	—
83	—	FIDELITY COVINGTON TRUST - ETF	—	$1.3M	0.2%	6,247	—
84	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$1.2M	0.1%	5,095	—
85	—	VANGUARD INDEX FDS - ETF	—	$1.2M	0.1%	4,642	—
86	$PLTR	Palantir Technologies Inc.	Technology	$1.2M	0.1%	8,402	—
87	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.2M	0.1%	25K	—
88	$AMD	ADVANCED MICRO DEVICES INC	Technology	$1.2M	0.1%	5,817	—
89	—	ISHARES TR - ETF	—	$1.1M	0.1%	18K	—
90	—	ISHARES TR - ETF	—	$1.1M	0.1%	18K	—
91	—	ISHARES TR - ETF	—	$1.1M	0.1%	16K	—
92	$V	VISA INC.	Financials	$1.1M	0.1%	3,595	—
93	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.1M	0.1%	6,398	—
94	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.0M	0.1%	7,259	—
95	—	VANGUARD INDEX FDS - ETF	—	$1.0M	0.1%	3,427	—
96	$AMGN	AMGEN INC	Healthcare	$1.0M	0.1%	2,906	—
97	—	ISHARES TR - ETF	—	$1.0M	0.1%	8,625	—
98	—	SPDR SERIES TRUST - ETF	—	$1.0M	0.1%	13K	—
99	—	PIMCO EMERGING MARKETS B - NTF BOND FUNDS	—	$990K	0.1%	112K	—
100	—	PIMCO INVESTMENT GRADE C - NTF BOND FUNDS	—	$968K	0.1%	107K	—
101	—	DBX ETF TR - ETF	—	$966K	0.1%	20K	—
102	$LMT	LOCKHEED MARTIN CORP	Industrials	$935K	0.1%	1,547	—
103	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$924K	0.1%	927	—
104	—	ISHARES 20 YEAR - 20 YR TR BD ETF	—	$911K	0.1%	11K	—
105	$INTU	INTUIT INC.	Technology	$904K	0.1%	2,090	—
106	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$895K	0.1%	4,213	—
107	$WMT	Walmart Inc.	Consumer Staples	$863K	0.1%	6,945	—
108	$GS	GOLDMAN SACHS GROUP INC	Financials	$836K	0.1%	988	—
109	—	ISHARES TR - ETF	—	$834K	0.1%	16K	—
110	—	ISHARES TR - ETF	—	$828K	0.1%	8,917	—
111	$WFC	WELLS FARGO & COMPANY/MN	Financials	$826K	0.1%	10K	—
112	—	SELECT SECTOR SPDR TR - ETF	—	$818K	0.1%	6,156	—
113	$CAT	CATERPILLAR INC	Industrials	$817K	0.1%	1,153	—
114	$VRT	Vertiv Holdings Co	Technology	$800K	0.1%	3,186	—
115	—	STATE STREET SPDR - STATE STREET SPD	—	$742K	0.1%	24K	—
116	$MSCI	MSCI Inc.	Financials	$734K	0.1%	1,362	—
117	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$733K	0.1%	2,168	—
118	—	ISHARES TR - ETF	—	$732K	0.1%	10K	—
119	$HD	HOME DEPOT, INC.	Consumer Discretionary	$729K	0.1%	2,215	—
120	$KO	COCA COLA CO	Consumer Staples	$729K	0.1%	9,577	—
121	—	VANGUARD INTL EQUITY INDEX F - ETF	—	$722K	0.1%	13K	—
122	$RTX	RTX Corp	Industrials	$719K	0.1%	3,730	—
123	—	ISHARES TR - ETF	—	$713K	0.1%	7,345	—
124	—	ISHARES TR - SYSTEMATIC BD ET	—	$709K	0.1%	7,967	—
125	—	PIMCO MORTGAGE OPPORTUNI - NTF BOND FUNDS	—	$697K	0.1%	75K	—
126	—	SPDR SERIES TRUST - ETF	—	$675K	0.1%	12K	—
127	$DIS	Walt Disney Co	Communication Services	$671K	0.1%	6,962	—
128	—	ISHARES TR - ETF	—	$667K	0.1%	13K	—
129	$PHM	PULTEGROUP INC/MI/	Industrials	$657K	0.1%	5,582	—
130	$JNJ	JOHNSON & JOHNSON	Healthcare	$639K	0.1%	2,617	—
131	—	VANGUARD WORLD FD - ETF	—	$633K	0.1%	5,247	—
132	—	ISHARES CORE S&P - CORE S&P SCP ETF	—	$585K	0.1%	4,704	—
133	—	VANGUARD CHARLOTTE FDS - ETF	—	$583K	0.1%	12K	—
134	—	ISHARES TR - ETF	—	$582K	0.1%	3,447	—
135	$PEP	PEPSICO INC	Consumer Staples	$578K	0.1%	3,725	—
136	—	FIDELITY COVINGTON TRUST - ETF	—	$553K	0.1%	10K	—
137	—	VANGUARD BD INDEX FDS - ETF	—	$549K	0.1%	7,453	—
138	—	ISHARES TR - ETF	—	$538K	0.1%	5,796	—
139	$MA	Mastercard Inc	Financials	$529K	0.1%	1,059	—
140	—	ISHARES TR - ETF	—	$527K	0.1%	3,701	—
141	—	ISHARES TR - ETF	—	$523K	0.1%	1,227	—
142	—	VANGUARD SCOTTSDALE FDS - ETF	—	$513K	0.1%	4,680	—
143	—	PACER FDS TR - ETF	—	$506K	0.1%	8,091	—
144	$AXP	AMERICAN EXPRESS CO	Financials	$506K	0.1%	1,673	—
145	$HTO	H2O AMERICA	Utilities	$506K	0.1%	8,618	—
146	—	VANECK ETF TRUST - ETF	—	$501K	0.1%	20K	—
147	$ABT	ABBOTT LABORATORIES	Healthcare	$499K	0.1%	4,861	—
148	—	ISHARES TR - ETF	—	$497K	0.1%	3,750	—
149	$NFLX	NETFLIX INC	Communication Services	$494K	0.1%	5,143	—
150	—	PIMCO EMERGING MKTS LCL - NTF BOND FUNDS	—	$491K	0.1%	80K	—

What changed in Q2 2026

Against the previous quarter's 13F: 0 new, 0 added to, 0 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.

New positions (0)

No new positions this quarter.

Added to (0)

No positions added to this quarter.

Trimmed (0)

No positions trimmed this quarter.

Sold out (0)

No positions sold out this quarter.

Firm AUM (Form ADV): $1.7B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F LIBERTY WEALTH MANAGEMENT LLC has filed, 29 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of LIBERTY WEALTH MANAGEMENT's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+3.1%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 11% over the last 4

Top 10 weight

36%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

97%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

LIBERTY WEALTH MANAGEMENT LLC disclosed 268 positions worth $800.4M in its Form 13F-HR for Q2 2026. The portfolio is most concentrated in Other (78.1% of disclosed assets). All figures are sourced directly from LIBERTY WEALTH MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1769302.

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AI-Powered Hedge Fund Analysis: LIBERTY WEALTH MANAGEMENT LLC

13F Pro is an AI hedge fund tracker and stock research platform. For LIBERTY WEALTH MANAGEMENT LLC (SEC CIK: 1769302), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in LIBERTY WEALTH MANAGEMENT LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.