Liberty Wealth Management
Latest statistics and disclosures from Liberty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, IVW, DFAC, AAPL, QUAL, and represent 21.28% of Liberty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFGX (+$19M), DFSD (+$14M), DFCF (+$13M), HCA, AAPL, SGOV, AMZN, IVE, SCHG, EFV.
- Started 19 new stock positions in FTCA, HCA, XLI, EWPMF, VRTX, JPC, SCHX, SCHG, DFGX, SCHD. ASML, VYMI, ARTY, SMH, BX, DFSD, IBHF, AKRE, IBHG.
- Reduced shares in these 10 stocks: DFAC, DUHP, DFIC, DISV, DFUV, AXON, DFAU, DFEM, EMXC, IBIT.
- Sold out of its positions in OKLO, AXON, DFUV, ERIC, HSY, HIMS, SHYG, IBTF, IBIT, KR. NKE, OPMZ, PANW, SPDW, SPMB, SPYG, SONY, UNH, VMBS, RCL.
- Liberty Wealth Management was a net buyer of stock by $49M.
- Liberty Wealth Management has $775M in assets under management (AUM), dropping by 9.08%.
- Central Index Key (CIK): 0001769302
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Portfolio Holdings for Liberty Wealth Management
Liberty Wealth Management holds 249 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Etf (DFAU) | 4.9 | $38M | 804k | 46.79 |
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| Ishares Tr Etf (IVW) | 4.1 | $32M | 260k | 123.21 |
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| Dimensional Etf Trust Etf (DFAC) | 4.1 | $32M | -4% | 805k | 39.59 |
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| Apple (AAPL) | 4.1 | $32M | +5% | 117k | 271.86 |
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| Ishares Tr Etf (QUAL) | 4.1 | $32M | +2% | 159k | 198.49 |
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| Blackrock Etf Trust Etf (DYNF) | 3.8 | $29M | 479k | 60.78 |
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| Dimensional Etf Trust Etf (DFCF) | 3.6 | $28M | +86% | 663k | 42.56 |
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| Ishares Tr Etf (IVV) | 3.6 | $28M | 40k | 683.34 |
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| Dimensional Etf Trust Etf (DUHP) | 3.4 | $27M | -3% | 698k | 38.03 |
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| Ishares Tr Etf (IVE) | 3.0 | $23M | +3% | 108k | 211.88 |
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| Dimensional Etf Trust Etf (DFGX) | 2.5 | $19M | NEW | 367k | 52.64 |
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| NVIDIA Corporation (NVDA) | 2.3 | $18M | 97k | 186.50 |
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| Dimensional Etf Trust Etf (DFIC) | 2.0 | $15M | -4% | 448k | 34.46 |
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| Vanguard Index Fds Etf (VTI) | 2.0 | $15M | +3% | 46k | 335.27 |
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| Ishares Tr Etf (IUSB) | 2.0 | $15M | 329k | 46.51 |
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| Dimensional Etf Trust Etf (DFAI) | 1.9 | $15M | 395k | 38.07 |
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| Dimensional Etf Trust Etf (DFSD) | 1.8 | $14M | NEW | 295k | 47.95 |
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| Ishares Etf (IEMG) | 1.8 | $14M | +4% | 204k | 67.12 |
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| Dimensional Etf Trust Etf (DFLV) | 1.7 | $13M | -2% | 387k | 34.21 |
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| Ishares Tr Etf (OEF) | 1.3 | $10M | +4% | 30k | 342.61 |
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| Ishares Tr Etf (EFV) | 1.2 | $9.6M | +7% | 135k | 71.38 |
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| Microsoft Corporation (MSFT) | 1.2 | $9.4M | 19k | 483.63 |
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| Ishares Tr Etf (IYW) | 1.1 | $8.8M | 44k | 199.65 |
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| Vanguard Intl Equity Index F Etf (VEU) | 1.1 | $8.5M | +4% | 116k | 73.56 |
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| Dimensional Etf Trust Etf (DFAT) | 1.1 | $8.2M | -2% | 137k | 59.54 |
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| Dimensional Etf Trust Etf (DIHP) | 1.0 | $7.9M | -3% | 249k | 31.66 |
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| Ishares Tr Etf (TLH) | 1.0 | $7.8M | -4% | 77k | 101.62 |
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| Ishares Tr Etf (MTUM) | 1.0 | $7.5M | 30k | 250.15 |
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| Dimensional Etf Trust Etf (DFEM) | 0.9 | $7.2M | -5% | 217k | 33.08 |
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| Ishares Etf (EMXC) | 0.9 | $6.7M | -6% | 93k | 72.68 |
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| Tesla Motors (TSLA) | 0.9 | $6.7M | -3% | 15k | 449.71 |
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| Amazon (AMZN) | 0.8 | $6.4M | +15% | 28k | 230.82 |
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| Invesco Qqq Tr Etf (QQQ) | 0.8 | $6.1M | +2% | 9.9k | 614.31 |
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| Intuitive Surgical (ISRG) | 0.7 | $5.6M | 9.9k | 566.36 |
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| Dimensional Etf Trust Etf (DISV) | 0.7 | $5.5M | -8% | 145k | 38.00 |
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| Ishares Tr Etf (IEFA) | 0.7 | $5.3M | -3% | 60k | 89.46 |
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| Ishares Tr Etf (MBB) | 0.7 | $5.1M | -4% | 53k | 95.17 |
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| Vanguard Index Fds Etf (VOO) | 0.7 | $5.0M | -2% | 8.1k | 626.79 |
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| Ishares Gold Tr Etf (IAU) | 0.6 | $5.0M | -2% | 62k | 81.16 |
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| Oracle Corporation (ORCL) | 0.6 | $5.0M | 25k | 194.99 |
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| Applied Materials (AMAT) | 0.6 | $4.9M | 19k | 256.99 |
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| Alphabet Inc Class C cs (GOOG) | 0.6 | $4.9M | -2% | 16k | 313.79 |
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| Spdr S&p 500 Etf Tr Etf (SPY) | 0.6 | $4.8M | 7.1k | 681.94 |
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| Vanguard Bd Index Fds Etf (BLV) | 0.6 | $4.8M | +4% | 69k | 69.52 |
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| Blackrock Etf Trust Etf (THRO) | 0.6 | $4.7M | +11% | 124k | 38.39 |
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| Ishares Tr Etf (EFG) | 0.6 | $4.6M | +4% | 41k | 113.90 |
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| Vanguard Scottsdale Fds Etf (VGLT) | 0.6 | $4.6M | +5% | 82k | 55.80 |
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| T Rowe Price Etf Etf (TCAF) | 0.5 | $4.2M | 111k | 38.22 |
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| 4068594 Enphase Energy (ENPH) | 0.5 | $4.2M | 130k | 32.05 |
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| Waste Management (WM) | 0.5 | $3.6M | 16k | 219.71 |
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| Alphabet Inc Class A cs (GOOGL) | 0.5 | $3.5M | -2% | 11k | 312.88 |
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| Cisco Systems (CSCO) | 0.4 | $3.4M | 44k | 77.03 |
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| Chevron Corporation (CVX) | 0.4 | $3.3M | 22k | 152.41 |
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| Vanguard World Etf (VGT) | 0.4 | $3.0M | -3% | 4.0k | 753.75 |
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| Ishares Tr Etf (EMB) | 0.4 | $3.0M | -4% | 31k | 96.25 |
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| Spdr Gold Tr SHS (GLD) | 0.4 | $2.9M | -10% | 7.3k | 396.33 |
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| Blackrock Etf Trust Ii Etf (BINC) | 0.4 | $2.8M | -3% | 53k | 52.73 |
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| Facebook Inc cl a (META) | 0.4 | $2.8M | 4.2k | 660.03 |
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| Vanguard Index Fds Etf (VTV) | 0.4 | $2.7M | -4% | 14k | 190.97 |
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| Berkshire Hathaway (BRK.B) | 0.3 | $2.7M | 5.3k | 502.61 |
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| Blackrock Etf Trust Etf (BAI) | 0.3 | $2.6M | +8% | 80k | 33.13 |
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| Broadcom (AVGO) | 0.3 | $2.5M | -3% | 7.4k | 346.10 |
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| Vanguard Index Fds Etf (VUG) | 0.3 | $2.3M | -4% | 4.7k | 487.80 |
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| Ishares Tr Etf (HEFA) | 0.3 | $2.3M | -3% | 55k | 41.36 |
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| Vanguard Index Fds Etf (VBR) | 0.3 | $2.0M | +5% | 9.7k | 211.78 |
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| Vanguard Tax-managed Fds Etf (VEA) | 0.3 | $2.0M | -2% | 32k | 62.36 |
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| Hca Holdings (HCA) | 0.2 | $1.9M | NEW | 4.1k | 466.91 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.7M | +5% | 5.1k | 322.20 |
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| Abbvie (ABBV) | 0.2 | $1.7M | 7.2k | 228.50 |
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| First Tr Exchange Traded Etf (AIRR) | 0.2 | $1.7M | +5% | 17k | 98.32 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.6M | -2% | 1.5k | 1074.71 |
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| International Business Machines (IBM) | 0.2 | $1.6M | 5.4k | 296.21 |
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| Vanguard World Etf (MGK) | 0.2 | $1.6M | 3.8k | 412.80 |
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| Ishares Tr Etf (IAGG) | 0.2 | $1.5M | -8% | 31k | 49.70 |
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| Ishares 0-3 Month Etf (SGOV) | 0.2 | $1.4M | +589% | 14k | 100.38 |
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| Bank of America Corporation (BAC) | 0.2 | $1.4M | 25k | 55.00 |
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| Ishares Tr Etf (IFRA) | 0.2 | $1.4M | 26k | 52.62 |
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| Fidelity Covington Trust Etf (FTEC) | 0.2 | $1.3M | 6.0k | 224.67 |
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| Intuit (INTU) | 0.2 | $1.3M | 2.0k | 662.28 |
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| Vanguard Index Fds Etf (VB) | 0.2 | $1.3M | -4% | 5.0k | 257.96 |
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| Ishares Tr Etf (TLT) | 0.2 | $1.3M | -5% | 15k | 87.16 |
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| Vanguard World Etf (VHT) | 0.2 | $1.3M | 4.4k | 287.83 |
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| Ishares Tr Etf (GOVT) | 0.2 | $1.3M | -17% | 55k | 23.03 |
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| Visa (V) | 0.2 | $1.2M | -6% | 3.5k | 350.73 |
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| Palantir Technologies (PLTR) | 0.2 | $1.2M | 6.7k | 177.76 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.2M | -11% | 5.5k | 214.16 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | +6% | 7.9k | 143.30 |
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| Automatic Data Processing (ADP) | 0.1 | $1.1M | 4.4k | 257.21 |
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| Vanguard Index Fds Etf (VV) | 0.1 | $1.1M | 3.4k | 314.76 |
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| Spdr Series Trust Etf (SPYM) | 0.1 | $1.0M | +2% | 13k | 80.22 |
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| Ishares Tr Etf (IYH) | 0.1 | $1.0M | +8% | 16k | 65.10 |
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| Ishares Tr Etf (USMV) | 0.1 | $1.0M | 11k | 94.19 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.0M | -4% | 11k | 93.20 |
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| Costco Wholesale Corporation (COST) | 0.1 | $902k | +10% | 1.0k | 862.51 |
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| Ishares Tr Etf (IYF) | 0.1 | $890k | +10% | 6.9k | 128.93 |
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| Goldman Sachs (GS) | 0.1 | $858k | -3% | 976.00 | 878.56 |
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| Walt Disney Company (DIS) | 0.1 | $833k | 7.3k | 113.78 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $821k | +6% | 6.8k | 120.34 |
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| Select Sector Spdr Tr Etf (XLK) | 0.1 | $820k | +110% | 5.7k | 143.98 |
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| Dbx Etf Tr Etf (DBEF) | 0.1 | $803k | 17k | 48.11 |
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| Caterpillar (CAT) | 0.1 | $795k | -3% | 1.4k | 573.02 |
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| Msci (MSCI) | 0.1 | $782k | -27% | 1.4k | 573.82 |
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| Amgen (AMGN) | 0.1 | $775k | 2.4k | 327.24 |
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| Ishares Tr Etf (IYK) | 0.1 | $771k | +12% | 12k | 66.92 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $757k | 1.6k | 483.79 |
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| Coca-Cola Company (KO) | 0.1 | $749k | +12% | 11k | 69.91 |
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| Vanguard Intl Equity Index F Etf (VWO) | 0.1 | $747k | 14k | 53.81 |
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| Vanguard World Etf (VFH) | 0.1 | $742k | 5.6k | 133.50 |
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| Wal-Mart Stores (WMT) | 0.1 | $739k | 6.6k | 111.40 |
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| Home Depot (HD) | 0.1 | $732k | -5% | 2.1k | 344.24 |
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| Ishares Tr Etf (EFA) | 0.1 | $727k | 7.6k | 96.03 |
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| Ishares Tr Etf (IYE) | 0.1 | $720k | +11% | 15k | 47.53 |
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| Pacer Fds Tr Etf (COWZ) | 0.1 | $683k | -13% | 11k | 60.17 |
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| Spdr Series Trust Etf (SPYV) | 0.1 | $677k | +6% | 12k | 56.81 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $669k | 3.6k | 183.37 |
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| American Express Company (AXP) | 0.1 | $661k | 1.7k | 384.05 |
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| Pulte (PHM) | 0.1 | $653k | 5.6k | 117.25 |
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| Ishares Tr Etf (DGRO) | 0.1 | $649k | +2% | 9.4k | 68.83 |
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| Schwab Strategic Tr Etf (SCHG) | 0.1 | $647k | NEW | 20k | 32.62 |
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| Ishares Tr Etf (STIP) | 0.1 | $645k | -6% | 6.3k | 102.39 |
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| Ishares Tr Etf (IJR) | 0.1 | $635k | 5.3k | 120.17 |
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| Abbott Laboratories (ABT) | 0.1 | $632k | +10% | 5.0k | 125.30 |
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| Johnson & Johnson (JNJ) | 0.1 | $626k | 3.0k | 206.97 |
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| Vanguard Scottsdale Fds Etf (VONG) | 0.1 | $609k | -17% | 5.0k | 121.76 |
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| Taiwan Semiconductor Mfg (TSM) | 0.1 | $589k | -5% | 1.9k | 303.87 |
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| Ishares Tr Etf (IBB) | 0.1 | $586k | 3.5k | 168.75 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.1 | $582k | +2% | 3.6k | 162.02 |
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| Ishares Tr Etf (IWF) | 0.1 | $581k | 1.2k | 473.38 |
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| Pepsi (PEP) | 0.1 | $547k | +2% | 3.8k | 143.53 |
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| MasterCard Incorporated (MA) | 0.1 | $543k | 951.00 | 570.99 |
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| Fidelity Covington Trust Etf (FDVV) | 0.1 | $526k | 9.4k | 56.08 |
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| salesforce (CRM) | 0.1 | $515k | 1.9k | 264.88 |
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| Vanguard Charlotte Fds Etf (BNDX) | 0.1 | $513k | -3% | 11k | 48.45 |
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| Ishares Tr Etf (IJJ) | 0.1 | $492k | 3.7k | 131.59 |
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| Schwab Strategic Tr Etf (SCHX) | 0.1 | $491k | NEW | 18k | 26.87 |
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| Ishares Tr Etf (FLOT) | 0.1 | $491k | +30% | 9.7k | 50.86 |
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| Public Service Enterprise (PEG) | 0.1 | $483k | 6.0k | 80.31 |
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| Vanguard Specialized Funds Etf (VIG) | 0.1 | $483k | 2.2k | 219.83 |
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| U.S. Bancorp (USB) | 0.1 | $469k | +13% | 8.8k | 53.36 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $467k | 1.3k | 349.99 |
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| Ishares Tr Etf (ICVT) | 0.1 | $464k | -16% | 4.7k | 98.50 |
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| Netflix (NFLX) | 0.1 | $463k | +620% | 4.9k | 93.76 |
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| Public Storage (PSA) | 0.1 | $456k | 1.8k | 259.51 |
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| General Electric (GE) | 0.1 | $431k | 1.4k | 308.08 |
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| Boeing Company (BA) | 0.1 | $431k | +4% | 2.0k | 217.11 |
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| Blackrock Etf Trust Ii Etf (HIMU) | 0.1 | $423k | -9% | 8.7k | 48.68 |
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| SJW (HTO) | 0.1 | $422k | 8.6k | 48.99 |
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| Schwab Strategic Tr Etf (SCHB) | 0.1 | $420k | +16% | 16k | 26.23 |
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| Vanguard Bd Index Fds Etf (BSV) | 0.1 | $419k | 5.3k | 78.81 |
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| Select Sector Spdr Tr Etf (XLF) | 0.1 | $416k | -7% | 7.6k | 54.77 |
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| ABM Industries (ABM) | 0.1 | $414k | 9.8k | 42.30 |
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| Vanguard World Etf (VSGX) | 0.1 | $414k | 5.8k | 71.62 |
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| Ishares Tr Etf (IYR) | 0.1 | $412k | +11% | 4.4k | 93.88 |
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| Ishares Silver Tr Etf (SLV) | 0.1 | $411k | +5% | 6.4k | 64.42 |
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| Invesco Exchange Traded Fd T Etf (RPV) | 0.1 | $410k | 4.0k | 103.37 |
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| McDonald's Corporation (MCD) | 0.1 | $409k | +2% | 1.3k | 305.73 |
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| Ishares Tr Etf (TFLO) | 0.1 | $406k | -18% | 8.0k | 50.49 |
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| St Strt Spdr Bbrg Inv Etf (FLRN) | 0.1 | $404k | +39% | 13k | 30.73 |
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| Ross Stores (ROST) | 0.1 | $394k | 2.2k | 180.11 |
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| American Centy Etf Tr Etf (AVUV) | 0.1 | $391k | 3.8k | 101.97 |
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| Schwab Strategic Tr Etf (SCHD) | 0.0 | $387k | NEW | 14k | 27.43 |
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| J P Morgan Exchange Traded F Etf (JEPI) | 0.0 | $384k | -10% | 6.8k | 56.82 |
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| Philip Morris International (PM) | 0.0 | $380k | +6% | 2.4k | 160.37 |
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| Vanguard Bd Index Fds Etf (BND) | 0.0 | $377k | -3% | 5.1k | 74.14 |
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| Analog Devices (ADI) | 0.0 | $367k | 1.2k | 294.46 |
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| Union Pacific Corporation (UNP) | 0.0 | $364k | +4% | 1.6k | 231.31 |
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| Allstate Corporation (ALL) | 0.0 | $362k | +3% | 1.7k | 208.14 |
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| American Centy Etf Tr Etf (AVDV) | 0.0 | $361k | 3.8k | 93.97 |
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| Vaneck Etf Trust Etf (SMH) | 0.0 | $358k | NEW | 993.00 | 359.98 |
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| Ishares Tr Etf (SOXX) | 0.0 | $356k | 1.2k | 301.13 |
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| Merck & Co (MRK) | 0.0 | $342k | +5% | 3.2k | 105.26 |
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| Trane Technologies (TT) | 0.0 | $340k | -2% | 873.00 | 389.31 |
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| Vanguard Bd Index Fds Etf (BIV) | 0.0 | $337k | -7% | 4.3k | 77.87 |
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| Vanguard Index Fds Etf (VNQ) | 0.0 | $332k | 3.8k | 88.50 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $332k | +46% | 2.4k | 136.06 |
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| Fidelity Merrimack Str Tr Etf (FLDR) | 0.0 | $328k | 6.5k | 50.23 |
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| Vaneck Etf Trust Etf (GDX) | 0.0 | $325k | +32% | 3.8k | 85.77 |
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| Verizon Communications (VZ) | 0.0 | $324k | 8.0k | 40.58 |
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| Sherwin-Williams Company (SHW) | 0.0 | $319k | 986.00 | 323.93 |
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| Intel Corporation (INTC) | 0.0 | $318k | 8.6k | 36.90 |
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| Ishares Tr Etf (IBTH) | 0.0 | $316k | 14k | 22.47 |
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| Ishares Tr Etf (IBTG) | 0.0 | $315k | 14k | 22.88 |
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| Ishares Tr Etf (IMCG) | 0.0 | $314k | -20% | 3.9k | 79.85 |
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| Ishares Tr Etf (EUFN) | 0.0 | $314k | -20% | 8.5k | 37.09 |
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| Vanguard World Etf (VOX) | 0.0 | $313k | 1.6k | 193.60 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $311k | NEW | 38k | 8.11 |
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| McKesson Corporation (MCK) | 0.0 | $310k | +37% | 378.00 | 819.76 |
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| Ishares Tr Etf (IWD) | 0.0 | $305k | -6% | 1.4k | 210.39 |
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| Lam Research (LRCX) | 0.0 | $303k | -10% | 1.8k | 171.14 |
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| Starbucks Corporation (SBUX) | 0.0 | $302k | -11% | 3.6k | 84.20 |
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| Novartis (NVS) | 0.0 | $301k | +16% | 2.2k | 137.87 |
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| Welltower Inc Com reit (WELL) | 0.0 | $300k | 1.6k | 185.60 |
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| Synopsys (SNPS) | 0.0 | $299k | 636.00 | 469.72 |
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| Morgan Stanley (MS) | 0.0 | $298k | +8% | 1.7k | 177.51 |
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| Ishares International Etf (IDV) | 0.0 | $297k | +32% | 7.5k | 39.45 |
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| Vanguard World Etf (ESGV) | 0.0 | $295k | 2.4k | 120.97 |
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| Prologis (PLD) | 0.0 | $294k | +8% | 2.3k | 127.64 |
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| Newmont Mining Corporation (NEM) | 0.0 | $289k | 2.9k | 99.86 |
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| Ishares Tr Etf (IBTK) | 0.0 | $283k | 14k | 19.85 |
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| Ishares Tr Etf (IBTJ) | 0.0 | $283k | 13k | 21.95 |
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| Ishares Tr Etf (IBTI) | 0.0 | $282k | 13k | 22.36 |
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| Ishares Tr Etf (ESGU) | 0.0 | $279k | +6% | 1.9k | 148.99 |
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| Ishares Tr Etf (IJH) | 0.0 | $278k | 4.2k | 66.00 |
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| Ishares Tr Etf (ITA) | 0.0 | $277k | 1.3k | 214.63 |
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| Vanguard Internatnl Hgh Etf (VYMI) | 0.0 | $275k | NEW | 3.1k | 90.00 |
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| At&t (T) | 0.0 | $275k | +4% | 11k | 24.84 |
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| Spdr Dow Jones Indl Average Etf (DIA) | 0.0 | $274k | 570.00 | 480.29 |
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| Putnam Etf Trust Etf (FTCA) | 0.0 | $268k | NEW | 37k | 7.32 |
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| Nextera Energy (NEE) | 0.0 | $265k | 3.3k | 80.28 |
|
|
| Ishares Tr Etf (DIVB) | 0.0 | $265k | 5.0k | 53.15 |
|
|
| First Trst Stoxx Eur Sel Etf (FDD) | 0.0 | $262k | 15k | 17.50 |
|
|
| Dell Technologies (DELL) | 0.0 | $257k | 2.0k | 125.86 |
|
|
| Select Sector Spdr Tr Etf (XLI) | 0.0 | $255k | NEW | 1.6k | 155.09 |
|
| Ishares Tr Etf (ITOT) | 0.0 | $255k | -4% | 1.7k | 148.72 |
|
| United Parcel Service (UPS) | 0.0 | $254k | 2.6k | 99.20 |
|
|
| Ishares Tr Etf (HYDB) | 0.0 | $253k | 5.4k | 47.35 |
|
|
| Eaton (ETN) | 0.0 | $252k | +15% | 792.00 | 318.63 |
|
| Wec Energy Group (WEC) | 0.0 | $252k | 2.4k | 105.46 |
|
|
| BP (BP) | 0.0 | $250k | 7.2k | 34.73 |
|
|
| Ge Vernova (GEV) | 0.0 | $249k | 381.00 | 653.92 |
|
|
| Duke Energy (DUK) | 0.0 | $242k | +12% | 2.1k | 117.24 |
|
| Blackrock (BLK) | 0.0 | $234k | +6% | 218.00 | 1072.68 |
|
| Fidelity Merrimack Str Tr Etf (FBND) | 0.0 | $232k | -15% | 5.0k | 46.23 |
|
| Spdr Index Shs Fds Etf (GII) | 0.0 | $229k | -23% | 3.3k | 69.76 |
|
| Profesionally Managed Portfo Etf (AKRE) | 0.0 | $228k | NEW | 3.5k | 65.51 |
|
| Vanguard Intl Equity Index F Etf (VT) | 0.0 | $226k | 1.6k | 141.09 |
|
|
| Gilead Sciences (GILD) | 0.0 | $226k | -6% | 1.8k | 122.73 |
|
| Stryker Corporation (SYK) | 0.0 | $225k | 639.00 | 351.72 |
|
|
| Sempra Energy (SRE) | 0.0 | $225k | 2.5k | 88.28 |
|
|
| Ishares Future Ai And Etf (ARTY) | 0.0 | $224k | NEW | 4.7k | 48.18 |
|
| Pfizer (PFE) | 0.0 | $224k | 9.0k | 24.90 |
|
|
| eBay (EBAY) | 0.0 | $223k | -26% | 2.6k | 87.09 |
|
| Ishares Tr Etf (IJK) | 0.0 | $222k | 2.3k | 96.87 |
|
|
| Asml Holding N V SHS (ASML) | 0.0 | $218k | NEW | 204.00 | 1069.20 |
|
| Sentinelone (S) | 0.0 | $217k | 14k | 15.00 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $214k | 2.1k | 99.93 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $214k | 1.3k | 162.63 |
|
|
| Vanguard Scottsdale Fds Etf (VCIT) | 0.0 | $211k | -29% | 2.5k | 83.74 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $208k | NEW | 459.00 | 453.36 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $201k | NEW | 1.3k | 154.16 |
|
| Ishares Tr Etf (IBHG) | 0.0 | $200k | NEW | 9.0k | 22.32 |
|
| Ishares Tr Etf (IBHF) | 0.0 | $200k | NEW | 8.7k | 23.08 |
|
| Heritage Commerce (HTBK) | 0.0 | $137k | 11k | 12.01 |
|
|
| Genelux Corporation (GNLX) | 0.0 | $72k | 17k | 4.36 |
|
|
| Caribou Biosciences (CRBU) | 0.0 | $31k | 20k | 1.59 |
|
|
| East West Minerals Ltd F (EWPMF) | 0.0 | $5.8k | NEW | 37k | 0.16 |
|
| Westmoreland Coal Company | 0.0 | $0 | 20k | 0.00 |
|
|
| Chromocure (KKUR) | 0.0 | $0 | 33k | 0.00 |
|
|
| Enerpulse Tech Xxxregistration Revoked By The Sec Eff: 10/24/18 | 0.0 | $0 | 30k | 0.00 |
|
Past Filings by Liberty Wealth Management
SEC 13F filings are viewable for Liberty Wealth Management going back to 2018
- Liberty Wealth Management 2025 Q4 filed Feb. 4, 2026
- Liberty Wealth Management 2025 Q3 filed Oct. 31, 2025
- Liberty Wealth Management 2025 Q2 filed Aug. 1, 2025
- Liberty Wealth Management 2025 Q1 restated filed May 12, 2025
- Liberty Wealth Management 2024 Q4 filed Feb. 10, 2025
- Liberty Wealth Management 2024 Q3 filed Nov. 4, 2024
- Liberty Wealth Management 2024 Q2 filed Aug. 7, 2024
- Liberty Wealth Management 2024 Q1 filed May 3, 2024
- Liberty Wealth Management 2023 Q4 filed Feb. 9, 2024
- Liberty Wealth Management 2023 Q3 filed Nov. 13, 2023
- Liberty Wealth Management 2023 Q2 filed Aug. 10, 2023
- Liberty Wealth Management 2023 Q1 filed May 3, 2023
- Liberty Wealth Management 2022 Q3 filed Nov. 15, 2022
- Liberty Wealth Management 2022 Q2 filed Aug. 15, 2022
- Liberty Wealth Management 2022 Q1 filed May 9, 2022
- Liberty Wealth Management 2021 Q4 filed Feb. 15, 2022