Liberty Wealth Management
Latest statistics and disclosures from Liberty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, DFAC, IVW, QUAL, AAPL, and represent 22.47% of Liberty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: QQQ, SPY, GLD, QUAL, EFV, IVE, IUSB, IEMG, IVW, DYNF.
- Started 27 new stock positions in SRE, HTO, SCHW, OKLO, FLDR, ITA, SONY, SLV, NEM, A.
- Reduced shares in these 10 stocks: SNOW, DFAU, GOOG, EMXC, META, IEFA, , AXON, VTI, CARR.
- Sold out of its positions in BCLI, CARR, CRWD, FSTA, EFAV, Jpmorgan Chase, Oracle Corp, BIL, SNOW, USFR.
- Liberty Wealth Management was a net buyer of stock by $25M.
- Liberty Wealth Management has $710M in assets under management (AUM), dropping by 11.33%.
- Central Index Key (CIK): 0001769302
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Portfolio Holdings for Liberty Wealth Management
Liberty Wealth Management holds 250 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Etf (DFAU) | 5.2 | $37M | 814k | 45.76 |
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| Dimensional Etf Trust Etf (DFAC) | 4.6 | $33M | 845k | 38.57 |
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| Ishares Tr Etf (IVW) | 4.4 | $31M | +2% | 258k | 120.72 |
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| Ishares Tr Etf (QUAL) | 4.3 | $30M | +4% | 156k | 194.50 |
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| Apple (AAPL) | 4.0 | $28M | 111k | 254.63 |
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| Blackrock Etf Trust Etf (DYNF) | 3.9 | $28M | +2% | 473k | 59.20 |
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| Dimensional Etf Trust Etf (DUHP) | 3.9 | $27M | 726k | 37.77 |
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| Ishares Tr Etf (IVV) | 3.8 | $27M | 40k | 669.31 |
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| Ishares Tr Etf (IVE) | 3.1 | $22M | +5% | 105k | 206.51 |
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| NVIDIA Corporation (NVDA) | 2.6 | $18M | 99k | 186.58 |
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| Ishares Tr Etf (IUSB) | 2.2 | $16M | +7% | 335k | 46.71 |
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| Dimensional Etf Trust Etf (DFIC) | 2.2 | $16M | 472k | 32.79 |
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| Dimensional Etf Trust Etf (DFCF) | 2.1 | $15M | 356k | 42.76 |
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| Vanguard Index Fds Etf (VTI) | 2.0 | $15M | 44k | 328.17 |
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| Dimensional Etf Trust Etf (DFAI) | 2.0 | $14M | 392k | 36.35 |
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| Dimensional Etf Trust Etf (DFLV) | 1.8 | $13M | 397k | 32.90 |
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| Ishares Etf (IEMG) | 1.8 | $13M | +7% | 194k | 65.92 |
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| Microsoft Corporation (MSFT) | 1.4 | $10M | 20k | 517.94 |
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| Ishares Tr Etf (OEF) | 1.4 | $9.6M | +6% | 29k | 332.84 |
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| Ishares Tr Etf (IYW) | 1.2 | $8.8M | 45k | 195.86 |
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| Ishares Tr Etf (EFV) | 1.2 | $8.5M | +15% | 126k | 67.83 |
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| Ishares Tr Etf (TLH) | 1.2 | $8.2M | +6% | 80k | 102.99 |
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| Dimensional Etf Trust Etf (DFAT) | 1.1 | $8.1M | 140k | 58.21 |
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| Vanguard Intl Equity Index F Etf (VEU) | 1.1 | $7.9M | 111k | 71.37 |
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| Dimensional Etf Trust Etf (DIHP) | 1.1 | $7.9M | 260k | 30.39 |
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| Ishares Tr Etf (MTUM) | 1.1 | $7.8M | +4% | 30k | 256.45 |
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| Dimensional Etf Trust Etf (DFEM) | 1.0 | $7.4M | 231k | 32.07 |
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| Oracle Corporation (ORCL) | 1.0 | $7.1M | +4% | 25k | 281.24 |
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| Tesla Motors (TSLA) | 1.0 | $6.8M | -2% | 15k | 444.72 |
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| Ishares Etf (EMXC) | 0.9 | $6.6M | -6% | 98k | 67.51 |
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| Invesco Qqq Tr Etf (QQQ) | 0.8 | $5.8M | +212% | 9.6k | 600.37 |
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| Dimensional Etf Trust Etf (DISV) | 0.8 | $5.7M | 158k | 35.69 |
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| Ishares Tr Etf (IEFA) | 0.8 | $5.4M | -4% | 62k | 87.31 |
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| Ishares Tr Etf (MBB) | 0.7 | $5.3M | +4% | 56k | 95.15 |
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| Amazon (AMZN) | 0.7 | $5.2M | 24k | 219.57 |
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| Vanguard Index Fds Etf (VOO) | 0.7 | $5.0M | +3% | 8.2k | 612.40 |
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| Vanguard Bd Index Fds Etf (BLV) | 0.7 | $4.7M | 66k | 70.85 |
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| Spdr S&p 500 Etf Tr Etf (SPY) | 0.7 | $4.7M | +383% | 7.0k | 666.22 |
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| 4068594 Enphase Energy (ENPH) | 0.6 | $4.6M | 130k | 35.39 |
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| Ishares Gold Tr Etf (IAU) | 0.6 | $4.6M | 63k | 72.77 |
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| Vanguard Scottsdale Fds Etf (VGLT) | 0.6 | $4.4M | 78k | 56.86 |
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| Intuitive Surgical (ISRG) | 0.6 | $4.4M | 9.9k | 447.23 |
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| Ishares Tr Etf (EFG) | 0.6 | $4.4M | +9% | 39k | 113.88 |
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| Blackrock Etf Trust Etf (THRO) | 0.6 | $4.2M | +20% | 111k | 37.86 |
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| T Rowe Price Etf Etf (TCAF) | 0.6 | $4.2M | 110k | 37.70 |
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| Alphabet Inc Class C cs (GOOG) | 0.5 | $3.9M | -12% | 16k | 244.18 |
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| Applied Materials (AMAT) | 0.5 | $3.9M | 19k | 204.74 |
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| Waste Management (WM) | 0.5 | $3.6M | 16k | 220.83 |
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| Chevron Corporation (CVX) | 0.5 | $3.4M | +4% | 22k | 155.29 |
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| Facebook Inc cl a (META) | 0.4 | $3.1M | -10% | 4.2k | 736.65 |
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| Vanguard World Etf (VGT) | 0.4 | $3.1M | +5% | 4.2k | 746.60 |
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| Ishares Tr Etf (EMB) | 0.4 | $3.1M | +4% | 33k | 95.19 |
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| Cisco Systems (CSCO) | 0.4 | $3.0M | 44k | 68.42 |
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| Blackrock Etf Trust Ii Etf (BINC) | 0.4 | $2.9M | +7% | 55k | 53.24 |
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| Spdr Gold Tr SHS (GLD) | 0.4 | $2.9M | +430% | 8.1k | 355.49 |
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| Alphabet Inc Class A cs (GOOGL) | 0.4 | $2.8M | -7% | 12k | 243.10 |
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| Vanguard Index Fds Etf (VTV) | 0.4 | $2.8M | +4% | 15k | 186.50 |
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| Berkshire Hathaway (BRK.B) | 0.4 | $2.7M | -4% | 5.3k | 503.55 |
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| Broadcom (AVGO) | 0.4 | $2.5M | +19% | 7.6k | 329.91 |
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| Blackrock Etf Trust Etf (BAI) | 0.4 | $2.5M | +15% | 73k | 34.16 |
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| Vanguard Index Fds Etf (VUG) | 0.3 | $2.4M | -3% | 5.0k | 479.61 |
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| Ishares Tr Etf (HEFA) | 0.3 | $2.2M | 57k | 39.61 |
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| Vanguard Tax-managed Fds Etf (VEA) | 0.3 | $2.0M | 33k | 59.98 |
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| Vanguard Index Fds Etf (VBR) | 0.3 | $1.9M | 9.2k | 208.72 |
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| Ishares Tr Etf (IAGG) | 0.2 | $1.7M | +27% | 34k | 51.23 |
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| Abbvie (ABBV) | 0.2 | $1.7M | 7.2k | 231.54 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.5M | 4.9k | 315.43 |
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| First Tr Exchange Traded Etf (AIRR) | 0.2 | $1.5M | 16k | 96.68 |
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| Ishares Tr Etf (GOVT) | 0.2 | $1.5M | +21% | 66k | 23.12 |
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| Vanguard World Etf (MGK) | 0.2 | $1.5M | -3% | 3.8k | 402.45 |
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| International Business Machines (IBM) | 0.2 | $1.5M | 5.4k | 282.14 |
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| Ishares Tr Etf (IFRA) | 0.2 | $1.4M | -2% | 26k | 52.82 |
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| Ishares Tr Etf (TLT) | 0.2 | $1.4M | -4% | 16k | 89.37 |
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| Intuit (INTU) | 0.2 | $1.4M | 2.0k | 682.96 |
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| Vanguard Index Fds Etf (VB) | 0.2 | $1.3M | +2% | 5.3k | 254.27 |
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| Fidelity Covington Trust Etf (FTEC) | 0.2 | $1.3M | +9% | 6.0k | 222.16 |
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| Automatic Data Processing (ADP) | 0.2 | $1.3M | 4.5k | 293.53 |
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| Bank of America Corporation (BAC) | 0.2 | $1.3M | -3% | 25k | 51.59 |
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| Visa (V) | 0.2 | $1.3M | +4% | 3.7k | 341.34 |
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| Palantir Technologies (PLTR) | 0.2 | $1.2M | +4% | 6.8k | 182.43 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | -3% | 1.6k | 762.85 |
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| Vanguard World Etf (VHT) | 0.2 | $1.1M | -8% | 4.4k | 259.58 |
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| Procter & Gamble Company (PG) | 0.2 | $1.1M | +2% | 7.4k | 153.66 |
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| Msci (MSCI) | 0.2 | $1.1M | 1.9k | 567.41 |
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| Vanguard Index Fds Etf (VV) | 0.1 | $1.1M | -3% | 3.4k | 307.85 |
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| Ishares Tr Etf (USMV) | 0.1 | $1.0M | 11k | 95.13 |
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| Advanced Micro Devices (AMD) | 0.1 | $994k | 6.1k | 161.79 |
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| Spdr Series Trust Etf (SPLG) | 0.1 | $978k | +7% | 13k | 78.34 |
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| Wells Fargo & Company (WFC) | 0.1 | $948k | 11k | 83.82 |
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| Home Depot (HD) | 0.1 | $915k | 2.3k | 405.08 |
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| Costco Wholesale Corporation (COST) | 0.1 | $876k | +4% | 946.00 | 925.45 |
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| Ishares Tr Etf (IYH) | 0.1 | $844k | 14k | 58.72 |
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| Walt Disney Company (DIS) | 0.1 | $835k | -3% | 7.3k | 114.51 |
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| Netflix Etf (NFLX) | 0.1 | $821k | +31% | 685.00 | 1198.72 |
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| Goldman Sachs (GS) | 0.1 | $808k | +3% | 1.0k | 796.01 |
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| Ishares Tr Etf (IYF) | 0.1 | $790k | +5% | 6.2k | 126.64 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $776k | 1.6k | 499.20 |
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| Select Sector Spdr Tr Etf (XLK) | 0.1 | $763k | 2.7k | 281.84 |
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| Dbx Etf Tr Etf (DBEF) | 0.1 | $761k | +3% | 16k | 46.42 |
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| Vanguard Intl Equity Index F Etf (VWO) | 0.1 | $760k | 14k | 54.20 |
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| Pacer Fds Tr Etf (COWZ) | 0.1 | $757k | -22% | 13k | 57.47 |
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| Vanguard World Etf (VFH) | 0.1 | $742k | -5% | 5.7k | 131.23 |
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| Pulte (PHM) | 0.1 | $735k | 5.6k | 132.14 |
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| Vanguard Scottsdale Fds Etf (VONG) | 0.1 | $734k | +9% | 6.1k | 120.49 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $723k | 6.4k | 112.74 |
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| Ishares Tr Etf (EFA) | 0.1 | $701k | 7.5k | 93.37 |
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| Ishares Tr Etf (STIP) | 0.1 | $699k | +19% | 6.8k | 103.36 |
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| Ishares Tr Etf (IYK) | 0.1 | $698k | +6% | 10k | 68.39 |
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| Caterpillar (CAT) | 0.1 | $688k | 1.4k | 477.24 |
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| Wal-Mart Stores (WMT) | 0.1 | $680k | +3% | 6.6k | 103.05 |
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| Amgen (AMGN) | 0.1 | $679k | 2.4k | 282.16 |
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| Ishares Tr Etf (IYE) | 0.1 | $648k | +4% | 14k | 47.52 |
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| Ishares Tr Etf (IJR) | 0.1 | $640k | 5.4k | 118.84 |
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| Coca-Cola Company (KO) | 0.1 | $631k | +3% | 9.5k | 66.32 |
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| Ishares Tr Etf (DGRO) | 0.1 | $627k | +69% | 9.2k | 68.08 |
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| Spdr Series Trust Etf (SPYV) | 0.1 | $622k | +36% | 11k | 55.33 |
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| Abbott Laboratories (ABT) | 0.1 | $613k | 4.6k | 133.93 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $612k | +4% | 3.7k | 167.31 |
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| American Express Company (AXP) | 0.1 | $583k | 1.8k | 332.09 |
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| Ishares Tr Etf (IWF) | 0.1 | $575k | +3% | 1.2k | 468.47 |
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| Taiwan Semiconductor Mfg SHS (TSM) | 0.1 | $573k | 2.1k | 279.35 |
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| Ishares Tr Etf (ICVT) | 0.1 | $565k | +23% | 5.6k | 100.06 |
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| Johnson & Johnson (JNJ) | 0.1 | $559k | 3.0k | 185.45 |
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| MasterCard Incorporated (MA) | 0.1 | $548k | 963.00 | 568.71 |
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| Vanguard Charlotte Fds Etf (BNDX) | 0.1 | $545k | 11k | 49.45 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.1 | $528k | 3.5k | 150.87 |
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| Pepsi (PEP) | 0.1 | $522k | 3.7k | 140.44 |
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| Fidelity Covington Trust Etf (FDVV) | 0.1 | $514k | +70% | 9.2k | 55.71 |
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| Public Storage (PSA) | 0.1 | $503k | 1.7k | 288.85 |
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| Public Service Enterprise (PEG) | 0.1 | $502k | 6.0k | 83.46 |
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| Ishares Tr Etf (IBB) | 0.1 | $501k | -2% | 3.5k | 144.37 |
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| Ishares Tr Etf (TFLO) | 0.1 | $497k | -2% | 9.8k | 50.59 |
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| Dimensional Etf Trust Etf (DFUV) | 0.1 | $482k | 11k | 44.69 |
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| Ishares S&p Mid Cap 400 Etf (IJJ) | 0.1 | $482k | 3.7k | 129.73 |
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| Axon Enterprise (AXON) | 0.1 | $479k | -33% | 667.00 | 717.64 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $474k | 1.3k | 352.75 |
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| Blackrock Etf Trust Ii Etf (HIMU) | 0.1 | $474k | +10% | 9.6k | 49.19 |
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| Vanguard Specialized Funds Etf (VIG) | 0.1 | $471k | 2.2k | 215.83 |
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| salesforce (CRM) | 0.1 | $462k | -6% | 1.9k | 237.01 |
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| ABM Industries (ABM) | 0.1 | $452k | 9.8k | 46.12 |
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| Select Sector Spdr Tr Etf (XLF) | 0.1 | $440k | +2% | 8.2k | 53.87 |
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| J P Morgan Exchange Traded F Etf (JEPI) | 0.1 | $430k | NEW | 7.5k | 57.10 |
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| General Electric (GE) | 0.1 | $425k | +8% | 1.4k | 300.73 |
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| Vanguard Bd Index Fds Etf (BSV) | 0.1 | $420k | -11% | 5.3k | 78.91 |
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| SJW (HTO) | 0.1 | $420k | NEW | 8.6k | 48.70 |
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| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.1 | $417k | +67% | 6.4k | 65.00 |
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| Boeing Company (BA) | 0.1 | $411k | -7% | 1.9k | 215.82 |
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| Ishares Tr Etf (IMCG) | 0.1 | $410k | +4% | 5.0k | 82.73 |
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| Vanguard World Etf (VSGX) | 0.1 | $405k | +2% | 5.8k | 69.37 |
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| McDonald's Corporation (MCD) | 0.1 | $395k | 1.3k | 303.94 |
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| Vanguard Bd Index Fds Etf (BND) | 0.1 | $393k | +26% | 5.3k | 74.36 |
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| Invesco Exchange Traded Fd T Etf (RPV) | 0.1 | $392k | 3.9k | 99.38 |
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| Ishares Tr Etf (IYR) | 0.1 | $380k | +5% | 3.9k | 97.09 |
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| American Centy Etf Tr Etf (AVUV) | 0.1 | $380k | 3.8k | 99.52 |
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| Trane Technologies SHS (TT) | 0.1 | $379k | 897.00 | 422.00 |
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| Ishares Floating Rate Etf (FLOT) | 0.1 | $379k | 7.4k | 51.09 |
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| U.S. Bancorp (USB) | 0.1 | $373k | 7.7k | 48.33 |
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| Ishares Msci Europe Etf (EUFN) | 0.1 | $367k | +38% | 11k | 34.34 |
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| Vanguard Bd Index Fds Etf (BIV) | 0.1 | $367k | +9% | 4.7k | 78.10 |
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| Philip Morris International (PM) | 0.1 | $361k | 2.2k | 162.21 |
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| Allstate Corporation (ALL) | 0.1 | $360k | 1.7k | 214.61 |
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| Union Pacific Corporation (UNP) | 0.0 | $355k | -11% | 1.5k | 236.42 |
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| Verizon Communications (VZ) | 0.0 | $354k | -2% | 8.1k | 43.95 |
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| Schwab Strategic Tr Etf (SCHB) | 0.0 | $353k | 14k | 25.71 |
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| Vanguard Index Fds Etf (VNQ) | 0.0 | $349k | -4% | 3.8k | 91.41 |
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| Starbucks Corporation (SBUX) | 0.0 | $343k | +2% | 4.1k | 84.60 |
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| Sherwin-Williams Company (SHW) | 0.0 | $342k | -2% | 987.00 | 346.11 |
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| Hims & Hers Heal (HIMS) | 0.0 | $340k | -9% | 6.0k | 56.72 |
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| American Centy Etf Tr Etf (AVDV) | 0.0 | $337k | 3.8k | 89.04 |
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| Ross Stores (ROST) | 0.0 | $333k | 2.2k | 152.37 |
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| Fidelity Merrimack Str Tr Etf (FLDR) | 0.0 | $324k | NEW | 6.5k | 50.20 |
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| Ishares Tr Etf (SOXX) | 0.0 | $317k | 1.2k | 271.12 |
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| eBay (EBAY) | 0.0 | $317k | 3.5k | 90.95 |
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| Ishares Tr Etf (IWD) | 0.0 | $316k | +16% | 1.6k | 203.53 |
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| Synopsys (SNPS) | 0.0 | $316k | +6% | 640.00 | 493.39 |
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| Ishares Tr Etf (IBTH) | 0.0 | $314k | 14k | 22.52 |
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| Ishares Tr Etf (IBTG) | 0.0 | $312k | 14k | 22.95 |
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| Analog Devices (ADI) | 0.0 | $306k | -3% | 1.2k | 245.79 |
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| Vanguard Scottsdale Fds Etf (VCIT) | 0.0 | $302k | NEW | 3.6k | 84.10 |
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| At&t (T) | 0.0 | $300k | -40% | 11k | 28.24 |
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| Vanguard World Etf (VOX) | 0.0 | $299k | 1.6k | 187.68 |
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| Spdr Index Shs Fds Etf (GII) | 0.0 | $298k | +32% | 4.3k | 69.59 |
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| Spdr Bloomberg Int Grd Etf (FLRN) | 0.0 | $291k | 9.4k | 30.86 |
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| Dell Technologies (DELL) | 0.0 | $289k | 2.0k | 141.79 |
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| Vanguard World Etf (ESGV) | 0.0 | $288k | 2.4k | 118.45 |
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| Intel Corporation (INTC) | 0.0 | $285k | NEW | 8.5k | 33.55 |
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| Welltower Inc Com reit (WELL) | 0.0 | $283k | 1.6k | 178.13 |
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| Ishares Tr Etf (IBTK) | 0.0 | $281k | 14k | 19.87 |
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| Ishares Tr Etf (IBTJ) | 0.0 | $280k | 13k | 21.96 |
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| Ishares Tr Etf (IJH) | 0.0 | $280k | +15% | 4.3k | 65.25 |
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| Ishares Tr Etf (IBTI) | 0.0 | $279k | 13k | 22.39 |
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| Fidelity Merrimack Str Tr Etf (FBND) | 0.0 | $273k | NEW | 5.9k | 46.24 |
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| Wec Energy Group (WEC) | 0.0 | $272k | 2.4k | 114.59 |
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| Ishares Us Aerospace Etf (ITA) | 0.0 | $270k | NEW | 1.3k | 209.20 |
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| Ishares Tr Etf (IBTF) | 0.0 | $267k | 11k | 23.37 |
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| Lam Research (LRCX) | 0.0 | $264k | NEW | 2.0k | 133.87 |
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| Spdr Dow Jones Indl Average Etf (DIA) | 0.0 | $264k | 569.00 | 464.01 |
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| Ishares Tr Etf (ITOT) | 0.0 | $261k | 1.8k | 145.62 |
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| Ishares Tr Etf (HYDB) | 0.0 | $261k | 5.5k | 47.84 |
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| Ishares Tr Etf (DIVB) | 0.0 | $258k | 4.9k | 52.25 |
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| Merck & Co (MRK) | 0.0 | $258k | -17% | 3.1k | 83.94 |
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| Eaton Corp SHS (ETN) | 0.0 | $258k | NEW | 688.00 | 374.35 |
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| Ishares Silver Tr Etf (SLV) | 0.0 | $255k | NEW | 6.0k | 42.37 |
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| Ishares Tr Etf (ESGU) | 0.0 | $255k | -4% | 1.8k | 145.60 |
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| Sentinelone (S) | 0.0 | $254k | 14k | 17.61 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $253k | 1.3k | 192.74 |
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| Nextera Energy (NEE) | 0.0 | $250k | -7% | 3.3k | 75.50 |
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| BP (BP) | 0.0 | $247k | -9% | 7.2k | 34.37 |
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| Morgan Stanley (MS) | 0.0 | $246k | -6% | 1.5k | 158.93 |
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| Newmont Mining Corporation (NEM) | 0.0 | $244k | NEW | 2.9k | 84.30 |
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| Prologis (PLD) | 0.0 | $243k | +2% | 2.1k | 114.50 |
|
| First Tr Exchange-traded SHS (FDD) | 0.0 | $242k | 15k | 16.15 |
|
|
| Novartis (NVS) | 0.0 | $241k | 1.9k | 128.24 |
|
|
| Blackrock (BLK) | 0.0 | $239k | NEW | 205.00 | 1165.97 |
|
| Ge Vernova (GEV) | 0.0 | $237k | 385.00 | 615.17 |
|
|
| Stryker Corporation (SYK) | 0.0 | $236k | -4% | 638.00 | 369.75 |
|
| Sempra Energy (SRE) | 0.0 | $228k | NEW | 2.5k | 89.97 |
|
| Duke Energy (DUK) | 0.0 | $228k | 1.8k | 123.78 |
|
|
| Nike (NKE) | 0.0 | $226k | +2% | 3.2k | 69.74 |
|
| Pfizer (PFE) | 0.0 | $225k | -11% | 8.8k | 25.48 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $224k | 692.00 | 323.61 |
|
|
| Vanguard Scottsdale Fds Etf (VMBS) | 0.0 | $221k | NEW | 4.7k | 46.96 |
|
| Vanguard Intl Equity Index F Etf (VT) | 0.0 | $220k | 1.6k | 137.79 |
|
|
| Ishares Tr Etf (IJK) | 0.0 | $220k | 2.3k | 95.89 |
|
|
| Vaneck Gold Miners Etf Etf (GDX) | 0.0 | $219k | NEW | 2.9k | 76.40 |
|
| Gilead Sciences (GILD) | 0.0 | $217k | 2.0k | 111.00 |
|
|
| Spdr Series Trust Etf (SPMB) | 0.0 | $215k | NEW | 9.6k | 22.44 |
|
| Sony Corporation (SONY) | 0.0 | $215k | NEW | 7.5k | 28.79 |
|
| United Parcel Service (UPS) | 0.0 | $214k | -3% | 2.6k | 83.52 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $214k | NEW | 1.7k | 128.33 |
|
| McKesson Corporation (MCK) | 0.0 | $211k | 274.00 | 771.34 |
|
|
| Ishares 0-3 Month Etf (SGOV) | 0.0 | $211k | 2.1k | 100.71 |
|
|
| Spdr Index Shs Fds Etf (SPDW) | 0.0 | $211k | NEW | 4.9k | 42.79 |
|
| Ishares Tr Etf (SHYG) | 0.0 | $210k | NEW | 4.8k | 43.30 |
|
| Spdr Series Trust Etf (SPYG) | 0.0 | $208k | NEW | 2.0k | 104.50 |
|
| Ishares International Etf (IDV) | 0.0 | $208k | -2% | 5.7k | 36.55 |
|
| Kroger (KR) | 0.0 | $208k | 3.1k | 67.41 |
|
|
| Altc Acquisition Corp (OKLO) | 0.0 | $206k | NEW | 1.8k | 111.63 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $205k | NEW | 2.1k | 95.47 |
|
| Hershey Company (HSY) | 0.0 | $203k | NEW | 1.1k | 186.98 |
|
| Palo Alto Networks (PANW) | 0.0 | $202k | -13% | 993.00 | 203.62 |
|
| UnitedHealth (UNH) | 0.0 | $202k | -20% | 585.00 | 345.01 |
|
| Heritage Commerce (HTBK) | 0.0 | $113k | 11k | 9.93 |
|
|
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.0 | $83k | NEW | 10k | 8.27 |
|
| Genelux Corporation (GNLX) | 0.0 | $70k | 17k | 4.20 |
|
|
| Caribou Biosciences (CRBU) | 0.0 | $45k | NEW | 20k | 2.33 |
|
| Westmoreland Coal Company | 0.0 | $0 | 20k | 0.00 |
|
|
| Chromocure (KKUR) | 0.0 | $0 | NEW | 33k | 0.00 |
|
| 1pm Inds (OPMZ) | 0.0 | $0 | 17k | 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 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
- Liberty Wealth Management 2021 Q3 filed Nov. 15, 2021