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, DYNF, IVV, and represent 18.95% of Liberty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PIMIX (+$5.1M), PIPNX, IEMG, IVE, BAI, THRO, GOVT, IDEF, PTTNX, BLCR.
- Started 37 new stock positions in XLE, PTTNX, MANLX, FBTC, JPST, PSX, NGENF, Pimco Mortgage Opportuni, IXUS, Pimco Emerging Markets B.
- Reduced shares in these 10 stocks: DFAU, QUAL, IYW, EMXC, OEF, SGOV, AAPL, EMB, IAU, AMAT.
- Sold out of its positions in A, BX, BLK, EWPMF, Enerpulse Tech Xxxregistration Revoked By The Sec Eff: 10/24/18, IDV, ITA, EUFN, HYDB, ARTY. SGOV, AKRE, SCHX, SCHG, SCHD, GDX, VYMI, VCIT.
- Liberty Wealth Management was a net buyer of stock by $42M.
- Liberty Wealth Management has $800M in assets under management (AUM), dropping by 3.32%.
- Central Index Key (CIK): 0001769302
Tip: Access up to 7 years of quarterly data
Positions held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Liberty Wealth Management
Liberty Wealth Management holds 268 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Etf (DFAU) | 4.1 | $33M | -10% | 719k | 45.15 |
|
| Dimensional Etf Trust Etf (DFAC) | 3.9 | $31M | 807k | 38.87 |
|
|
| Ishares Tr Etf (IVW) | 3.8 | $30M | +2% | 266k | 113.13 |
|
| Blackrock Etf Trust Etf (DYNF) | 3.6 | $29M | +3% | 497k | 58.19 |
|
| Ishares Core S&p 500 Core S&p500 Etf (IVV) | 3.6 | $29M | +9% | 44k | 653.32 |
|
| Dimensional Core Fixed Core Fixed Incom (DFCF) | 3.6 | $29M | +2% | 681k | 42.24 |
|
| Apple (AAPL) | 3.5 | $28M | -4% | 112k | 253.83 |
|
| Ishares Tr Etf (IVE) | 3.4 | $27M | +18% | 129k | 211.35 |
|
| Ishares Tr Etf (QUAL) | 3.4 | $27M | -12% | 140k | 191.83 |
|
| Dimensional Etf Trust Etf (DUHP) | 3.2 | $26M | 701k | 36.77 |
|
|
| Dimensional Dimensional Inte (DFGX) | 2.5 | $20M | +5% | 387k | 52.47 |
|
| Ishares Core Msci Core Msci Emkt (IEMG) | 2.3 | $19M | +30% | 267k | 69.76 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $18M | +4% | 102k | 174.50 |
|
| Ishares Core Universal Core Univrsl Usd (IUSB) | 2.0 | $16M | +4% | 343k | 46.19 |
|
| Dimensional Etf Trust Etf (DFIC) | 1.9 | $16M | -2% | 439k | 35.53 |
|
| Vanguard Index Fds Etf (VTI) | 1.9 | $15M | 46k | 320.82 |
|
|
| Dimensional Etf Trust Etf (DFSD) | 1.9 | $15M | +4% | 310k | 47.90 |
|
| Dimensional Etf Trust Etf (DFAI) | 1.8 | $14M | -6% | 369k | 38.97 |
|
| Dimensional Etf Trust Etf (DFLV) | 1.7 | $14M | 382k | 35.72 |
|
|
| Ishares Msci Eafe Value Eafe Value Etf (EFV) | 1.5 | $12M | +20% | 163k | 74.54 |
|
| Ishares Tr Etf (MTUM) | 1.2 | $9.2M | +27% | 39k | 239.99 |
|
| Ishares 10-20 Year 10-20 Yr Trs Etf (TLH) | 1.1 | $8.8M | +14% | 88k | 100.73 |
|
| Vanguard Ftse All-world Allwrld Ex Us (VEU) | 1.1 | $8.6M | 115k | 75.10 |
|
|
| Dimensional Etf Trust Etf (DFAT) | 1.0 | $8.4M | -2% | 134k | 62.45 |
|
| Blackrock Etf Trust Etf (THRO) | 1.0 | $8.3M | +85% | 229k | 36.22 |
|
| Dimensional Etf Trust Etf (DIHP) | 1.0 | $8.0M | 249k | 32.22 |
|
|
| Ishares Tr Etf (OEF) | 1.0 | $7.8M | -18% | 25k | 318.07 |
|
| Dimensional Emerging Emerging Mkts Co (DFEM) | 0.9 | $7.4M | 215k | 34.55 |
|
|
| Microsoft Corporation (MSFT) | 0.9 | $7.2M | 19k | 370.37 |
|
|
| Blackrock Etf Trust Etf (BAI) | 0.8 | $6.7M | +153% | 203k | 32.95 |
|
| Ishares Msci Eafe Growth Eafe Grwth Etf (EFG) | 0.8 | $6.5M | +42% | 58k | 111.37 |
|
| Invesco Qqq Tr Etf (QQQ) | 0.7 | $5.7M | 9.9k | 577.18 |
|
|
| Dimensional Etf Trust Etf (DISV) | 0.7 | $5.6M | -2% | 142k | 39.44 |
|
| Amazon (AMZN) | 0.7 | $5.6M | -2% | 27k | 208.42 |
|
| 4068594 Enphase Energy (ENPH) | 0.7 | $5.5M | +12% | 146k | 37.81 |
|
| Ishares Tr Etf (MBB) | 0.7 | $5.5M | +9% | 58k | 94.95 |
|
| Applied Materials (AMAT) | 0.7 | $5.4M | -16% | 16k | 341.83 |
|
| Ishares Tr Etf (IYW) | 0.7 | $5.2M | -34% | 29k | 181.65 |
|
| Tesla Motors (TSLA) | 0.7 | $5.2M | -5% | 14k | 371.76 |
|
| Pimco Income Instl Bond Funds (PIMIX) | 0.6 | $5.1M | NEW | 470k | 10.78 |
|
| Ishares Core Msci Eafe Core Msci Eafe (IEFA) | 0.6 | $5.0M | -7% | 55k | 90.69 |
|
| Ishares Tr Etf (GOVT) | 0.6 | $5.0M | +297% | 218k | 22.91 |
|
| Vanguard Index Fds Etf (VOO) | 0.6 | $4.9M | +2% | 8.2k | 597.58 |
|
| Vanguard Bd Index Fds Etf (BLV) | 0.6 | $4.8M | 70k | 68.78 |
|
|
| State Str Spdr S&p 500 Etf T Etf (SPY) | 0.6 | $4.7M | 7.2k | 650.30 |
|
|
| Ishares Etf (EMXC) | 0.6 | $4.6M | -36% | 59k | 78.76 |
|
| Vanguard Scottsdale Fds Etf (VGLT) | 0.6 | $4.6M | 84k | 55.36 |
|
|
| Intuitive Surgical (ISRG) | 0.6 | $4.6M | 10k | 460.98 |
|
|
| Pimco Income I-3 Ntf Bond Funds (PIPNX) | 0.6 | $4.6M | NEW | 425k | 10.78 |
|
| Chevron Corporation (CVX) | 0.5 | $4.4M | 21k | 206.90 |
|
|
| Ishares Gold Tr Etf (IAU) | 0.5 | $4.3M | -20% | 49k | 88.16 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.2M | -6% | 15k | 287.01 |
|
| T Rowe Price Etf Etf (TCAF) | 0.5 | $4.0M | 111k | 35.59 |
|
|
| Oracle Corporation (ORCL) | 0.5 | $3.8M | 26k | 147.11 |
|
|
| Waste Management (WM) | 0.5 | $3.8M | 16k | 229.79 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.5M | +8% | 12k | 287.77 |
|
| Ishares Core Core Intl Aggr (IAGG) | 0.4 | $3.5M | +125% | 70k | 50.04 |
|
| Cisco Systems (CSCO) | 0.4 | $3.4M | 44k | 77.60 |
|
|
| Vanguard World Etf (VGT) | 0.4 | $3.2M | +14% | 4.6k | 697.69 |
|
| Spdr Gold Tr SHS (GLD) | 0.4 | $3.1M | 7.3k | 430.32 |
|
|
| Blackrock Etf Trust Ishares Defense (IDEF) | 0.4 | $2.9M | NEW | 90k | 32.72 |
|
| Vanguard Index Fds Etf (VTV) | 0.4 | $2.9M | +4% | 15k | 196.51 |
|
| Pimco Total Return I-3 Ntf Bond Funds (PTTNX) | 0.4 | $2.9M | NEW | 327k | 8.74 |
|
| Blackrock Etf Trust Ishares Large Ca (BLCR) | 0.4 | $2.8M | NEW | 69k | 41.06 |
|
| Blackrock Etf Trust Ii Etf (BINC) | 0.3 | $2.7M | -2% | 52k | 51.93 |
|
| Berkshire Hathaway Cl B New (BRK.B) | 0.3 | $2.6M | +2% | 5.5k | 479.18 |
|
| Meta Platforms Cl A (META) | 0.3 | $2.6M | +8% | 4.5k | 572.70 |
|
| Broadcom (AVGO) | 0.3 | $2.4M | +6% | 7.9k | 309.88 |
|
| Vanguard Index Fds Etf (VUG) | 0.3 | $2.2M | +5% | 5.0k | 436.82 |
|
| United Parcel Svc CL B (UPS) | 0.3 | $2.2M | +716% | 21k | 103.28 |
|
| Vanguard Index Fds Etf (VBR) | 0.3 | $2.1M | 9.8k | 217.35 |
|
|
| Hca Holdings (HCA) | 0.2 | $1.8M | -6% | 3.8k | 473.20 |
|
| Vanguard Tax-managed Fds Etf (VEA) | 0.2 | $1.8M | -13% | 28k | 64.08 |
|
| Ishares Tr Etf (EMB) | 0.2 | $1.7M | -40% | 18k | 93.93 |
|
| First Tr Exchange Traded Etf (AIRR) | 0.2 | $1.7M | -10% | 15k | 110.11 |
|
| Abbvie (ABBV) | 0.2 | $1.5M | -3% | 6.9k | 217.45 |
|
| Vanguard World Etf (VHT) | 0.2 | $1.5M | +18% | 5.2k | 279.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.5M | -3% | 5.0k | 294.18 |
|
| Vanguard World Etf (MGK) | 0.2 | $1.4M | 3.9k | 367.48 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.4M | 1.5k | 919.73 |
|
|
| Ishares Tr Etf (IFRA) | 0.2 | $1.4M | -5% | 24k | 56.87 |
|
| Ishares Tr Etf (HEFA) | 0.2 | $1.3M | -42% | 32k | 42.53 |
|
| Fidelity Covington Trust Etf (FTEC) | 0.2 | $1.3M | +4% | 6.2k | 208.04 |
|
| International Business Machines (IBM) | 0.2 | $1.2M | -5% | 5.1k | 242.39 |
|
| Vanguard Index Fds Etf (VB) | 0.2 | $1.2M | -8% | 4.6k | 265.80 |
|
| Palantir Technologies In Cl A (PLTR) | 0.2 | $1.2M | +24% | 8.4k | 146.27 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.2M | 25k | 48.76 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $1.2M | +6% | 5.8k | 203.56 |
|
| Ishares Tr Etf (IYE) | 0.1 | $1.1M | +17% | 18k | 64.20 |
|
| Ishares Tr Etf (IYH) | 0.1 | $1.1M | +16% | 18k | 61.64 |
|
| Ishares Tr Etf (IYK) | 0.1 | $1.1M | +36% | 16k | 69.39 |
|
| Visa (V) | 0.1 | $1.1M | +3% | 3.6k | 302.30 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | -6% | 6.4k | 169.66 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.0M | -8% | 7.3k | 144.45 |
|
| Vanguard Index Fds Etf (VV) | 0.1 | $1.0M | 3.4k | 298.89 |
|
|
| Amgen (AMGN) | 0.1 | $1.0M | +22% | 2.9k | 349.51 |
|
| Ishares Tr Etf (IYF) | 0.1 | $1.0M | +24% | 8.6k | 117.66 |
|
| Spdr Series Trust Etf (SPYM) | 0.1 | $1.0M | +2% | 13k | 76.54 |
|
| Pimco Emerging Markets B Ntf Bond Funds | 0.1 | $990k | NEW | 112k | 8.86 |
|
| Pimco Investment Grade C Ntf Bond Funds | 0.1 | $968k | NEW | 107k | 9.02 |
|
| Dbx Etf Tr Etf (DBEF) | 0.1 | $966k | +17% | 20k | 49.40 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $935k | 1.5k | 604.17 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $924k | -11% | 927.00 | 996.88 |
|
| Ishares 20 Year 20 Yr Tr Bd Etf (TLT) | 0.1 | $911k | -28% | 11k | 86.69 |
|
| Intuit (INTU) | 0.1 | $904k | +4% | 2.1k | 432.38 |
|
| Automatic Data Processing (ADP) | 0.1 | $895k | -4% | 4.2k | 212.36 |
|
| Wal-Mart Stores (WMT) | 0.1 | $863k | +4% | 6.9k | 124.29 |
|
| Goldman Sachs (GS) | 0.1 | $836k | 988.00 | 846.55 |
|
|
| Ishares Tr Etf (TFLO) | 0.1 | $834k | +105% | 17k | 50.63 |
|
| Ishares Tr Etf (USMV) | 0.1 | $828k | -16% | 8.9k | 92.85 |
|
| Wells Fargo & Company (WFC) | 0.1 | $826k | -3% | 10k | 79.62 |
|
| Select Sector Spdr Tr Etf (XLK) | 0.1 | $818k | +8% | 6.2k | 132.91 |
|
| Caterpillar (CAT) | 0.1 | $817k | -16% | 1.2k | 708.42 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.1 | $800k | -11% | 3.2k | 251.07 |
|
| State Street Spdr State Street Spd (FLRN) | 0.1 | $742k | +83% | 24k | 30.78 |
|
| Msci (MSCI) | 0.1 | $734k | 1.4k | 539.09 |
|
|
| Taiwan Semiconductor Manufac SHS (TSM) | 0.1 | $733k | +11% | 2.2k | 338.23 |
|
| Ishares Tr Etf (DGRO) | 0.1 | $732k | +10% | 10k | 70.18 |
|
| Home Depot (HD) | 0.1 | $729k | +4% | 2.2k | 328.95 |
|
| Coca-Cola Company (KO) | 0.1 | $729k | -10% | 9.6k | 76.08 |
|
| Vanguard Intl Equity Index F Etf (VWO) | 0.1 | $722k | -3% | 13k | 54.05 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $719k | +2% | 3.7k | 192.84 |
|
| Ishares Tr Etf (EFA) | 0.1 | $713k | -2% | 7.3k | 97.13 |
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $709k | NEW | 8.0k | 89.00 |
|
| Pimco Mortgage Opportuni Ntf Bond Funds | 0.1 | $697k | NEW | 75k | 9.34 |
|
| Spdr Series Trust Etf (SPYV) | 0.1 | $675k | 12k | 56.58 |
|
|
| Walt Disney Company (DIS) | 0.1 | $671k | -4% | 7.0k | 96.42 |
|
| Ishares Tr Etf (FLOT) | 0.1 | $667k | +35% | 13k | 50.95 |
|
| Pulte (PHM) | 0.1 | $657k | 5.6k | 117.62 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $639k | -13% | 2.6k | 244.32 |
|
| Vanguard World Etf (VFH) | 0.1 | $633k | -5% | 5.2k | 120.59 |
|
| Ishares Core S&p Core S&p Scp Etf (IJR) | 0.1 | $585k | -10% | 4.7k | 124.31 |
|
| Vanguard Charlotte Fds Etf (BNDX) | 0.1 | $583k | +14% | 12k | 48.05 |
|
| Ishares Tr Etf (IBB) | 0.1 | $582k | 3.4k | 168.86 |
|
|
| Pepsi (PEP) | 0.1 | $579k | -2% | 3.7k | 155.30 |
|
| Fidelity Covington Trust Etf (FDVV) | 0.1 | $553k | +6% | 10k | 55.24 |
|
| Vanguard Bd Index Fds Etf (BND) | 0.1 | $549k | +46% | 7.5k | 73.64 |
|
| Ishares Tr Etf (IYR) | 0.1 | $538k | +32% | 5.8k | 92.84 |
|
| Mastercard Cl A (MA) | 0.1 | $529k | +11% | 1.1k | 499.53 |
|
| Ishares Tr Etf (ITOT) | 0.1 | $527k | +115% | 3.7k | 142.44 |
|
| Ishares Tr Etf (IWF) | 0.1 | $523k | 1.2k | 426.50 |
|
|
| Vanguard Scottsdale Fds Etf (VONG) | 0.1 | $513k | -6% | 4.7k | 109.69 |
|
| Pacer Fds Tr Etf (COWZ) | 0.1 | $506k | -28% | 8.1k | 62.56 |
|
| American Express Company (AXP) | 0.1 | $506k | -2% | 1.7k | 302.43 |
|
| SJW (HTO) | 0.1 | $506k | 8.6k | 58.67 |
|
|
| Vaneck Etf Trust Etf (FLTR) | 0.1 | $502k | NEW | 20k | 25.48 |
|
| Abbott Laboratories (ABT) | 0.1 | $499k | -3% | 4.9k | 102.66 |
|
| Ishares Tr Etf (IJJ) | 0.1 | $497k | 3.8k | 132.50 |
|
|
| Netflix (NFLX) | 0.1 | $494k | +4% | 5.1k | 96.10 |
|
| Pimco Emerging Mkts Lcl Ntf Bond Funds | 0.1 | $491k | NEW | 80k | 6.11 |
|
| Public Service Enterprise (PEG) | 0.1 | $487k | 6.0k | 80.94 |
|
|
| Public Storage (PSA) | 0.1 | $481k | 1.8k | 270.85 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $472k | +13% | 1.5k | 310.75 |
|
| Vanguard Bd Index Fds Etf (BSV) | 0.1 | $455k | +9% | 5.8k | 78.41 |
|
| Vanguard Dividend Div App Etf (VIG) | 0.1 | $444k | -5% | 2.1k | 215.05 |
|
| Invesco Exchange Traded Fd T Etf (RPV) | 0.1 | $438k | +2% | 4.1k | 107.38 |
|
| Ishares Silver Tr Etf (SLV) | 0.1 | $435k | 6.4k | 68.14 |
|
|
| Jpmorgan Ultra-short Ultra Shrt Etf (JPST) | 0.1 | $427k | NEW | 8.4k | 50.61 |
|
| American Centy Etf Tr Etf (AVUV) | 0.1 | $424k | 3.8k | 110.46 |
|
|
| Quanta Services (PWR) | 0.1 | $422k | NEW | 768.00 | 549.02 |
|
| Merck & Co (MRK) | 0.1 | $407k | +4% | 3.4k | 120.17 |
|
| General Electric (GE) | 0.1 | $404k | 1.4k | 284.03 |
|
|
| Vanguard World Etf (VSGX) | 0.1 | $402k | -2% | 5.6k | 71.73 |
|
| Ishares Tr Etf (SOXX) | 0.1 | $402k | +3% | 1.2k | 328.74 |
|
| BP (BP) | 0.0 | $399k | +18% | 8.5k | 47.00 |
|
| Verizon Communications (VZ) | 0.0 | $398k | 7.9k | 50.18 |
|
|
| Ge Vernova (GEV) | 0.0 | $397k | +18% | 450.00 | 882.02 |
|
| Intel Corporation (INTC) | 0.0 | $396k | +3% | 8.9k | 44.29 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $394k | NEW | 6.7k | 59.03 |
|
| Union Pacific Corporation (UNP) | 0.0 | $387k | 1.6k | 242.60 |
|
|
| U.S. Bancorp (USB) | 0.0 | $387k | -15% | 7.4k | 52.01 |
|
| American Centy Etf Tr Etf (AVDV) | 0.0 | $384k | 3.8k | 99.87 |
|
|
| ABM Industries (ABM) | 0.0 | $377k | 9.8k | 38.52 |
|
|
| J P Morgan Exchange Traded F Etf (JEPI) | 0.0 | $370k | -3% | 6.5k | 56.68 |
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $368k | NEW | 7.3k | 50.32 |
|
| Boeing Company (BA) | 0.0 | $368k | -6% | 1.8k | 199.04 |
|
| Vanguard Bd Index Fds Etf (BIV) | 0.0 | $366k | +9% | 4.7k | 77.18 |
|
| Pimco California Municip Bond Funds | 0.0 | $366k | NEW | 35k | 10.62 |
|
| Allstate Corporation (ALL) | 0.0 | $362k | 1.7k | 207.41 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $361k | 866.00 | 416.73 |
|
|
| Select Sector Spdr Tr Etf (XLF) | 0.0 | $359k | -4% | 7.3k | 49.37 |
|
| Analog Devices (ADI) | 0.0 | $345k | -12% | 1.1k | 318.18 |
|
| Blackrock California Mun Ntf Bond Funds (MACMX) | 0.0 | $343k | NEW | 29k | 11.78 |
|
| McKesson Corporation (MCK) | 0.0 | $338k | +3% | 391.00 | 865.07 |
|
| Dell Technologies CL C (DELL) | 0.0 | $338k | 2.1k | 164.26 |
|
|
| Novartis (NVS) | 0.0 | $337k | 2.2k | 152.70 |
|
|
| Lam Research (LRCX) | 0.0 | $334k | -11% | 1.6k | 213.87 |
|
| Fidelity Merrimack Str Tr Etf (FLDR) | 0.0 | $330k | 6.6k | 50.05 |
|
|
| Select Sector Spdr Tr Etf (XLE) | 0.0 | $328k | NEW | 5.4k | 61.26 |
|
| Vanguard World Etf (VOX) | 0.0 | $324k | +11% | 1.8k | 179.96 |
|
| Starbucks Corporation (SBUX) | 0.0 | $324k | 3.6k | 89.60 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $323k | +14% | 903.00 | 357.75 |
|
| At&t (T) | 0.0 | $322k | 11k | 28.97 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $321k | 1.3k | 244.01 |
|
|
| Asml Hldg N V N Y Registry Shs (ASML) | 0.0 | $320k | +18% | 242.00 | 1321.07 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $320k | 1.6k | 197.72 |
|
|
| Ishares Tr Etf (IMCG) | 0.0 | $318k | +2% | 4.0k | 78.78 |
|
| Ross Stores (ROST) | 0.0 | $318k | -32% | 1.5k | 216.66 |
|
| Ishares Tr Etf (IBTH) | 0.0 | $317k | 14k | 22.43 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $317k | 990.00 | 320.55 |
|
|
| Ishares Tr Etf (IBTG) | 0.0 | $317k | 14k | 22.92 |
|
|
| Blackrock Etf Trust Ii Etf (HIMU) | 0.0 | $317k | -24% | 6.6k | 48.06 |
|
| Philip Morris International (PM) | 0.0 | $315k | -19% | 1.9k | 165.37 |
|
| Wec Energy Group (WEC) | 0.0 | $311k | +12% | 2.7k | 115.79 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $307k | -5% | 1.3k | 243.08 |
|
| salesforce (CRM) | 0.0 | $301k | -17% | 1.6k | 186.60 |
|
| Fidelity Merrimack Str Tr Etf (FBND) | 0.0 | $295k | +29% | 6.5k | 45.62 |
|
| Ishares Tr Etf (IJH) | 0.0 | $293k | +2% | 4.3k | 67.52 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $286k | 38k | 7.54 |
|
|
| Nextera Energy (NEE) | 0.0 | $285k | -7% | 3.1k | 92.90 |
|
| Ishares Tr Etf (IBTK) | 0.0 | $283k | 14k | 19.72 |
|
|
| Ishares Tr Etf (IBTJ) | 0.0 | $283k | 13k | 21.84 |
|
|
| Ishares Tr Etf (IBTI) | 0.0 | $282k | 13k | 22.28 |
|
|
| Ishares Tr Etf (IWD) | 0.0 | $282k | -8% | 1.3k | 213.62 |
|
| Vanguard World Etf (ESGV) | 0.0 | $280k | +2% | 2.5k | 112.25 |
|
| Prologis (PLD) | 0.0 | $277k | -9% | 2.1k | 132.20 |
|
| Vanguard Index Fds Etf (VNQ) | 0.0 | $274k | -17% | 3.1k | 88.70 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $271k | -13% | 2.5k | 108.26 |
|
| Ishares Core Dividend Core Divid Etf (DIVB) | 0.0 | $271k | 5.0k | 53.95 |
|
|
| Vaneck Etf Trust Etf (SMH) | 0.0 | $270k | -29% | 704.00 | 383.46 |
|
| Ishares Ultra Short Ultra Short Dur (ICSH) | 0.0 | $267k | NEW | 5.3k | 50.62 |
|
| Argan (AGX) | 0.0 | $263k | NEW | 482.00 | 544.99 |
|
| Select Sector Spdr Tr Etf (XLI) | 0.0 | $262k | 1.6k | 161.75 |
|
|
| First Tr Exchange-traded SHS (FDD) | 0.0 | $260k | -2% | 15k | 17.81 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $260k | NEW | 4.3k | 60.65 |
|
| State Str Spdr Dow Jones Ind Etf (DIA) | 0.0 | $257k | -2% | 555.00 | 462.94 |
|
| Phillips 66 (PSX) | 0.0 | $255k | NEW | 1.4k | 182.09 |
|
| Schwab Strategic Tr Etf (SCHB) | 0.0 | $250k | -37% | 10k | 25.10 |
|
| Spdr Index Shs Fds Etf (GII) | 0.0 | $249k | 3.3k | 76.01 |
|
|
| Sempra Energy (SRE) | 0.0 | $249k | 2.6k | 97.16 |
|
|
| Synopsys (SNPS) | 0.0 | $247k | -2% | 622.00 | 396.48 |
|
| Ishares Esg Aware Msci Esg Awr Msci Usa (ESGU) | 0.0 | $246k | -7% | 1.7k | 141.42 |
|
| Ishares Tr Etf (IXUS) | 0.0 | $245k | NEW | 2.8k | 86.64 |
|
| Vanguard Energy Index Energy Etf (VDE) | 0.0 | $245k | NEW | 1.4k | 173.07 |
|
| Ishares Convertible Bond Conv Bd Etf (ICVT) | 0.0 | $243k | -49% | 2.4k | 101.80 |
|
| Ishares Tr Etf (IXC) | 0.0 | $240k | NEW | 4.2k | 57.62 |
|
| Morgan Stanley (MS) | 0.0 | $239k | -13% | 1.5k | 164.62 |
|
| Pfizer (PFE) | 0.0 | $239k | -5% | 8.5k | 28.07 |
|
| Gilead Sciences (GILD) | 0.0 | $239k | -6% | 1.7k | 139.30 |
|
| Duke Energy (DUK) | 0.0 | $235k | -13% | 1.8k | 130.97 |
|
| eBay (EBAY) | 0.0 | $234k | 2.6k | 91.03 |
|
|
| State Street Spdr State Street Spd (SPSB) | 0.0 | $234k | NEW | 7.8k | 30.07 |
|
| Ishares Tr Etf (IJK) | 0.0 | $231k | 2.3k | 100.60 |
|
|
| Vanguard Star Fds Etf (VXUS) | 0.0 | $229k | NEW | 3.0k | 77.10 |
|
| Stryker Corporation (SYK) | 0.0 | $229k | +8% | 696.00 | 328.52 |
|
| Kroger (KR) | 0.0 | $227k | NEW | 3.1k | 72.30 |
|
| Hershey Company (HSY) | 0.0 | $225k | NEW | 1.1k | 207.79 |
|
| ConocoPhillips (COP) | 0.0 | $223k | NEW | 1.7k | 131.96 |
|
| Vanguard Intl Equity Index F Etf (VT) | 0.0 | $222k | 1.6k | 138.31 |
|
|
| Ishares Core High Core High Dv Etf (HDV) | 0.0 | $219k | NEW | 1.6k | 135.72 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $218k | +8% | 2.3k | 93.96 |
|
| Ishares Tr Etf (IBHG) | 0.0 | $218k | +9% | 9.8k | 22.13 |
|
| Ishares 0-5 Year Tips 0-5 Yr Tips Etf (STIP) | 0.0 | $217k | -66% | 2.1k | 103.42 |
|
| Vanguard Scottsdale Fds Etf (VMBS) | 0.0 | $208k | NEW | 4.4k | 46.95 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $206k | NEW | 302.00 | 681.46 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $205k | 460.00 | 446.50 |
|
|
| Putnam Etf Trust Franklin Calif (FTCA) | 0.0 | $201k | -24% | 28k | 7.28 |
|
| Ishares Tr Etf (IBHF) | 0.0 | $201k | 8.7k | 22.95 |
|
|
| Sentinelone Cl A (S) | 0.0 | $186k | 15k | 12.88 |
|
|
| Blackrock National Munic Ntf Bond Funds (MANLX) | 0.0 | $149k | NEW | 15k | 9.90 |
|
| Heritage Commerce (HTBK) | 0.0 | $142k | 11k | 12.48 |
|
|
| Nyli Mackay Tax Free Bon Bond Funds (MTBIX) | 0.0 | $129k | NEW | 14k | 9.25 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $86k | NEW | 17k | 5.07 |
|
| Nervgen Pharma Ord (NGENF) | 0.0 | $83k | NEW | 22k | 3.77 |
|
| Genelux Corporation (GNLX) | 0.0 | $40k | 17k | 2.42 |
|
|
| Caribou Biosciences (CRBU) | 0.0 | $37k | 20k | 1.90 |
|
|
| Westmoreland Coal Company | 0.0 | $0 | 20k | 0.00 |
|
|
| Chromocure (KKUR) | 0.0 | $0 | 33k | 0.00 |
|
Past Filings by Liberty Wealth Management
SEC 13F filings are viewable for Liberty Wealth Management going back to 2018
- Liberty Wealth Management 2026 Q1 filed May 12, 2026
- 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