Liberty Wealth Management
Latest statistics and disclosures from Liberty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, ESGU, AAPL, IUSB, EFV, and represent 36.48% of Liberty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$10M), IUSB (+$6.1M), Dimensional Etf Trust, GOVT, DFAT, DFAC, Dimensional International Core Equity 2 ETF, ESGU, TLT, COMT.
- Started 21 new stock positions in GLD, VCIT, ADBE, SRE, DFAT, TXN, COP, AMD, ICVT, RTX. HE, Dimensional Etf Trust, BMRN, PSX, BP, Dimensional International Core Equity 2 ETF, HSY, Dimensional Etf Trust, VMBS, Dimensional International Small Cap Value ETF, KR.
- Reduced shares in these 10 stocks: HYLB (-$601M), SCHO (-$165M), ACWV (-$159M), SCHA (-$156M), VTIP (-$83M), SUB (-$78M), BIL (-$57M), JPST (-$41M), MUB (-$34M), EMLC (-$33M).
- Sold out of its positions in BCI, HYLB, PHO, RSP, BKLN, ACWV, IJK, IYW, SUB, MUB.
- Liberty Wealth Management was a net seller of stock by $-1.5B.
- Liberty Wealth Management has $277M in assets under management (AUM), dropping by -84.21%.
- Central Index Key (CIK): 0001769302
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Portfolio Holdings for Liberty Wealth Management
Companies in the Liberty Wealth Management portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 13.9 | $39M | +35% | 85k | 452.00 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 7.6 | $21M | +8% | 207k | 101.05 | |
Apple (AAPL) | 5.7 | $16M | +2% | 90k | 174.61 | |
Ishares Tr Core Total Usd (IUSB) | 4.9 | $14M | +80% | 274k | 49.54 | |
Ishares Tr Eafe Value Etf (EFV) | 4.4 | $12M | 246k | 50.06 | ||
Ishares Tr Us Treas Bd Etf (GOVT) | 3.5 | $9.6M | +54% | 385k | 24.89 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 3.4 | $9.5M | +2% | 42k | 227.79 | |
Ishares Tr Eafe Grwth Etf (EFG) | 2.7 | $7.5M | -31% | 78k | 96.08 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.2 | $6.2M | +8% | 108k | 57.59 | |
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 2.0 | $5.5M | +25% | 139k | 39.71 | |
Microsoft Corporation (MSFT) | 1.7 | $4.8M | +2% | 16k | 307.95 | |
Tesla Motors (TSLA) | 1.7 | $4.8M | 4.5k | 1077.51 | ||
Ishares Tr U.s. Energy Etf (IYE) | 1.7 | $4.6M | 114k | 40.82 | ||
Ishares Tr Msci Usa Value (VLUE) | 1.6 | $4.5M | -32% | 43k | 104.31 | |
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Dimensional Us High Proftblty Etf Us High Profitab | 1.5 | $4.1M | NEW | 157k | 26.22 | |
Chevron Corporation (CVX) | 1.4 | $4.0M | -16% | 25k | 162.80 | |
Ishares Tr Faln Angls Usd (FALN) | 1.4 | $3.8M | 135k | 27.74 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $3.3M | -13% | 8.0k | 415.17 | |
Ishares Esg Awr Msci Em (ESGE) | 1.2 | $3.3M | +13% | 89k | 36.70 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.2 | $3.2M | +58% | 25k | 130.27 | |
Ishares Tr Tips Bd Etf (TIP) | 1.0 | $2.9M | -29% | 23k | 124.45 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $2.8M | -10% | 26k | 107.81 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.0 | $2.7M | +198% | 100k | 27.55 | |
Amazon (AMZN) | 1.0 | $2.7M | +5% | 836.00 | 3265.45 | |
Dimensional U S Targeted Value Etf Us Targeted Vlu (DFAT) | 1.0 | $2.7M | NEW | 59k | 46.25 | |
Vanguard Index Fds Value Etf (VTV) | 0.9 | $2.4M | -2% | 16k | 145.20 | |
Spdr Ser Tr S&p 600 Sml Cap (SLY) | 0.8 | $2.3M | -8% | 25k | 93.00 | |
Ishares Tr Mbs Etf (MBB) | 0.8 | $2.3M | +33% | 22k | 101.77 | |
Ishares Gold Tr Ishares New (IAU) | 0.8 | $2.2M | -18% | 60k | 36.94 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $2.2M | 10k | 211.60 | ||
Vanguard Index Fds Growth Etf (VUG) | 0.8 | $2.1M | -3% | 7.5k | 279.99 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.7 | $2.1M | -2% | 44k | 46.60 | |
Ishares Tr Global Tech Etf (IXN) | 0.7 | $2.0M | -27% | 35k | 57.97 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.9M | 5.4k | 352.84 | ||
Oracle Corporation (ORCL) | 0.7 | $1.9M | 23k | 82.70 | ||
Dimensional Intern Core Equity 2 Etf Intl Core Equity | 0.6 | $1.8M | NEW | 74k | 24.37 | |
Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.6 | $1.8M | +17% | 29k | 60.53 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.6 | $1.7M | -6% | 4.2k | 416.39 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $1.6M | +8% | 21k | 77.09 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.5M | 522.00 | 2795.02 | ||
Abbvie (ABBV) | 0.5 | $1.4M | -9% | 8.8k | 162.12 | |
Walt Disney Company (DIS) | 0.5 | $1.4M | +6% | 10k | 137.15 | |
Ishares Tr Global Finls Etf (IXG) | 0.5 | $1.4M | -63% | 18k | 79.41 | |
Sentinelone Cl A (S) | 0.5 | $1.3M | 34k | 38.72 | ||
Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $1.1M | +9% | 10k | 108.34 | |
Dimensional Intern High Profit Etf Intl High Profit | 0.4 | $1.1M | NEW | 43k | 24.30 | |
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $1.0M | +153% | 7.6k | 134.54 | |
Msci (MSCI) | 0.3 | $958k | 1.9k | 502.62 | ||
Vanguard World Fds Health Car Etf (VHT) | 0.3 | $956k | +3% | 3.8k | 254.32 | |
Vanguard World Fds Financials Etf (VFH) | 0.3 | $941k | +2% | 10k | 93.33 | |
Meta Platforms Cl A (FB) | 0.3 | $930k | +10% | 4.2k | 223.99 | |
Advanced Micro Devices (AMD) | 0.3 | $906k | NEW | 8.3k | 109.26 | |
Procter & Gamble Company (PG) | 0.3 | $899k | +2% | 5.9k | 152.66 | |
United Parcel Service CL B (UPS) | 0.3 | $832k | -2% | 3.9k | 214.49 | |
Intuit (INTU) | 0.3 | $821k | 1.7k | 480.96 | ||
Bank of America Corporation (BAC) | 0.3 | $810k | 20k | 41.19 | ||
Dimensional Intern Small Cap Vl Etf Intl Small Cap V | 0.3 | $808k | NEW | 33k | 24.39 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $761k | 3.7k | 208.32 | ||
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $756k | +9% | 4.3k | 175.77 | |
Automatic Data Processing (ADP) | 0.3 | $729k | +4% | 3.2k | 227.39 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $717k | +11% | 258.00 | 2779.07 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $717k | +3% | 16k | 44.73 | |
Analog Devices (ADI) | 0.3 | $708k | 4.3k | 165.00 | ||
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $699k | +7% | 14k | 50.45 | |
At&t (T) | 0.3 | $698k | +43% | 30k | 23.62 | |
Visa Com Cl A (V) | 0.2 | $686k | 3.1k | 222.58 | ||
NVIDIA Corporation (NVDA) | 0.2 | $616k | 2.3k | 272.93 | ||
Clorox Company (CLX) | 0.2 | $612k | +3% | 4.4k | 139.00 | |
Wells Fargo & Company (WFC) | 0.2 | $597k | 12k | 48.46 | ||
Home Depot (HD) | 0.2 | $577k | -3% | 1.9k | 299.12 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $570k | +2% | 7.2k | 79.46 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $532k | -2% | 1.2k | 451.23 | |
International Business Machines (IBM) | 0.2 | $531k | -4% | 4.1k | 129.96 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $526k | -4% | 7.1k | 73.73 | |
Nike CL B (NKE) | 0.2 | $525k | 3.9k | 134.58 | ||
JPMorgan Chase & Co. (JPM) | 0.2 | $517k | +15% | 3.8k | 136.23 | |
Ishares Tr Ishares Biotech (IBB) | 0.2 | $508k | +7% | 3.9k | 130.22 | |
Intel Corporation (INTC) | 0.2 | $504k | +7% | 10k | 49.19 | |
Amgen (AMGN) | 0.2 | $501k | +13% | 2.1k | 241.56 | |
Verizon Communications (VZ) | 0.2 | $482k | +7% | 9.5k | 50.92 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $481k | +2% | 6.5k | 73.96 | |
Starbucks Corporation (SBUX) | 0.2 | $480k | -3% | 5.3k | 90.96 | |
Pepsi (PEP) | 0.2 | $473k | 2.8k | 167.20 | ||
Merck & Co (MRK) | 0.2 | $473k | 5.8k | 81.96 | ||
Johnson & Johnson (JNJ) | 0.2 | $471k | +25% | 2.7k | 176.93 | |
Cisco Systems (CSCO) | 0.2 | $459k | +5% | 8.2k | 55.66 | |
Public Service Enterprise (PEG) | 0.2 | $444k | 6.4k | 69.89 | ||
Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $443k | +110% | 2.9k | 155.44 | |
ABM Industries (ABM) | 0.1 | $414k | 9.0k | 46.00 | ||
Costco Wholesale Corporation (COST) | 0.1 | $408k | -33% | 709.00 | 575.46 | |
Pfizer (PFE) | 0.1 | $385k | +5% | 7.5k | 51.64 | |
Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $383k | NEW | 4.6k | 82.97 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $383k | -18% | 1.4k | 277.74 | |
Coca-Cola Company (KO) | 0.1 | $383k | -5% | 6.2k | 61.94 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $381k | +18% | 3.9k | 97.49 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $375k | -5% | 2.2k | 168.16 | |
Abbott Laboratories (ABT) | 0.1 | $357k | -4% | 3.0k | 118.09 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $342k | -6% | 2.2k | 158.77 | |
Bristol Myers Squibb (BMY) | 0.1 | $341k | 4.7k | 72.96 | ||
Select Sector Spdr Tr Financial (XLF) | 0.1 | $341k | +38% | 8.9k | 38.30 | |
UnitedHealth (UNH) | 0.1 | $333k | -11% | 657.00 | 506.85 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $327k | -8% | 4.3k | 76.24 | |
Exxon Mobil Corporation (XOM) | 0.1 | $322k | -2% | 3.9k | 82.84 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $317k | -53% | 874.00 | 362.70 | |
Extra Space Storage (EXR) | 0.1 | $317k | 1.5k | 205.44 | ||
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $309k | 3.6k | 85.50 | ||
Union Pacific Corporation (UNP) | 0.1 | $306k | 1.1k | 272.73 | ||
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $303k | 1.9k | 162.21 | ||
Allstate Corporation (ALL) | 0.1 | $302k | 2.2k | 138.34 | ||
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $297k | +25% | 14k | 21.45 | |
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.1 | $290k | +22% | 4.5k | 64.44 | |
Us Bancorp Del Com New (USB) | 0.1 | $285k | -2% | 5.4k | 53.05 | |
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $285k | 3.6k | 79.59 | ||
Lowe's Companies (LOW) | 0.1 | $283k | 1.4k | 201.71 | ||
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $281k | +100% | 5.3k | 53.21 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $280k | 5.3k | 52.97 | ||
Nextera Energy (NEE) | 0.1 | $278k | -2% | 3.3k | 84.63 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $276k | -21% | 4.5k | 60.90 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $264k | +5% | 3.3k | 79.78 | |
Eli Lilly & Co. (LLY) | 0.1 | $255k | 892.00 | 285.87 | ||
Hawaiian Electric Industries (HE) | 0.1 | $255k | NEW | 6.0k | 42.16 | |
Target Corporation (TGT) | 0.1 | $250k | 1.2k | 212.22 | ||
Dominion Resources (D) | 0.1 | $243k | +7% | 2.9k | 84.64 | |
Boeing Company (BA) | 0.1 | $239k | +7% | 1.3k | 191.05 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $238k | -15% | 3.4k | 69.41 | |
Texas Instruments Incorporated (TXN) | 0.1 | $238k | NEW | 1.3k | 183.08 | |
Essex Property Trust (ESS) | 0.1 | $235k | 681.00 | 345.08 | ||
Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.1 | $233k | 4.0k | 57.85 | ||
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $230k | NEW | 2.8k | 83.33 | |
Diageo Spon Adr New (DEO) | 0.1 | $229k | +6% | 1.1k | 202.83 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $227k | 655.00 | 346.56 | ||
Adobe Systems Incorporated (ADBE) | 0.1 | $225k | NEW | 487.00 | 462.01 | |
Pulte (PHM) | 0.1 | $225k | 5.4k | 41.78 | ||
Duke Energy Corp Com New (DUK) | 0.1 | $222k | 2.0k | 111.67 | ||
BioMarin Pharmaceutical (BMRN) | 0.1 | $221k | NEW | 2.8k | 79.93 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $221k | 1.3k | 166.04 | ||
Phillips 66 (PSX) | 0.1 | $219k | NEW | 2.5k | 86.25 | |
Prologis (PLD) | 0.1 | $213k | 1.3k | 161.24 | ||
BP Sponsored Adr (BP) | 0.1 | $210k | NEW | 7.1k | 29.38 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $209k | 1.7k | 120.46 | ||
Hershey Company (HSY) | 0.1 | $209k | NEW | 966.00 | 216.36 | |
Raytheon Technologies Corp (RTX) | 0.1 | $209k | NEW | 2.1k | 99.01 | |
Wec Energy Group (WEC) | 0.1 | $209k | -15% | 2.1k | 99.71 | |
Kroger (KR) | 0.1 | $208k | NEW | 3.6k | 57.30 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $208k | NEW | 1.2k | 180.09 | |
American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $208k | 3.3k | 62.50 | ||
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $207k | NEW | 1.5k | 139.49 | |
ConocoPhillips (COP) | 0.1 | $206k | NEW | 2.1k | 99.95 | |
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $205k | -31% | 873.00 | 234.82 | |
Sempra Energy (SRE) | 0.1 | $204k | NEW | 1.2k | 168.04 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $201k | 1.5k | 132.06 | ||
Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $201k | 4.0k | 50.15 | ||
Hewlett Packard Enterprise (HPE) | 0.1 | $186k | +2% | 11k | 16.64 | |
Natural Alternatives Intl In Com New (NAII) | 0.1 | $176k | 15k | 11.51 | ||
First Tr Stoxx European Sele Common Shs (FDD) | 0.1 | $166k | 13k | 13.27 | ||
Heritage Commerce (HTBK) | 0.1 | $139k | 12k | 11.21 | ||
Allianzgi Convertible & Income (NCV) | 0.0 | $114k | +2% | 23k | 4.99 | |
Nektar Therapeutics (NKTR) | 0.0 | $103k | 19k | 5.39 |
Past Filings by Liberty Wealth Management
SEC 13F filings are viewable for Liberty Wealth Management going back to 2018
- 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
- Liberty Wealth Management 2021 Q2 filed Aug. 13, 2021
- Liberty Wealth Management 2021 Q2 restated filed Aug. 13, 2021
- Liberty Wealth Management 2021 Q1 filed May 17, 2021
- Liberty Wealth Management 2020 Q4 filed Feb. 9, 2021
- Liberty Wealth Management 2020 Q3 filed Nov. 5, 2020
- Liberty Wealth Management 2020 Q2 filed Aug. 4, 2020
- Liberty Wealth Management 2020 Q1 filed April 27, 2020
- Liberty Wealth Management 2019 Q4 filed Feb. 5, 2020
- Liberty Wealth Management 2019 Q3 filed Oct. 30, 2019
- Liberty Wealth Management 2019 Q2 filed July 30, 2019
- Liberty Wealth Management 2019 Q1 filed April 18, 2019
- Liberty Wealth Management 2018 Q4 filed March 26, 2019