Liberty Wealth Management LLC Portfolio Holdings

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025

Liberty Wealth Management LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $504 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $31.3M, Dimensional ETF Tr U S Core Eq with a value of $29.6M, Dimensional ETF Tr Dimensional with a value of $25.8M, Apple Inc. with a value of $25.4M, and Ishares Core S&P 500 ETF with a value of $24.9M.

Examining the 13F form we can see an decrease of $5.21B in the current position value, from $5.71B to 504M.

Liberty Wealth Management LLC is based out at Oakland, CA

Below you can find more details about Liberty Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $504 Million
ETFs: $382 Million
Technology: $66.4 Million
Consumer Cyclical: $12.3 Million
Healthcare: $10.3 Million
Communication Services: $8.5 Million
Financial Services: $7.65 Million
Industrials: $7.37 Million
Energy: $4.61 Million
Other: $5.45 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.3 Million 6.21% of portfolio
814,487
Q1 2025 Reduced 67.93%
$0
$29.6 Million 5.86% of portfolio
896,019
Q1 2025 Reduced 67.01%
$0
$25.8 Million 5.13% of portfolio
779,772
Q1 2025 Reduced 67.06%
$3.22T
$25.4 Million 5.04% of portfolio
114,290
Q1 2025 Reduced 95.32%
$0
$24.9 Million 4.93% of portfolio
44,266
Q1 2025 Reduced 96.94%
$0
$23.7 Million 4.69% of portfolio
138,465
Q1 2025 Reduced 89.45%
$0
$22.6 Million 4.49% of portfolio
243,834
Q1 2025 Reduced 82.12%
$0
$21 Million 4.16% of portfolio
429,888
Q1 2025 Reduced 70.59%
$0
$16.4 Million 3.25% of portfolio
86,091
Q1 2025 Reduced 89.82%
$0
$14.3 Million 2.83% of portfolio
309,960
Q1 2025 Reduced 68.09%
$0
$14 Million 2.78% of portfolio
505,020
Q1 2025 Reduced 64.94%
$0
$13.3 Million 2.64% of portfolio
315,888
Q1 2025 Reduced 70.9%
$0
$12 Million 2.39% of portfolio
43,763
Q1 2025 Reduced 71.07%
$338B
$11 Million 2.18% of portfolio
101,420
Q1 2025 Reduced 89.46%
$0
$10.8 Million 2.14% of portfolio
344,745
Q1 2025 Reduced 60.77%
$5.47B
$8.04 Million 1.6% of portfolio
129,614
Q1 2025 Added 6.34%
$0
$7.33 Million 1.45% of portfolio
272,182
Q1 2025 Reduced 64.11%
$0
$7.21 Million 1.43% of portfolio
140,123
Q1 2025 Reduced 77.32%
$3.43T
$7.12 Million 1.41% of portfolio
18,957
Q1 2025 Reduced 94.98%
$0
$6.96 Million 1.38% of portfolio
67,039
Q1 2025 Reduced 84.19%
$0
$6.91 Million 1.37% of portfolio
128,866
Q1 2025 Reduced 71.6%
$0
$6.76 Million 1.34% of portfolio
48,100
Q1 2025 Reduced 88.46%
$0
$6.49 Million 1.29% of portfolio
245,388
Q1 2025 Reduced 64.74%
$0
$5.59 Million 1.11% of portfolio
27,655
Q1 2025 Reduced 91.8%
$1.15T
$5.46 Million 1.08% of portfolio
21,063
Q1 2025 Reduced 93.73%
$0
$5.45 Million 1.08% of portfolio
187,313
Q1 2025 Reduced 67.65%
$0
$5.42 Million 1.07% of portfolio
20,366
Q1 2025 Reduced 94.23%
$0
$5.35 Million 1.06% of portfolio
90,701
Q1 2025 Reduced 74.24%
$0
$5.3 Million 1.05% of portfolio
70,119
Q1 2025 Reduced 79.39%
$194B
$4.91 Million 0.97% of portfolio
9,923
Q1 2025 Reduced 87.22%
$0
$4.59 Million 0.91% of portfolio
65,218
Q1 2025 Added 3.02%
$2.1T
$4.41 Million 0.88% of portfolio
23,191
Q1 2025 Reduced 97.23%
$0
$4.39 Million 0.87% of portfolio
76,182
Q1 2025 Added 2.93%
$0
$4.14 Million 0.82% of portfolio
8,059
Q1 2025 Reduced 95.57%
$97.7B
$3.78 Million 0.75% of portfolio
16,338
Q1 2025 Added 0.01%
$587B
$3.78 Million 0.75% of portfolio
10,772
Q1 2025 Reduced 81.96%
$270B
$3.61 Million 0.72% of portfolio
21,564
Q1 2025 Reduced 89.78%
$437B
$3.35 Million 0.66% of portfolio
23,936
Q1 2025 Reduced 45.16%
$0
$2.89 Million 0.57% of portfolio
16,758
Q1 2025 Reduced 5.49%
$139B
$2.74 Million 0.54% of portfolio
18,854
Q1 2025 Reduced 78.62%
$262B
$2.67 Million 0.53% of portfolio
43,332
Q1 2025 Reduced 97.97%
$1.44T
$2.56 Million 0.51% of portfolio
4,447
Q1 2025 Reduced 96.55%
$1.06T
$2.48 Million 0.49% of portfolio
15,843
Q1 2025 Reduced 95.43%
$101B
$2.36 Million 0.47% of portfolio
6,702
Q1 2025 Added 0.69%
$0
$2.04 Million 0.41% of portfolio
9,221
Q1 2025 Added 0.21%
$0
$1.99 Million 0.4% of portfolio
7,535
Q1 2025 Added 2.77%
$1.03T
$1.75 Million 0.35% of portfolio
11,310
Q1 2025 Reduced 97.47%
$0
$1.6 Million 0.32% of portfolio
35,567
Q1 2025 Reduced 43.39%
$0
$1.56 Million 0.31% of portfolio
13,084
Q1 2025 Reduced 0.61%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $504 Million
  • Prior Value $5.71 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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