Liberty Wealth Management LLC Portfolio Holdings

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025

Liberty Wealth Management LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $677 Million distributed in 251 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $37.2M, Dimensional ETF Tr U S Core Eq with a value of $32.6M, Ishares S&P 500 Growth ETF with a value of $31.1M, Ishares Msci Usa Quality Facto with a value of $30.4M, and Apple Inc. with a value of $28.3M.

Examining the 13F form we can see an increase of $66.4M in the current position value, from $610M to 677M.

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 $677 Million
ETFs: $516 Million
Technology: $86.6 Million
Consumer Cyclical: $15.5 Million
Communication Services: $12.2 Million
Financial Services: $12 Million
Healthcare: $11 Million
Industrials: $10.3 Million
Consumer Defensive: $4.95 Million
Other: $8.13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.2 Million 5.5% of portfolio
813,588
Q3 2025 Reduced 1.76%
$0
$32.6 Million 4.81% of portfolio
844,627
Q3 2025 Reduced 0.4%
$0
$31.1 Million 4.6% of portfolio
257,637
Q3 2025 Added 2.74%
$0
$30.4 Million 4.49% of portfolio
156,124
Q3 2025 Added 4.14%
$4.3T
$28.3 Million 4.19% of portfolio
111,291
Q3 2025 Added 1.74%
$0
$28 Million 4.14% of portfolio
472,875
Q3 2025 Added 2.88%
$0
$27.4 Million 4.05% of portfolio
726,002
Q3 2025 Reduced 0.5%
$0
$26.9 Million 3.98% of portfolio
40,259
Q3 2025 Added 1.05%
$0
$21.7 Million 3.21% of portfolio
105,150
Q3 2025 Added 5.37%
$465B
$18.4 Million 2.72% of portfolio
98,652
Q3 2025 Added 1.61%
$0
$15.6 Million 2.31% of portfolio
334,802
Q3 2025 Added 7.48%
$0
$15.5 Million 2.28% of portfolio
471,529
Q3 2025 Reduced 0.66%
$0
$15.2 Million 2.25% of portfolio
355,856
Q3 2025 Added 1.14%
$0
$14.5 Million 2.14% of portfolio
44,071
Q3 2025 Reduced 1.6%
$0
$14.2 Million 2.1% of portfolio
391,637
Q3 2025 Added 0.17%
$0
$10.4 Million 1.54% of portfolio
194,372
Q3 2025 Added 7.81%
$0
$8.78 Million 1.3% of portfolio
44,807
Q3 2025 Reduced 0.03%
$0
$8.53 Million 1.26% of portfolio
125,784
Q3 2025 Added 15.9%
$0
$8.22 Million 1.21% of portfolio
79,800
Q3 2025 Added 6.21%
$0
$8.15 Million 1.2% of portfolio
140,005
Q3 2025 Added 0.14%
$0
$7.89 Million 1.17% of portfolio
259,618
Q3 2025 Added 0.47%
$0
$7.94 Million 1.17% of portfolio
111,246
Q3 2025 Reduced 1.37%
$0
$7.76 Million 1.15% of portfolio
30,276
Q3 2025 Added 4.37%
$0
$7.69 Million 1.14% of portfolio
28,898
Q3 2025 Added 6.13%
$0
$7.41 Million 1.1% of portfolio
231,075
Q3 2025 Reduced 0.27%
$593B
$7.13 Million 1.05% of portfolio
25,350
Q3 2025 Added 4.95%
$1.29T
$6.83 Million 1.01% of portfolio
15,355
Q3 2025 Reduced 2.12%
$0
$6.64 Million 0.98% of portfolio
98,427
Q3 2025 Reduced 6.1%
$0
$5.78 Million 0.85% of portfolio
9,622
Q3 2025 Added 212.91%
$0
$5.65 Million 0.84% of portfolio
158,348
Q3 2025 Reduced 1.86%
$0
$5.39 Million 0.8% of portfolio
61,698
Q3 2025 Reduced 4.94%
$0
$5.29 Million 0.78% of portfolio
55,610
Q3 2025 Added 4.3%
$2.39T
$5.23 Million 0.77% of portfolio
23,842
Q3 2025 Reduced 0.87%
$0
$5.04 Million 0.75% of portfolio
8,238
Q3 2025 Added 3.21%
$0
$4.67 Million 0.69% of portfolio
7,011
Q3 2025 Added 383.18%
$0
$4.67 Million 0.69% of portfolio
65,941
Q3 2025 Reduced 0.87%
$3.74B
$4.59 Million 0.68% of portfolio
129,614
Q3 2025 Reduced -0.0%
$65.3B
$4.58 Million 0.68% of portfolio
62,958
Q3 2025 Added 0.11%
$193B
$4.44 Million 0.66% of portfolio
9,921
Q3 2025 Added 0.11%
$0
$4.44 Million 0.66% of portfolio
78,091
Q3 2025 Reduced 0.57%
$0
$4.41 Million 0.65% of portfolio
38,758
Q3 2025 Added 9.83%
$1.74T
$3.89 Million 0.57% of portfolio
15,970
Q3 2025 Reduced 12.46%
$197B
$3.87 Million 0.57% of portfolio
18,919
Q3 2025 Reduced 0.22%
$85.9B
$3.61 Million 0.53% of portfolio
16,341
Q3 2025 Added 0.01%
$303B
$3.38 Million 0.5% of portfolio
21,745
Q3 2025 Added 4.46%
$0
$3.12 Million 0.46% of portfolio
4,174
Q3 2025 Added 5.32%
$1.37T
$3.12 Million 0.46% of portfolio
4,247
Q3 2025 Reduced 10.89%
$0
$3.1 Million 0.46% of portfolio
32,616
Q3 2025 Added 4.92%
$319B
$3.01 Million 0.44% of portfolio
43,963
Q3 2025 Added 0.04%

Summary

  • Portfolio
  • No. of Stocks 251
  • Current Value $677 Million
  • Prior Value $610 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 133 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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