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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$25.4 Million 5.04% of portfolio
114,290
Q1 2025 Reduced 95.32%
$409B
$11 Million 2.18% of portfolio
101,420
Q1 2025 Reduced 89.46%
$5.71B
$8.04 Million 1.6% of portfolio
129,614
Q1 2025 Added 6.34%
$3.75T
$7.12 Million 1.41% of portfolio
18,957
Q1 2025 Reduced 94.98%
$1T
$5.46 Million 1.08% of portfolio
21,063
Q1 2025 Reduced 93.73%
$183B
$4.91 Million 0.97% of portfolio
9,923
Q1 2025 Reduced 87.22%
$2.3T
$4.41 Million 0.88% of portfolio
23,191
Q1 2025 Reduced 97.23%
$94.1B
$3.78 Million 0.75% of portfolio
16,338
Q1 2025 Added 0.01%
$573B
$3.78 Million 0.75% of portfolio
10,772
Q1 2025 Reduced 81.96%
$297B
$3.61 Million 0.72% of portfolio
21,564
Q1 2025 Reduced 89.78%
$618B
$3.35 Million 0.66% of portfolio
23,936
Q1 2025 Reduced 45.16%
$170B
$2.74 Million 0.54% of portfolio
18,854
Q1 2025 Reduced 78.62%
$278B
$2.67 Million 0.53% of portfolio
43,332
Q1 2025 Reduced 97.97%
$1.62T
$2.56 Million 0.51% of portfolio
4,447
Q1 2025 Reduced 96.55%
$1.11T
$2.48 Million 0.49% of portfolio
15,843
Q1 2025 Reduced 95.43%
$102B
$2.36 Million 0.47% of portfolio
6,702
Q1 2025 Added 0.69%
$339B
$1.51 Million 0.3% of portfolio
7,212
Q1 2025 Reduced 60.51%
$760B
$1.33 Million 0.26% of portfolio
1,605
Q1 2025 Reduced 98.07%
$212B
$1.23 Million 0.24% of portfolio
1,999
Q1 2025 Reduced 94.16%
$378B
$1.15 Million 0.23% of portfolio
27,547
Q1 2025 Reduced 17.05%
$45.6B
$1.06 Million 0.21% of portfolio
1,883
Q2 2023 Reduced 0.79%
$112B
$1.04 Million 0.21% of portfolio
6,229
Q1 2025 Reduced 83.38%
$434B
$888,000 0.18% of portfolio
939
Q1 2025 Reduced 99.15%
$379B
$831,000 0.16% of portfolio
2,270
Q1 2025 Reduced 96.71%
$475B
$758,000 0.15% of portfolio
6,375
Q1 2025 Reduced 95.81%
$159B
$772,000 0.15% of portfolio
2,480
Q1 2025 Reduced 85.05%
$219B
$739,000 0.15% of portfolio
7,490
Q1 2025 Reduced 68.73%
$124B
$691,000 0.14% of portfolio
1,548
Q1 2025 Reduced 87.48%
$300B
$637,000 0.13% of portfolio
8,908
Q1 2025 Reduced 83.32%
$231B
$609,000 0.12% of portfolio
4,595
Q1 2025 Reduced 48.6%
$187B
$569,000 0.11% of portfolio
3,796
Q1 2025 Reduced 95.65%
$25.7B
$569,000 0.11% of portfolio
5,538
Q1 2025 Added 0.04%
$260B
$557,000 0.11% of portfolio
6,352
Q1 2025 Reduced 95.81%
$194B
$521,000 0.1% of portfolio
18,454
Q1 2025 Reduced 52.21%
$240B
$494,000 0.1% of portfolio
1,839
Q1 2025 Reduced 97.47%
$50.7B
$510,000 0.1% of portfolio
1,707
Q1 2025 Added 1.07%
$53.3B
$525,000 0.1% of portfolio
1,000
Q4 2023 New
$562B
$456,000 0.09% of portfolio
489
Q1 2025 Reduced 98.9%
$293B
$459,000 0.09% of portfolio
5,445
Q1 2025 Added 41.91%
$281B
$453,000 0.09% of portfolio
865
Q1 2025 Reduced 95.83%
$3.27B
$463,000 0.09% of portfolio
9,780
Q1 2025 Added 0.04%
$108B
$400,000 0.08% of portfolio
4,080
Q1 2025 Reduced 1.23%
$143B
$401,000 0.08% of portfolio
1,698
Q1 2025 Reduced 90.4%
$89.3B
$351,000 0.07% of portfolio
1,008
Q1 2025 Added 0.2%
$137B
$349,000 0.07% of portfolio
2,049
Q1 2025 Reduced 0.53%
$280B
$336,000 0.07% of portfolio
2,119
Q1 2025 Reduced 85.62%
$69.9B
$333,000 0.07% of portfolio
7,888
Q1 2025 Reduced 42.07%
$53B
$347,000 0.07% of portfolio
1,676
Q1 2025 Reduced 16.53%
$222B
$375,000 0.07% of portfolio
1,201
Q1 2025 Reduced 87.08%

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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