Liberty Wealth Management LLC Portfolio Holdings

Liberty Wealth Management LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $569 Million distributed in 230 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $41.4M, Dimensional ETF Tr U S Core Eq with a value of $31.3M, Dimensional ETF Tr with a value of $28.5M, Apple Inc. with a value of $27.6M, and Dimensional ETF Tr Dimensional with a value of $27M.

Examining the 13F form we can see an increase of $24M in the current position value, from $546M to 569M.

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.