Liberty Wealth Management LLC Portfolio Holdings

Liberty Wealth Management LLC

  • $610 Million
  • Q2 2025

Liberty Wealth Management LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $610 Million distributed in 233 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $35.1M, Dimensional ETF Tr U S Core Eq with a value of $30.4M, Ishares S&P 500 Growth ETF with a value of $27.6M, Ishares Msci Usa Quality Facto with a value of $27.4M, and Dimensional ETF Tr Dimensional with a value of $25.9M.

Examining the 13F form we can see an increase of $106M in the current position value, from $504M to 610M.

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 $610 Million
ETFs: $465 Million
Technology: $75.3 Million
Consumer Cyclical: $13.4 Million
Communication Services: $11.5 Million
Financial Services: $11.4 Million
Healthcare: $11.4 Million
Industrials: $10.5 Million
Consumer Defensive: $4.77 Million
Other: $6.65 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.1 Million 5.75% of portfolio
828,196
Q2 2025 Added 1.68%
$0
$30.4 Million 4.98% of portfolio
848,007
Q2 2025 Reduced 5.36%
$0
$27.6 Million 4.52% of portfolio
250,770
Q2 2025 Added 2.84%
$0
$27.4 Million 4.49% of portfolio
149,913
Q2 2025 Added 8.27%
$0
$25.9 Million 4.25% of portfolio
729,659
Q2 2025 Reduced 6.43%
$0
$25 Million 4.1% of portfolio
459,635
Q2 2025 Added 6.92%
$0
$24.7 Million 4.05% of portfolio
39,841
Q2 2025 Reduced 10.0%
$0
$19.5 Million 3.19% of portfolio
99,789
Q2 2025 Added 15.91%
$0
$14.9 Million 2.44% of portfolio
351,836
Q2 2025 Added 11.38%
$0
$14.8 Million 2.42% of portfolio
474,657
Q2 2025 Reduced 6.01%
$0
$14.4 Million 2.36% of portfolio
311,493
Q2 2025 Added 0.49%
$0
$13.6 Million 2.23% of portfolio
44,786
Q2 2025 Added 2.34%
$0
$13.5 Million 2.21% of portfolio
390,964
Q2 2025 Added 13.41%
$0
$9.67 Million 1.58% of portfolio
180,290
Q2 2025 Added 39.91%
$0
$7.77 Million 1.27% of portfolio
44,821
Q2 2025 Reduced 6.82%
$0
$7.63 Million 1.25% of portfolio
75,137
Q2 2025 Added 12.08%
$0
$7.58 Million 1.24% of portfolio
112,794
Q2 2025 New
$0
$7.54 Million 1.24% of portfolio
139,814
Q2 2025 Reduced 0.22%
$0
$7.24 Million 1.19% of portfolio
27,230
Q2 2025 Added 33.7%
$0
$6.97 Million 1.14% of portfolio
29,007
Q2 2025 Added 4.89%
$0
$6.88 Million 1.13% of portfolio
231,700
Q2 2025 Reduced 5.58%
$0
$6.89 Million 1.13% of portfolio
108,530
Q2 2025 Added 19.66%
$0
$6.62 Million 1.08% of portfolio
104,817
Q2 2025 Reduced 22.82%
$0
$5.42 Million 0.89% of portfolio
64,903
Q2 2025 Reduced 7.44%
$0
$5.31 Million 0.87% of portfolio
161,349
Q2 2025 Reduced 13.86%
$0
$5.01 Million 0.82% of portfolio
53,316
Q2 2025 New
$0
$4.63 Million 0.76% of portfolio
66,521
Q2 2025 Added 2.0%
$0
$4.53 Million 0.74% of portfolio
7,982
Q2 2025 Reduced 0.96%
$0
$4.41 Million 0.72% of portfolio
78,536
Q2 2025 Added 3.09%
$0
$3.95 Million 0.65% of portfolio
35,289
Q2 2025 New
$53.5B
$3.92 Million 0.64% of portfolio
62,890
Q2 2025 New
$0
$2.88 Million 0.47% of portfolio
31,088
Q2 2025 New
$0
$2.63 Million 0.43% of portfolio
3,963
Q2 2025 New
$0
$2.51 Million 0.41% of portfolio
14,202
Q2 2025 Reduced 15.25%
$0
$2.26 Million 0.37% of portfolio
5,155
Q2 2025 New
$0
$2.17 Million 0.35% of portfolio
57,062
Q2 2025 New
$0
$1.86 Million 0.31% of portfolio
32,685
Q2 2025 New
$0
$1.81 Million 0.3% of portfolio
9,260
Q2 2025 Added 19.95%
$0
$1.7 Million 0.28% of portfolio
3,075
Q2 2025 Added 9.63%
$0
$1.44 Million 0.24% of portfolio
3,940
Q2 2025 Reduced 8.22%
$0
$1.43 Million 0.23% of portfolio
16,164
Q2 2025 New
$0
$1.33 Million 0.22% of portfolio
27,014
Q2 2025 Reduced 24.05%
$0
$1.35 Million 0.22% of portfolio
26,458
Q2 2025 New
$0
$1.27 Million 0.21% of portfolio
15,654
Q2 2025 New
$0
$1.26 Million 0.21% of portfolio
54,808
Q2 2025 Reduced 4.38%
$0
$1.23 Million 0.2% of portfolio
5,174
Q2 2025 Reduced 43.89%
$0
$1.2 Million 0.2% of portfolio
4,813
Q2 2025 Reduced 36.12%
$0
$1.08 Million 0.18% of portfolio
5,501
Q2 2025 Added 0.09%
$0
$1.02 Million 0.17% of portfolio
3,560
Q2 2025 Reduced 0.53%

Summary

  • Portfolio
  • No. of Stocks 233
  • Current Value $610 Million
  • Prior Value $504 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 81 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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