Liberty Wealth Management LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $578 Million distributed in 229 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 $35.2M, Dimensional ETF Tr U S Core Eq with a value of $31.4M, Dimensional ETF Tr with a value of $30.5M, Apple Inc. with a value of $29.2M, and Dimensional ETF Tr Dimensional with a value of $26.4M.
Examining the 13F form we can see an increase of $8.22M in the current position value, from $569M to 578M.
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
$578 Million
ETFs: $427 Million
Technology: $78.8 Million
Consumer Cyclical: $17.6 Million
Financial Services: $12.9 Million
Healthcare: $11.2 Million
Communication Services: $9.8 Million
Industrials: $9.5 Million
Consumer Defensive: $4.46 Million
Other: $6.95 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
