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 Market Cap. of $200 Billions or more
