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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$602M
$113,000 0.02% of portfolio
11,405
Q2 2025 Added 0.01%

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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