Liberty Wealth Management LLC Portfolio Holdings

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
En Pointe Technologies Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
Onepm Industries Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 65.43%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 10.94%
T Rowe Price ETF Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.25%
Brainstorm Cell Therapeutics
-
$0 0.0% of portfolio
-
Q1 2025 New
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 67.42%
Westmoreland Coal CO Xxx
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $504 Million
  • Prior Value $5.71 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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