Liberty Wealth Management LLC Incresed Positions in Q3 2025

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.91K
+ 1.74%
$202.38 - $256.87 $386K - $489K
111K $28.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.55K
+ 212.91%
$546.99 - $602.2 $3.58M - $3.94M
9.62K $5.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.56K
+ 383.18%
$617.65 - $666.84 $3.43M - $3.71M
7.01K $4.67M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.87K
+ 2.74%
$108.97 - $121.65 $748K - $835K
258K $31.1M
NVDA
Nvidia Corp

Technology
1.56K
+ 1.61%
$153.3 - $186.58 $240K - $292K
98.7K $18.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.2K
+ 2.88%
$54.35 - $59.32 $720K - $785K
473K $28M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.21K
+ 4.14%
$182.33 - $194.5 $1.13M - $1.21M
156K $30.4M
GLD
Spdr Gold Trust

ETFs
6.57K
+ 430.54%
$300.96 - $355.47 $1.98M - $2.34M
8.1K $2.88M
IVE
Ishares S&P 500 Value ETF

ETFs
5.36K
+ 5.37%
$194.44 - $206.51 $1.04M - $1.11M
105K $21.7M
IVV
Ishares Core S&P 500 ETF

ETFs
418
+ 1.05%
$620.67 - $670.08 $259K - $280K
40.3K $26.9M
EFV
Msci Eafe Value ETF

ETFs
17.3K
+ 15.9%
$62.79 - $68.42 $1.08M - $1.18M
126K $8.53M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.3K
+ 7.48%
$45.6 - $46.92 $1.06M - $1.09M
335K $15.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.27K
+ 4.37%
$236.25 - $257.69 $300K - $327K
30.3K $7.76M
AVGO
Broadcom Inc.

Technology
1.25K
+ 19.57%
$264.74 - $369.57 $331K - $462K
7.63K $2.52M
IEMG
Ishares Inc

ETFs
14.1K
+ 7.81%
N/A
194K $10.4M
DFAI
Dimensional ETF Tr

ETFs
673
+ 0.17%
$34.05 - $36.55 $22.9K - $24.6K
392K $14.2M
IAU
Ishares Gold Trust

ETFs
68
+ 0.11%
$61.62 - $72.77 $4.19K - $4.95K
63K $4.58M
DFAT
Dimensional ETF Tr U S Target

ETFs
191
+ 0.14%
$53.36 - $59.69 $10.2K - $11.4K
140K $8.15M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.66K
+ 6.21%
$98.52 - $103.93 $459K - $485K
79.8K $8.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
256
+ 3.21%
$567.77 - $614.76 $145K - $157K
8.24K $5.04M
MSFT
Microsoft Corp

Technology
203
+ 1.05%
$491.09 - $535.64 $99.7K - $109K
19.6K $10.1M
VGT
Vanguard Information Technolog

ETFs
211
+ 5.32%
$656.44 - $753.15 $139K - $159K
4.17K $3.12M
EFG
Msci Eafe Growth ETF

ETFs
3.47K
+ 9.83%
$106.99 - $114.46 $371K - $397K
38.8K $4.41M
OEF
Ishares S&P 100 ETF

ETFs
1.67K
+ 6.13%
N/A
28.9K $7.69M
CVX
Chevron Corp

Energy
928
+ 4.46%
$145.57 - $161.83 $135K - $150K
21.7K $3.38M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.25K
+ 27.41%
$50.85 - $51.35 $369K - $372K
33.7K $1.73M
PLTR
Palantir Technologies Inc.

Technology
292
+ 4.46%
$130.68 - $186.97 $38.2K - $54.6K
6.84K $1.25M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.02K
+ 1.14%
$41.8 - $43.15 $168K - $173K
356K $15.2M
MBB
Ishares Tr

ETFs
2.29K
+ 4.3%
$92.46 - $95.73 $212K - $220K
55.6K $5.29M
DGRO
Ishares Core Dividend Growth E

ETFs
3.78K
+ 69.66%
$64.12 - $68.08 $243K - $257K
9.21K $627K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.6K
+ 21.18%
$22.64 - $23.22 $263K - $270K
66.4K $1.54M
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.21K
+ 0.47%
$28.69 - $30.59 $34.7K - $37K
260K $7.89M
VTV
Vanguard Value ETF

ETFs
677
+ 4.77%
$175.51 - $186.57 $119K - $126K
14.9K $2.77M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
247
+ 1.58%
$82.22 - $96.68 $20.3K - $23.9K
15.9K $1.54M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
509
+ 9.25%
$195.29 - $223.85 $99.4K - $114K
6.01K $1.34M
FDVV
Fidelity High Dividend ETF

ETFs
3.82K
+ 70.81%
$52.42 - $55.71 $200K - $213K
9.22K $513K
EMB
Ishares Tr

ETFs
1.53K
+ 4.92%
$91.52 - $95.59 $140K - $146K
32.6K $3.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.03K
+ 36.85%
$52.12 - $55.33 $158K - $167K
11.2K $622K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.06K
+ 23.21%
$89.29 - $100.17 $94.9K - $106K
5.64K $564K
PHM
Pultegroup Inc

Consumer Cyclical
9
+ 0.16%
$108.0 - $141.42 $972 - $1.27K
5.56K $734K
CAT
Caterpillar Inc

Industrials
22
+ 1.55%
$390.92 - $477.15 $8.6K - $10.5K
1.44K $688K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
895
+ 7.72%
$72.65 - $78.68 $65K - $70.4K
12.5K $978K
AMD
Advanced Micro Devices Inc

Technology
96
+ 1.59%
$134.8 - $184.42 $12.9K - $17.7K
6.14K $993K
VONG
Vanguard Russell 1000 Growth E

ETFs
524
+ 9.42%
$108.08 - $121.73 $56.6K - $63.8K
6.09K $733K
NFLX
Netflix Inc

Communication Services
165
+ 31.73%
$1147.87 - $1297.18 $189K - $214K
685 $821K
EUFN
Ishares Msci Europe Financials

ETFs
2.95K
+ 38.16%
$31.4 - $34.74 $92.7K - $103K
10.7K $366K
VB
Vanguard Small Cap ETF

ETFs
125
+ 2.42%
$237.58 - $259.17 $29.7K - $32.4K
5.3K $1.35M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.13K
+ 19.95%
$102.4 - $103.88 $115K - $117K
6.76K $699K
GS
Goldman Sachs Group Inc

Financial Services
31
+ 3.15%
$696.56 - $806.32 $21.6K - $25K
1.02K $808K
Activity Summary
Buys All Purchases 160 New Holdings 27 Increased Positions 133 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email