Liberty Wealth Management LLC Portfolio Holdings
Liberty Wealth Management LLC
- $677 Million
- Q3 2025
Liberty Wealth Management LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $677 Million distributed in 251 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $37.2M, Dimensional ETF Tr U S Core Eq with a value of $32.6M, Ishares S&P 500 Growth ETF with a value of $31.1M, Ishares Msci Usa Quality Facto with a value of $30.4M, and Apple Inc. with a value of $28.3M.
Examining the 13F form we can see an increase of $66.4M in the current position value, from $610M to 677M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 251
- Current Value $677 Million
- Prior Value $610 Million
- Filing
- Period Q3 2025
- Filing Date October 31, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 27 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 77 stocks