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.

Portfolio value $677 Million
ETFs: $516 Million
Technology: $86.6 Million
Consumer Cyclical: $15.5 Million
Communication Services: $12.2 Million
Financial Services: $12 Million
Healthcare: $11 Million
Industrials: $10.3 Million
Consumer Defensive: $4.95 Million
Other: $8.13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$172B
$354,000 0.05% of portfolio
8,055
Q3 2025 Reduced 2.28%
$0
$366,000 0.05% of portfolio
10,684
Q3 2025 Added 38.16%
$237B
$361,000 0.05% of portfolio
2,227
Q3 2025 Reduced 0.49%
$59.7B
$315,000 0.05% of portfolio
640
Q3 2025 Added 6.31%
$0
$312,000 0.05% of portfolio
13,613
Q3 2025 Added 0.88%
$0
$313,000 0.05% of portfolio
13,924
Q3 2025 Added 0.85%
$7.35B
$340,000 0.05% of portfolio
6,002
Q3 2025 Reduced 9.46%
$57.9B
$359,000 0.05% of portfolio
1,677
Q2 2025 Added 0.06%
$136B
$354,000 0.05% of portfolio
1,501
Q3 2025 Reduced 11.76%
$46.1B
$316,000 0.05% of portfolio
3,484
Q3 2025 Added 0.99%
$97.3B
$342,000 0.05% of portfolio
4,053
Q3 2025 Added 2.71%
$0
$348,000 0.05% of portfolio
3,813
Q3 2025 Reduced 4.36%
$0
$336,000 0.05% of portfolio
3,784
Q2 2025 Added 1.86%
$0
$352,000 0.05% of portfolio
13,730
Q3 2025 Added 0.22%
$86.1B
$341,000 0.05% of portfolio
987
Q3 2025 Reduced 2.57%
$118B
$306,000 0.05% of portfolio
1,246
Q3 2025 Reduced 3.19%
$0
$324,000 0.05% of portfolio
6,461
Q3 2025 New
$55.7B
$332,000 0.05% of portfolio
2,182
Q3 2025 Added 0.18%
$0
$315,000 0.05% of portfolio
1,552
Q3 2025 Added 16.17%
$0
$291,000 0.04% of portfolio
9,440
Q3 2025 Added 1.24%
$143B
$285,000 0.04% of portfolio
8,495
Q3 2025 New
$0
$263,000 0.04% of portfolio
569
Q2 2025 Reduced 1.22%
$3.45B
$254,000 0.04% of portfolio
14,447
Q1 2025 Reduced 57.23%
$0
$298,000 0.04% of portfolio
4,286
Q3 2025 Added 32.9%
$0
$287,000 0.04% of portfolio
2,430
Q3 2025 Added 0.25%
$34.7B
$289,000 0.04% of portfolio
2,039
Q3 2025 Added 0.3%
$140B
$257,000 0.04% of portfolio
688
Q3 2025 New
$0
$302,000 0.04% of portfolio
3,593
Q3 2025 New
$0
$299,000 0.04% of portfolio
1,593
Q3 2025 Added 0.25%
$0
$272,000 0.04% of portfolio
5,899
Q3 2025 New
$0
$242,000 0.04% of portfolio
14,994
Q3 2025 Added 1.52%
$32.7B
$302,000 0.04% of portfolio
3,496
Q3 2025 Reduced 0.6%
$181B
$299,000 0.04% of portfolio
10,606
Q3 2025 Reduced 40.19%
$112B
$247,000 0.04% of portfolio
7,185
Q3 2025 Reduced 9.55%
$0
$266,000 0.04% of portfolio
11,418
Q3 2025 Added 1.07%
$99.7B
$253,000 0.04% of portfolio
1,313
Q3 2025 Added 1.16%
$35B
$271,000 0.04% of portfolio
2,370
Q3 2025 Added 1.28%
$0
$260,000 0.04% of portfolio
5,454
Q3 2025 Reduced 0.76%
$0
$279,000 0.04% of portfolio
12,461
Q3 2025 Added 0.83%
$0
$280,000 0.04% of portfolio
14,131
Q3 2025 Added 0.81%
$283B
$240,000 0.04% of portfolio
1,877
Q3 2025 Added 1.51%
$0
$261,000 0.04% of portfolio
1,794
Q3 2025 Added 0.28%
$168B
$249,000 0.04% of portfolio
3,308
Q3 2025 Reduced 7.49%
$0
$279,000 0.04% of portfolio
12,748
Q3 2025 Added 0.82%
$0
$279,000 0.04% of portfolio
4,283
Q3 2025 Added 15.23%
$235B
$257,000 0.04% of portfolio
3,071
Q3 2025 Reduced 17.58%
$270B
$245,000 0.04% of portfolio
1,547
Q3 2025 Reduced 6.64%
$0
$270,000 0.04% of portfolio
1,291
Q3 2025 New
$0
$258,000 0.04% of portfolio
4,938
Q3 2025 Added 0.65%

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
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