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LIBERTY WEALTH MANAGEMENT LLC
LIBERTY WEALTH MANAGEMENT LLC
Latest filing: 2026-06-30
LIBERTY WEALTH MANAGEMENT LLC runs LIBERTY WEALTH MANAGEMENT LLC and currently holds 266 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $800.42M. Their top holdings are DFAU, DFAC, IVW, DYNF, IVV. The top five represent 18.9% of reported portfolio weight. LIBERTY WEALTH MANAGEMENT LLC ranks #505 out of 1000 investors tracked by Alpha Score. Their current best-performing preview position is INTC with returns of +215.60%.
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266 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAU DIMENSIONAL ETF TRUST | 4.06% | $35.38 | $53.04 | +49.90% | Held |
 DFAC DIMENSIONAL ETF TRUST | 3.92% | $28.64 | $45.61 | +59.25% | Held |
 IVW ISHARES TR | 3.76% | $93.64 | $138.86 | +48.29% | Held |
 DYNF BLACKROCK ETF TRUST | 3.61% | $48.03 | $69.07 | +43.81% | Held |
 IVV ISHARES CORE S&P 500 | 3.60% | $548.90 | $769.30 | +40.15% | Held |
 DFCF DIMENSIONAL CORE FIXED | 3.60% | $42.12 | $41.48 | -1.52% | Held |
 AAPL APPLE INC | 3.54% | $192.68 | $309.35 | +60.55% | Held |
 IVE ISHARES TR | 3.40% | $191.49 | $237.18 | +23.86% | Held |
 QUAL ISHARES TR | 3.35% | $169.35 | $223.23 | +31.82% | Held |
 DUHP DIMENSIONAL ETF TRUST | 3.22% | $28.34 | $42.39 | +49.58% | Held |
Showing 1-10 of 266