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LIBERTY WEALTH MANAGEMENT LLC 13F Portfolio
LIBERTY WEALTH MANAGEMENT LLC
Latest SEC 13F 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 231 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 #515 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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Top 5 Holdings
DFAU4.1%
DFAC3.9%
IVW3.8%
DYNF3.6%
IVV3.6%
Top 5: 18.9%
Portfolio Returns
1 Year
+20.75%
#646/10003 Year
+84.39%
#347/10005 Year
+66.62%
#588/1000Portfolio Value
$800.42M
Alpha Score
57.3
#515 of 1000
Holdings
266
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LIBERTY WEALTH MANAGEMENT LLC Current 13F Holdings
Reported holdings from LIBERTY WEALTH MANAGEMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
266 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAU DIMENSIONAL ETF TRUST | 4.06% | $35.38 | $53.42 | +50.99% | Held |
 DFAC DIMENSIONAL ETF TRUST | 3.92% | $28.64 | $45.31 | +58.19% | Held |
 IVW ISHARES TR | 3.76% | $93.64 | $145.24 | +55.10% | Held |
 DYNF BLACKROCK ETF TRUST | 3.61% | $48.03 | $70.40 | +46.58% | Held |
 IVV ISHARES CORE S&P 500 | 3.60% | $548.90 | $781.99 | +42.46% | Held |
 DFCF DIMENSIONAL CORE FIXED | 3.60% | $42.12 | $40.28 | -4.37% | Held |
 AAPL APPLE INC | 3.54% | $192.68 | $336.68 | +74.74% | Held |
 IVE ISHARES TR | 3.40% | $191.49 | $233.04 | +21.70% | Held |
 QUAL ISHARES TR | 3.35% | $169.35 | $227.05 | +34.07% | Held |
 DUHP DIMENSIONAL ETF TRUST | 3.22% | $28.34 | $42.61 | +50.35% | Held |
Showing 1-10 of 266