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Liberty Wealth Management LLC
CIK:0001769302
Investment Adviser
$2B AUM
230 holdings
Oakland, CA, US
Liberty Wealth Management LLC is an SEC-registered investment adviser providing portfolio and asset management services to various clients, including individuals and business entities.
Investment Strategy
Could not find specific information on the investment strategy.
Latest 13F Filing Activity
Liberty Wealth Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 227 equity positions with a total 13F market value of $638M. The fund increased holdings in Ishares TR, Nvidia Corporation, Blackrock Etf Trust among other positions. Liberty Wealth Management LLC reduced exposure to Apple Inc., Enphase Energy Inc., Visa Inc. among others.
Top Holdings
Equity Positions (227)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 5.50% | $35.1M | 828,196 | $35.38 | $42.36 | +$3.8M |
D DFAC | DIMENSIONAL ETF TRUST | 4.77% | $30.4M | 848,007 | $28.61 | $35.84 | +$804.5K |
I IVW | ISHARES TR | 4.33% | $27.6M | 250,770 | $92.15 | $110.10 | +$5.0M |
Q QUAL | ISHARES TR | 4.30% | $27.4M | 149,913 | $167.69 | $182.82 | +$3.7M |
D DUHP | DIMENSIONAL ETF TRUST | 4.07% | $26.0M | 729,659 | $28.29 | $35.56 | +$75.2K |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+4.4%
ELECTRONIC COMPUTERS
+4.0%
SERVICES-PREPACKAGED SOFTWARE
+3.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.9%
COMMODITY CONTRACTS BROKERS & DEALERS
+1.1%
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