Liberty Wealth Management LLC
CIK:0001769302
Investment Adviser
$2B AUM
230 holdings
Oakland, CA, US
Founded:2018
21 employees
Latest filing:Jun 30, 2025
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.
Top Buys
I
IVWISHARES TR+$5.0M
N
NVDANVIDIA CORPORATION+$4.3M
D
DYNFBLACKROCK ETF TRUST+$4.1M
I
IEMGISHARES INC+$3.9M
D
DFAUDIMENSIONAL ETF TRUST+$3.8M
Top Sells
A
AAPLAPPLE INC-$2.9M
E
ENPHENPHASE ENERGY INC-$2.9M
V
VVISA INC-$2.5M
C
CRWDCROWDSTRIKE HLDGS INC-$2.1M
E
EMXCISHARES INC-$855.9K
Top Holdings
D
DFAUDIMENSIONAL ETF TRUST+5.5%$35.1M
D
DFACDIMENSIONAL ETF TRUST+4.8%$30.4M
I
IVWISHARES TR+4.3%$27.6M
Q
QUALISHARES TR+4.3%$27.4M
D
DUHPDIMENSIONAL ETF TRUST+4.1%$26.0M
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
+4.3%
ELECTRONIC COMPUTERS
+3.6%
SERVICES-PREPACKAGED SOFTWARE
+3.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.9%
ORTHOPEDIC, PROSTHETIC & SURGICAL APPLIANCES & SUPPLIES
+0.8%