LIBERTY WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, LIBERTY WEALTH MANAGEMENT LLC held in its portfolio 150 assets valued at $774,693,964 (i.e. $774.69M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($230.13M), ISHARES TR ($214.71M), and BLACKROCK ETF TRUST ($36.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 150 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LIBERTY WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 5609334 | 230127715 | ETF |
| ISHARES TR | 1823391 | 214704740 | ETF |
| BLACKROCK ETF TRUST | 682096 | 36486476 | ETF |
| APPLE INC | 116951 | 31794255 | COM |
| VANGUARD INDEX FDS | 94639 | 30172229 | ETF |
| ISHARES INC | 296387 | 20406690 | ETF |
| NVIDIA CORPORATION | 97025 | 18095120 | COM |
| VANGUARD INTL EQUITY INDEX F | 131663 | 9519369 | ETF |
| MICROSOFT CORP | 19362 | 9364042 | COM |
| ALPHABET INC | 26846 | 8413683 | COM |
| VANGUARD WORLD FD | 27695 | 7660747 | ETF |
| TESLA INC | 14861 | 6683073 | COM |
| AMAZON COM INC | 27652 | 6382591 | COM |
| INVESCO QQQ TR | 9880 | 6069359 | ETF |
| VANGUARD BD INDEX FDS | 83834 | 5937167 | ETF |
| INTUITIVE SURGICAL INC | 9921 | 5618858 | COM |
| VANGUARD SCOTTSDALE FDS | 89570 | 5398151 | ETF |
| ISHARES GOLD TR | 61500 | 4991121 | ETF |
| ORACLE CORP | 25405 | 4953612 | COM |
| APPLIED MATLS INC | 18950 | 4869915 | COM |
| SPDR S&P 500 ETF TR | 7073 | 4823374 | ETF |
| T ROWE PRICE ETF INC | 110593 | 4226853 | ETF |
| ENPHASE ENERGY INC | 130067 | 4168647 | COM |
| WASTE MGMT INC DEL | 16342 | 3590574 | COM |
| CISCO SYS INC | 44127 | 3399090 | COM |
| CHEVRON CORP NEW | 21586 | 3289973 | COM |
| BLACKROCK ETF TRUST II | 61889 | 3228185 | ETF |
| SPDR GOLD TR | 7273 | 2882544 | SHS |
| META PLATFORMS INC | 4184 | 2761549 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5304 | 2665839 | COM |
| BROADCOM INC | 7361 | 2547626 | COM |
| VANGUARD TAX-MANAGED FDS | 32056 | 1999113 | ETF |
| SCHWAB STRATEGIC TR | 68231 | 1944946 | ETF |
| HCA HEALTHCARE INC | 4079 | 1904517 | COM |
| FIDELITY COVINGTON TRUST | 15337 | 1864599 | ETF |
| SPDR SERIES TRUST | 24744 | 1706006 | ETF |
| JPMORGAN CHASE &CO. | 5148 | 1658685 | COM |
| ABBVIE INC | 7225 | 1650911 | COM |
| FIRST TR EXCHANGE TRADED FD | 16787 | 1650504 | ETF |
| ELI LILLY &CO | 1524 | 1637865 | COM |
| INTERNATIONAL BUSINESS MACHS | 5403 | 1600437 | COM |
| SELECT SECTOR SPDR TR | 14935 | 1491555 | ETF |
| ISHARES 0-3 MONTH | 14437 | 1449186 | ETF |
| BANK AMERICA CORP | 24860 | 1367290 | COM |
| INTUIT | 2002 | 1325878 | COM |
| VISA INC | 3484 | 1221952 | COM |
| PALANTIR TECHNOLOGIES INC | 6728 | 1195988 | COM |
| ADVANCED MICRO DEVICES INC | 5463 | 1169969 | COM |
| PROCTER AND GAMBLE CO | 7896 | 1131519 | COM |
| AUTOMATIC DATA PROCESSING IN | 4391 | 1129414 | COM |
| WELLS FARGO CO NEW | 10745 | 1001470 | COM |
| COSTCO WHSL CORP NEW | 1046 | 902186 | COM |
| GOLDMAN SACHS GROUP INC | 976 | 857471 | COM |
| DISNEY WALT CO | 7325 | 833421 | COM |
| EXXON MOBIL CORP | 6825 | 821338 | COM |
| DBX ETF TR | 16680 | 802485 | ETF |
| CATERPILLAR INC | 1388 | 795356 | COM |
| MSCI INC | 1362 | 781542 | COM |
| AMGEN INC | 2369 | 775240 | COM |
| LOCKHEED MARTIN CORP | 1564 | 756644 | COM |
| AMERICAN CENTY ETF TR | 7674 | 751760 | ETF |
| COCA COLA CO | 10717 | 749208 | COM |
| WALMART INC | 6637 | 739379 | COM |
| HOME DEPOT INC | 2127 | 732198 | COM |
| PACER FDS TR | 11354 | 683152 | ETF |
| VANECK ETF TRUST | 4779 | 682174 | ETF |
| RTX CORPORATION | 3649 | 669106 | COM |
| AMERICAN EXPRESS CO | 1722 | 661339 | COM |
| PULTE GROUP INC | 5570 | 653099 | COM |
| ABBOTT LABS | 5040 | 631495 | COM |
| JOHNSON &JOHNSON | 3022 | 625471 | COM |
| TAIWAN SEMICONDUCTOR M F | 1939 | 589213 | COM |
| VERTIV HOLDINGS CO | 3595 | 582449 | COM |
| FIDELITY MERRIMACK STR TR | 11528 | 559013 | ETF |
| PEPSICO INC | 3810 | 546868 | COM |
| MASTERCARD INCORPORATED | 951 | 543012 | COM |
| SALESFORCE INC | 1945 | 515201 | COM |
| VANGUARD CHARLOTTE FDS | 10594 | 513312 | ETF |
| PUBLIC SVC ENTERPRISE GRP IN | 6013 | 482876 | COM |
| VANGUARD SPECIALIZED FUNDS | 2196 | 482742 | ETF |
| US BANCORP DEL | 8793 | 469218 | COM |
| ADOBE INC | 1335 | 467237 | COM |
| NETFLIX INC | 4936 | 462788 | COM |
| PUBLIC STORAGE OPER CO | 1756 | 455695 | COM |
| GE AEROSPACE | 1398 | 430700 | COM |
| BOEING CO | 1983 | 430530 | COM |
| H2O AMERICA | 8618 | 422196 | COM |
| ABM INDS INC | 9794 | 414275 | COM |
| ISHARES SILVER TR | 6385 | 411341 | ETF |
| INVESCO EXCHANGE TRADED FD T | 3962 | 409557 | ETF |
| MCDONALDS CORP | 1336 | 408454 | COM |
| ST STRT SPDR BBRG INV | 13144 | 403915 | ETF |
| ROSS STORES INC | 2187 | 393893 | COM |
| J P MORGAN EXCHANGE TRADED F | 6752 | 383674 | ETF |
| PHILIP MORRIS INTL INC | 2371 | 380246 | COM |
| ANALOG DEVICES INC | 1246 | 366897 | COM |
| UNION PAC CORP | 1574 | 364081 | COM |
| ALLSTATE CORP | 1739 | 361951 | COM |
| MERCK &CO INC | 3244 | 341454 | COM |
| TRANE TECHNOLOGIES PLC F | 873 | 339869 | COM |
| AGILENT TECHNOLOGIES INC | 2437 | 331568 | COM |
| VERIZON COMMUNICATIONS INC | 7983 | 323949 | COM |
| SHERWIN WILLIAMS CO | 986 | 319393 | COM |
| INTEL CORP | 8610 | 317718 | COM |
| NUVEEN PREFERRED INCOME | 38295 | 310569 | COM |
| MCKESSON CORP | 378 | 309871 | COM |
| LAM RESEARCH CORP | 1770 | 302912 | COM |
| STARBUCKS CORP | 3590 | 302288 | COM |
| NOVARTIS AG | 2182 | 300841 | COM |
| WELLTOWER INC | 1616 | 299935 | COM |
| SYNOPSYS INC | 636 | 298742 | COM |
| MORGAN STANLEY | 1680 | 298210 | COM |
| ISHARES INTERNATIONAL | 7524 | 296822 | ETF |
| PROLOGIS INC. | 2300 | 293578 | COM |
| NEWMONT CORP | 2889 | 288481 | COM |
| VANGUARD INTERNATNL HGH | 3058 | 275230 | ETF |
| AT&T INC | 11053 | 274545 | COM |
| SPDR DOW JONES INDL AVERAGE | 570 | 273767 | ETF |
| PUTNAM ETF TRUST | 36603 | 267933 | ETF |
| NEXTERA ENERGY INC | 3304 | 265238 | COM |
| FIRST TRST STOXX EUR SEL | 14951 | 261642 | ETF |
| DELL TECHNOLOGIES INC | 2045 | 257379 | COM |
| UNITED PARCEL SERVICE INC | 2565 | 254442 | COM |
| EATON CORP PLC F | 792 | 252355 | COM |
| WEC ENERGY GROUP INC | 2385 | 251514 | COM |
| BP PLC | 7187 | 249605 | COM |
| GE VERNOVA INC | 381 | 249143 | COM |
| DUKE ENERGY CORP NEW | 2062 | 241745 | COM |
| BLACKROCK INC | 218 | 233844 | COM |
| SPDR INDEX SHS FDS | 3281 | 228883 | ETF |
| PROFESIONALLY MANAGED PORTFO | 3475 | 227647 | ETF |
| GILEAD SCIENCES INC | 1837 | 225452 | COM |
| STRYKER CORPORATION | 639 | 224746 | COM |
| SEMPRA | 2543 | 224497 | COM |
| ISHARES FUTURE AI AND | 4657 | 224374 | ETF |
| PFIZER INC | 8986 | 223749 | COM |
| EBAY INC. | 2560 | 222949 | COM |
| ASML HOLDING N V | 204 | 218117 | SHS |
| SENTINELONE INC | 14447 | 216705 | COM |
| SCHWAB CHARLES CORP | 2139 | 213754 | COM |
| MARATHON PETE CORP | 1313 | 213534 | COM |
| VERTEX PHARMACEUTICALS INC | 459 | 208092 | COM |
| BLACKSTONE INC | 1301 | 200561 | COM |
| HERITAGE COMM CORP | 11406 | 136989 | COM |
| GENELUX CORPORATION | 16547 | 72145 | COM |
| CARIBOU BIOSCIENCES INC | 19500 | 31005 | COM |
| EAST WEST MINERALS LTD F | 37000 | 5814 | COM |
| WESTMORELAND COAL CO XXX | 20000 | 0 | COM |
| CHROMOCURE INC | 33333 | 0 | COM |
| EN POINT TECHNOLOGIES INC | 30000 | 0 | COM |
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