LIBERTY WEALTH MANAGEMENT LLC Portfolio Holdings - 13F Filings | 13F Fund Database
LIBERTY WEALTH MANAGEMENT LLC 13F Holdings
CIK 0001769302 · OAKLAND, CA
As of Sep 30, 2025, LIBERTY WEALTH MANAGEMENT LLC reported
250 positions worth $700.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 813,588 | $37.2M | 5.32% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 844,627 | $32.6M | 4.65% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 257,637 | $31.1M | 4.44% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 156,124 | $30.4M | 4.34% |
| APPLE INC | AAPL | Technology | 111,291 | $28.3M | 4.05% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 472,875 | $28.0M | 4.00% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 726,002 | $27.4M | 3.92% |
| ISHARES CORE S&P 500 ETF | IVV | — | 40,259 | $26.9M | 3.85% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 105,150 | $21.7M | 3.10% |
| NVIDIA CORP | NVDA | Technology | 98,652 |
|
8.4M2.63% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 334,802 |
5.6M | 2.23% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 471,529 |
5.5M | 2.21% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 355,856 |
5.2M | 2.17% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 44,071 |
4.5M | 2.07% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 391,637 |
4.2M | 2.03% |
| DIMENSIONAL ETF TRUST | DFLV | — | 396,884 |
3.1M | 1.86% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 194,372 |
2.8M | 1.83% |
| MICROSOFT CORP | MSFT | Technology | 19,559 |
0.1M | 1.45% |
| ISHARES S&P 100 ETF | OEF | — | 28,898 | $9.6M | 1.37% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 44,807 | $8.8M | 1.25% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 125,784 | $8.5M | 1.22% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 79,800 | $8.2M | 1.17% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 140,005 | $8.1M | 1.16% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 111,246 | $7.9M | 1.13% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 259,618 | $7.9M | 1.13% |