Institutional Manager · CIK 0001769302
LIBERTY WEALTH MANAGEMENT LLC
Oakland, CA · File #028-19450
Latest AUM
$774.7M
Positions
249
Top-10 Concentration
47.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025249 pos · $774.7M
- 13F HOLDINGS REPORTQ/E Sep 2025251 pos · $710.2M
- 13F HOLDINGS REPORTQ/E Jun 2025233 pos · $637.9M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2025158 pos · $522.7M
- 13F HOLDINGS REPORTQ/E Mar 2025296 pos · $545.7M
- 13F HOLDINGS REPORTQ/E Dec 2024229 pos · $599.9M
- 13F HOLDINGS REPORTQ/E Sep 2024230 pos · $588.6M
- 13F HOLDINGS REPORTQ/E Jun 2024233 pos · $545,520
- 13F HOLDINGS REPORTQ/E Mar 2024187 pos · $512,387
- 13F HOLDINGS REPORTQ/E Dec 2023174 pos · $401,766
- 13F HOLDINGS REPORTQ/E Sep 2023191 pos · $404.7M
- 13F HOLDINGS REPORTQ/E Jun 2023230 pos · $484.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V104 | 803,724 | $37.6M | 5.95% |
| 2 | ISHARES TR | 464287309 | 259,780 | $32.0M | 5.07% |
| 3 | DIMENSIONAL ETF TRUST | 25434V708 | 804,494 | $31.8M | 5.04% |
| 4 | APPLE INC | AAPL | 116,951 | $31.8M | 5.03% |
| 5 | ISHARES TR | 46432F339 | 159,312 | $31.6M | 5.01% |
| 6 | BLACKROCK ETF TRUST | BLK | 478,794 | $29.1M | 4.61% |
| 7 | DIMENSIONAL ETF TRUST | 25434V872 | 663,250 | $28.2M | 4.47% |
| 8 | ISHARES TR | 464287200 | 40,337 | $27.6M | 4.36% |
| 9 | DIMENSIONAL ETF TRUST | 25434V831 | 697,596 | $26.5M | 4.20% |
| 10 | ISHARES TR | 464287408 | 108,331 | $23.0M | 3.63% |
| 11 | DIMENSIONAL ETF TRUST | 25434V575 | 367,041 | $19.3M | 3.06% |
| 12 | NVIDIA CORPORATION | NVDA | 97,025 | $18.1M | 2.86% |
| 13 | DIMENSIONAL ETF TRUST | 25434V799 | 448,114 | $15.4M | 2.44% |
| 14 | VANGUARD INDEX FDS | 922908769 | 45,750 | $15.3M | 2.43% |
| 15 | ISHARES TR | 46434V613 | 329,189 | $15.3M | 2.42% |
| 16 | DIMENSIONAL ETF TRUST | 25434V203 | 394,707 | $15.0M | 2.38% |
| 17 | DIMENSIONAL ETF TRUST | 25434V864 | 294,976 | $14.1M | 2.24% |
| 18 | ISHARES INC | 46434G103 | 203,926 | $13.7M | 2.17% |
| 19 | DIMENSIONAL ETF TRUST | 25434V666 | 386,810 | $13.2M | 2.09% |
| 20 | ISHARES TR | 464287101 | 30,155 | $10.3M | 1.64% |