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CIK: 0001769302
Total reported value
$800.4M
$800.4M
233 檔
18.0%
In Q2 2024, Liberty Wealth Management LLC's U.S. equity holdings reached a combined market value of $800.4M, distributed across 233 disclosed stock positions.
In Q2 2024, Liberty Wealth Management LLC displayed an active expansion posture, initiating 14 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.32% | — | +1086.40% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.31% | — | +87.01% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.77% | — | +162.97% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.61% | — | +86.31% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.47% | — | +70.50% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.74% | — | +1301.90% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.43% | — | +738.79% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.17% | — | +294.06% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.66% | — | +96.65% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 2.35% | — | +87.19% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.27% | — | +204.77% | |
| 12 | ENPH | Enphase Energy Inc | Stock-Tech | 2.23% | — | +5.82% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.11% | — | +79.21% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.06% | — | +232.34% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | — | +5056.44% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.86% | — | +618.43% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.55% | — | +223.13% | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 1.52% | — | +90.79% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | — | +594.51% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.35% | — | +420.43% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 1.33% | — | +163.96% | |
| 22 | DIHP | Dimensional International Hi | ETF-Other | 1.25% | — | +76.64% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.19% | — | +345.25% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.16% | — | +252.62% | |
| 25 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.15% | — | +81.71% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.09% | — | +1.38% | |
| 27 | MBB | Ishares Mbs ETF | ETF-Other | 0.97% | — | +187.55% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | — | +33.23% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.95% | — | +0.56% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.91% | — | — | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.88% | — | +482.52% | |
| 32 | DISV | Dimensional International Sm | ETF-Other | 0.87% | — | +69.11% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | — | +2880.39% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | — | +325.57% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | — | +39.99% | |
| 36 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.68% | — | +7.67% | |
| 37 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.65% | — | +373.73% | |
| 38 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.64% | — | +22.65% | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.64% | — | -3.90% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.62% | — | +80.50% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.62% | — | +31.43% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.61% | — | +902.18% | |
| 43 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.59% | — | +8.55% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | — | +3.79% | |
| 45 | IFRA | Ishares US Infrastructure | ETF-Other | 0.51% | — | +107.23% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.48% | — | +6873.30% | |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.47% | — | +265.18% | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.47% | — | — | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | — | +7952.83% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | — | +539.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +2.7% | +1301.90% | Add |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | +1.1% | +294.06% | Add |
| 3 | AAPL | Apple Inc | +0.9% | +70.50% | Add |
| 4 | ISRG | Intuitive Surgical Inc | +0.9% | NEW | New buy |
| 5 | NVDA | Nvidia CORP | +0.6% | +5056.44% | Add |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | NEW | New buy |
| 7 | QUAL | Ishares Msci USA Quality Fac | +0.5% | +738.79% | Add |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.4% | +345.25% | Add |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | +0.4% | +373.73% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | NEW | New buy |
| 11 | IGEB | Ishares Investment Grade Sys | +0.2% | NEW | New buy |
| 12 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +482.52% | Add |
| 13 | PSA | Public Storage | +0.1% | NEW | New buy |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +265.18% | Add |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +359.11% | Add |
| 16 | ABM | Abm Industries Inc | +0.1% | NEW | New buy |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | NEW | New buy |
| 18 | AMAT | Applied Materials Inc | +0.1% | +0.56% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | +39.99% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 21 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 22 | ORCL | Oracle CORP | +0.1% | +31.43% | Add |
| 23 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | NEW | New buy |
| 24 | AVGO | Broadcom Inc | +0.1% | +1934.61% | Add |
| 25 | SHW | Sherwin-williams Co/the | +0.1% | NEW | New buy |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 27 | FLOT | Ishares Floating Rate Bond E | +0.1% | NEW | New buy |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | +1.83% | Add |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | NEW | New buy |
| 30 | ADBE | Adobe Inc | +0.1% | +55496.60% | Add |
| 31 | VUG | Vanguard Growth ETF | 0% | +7952.83% | Add |
| 32 | MSFT | Microsoft CORP | 0% | +594.51% | Add |
| 33 | TCAF | T Rowe Prc Cap Appreciation | 0% | +8.55% | Add |
| 34 | DFAU | Dimensional US Core Equity M | 0% | +162.97% | Add |
| 35 | FALN | Ishares Fallen Angels ETF | -0.1% | EXIT | Sold out |
| 36 | DFUV | Dimensional US Marketwide Va | -0.1% | -41.68% | Trim |
| 37 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | +93.19% | Add |
| 38 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +252.62% | Add |
| 39 | DFAT | Dimensional US Target Value | -0.2% | +163.96% | Add |
| 40 | IYW | Ishares Ustechnology ETF | -0.2% | +420.43% | Add |
| 41 | EFV | Ishares Msci Eafe Value ETF | -0.2% | +80.50% | Add |
| 42 | DFIC | Dimensional International Co | -0.2% | +87.19% | Add |
| 43 | DFAI | Dimensional International Co | -0.2% | +90.79% | Add |
| 44 | IVE | Ishares S&p 500 Value ETF | -0.2% | +618.43% | Add |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | +96.65% | Add |
| 46 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | +223.13% | Add |
| 47 | IXC | Ishares Global Energy ETF | -0.3% | -31.79% | Trim |
| 48 | DUHP | Dimensional US High Profi Et | -0.4% | +86.31% | Add |
| 49 | ENPH | Enphase Energy Inc | -0.5% | +5.82% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | -4.5% | +1086.40% | Add |
According to official SEC Form 13F filings, Liberty Wealth Management LLC reported a total U.S. public equity portfolio value of $800.4M across 233 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DFAC, DFAU) accounted for 18.0% of total reported equity market value during Q2 2024.
Top New Position Initiated
ISRG
市值: $5.0M
Top Position Liquidated / Trimmed
FALN
前期市值: $428.0K
During Q2 2024, Liberty Wealth Management LLC's top holdings by market value included IVV (7.3%)、DFAC (5.3%)、DFAU (4.8%). The largest single position, IVV, represented 7.3% of total portfolio value.
In Q2 2024, Liberty Wealth Management LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 33 positions, trimming 2 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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