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CIK: 0001769302
Total reported value
$800.4M
$800.4M
158 檔
17.1%
At the close of Q1 2025, Liberty Wealth Management LLC disclosed equity holdings valued at approximately $800.4M, spread across 158 reported holdings.
In Q1 2025, Liberty Wealth Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.99% | — | +8.12% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.66% | — | -1.22% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.95% | — | -0.32% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.86% | — | -2.07% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.75% | — | -25.99% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.53% | — | +15.63% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.33% | — | +5.40% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.01% | — | +5.95% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.14% | — | +45.03% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.73% | — | -0.12% | |
| 11 | DFIC | Dimensional International Co | ETF-Other | 2.68% | — | +0.29% | |
| 12 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.54% | — | -2.09% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.37% | — | -1.49% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.30% | — | +1.66% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.10% | — | +2.93% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 2.06% | — | -17.04% | |
| 17 | ENPH | Enphase Energy Inc | Stock-Tech | 1.54% | — | +6.34% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.43% | — | -19.59% | |
| 19 | DIHP | Dimensional International Hi | ETF-Other | 1.40% | — | +0.46% | |
| 20 | DFAT | Dimensional US Target Value | ETF-Other | 1.38% | — | +0.57% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | — | +0.18% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.33% | — | +69.17% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.33% | — | +356.08% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.29% | — | +3.37% | |
| 25 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.24% | — | +0.18% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.07% | — | +8.89% | |
| 27 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.06% | — | +348.39% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.04% | — | -16.58% | |
| 29 | DISV | Dimensional International Sm | ETF-Other | 1.04% | — | +0.20% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.02% | — | -18.46% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.01% | — | -59.68% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.94% | — | +0.37% | |
| 33 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.88% | — | +3.02% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | — | +17.36% | |
| 35 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.84% | — | +2.92% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.72% | — | +0.01% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | — | -2.58% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | — | +6.40% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.69% | — | -3.41% | |
| 40 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.68% | — | -1.25% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.64% | — | -0.30% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | — | -5.49% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.52% | — | +3.02% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | — | -0.72% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | — | +1.93% | |
| 46 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.49% | — | +12.32% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | — | +0.51% | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.45% | — | +0.69% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | — | +0.21% | |
| 50 | VHT | Vanguard Health Care ETF | ETF-Other | 0.38% | — | +2.77% |
According to official SEC Form 13F filings, Liberty Wealth Management LLC reported a total U.S. public equity portfolio value of $800.4M across 158 disclosed positions in Q1 2025.
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 DFAU, DFAC, DUHP) accounted for 17.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFAU
市值: $31.3M
During Q1 2025, Liberty Wealth Management LLC's top holdings by market value included DFAU (6.0%)、DFAC (5.7%)、DUHP (5.0%). The largest single position, DFAU, represented 6.0% of total portfolio value.
In Q1 2025, Liberty Wealth Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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