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CIK: 0001769302
Total reported value
$800.4M
$800.4M
233 檔
18.3%
The Q2 2025 SEC filing reveals that Liberty Wealth Management LLC held a total portfolio value of $800.4M, covering 233 public equity positions.
In Q2 2025, Liberty Wealth Management LLC displayed an active expansion posture, initiating 24 new positions and adding to 17 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.50% | — | +1.68% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.77% | — | -5.36% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.33% | — | +2.84% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.30% | — | +8.27% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.07% | — | -6.43% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.92% | — | +6.92% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.88% | — | -10.00% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.52% | — | -4.29% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.06% | — | +15.91% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.40% | — | -4.27% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.33% | — | +11.38% | |
| 12 | DFIC | Dimensional International Co | ETF-Other | 2.31% | — | -6.01% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.26% | — | +0.49% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.13% | — | +2.34% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 2.12% | — | +13.41% | |
| 16 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.94% | — | -1.85% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.70% | — | +39.91% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | — | +2.10% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.30% | — | +33.70% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.22% | — | -6.82% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.20% | — | +12.08% | |
| 22 | DIHP | Dimensional International Hi | ETF-Other | 1.19% | — | -5.06% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.19% | — | — | |
| 24 | DFAT | Dimensional US Target Value | ETF-Other | 1.18% | — | -0.22% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.09% | — | +4.89% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.08% | — | +19.66% | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.08% | — | -5.58% | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.04% | — | -22.82% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.85% | — | -7.44% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.84% | — | -0.13% | |
| 31 | DISV | Dimensional International Sm | ETF-Other | 0.83% | — | -13.86% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.83% | — | +0.91% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | — | +3.71% | |
| 34 | ENPH | Enphase Energy Inc | Stock-Tech | 0.81% | — | +0.00% | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.78% | — | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | — | -25.52% | |
| 37 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.73% | — | +2.00% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | — | -0.96% | |
| 39 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.69% | — | +3.09% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.62% | — | — | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.61% | — | — | |
| 42 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.61% | — | +0.14% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.59% | — | +0.01% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | — | +7.17% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.54% | — | +0.56% | |
| 46 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.51% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | — | +15.15% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | — | +1.41% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.47% | — | -3.46% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.45% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +1.2% | NEW | New buy |
| 2 | MBB | Ishares Mbs ETF | +0.8% | NEW | New buy |
| 3 | EFG | Ishares Msci Eafe Growth ETF | +0.6% | NEW | New buy |
| 4 | IAU | Ishares Gold Trust | +0.6% | NEW | New buy |
| 5 | THRO | Ishares U.s. Thematic Rotati | +0.5% | NEW | New buy |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | +0.5% | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | NEW | New buy |
| 8 | VGT | Vanguard Info Tech ETF | +0.4% | NEW | New buy |
| 9 | IEMG | Ishares Core Msci Emerging | +0.4% | +39.91% | Add |
| 10 | VUG | Vanguard Growth ETF | +0.4% | NEW | New buy |
| 11 | HEFA | Isha Curr Hedged Msci Eafe | +0.3% | NEW | New buy |
| 12 | NVDA | Nvidia CORP | +0.3% | -4.27% | Trim |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.3% | NEW | New buy |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | +0.3% | NEW | New buy |
| 15 | IBM | Intl Business Machines CORP | +0.3% | NEW | New buy |
| 16 | OEF | Ishares S&p 100 ETF | +0.2% | +33.70% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | NEW | New buy |
| 18 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | NEW | New buy |
| 19 | ADP | Automatic Data Processing | +0.2% | NEW | New buy |
| 20 | IAGG | Ishares Intl Aggregate Bond | +0.2% | NEW | New buy |
| 21 | AIRR | First Trust Rba American Ind | +0.2% | NEW | New buy |
| 22 | ORCL | Oracle CORP | +0.2% | +0.91% | Add |
| 23 | PG | Procter & Gamble Co/the | +0.2% | NEW | New buy |
| 24 | SNOW | Snowflake Inc | +0.2% | NEW | New buy |
| 25 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | NEW | New buy |
| 26 | MSFT | Microsoft CORP | +0.2% | +2.10% | Add |
| 27 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 29 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 30 | DFAI | Dimensional International Co | +0.1% | +13.41% | Add |
| 31 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +19.66% | Add |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +7.17% | Add |
| 33 | MTUM | Ishares Msci USA Momentum Fa | 0% | +4.89% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | 0% | -0.96% | Trim |
| 35 | IVW | Ishares S&p 500 Growth ETF | — | +2.84% | Add |
| 36 | AMZN | Amazon.com Inc | 0% | +3.71% | Add |
| 37 | IYW | Ishares Ustechnology ETF | -0.1% | -6.82% | Trim |
| 38 | IVE | Ishares S&p 500 Value ETF | -0.1% | +15.91% | Add |
| 39 | DYNF | Ishrs US E F R A Etf-usd Inc | -0.1% | +6.92% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +2.34% | Add |
| 41 | VB | Vanguard Small-cap ETF | -0.2% | -43.89% | Trim |
| 42 | DFCF | Dimensional Core Fixed Inc | -0.2% | +11.38% | Add |
| 43 | QUAL | Ishares Msci USA Quality Fac | -0.2% | +8.27% | Add |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.4% | -22.82% | Trim |
| 45 | CRWD | Crowdstrike Holdings Inc - A | -0.4% | -93.57% | Trim |
| 46 | DFAU | Dimensional US Core Equity M | -0.5% | +1.68% | Add |
| 47 | V | Visa Inc-class A Shares | -0.5% | -66.80% | Trim |
| 48 | ENPH | Enphase Energy Inc | -0.7% | +0.00% | Add |
| 49 | DFAC | Dimensional US Core Equity 2 | -0.9% | -5.36% | Trim |
| 50 | AAPL | Apple Inc | -1.3% | -4.29% | Trim |
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 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, IVW) accounted for 18.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
VEU
市值: $7.6M
Top Position Liquidated / Trimmed
DFAC
前期市值: $29.6M
During Q2 2025, Liberty Wealth Management LLC's top holdings by market value included DFAU (5.5%)、DFAC (4.8%)、IVW (4.3%). The largest single position, DFAU, represented 5.5% of total portfolio value.
In Q2 2025, Liberty Wealth Management LLC made 50 total portfolio adjustments, initiating 24 new buys, adding to 17 positions, trimming 9 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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