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CIK: 0001769302
Total reported value
$800.4M
$800.4M
250 檔
19.9%
In Q3 2025, Liberty Wealth Management LLC's U.S. equity holdings reached a combined market value of $800.4M, distributed across 250 disclosed stock positions.
In Q3 2025, Liberty Wealth Management LLC displayed an active expansion posture, initiating 19 new positions and adding to 19 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.24% | — | -1.76% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.59% | — | -0.40% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.38% | — | +2.74% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.28% | — | +4.14% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.99% | — | +1.74% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.94% | — | +2.88% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.86% | — | -0.50% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.79% | — | +1.05% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.06% | — | +5.37% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.59% | — | +1.61% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.20% | — | +7.48% | |
| 12 | DFIC | Dimensional International Co | ETF-Other | 2.18% | — | -0.66% | |
| 13 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.14% | — | +1.14% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.04% | — | -1.60% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 2.00% | — | +0.17% | |
| 16 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.84% | — | -0.26% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.80% | — | +7.81% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | — | +1.05% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.35% | — | +6.13% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.24% | — | -0.03% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.20% | — | +15.90% | |
| 22 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.16% | — | +6.21% | |
| 23 | DFAT | Dimensional US Target Value | ETF-Other | 1.15% | — | +0.14% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.12% | — | -1.37% | |
| 25 | DIHP | Dimensional International Hi | ETF-Other | 1.11% | — | +0.47% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.09% | — | +4.37% | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.04% | — | -0.27% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 1.00% | — | +4.95% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | — | -2.12% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.94% | — | -6.10% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | — | +212.91% | |
| 32 | DISV | Dimensional International Sm | ETF-Other | 0.80% | — | -1.86% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | — | -4.94% | |
| 34 | MBB | Ishares Mbs ETF | ETF-Other | 0.75% | — | +4.30% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | — | -0.87% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | — | +3.21% | |
| 37 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.66% | — | -0.87% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | — | +383.18% | |
| 39 | ENPH | Enphase Energy Inc | Stock-Tech | 0.65% | — | -0.00% | |
| 40 | IAU | Ishares Gold Trust | ETF-Commodities | 0.65% | — | +0.11% | |
| 41 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.63% | — | -0.57% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.62% | — | +0.11% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.62% | — | +9.83% | |
| 44 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.59% | — | +20.46% | |
| 45 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.59% | — | +0.42% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | — | -12.46% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.55% | — | -0.22% | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.51% | — | +0.01% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.48% | — | +4.46% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | — | -10.89% |
According to official SEC Form 13F filings, Liberty Wealth Management LLC reported a total U.S. public equity portfolio value of $800.4M across 250 disclosed positions in Q3 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 19.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VEU
市值: $7.9M
Top Position Liquidated / Trimmed
CRWD
前期市值: $2.4M
During Q3 2025, Liberty Wealth Management LLC's top holdings by market value included DFAU (5.2%)、DFAC (4.6%)、IVW (4.4%). The largest single position, DFAU, represented 5.2% of total portfolio value.
In Q3 2025, Liberty Wealth Management LLC made 49 total portfolio adjustments, initiating 19 new buys, adding to 19 positions, trimming 10 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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