Liberty Wealth Management LLC Top Holdings and 13F Report (2025) About Liberty Wealth Management LLCInvestment ActivityLiberty Wealth Management LLC has $522.74 million in total holdings as of March 31, 2025.Liberty Wealth Management LLC owns shares of 158 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 6.17% of the portfolio was purchased this quarter.About 17.22% of the portfolio was sold this quarter.This quarter, Liberty Wealth Management LLC has purchased 229 new stocks and bought additional shares in 77 stocks.Liberty Wealth Management LLC sold shares of 62 stocks and completely divested from 84 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $31,309,902Dimensional U.S. Core Equity 2 ETF $29,594,575Dimensional US High Profitability ETF $25,876,413Apple $25,387,220iShares Core S&P 500 ETF $24,851,231 Largest New Holdings this Quarter 092528843 - BLACKROCK ETF TRUST II $352,307 Holding46434V621 - iShares Core Dividend Growth ETF $309,267 Holding316092840 - Fidelity High Dividend ETF $265,970 Holding375558103 - Gilead Sciences $256,597 Holding921910733 - Vanguard ESG US Stock ETF $211,729 Holding Largest Purchases this Quarter iShares 10-20 Year Treasury Bond ETF 52,340 shares (about $5.42M)iShares S&P 500 Value ETF 26,730 shares (about $5.09M)iShares S&P 100 ETF 15,824 shares (about $4.29M)iShares MSCI USA Quality Factor ETF 18,715 shares (about $3.20M)iShares Core MSCI Emerging Markets ETF 52,690 shares (about $2.84M) Largest Sales this Quarter iShares Core S&P 500 ETF 15,547 shares (about $8.73M)iShares Core MSCI EAFE ETF 103,782 shares (about $7.85M)Dimensional International Core Equity Market ETF 70,830 shares (about $2.21M)iShares MSCI Emerging Markets ex China ETF 33,087 shares (about $1.82M)iShares U.S. Infrastructure ETF 34,015 shares (about $1.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLiberty Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$31,309,902$2,350,183 ▲8.1%814,4876.0%ETFDFACDimensional U.S. Core Equity 2 ETF$29,594,575$365,664 ▼-1.2%896,0195.7%ETFDUHPDimensional US High Profitability ETF$25,876,413$82,530 ▼-0.3%779,7725.0%ETFAAPLApple$25,387,220$537,332 ▼-2.1%114,2904.9%Computer and TechnologyIVViShares Core S&P 500 ETF$24,851,231$8,728,191 ▼-26.0%44,2664.8%ETFQUALiShares MSCI USA Quality Factor ETF$23,671,069$3,199,394 ▲15.6%138,4654.5%ETFIVWiShares S&P 500 Growth ETF$22,627,993$1,159,917 ▲5.4%243,8344.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$20,953,225$1,177,001 ▲6.0%429,8884.0%ETFIVEiShares S&P 500 Value ETF$16,398,698$5,091,557 ▲45.0%86,0913.1%ETFIUSBiShares Core Total USD Bond Market ETF$14,245,264$17,648 ▼-0.1%309,9602.7%ManufacturingDFICDimensional International Core Equity 2 ETF$14,025,589$39,964 ▲0.3%505,0202.7%ETFDFCFDimensional Core Fixed Income ETF$13,288,735$284,253 ▼-2.1%315,8882.5%ETFDFLVDimensional US Large Cap Value ETF$12,393,845$187,241 ▼-1.5%405,4252.4%ETFVTIVanguard Total Stock Market ETF$12,028,350$195,970 ▲1.7%43,7632.3%ETFNVDANVIDIA$10,991,640$312,994 ▲2.9%101,4202.1%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$10,766,529$2,212,050 ▼-17.0%344,7452.1%ETFENPHEnphase Energy$8,042,549$479,150 ▲6.3%129,6141.5%EnergyEMXCiShares MSCI Emerging Markets ex China ETF$7,480,328$1,822,532 ▼-19.6%135,8011.4%ManufacturingDIHPDimensional International High Profitability ETF$7,332,817$33,919 ▲0.5%272,1821.4%ETFDFATDimensional U.S. Targeted Value ETF$7,214,664$40,830 ▲0.6%140,1231.4%ETFMSFTMicrosoft$7,116,184$13,138 ▲0.2%18,9571.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$6,951,762$2,842,397 ▲69.2%128,8661.3%ETFTLHiShares 10-20 Year Treasury Bond ETF$6,936,748$5,415,794 ▲356.1%67,0391.3%ETFIYWiShares U.S. Technology ETF$6,753,038$220,000 ▲3.4%48,1001.3%ManufacturingDFEMDimensional Emerging Markets Core Equity 2 ETF$6,493,159$11,378 ▲0.2%245,3881.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$5,587,583$456,220 ▲8.9%27,6551.1%ETFOEFiShares S&P 100 ETF$5,517,046$4,286,641 ▲348.4%20,3661.1%ETFTSLATesla$5,458,753$1,084,857 ▼-16.6%21,0631.0%Auto/Tires/TrucksDISVDimensional International Small Cap Value ETF$5,454,557$11,007 ▲0.2%187,3131.0%ETFEFViShares MSCI EAFE Value ETF$5,343,355$1,209,635 ▼-18.5%90,7011.0%ETFIEFAiShares Core MSCI EAFE ETF$5,304,441$7,851,017 ▼-59.7%70,1191.0%ETFISRGIntuitive Surgical$4,914,564$18,325 ▲0.4%9,9230.9%MedicalBLVVanguard Long-Term Bond ETF$4,592,864$134,579 ▲3.0%65,2180.9%ETFAMZNAmazon.com$4,412,226$652,578 ▲17.4%23,1910.8%Retail/WholesaleVGLTVanguard Long-Term Treasury Index ETF$4,389,003$124,730 ▲2.9%76,1820.8%ETFWMWaste Management$3,782,315$463 ▲0.0%16,3380.7%Business ServicesVVisa$3,775,066$99,879 ▼-2.6%10,7720.7%Business ServicesVOOVanguard S&P 500 ETF$3,673,512$221,076 ▲6.4%8,0590.7%ETFCVXChevron$3,607,504$127,477 ▼-3.4%21,5640.7%EnergyTCAFT. Rowe Price Capital Appreciation Equity ETF$3,545,919$44,971 ▼-1.3%109,7570.7%ETFORCLOracle$3,346,456$10,066 ▼-0.3%23,9360.6%Computer and TechnologyVTVVanguard Value ETF$2,894,697$168,244 ▼-5.5%16,7580.6%ETFAMATApplied Materials$2,736,100$80,252 ▲3.0%18,8540.5%Computer and TechnologyCSCOCisco Systems$2,674,011$19,377 ▼-0.7%43,3320.5%Computer and TechnologyMETAMeta Platforms$2,563,113$48,415 ▲1.9%4,4470.5%Computer and TechnologyBINCiShares Flexible Income Active ETF$2,540,253$278,592 ▲12.3%48,6820.5%ETFGOOGAlphabet$2,475,143$12,655 ▲0.5%15,8430.5%Computer and TechnologyCRWDCrowdStrike$2,362,991$16,219 ▲0.7%6,7020.5%Computer and TechnologyVBVanguard Small-Cap ETF$2,045,051$4,214 ▲0.2%9,2210.4%ETFVHTVanguard Health Care ETF$1,994,895$53,744 ▲2.8%7,5350.4%ETFGOOGLAlphabet$1,748,930$30,309 ▲1.8%11,3100.3%Computer and TechnologyIFRAiShares U.S. Infrastructure ETF$1,603,149$1,533,194 ▼-48.9%35,5670.3%ETFVFHVanguard Financials ETF$1,563,688$9,561 ▼-0.6%13,0840.3%ETFABBVAbbVie$1,510,9630.0%7,2120.3%MedicalVBRVanguard Small-Cap Value ETF$1,438,276$23,661 ▲1.7%7,7200.3%ETFMGKVanguard Mega Cap Growth ETF$1,325,985$115,209 ▲9.5%4,2930.3%ETFLLYEli Lilly and Company$1,325,856$15,695 ▲1.2%1,6050.3%MedicalQQQInvesco QQQ$1,314,912$22,032 ▲1.7%2,8050.3%FinanceGOVTiShares U.S. Treasury Bond ETF$1,314,449$201,561 ▼-13.3%57,3160.3%ETFINTUIntuit$1,227,621$11,668 ▼-0.9%1,9990.2%Computer and TechnologyBACBank of America$1,149,549$22,868 ▲2.0%27,5470.2%FinanceMSCIMSCI$1,064,8360.0%1,8830.2%FinanceAVGOBroadcom$1,042,900$103,972 ▲11.1%6,2290.2%Computer and TechnologyVVVanguard Large-Cap ETF$919,903$1,285 ▼-0.1%3,5790.2%ETFCOSTCostco Wholesale$887,771$54,836 ▲6.6%9390.2%Retail/WholesaleFTECFidelity MSCI Information Technology Index ETF$886,347$806 ▲0.1%5,4960.2%ETFCOWZPacer US Cash Cows 100 ETF$859,245$84,495 ▼-9.0%15,6910.2%ETFHDHome Depot$832,125$36,291 ▼-4.2%2,2700.2%Retail/WholesaleDFUVDimensional US Marketwide Value ETF$800,183$271,700 ▲51.4%19,4170.2%ETFVNQVanguard Real Estate ETF$792,449$42,380 ▲5.7%8,7510.2%ETFAMGNAmgen$772,738$20,253 ▼-2.6%2,4800.1%MedicalXOMExxon Mobil$758,166$85,152 ▼-10.1%6,3750.1%EnergyFLOTiShares Floating Rate Bond ETF$742,372$194,603 ▲35.5%14,5420.1%ETFDISWalt Disney$739,272$12,930 ▼-1.7%7,4900.1%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$707,062$2,534 ▲0.4%8,6510.1%FinanceSPLGSPDR Portfolio S&P 500 ETF$698,185$19,071 ▼-2.7%10,6170.1%ETFLMTLockheed Martin$691,300$8,932 ▲1.3%1,5480.1%AerospaceDBEFXtrackers MSCI EAFE Hedged Equity ETF$671,977$73,091 ▼-9.8%15,5190.1%ETFKOCoca-Cola$637,961$6,231 ▼-1.0%8,9080.1%Consumer StaplesABTAbbott Laboratories$609,476$9,417 ▼-1.5%4,5950.1%MedicalXLKTechnology Select Sector SPDR Fund$576,767$40,681 ▼-6.6%2,7930.1%ETFPHMPulteGroup$569,257$206 ▲0.0%5,5380.1%ConstructionPEPPepsiCo$569,208$4,498 ▲0.8%3,7960.1%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$562,955$51,339 ▼-8.4%5,3840.1%ETFWMTWalmart$557,657$11,150 ▼-2.0%6,3520.1%Retail/WholesaleFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$544,900$126,085 ▲30.1%17,6800.1%ETFBNDXVanguard Total International Bond ETF$535,570$23,056 ▲4.5%10,9640.1%ETFAXONAxon Enterprise$525,9500.0%1,0000.1%AerospaceTAT&T$521,891$45,164 ▼-8.0%18,4540.1%Computer and TechnologyPSAPublic Storage$510,796$5,386 ▲1.1%1,7070.1%FinanceAXPAmerican Express$494,658$6,994 ▼-1.4%1,8390.1%FinanceBSVVanguard Short-Term Bond ETF$471,823$43,220 ▲10.1%6,0370.1%ETFABMABM Industries$463,187$189 ▲0.0%9,7800.1%ConstructionNFLXNetflix$461,658$33,987 ▼-6.9%4890.1%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$459,544$135,711 ▲41.9%5,4450.1%COMIBBiShares Biotechnology ETF$457,459$256 ▲0.1%3,5770.1%FinanceUNHUnitedHealth Group$452,992$14,663 ▲3.3%8650.1%MedicalIJJiShares S&P Mid-Cap 400 Value ETF$441,302$1,556 ▲0.4%3,6860.1%ETFIWFiShares Russell 1000 Growth ETF$429,343$361 ▲0.1%1,1890.1%ETFGLDSPDR Gold Shares$404,514$38,319 ▼-8.7%1,4040.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
