Liberty Wealth Management LLC Top Holdings and 13F Report (2026) About Liberty Wealth Management LLCInvestment ActivityLiberty Wealth Management LLC has $800.42 million in total holdings as of March 31, 2026.Liberty Wealth Management LLC owns shares of 268 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 9.58% of the portfolio was purchased this quarter.About 4.31% of the portfolio was sold this quarter.This quarter, Liberty Wealth Management LLC has purchased 249 new stocks and bought additional shares in 129 stocks.Liberty Wealth Management LLC sold shares of 91 stocks and completely divested from 20 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $32,469,951Dimensional U.S. Core Equity 2 ETF $31,364,444iShares S&P 500 Growth ETF $30,116,009iShares U.S. Equity Factor Rotation Active ETF $28,888,420iShares Core S&P 500 ETF $28,817,289 Largest New Holdings this Quarter 72201F490 - PIMCO INCOME INSTL $5,070,898 Holding72202E393 - PIMCO INCOME I-3 $4,586,267 Holding09290C699 - BLACKROCK ETF TRUST $2,932,465 Holding72202E195 - PIMCO TOTAL RETURN I-3 $2,854,651 Holding09290C855 - BLACKROCK ETF TRUST $2,813,267 Holding Largest Purchases this Quarter PIMCO INCOME INSTL 470,399 shares (about $5.07M)PIMCO INCOME I-3 425,442 shares (about $4.59M)iShares Core MSCI Emerging Markets ETF 63,024 shares (about $4.40M)iShares S&P 500 Value ETF 20,434 shares (about $4.32M)BLACKROCK ETF TRUST 122,745 shares (about $4.04M) Largest Sales this Quarter Dimensional US Core Equity Market ETF 84,559 shares (about $3.82M)iShares MSCI USA Quality Factor ETF 19,323 shares (about $3.71M)iShares U.S. Technology ETF 15,187 shares (about $2.76M)iShares MSCI Emerging Markets ex China ETF 33,619 shares (about $2.65M)iShares S&P 100 ETF 5,499 shares (about $1.75M) 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$32,469,951$3,817,798 â–¼-10.5%719,1654.1%ETFDFACDimensional U.S. Core Equity 2 ETF$31,364,444$96,661 â–²0.3%806,9813.9%ETFIVWiShares S&P 500 Growth ETF$30,116,009$727,087 â–²2.5%266,2073.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$28,888,420$1,027,515 â–²3.7%496,4523.6%ETFIVViShares Core S&P 500 ETF$28,817,289$2,464,323 â–²9.4%44,1093.6%ETFDFCFDimensional Core Fixed Income ETF$28,775,232$759,395 â–²2.7%681,2283.6%ETFAAPLApple$28,372,827$1,312,276 â–¼-4.4%111,7813.5%Computer and TechnologyIVEiShares S&P 500 Value ETF$27,214,870$4,318,787 â–²18.9%128,7653.4%ETFQUALiShares MSCI USA Quality Factor ETF$26,854,089$3,706,731 â–¼-12.1%139,9893.4%ETFDUHPDimensional US High Profitability ETF$25,778,685$131,509 â–²0.5%701,1733.2%ETFDIMENSIONAL$20,324,728$1,065,539 â–²5.5%387,3482.5%DIMENSIONAL INTEIEMGiShares Core MSCI Emerging Markets ETF$18,622,443$4,396,557 â–²30.9%266,9502.3%ETFNVDANVIDIA$17,738,850$807,771 â–²4.8%101,6542.2%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$15,835,412$630,082 â–²4.1%342,8302.0%ManufacturingDFICDimensional International Core Equity 2 ETF$15,604,165$319,059 â–¼-2.0%439,1351.9%ETFVTIVanguard Total Stock Market ETF$14,840,008$162,337 â–²1.1%46,2561.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$14,832,843$703,552 â–²5.0%309,6641.9%ETFDFAIDimensional International Core Equity Market ETF$14,376,512$1,005,399 â–¼-6.5%368,9081.8%ETFDFLVDimensional US Large Cap Value ETF$13,657,328$159,200 â–¼-1.2%382,3531.7%ETFEFViShares MSCI EAFE Value ETF$12,134,200$2,083,105 â–²20.7%162,7871.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$9,233,314$1,999,343 â–²27.6%38,4741.2%ETFTLHiShares 10-20 Year Treasury Bond ETF$8,845,269$1,134,177 â–²14.7%87,8151.1%ETFVEUVanguard FTSE All-World ex-US ETF$8,615,432$109,803 â–¼-1.3%114,7121.1%ETFDFATDimensional U.S. Targeted Value ETF$8,379,197$173,799 â–¼-2.0%134,1741.0%ETFBTHMBlackRock Future U.S. Themes ETF$8,290,544$3,814,386 â–²85.2%228,8951.0%ETFDIHPDimensional International High Profitability ETF$8,014,185$18,913 â–¼-0.2%248,7331.0%ETFOEFiShares S&P 100 ETF$7,842,370$1,749,075 â–¼-18.2%24,6561.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$7,428,430$79,368 â–¼-1.1%214,9860.9%ETFMSFTMicrosoft$7,194,507$23,334 â–²0.3%19,4250.9%Computer and TechnologyBLACKROCK ETF TRUST$6,671,127$4,044,410 â–²154.0%202,4640.8%ETFEFGiShares MSCI EAFE Growth ETF$6,450,496$1,927,242 â–²42.6%57,9200.8%ETFQQQInvesco QQQ$5,723,891$21,356 â–²0.4%9,9170.7%FinanceDISVDimensional International Small Cap Value ETF$5,605,245$115,993 â–¼-2.0%142,1210.7%ETFAMZNAmazon.com$5,604,769$158,397 â–¼-2.7%26,8920.7%Retail/WholesaleENPHEnphase Energy$5,533,040$615,207 â–²12.5%146,3380.7%EnergyMBBiShares MBS ETF$5,509,042$465,164 â–²9.2%58,0200.7%ETFAMATApplied Materials$5,424,472$1,053,173 â–¼-16.3%15,8690.7%Computer and TechnologyIYWiShares U.S. Technology ETF$5,245,509$2,758,720 â–¼-34.5%28,8770.7%ManufacturingTSLATesla$5,242,144$282,535 â–¼-5.1%14,1010.7%Auto/Tires/TrucksPIMCO INCOME INSTL$5,070,898$5,070,898 â–²New Holding470,3990.6%BOND FUNDSIEFAiShares Core MSCI EAFE ETF$5,027,941$387,511 â–¼-7.2%55,4420.6%ETFGOVTiShares U.S. Treasury Bond ETF$4,991,811$3,736,321 â–²297.6%217,8880.6%ETFVOOVanguard S&P 500 ETF$4,915,686$101,588 â–²2.1%8,2260.6%ETFBLVVanguard Long-Term Bond ETF$4,843,504$89,763 â–²1.9%70,4160.6%ETFSPYSPDR S&P 500 ETF Trust$4,668,488$68,932 â–²1.5%7,1790.6%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$4,634,122$2,647,676 â–¼-36.4%58,8420.6%ManufacturingVGLTVanguard Long-Term Treasury ETF$4,625,084$82,981 â–²1.8%83,5490.6%ETFISRGIntuitive Surgical$4,606,129$32,730 â–²0.7%9,9920.6%MedicalPIMCO INCOME I-3$4,586,267$4,586,267 â–²New Holding425,4420.6%NTF BOND FUNDSCVXChevron$4,400,156$66,001 â–¼-1.5%21,2670.5%EnergyIAUiShares Gold Trust$4,328,632$1,093,178 â–¼-20.2%49,1000.5%FinanceGOOGAlphabet$4,158,726$294,756 â–¼-6.6%14,4900.5%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$3,965,426$29,433 â–²0.7%111,4200.5%ETFORCLOracle$3,797,020$59,581 â–²1.6%25,8100.5%Computer and TechnologyWMWaste Management$3,761,692$6,434 â–²0.2%16,3700.5%Business ServicesGOOGLAlphabet$3,534,080$273,955 â–²8.4%12,2810.4%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$3,478,079$1,934,796 â–²125.4%69,5060.4%ETFCSCOCisco Systems$3,441,996$17,847 â–²0.5%44,3570.4%Computer and TechnologyVGTVanguard Information Technology ETF$3,201,693$393,496 â–²14.0%4,5890.4%ETFGLDSPDR Gold Shares$3,142,174$12,479 â–²0.4%7,3020.4%FinanceBLACKROCK ETF TRUST$2,932,465$2,932,465 â–²New Holding89,6250.4%ISHARES DEFENSEVTVVanguard Value ETF$2,926,585$135,983 â–²4.9%14,8930.4%ETFPIMCO TOTAL RETURN I-3$2,854,651$2,854,651 â–²New Holding326,6190.4%NTF BOND FUNDSBLACKROCK ETF TRUST$2,813,267$2,813,267 â–²New Holding68,5160.4%ISHARES LARGE CABINCiShares Flexible Income Active ETF$2,687,389$74,987 â–¼-2.7%51,7500.3%ETFBRK.BBerkshire Hathaway$2,614,904$73,315 â–²2.9%5,4570.3%FinanceMETAMeta Platforms$2,598,320$202,162 â–²8.4%4,5370.3%Computer and TechnologyAVGOBroadcom$2,440,034$158,971 â–²7.0%7,8740.3%Computer and TechnologyVUGVanguard Growth ETF$2,192,838$124,057 â–²6.0%5,0200.3%ETFUPSUnited Parcel Service$2,161,796$1,896,890 â–²716.1%20,9320.3%TransportationVBRVanguard Small-Cap Value ETF$2,119,598$21,300 â–²1.0%9,7520.3%ETFHCAHCA Healthcare$1,811,867$118,299 â–¼-6.1%3,8290.2%MedicalVEAVanguard FTSE Developed Markets ETF$1,785,446$268,685 â–¼-13.1%27,8630.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,728,205$1,187,454 â–¼-40.7%18,3990.2%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$1,653,450$194,886 â–¼-10.5%15,0170.2%ManufacturingABBVAbbVie$1,508,908$62,192 â–¼-4.0%6,9390.2%MedicalVHTVanguard Health Care ETF$1,467,279$227,845 â–²18.4%5,2420.2%ETFJPMJPMorgan Chase & Co.$1,460,034$54,424 â–¼-3.6%4,9630.2%FinanceMGKVanguard Mega Cap Growth ETF$1,426,192$12,127 â–²0.9%3,8810.2%ETFLLYEli Lilly and Company$1,401,6610.0%1,5240.2%MedicalIFRAiShares U.S. Infrastructure ETF$1,386,522$79,847 â–¼-5.4%24,3800.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,340,391$981,797 â–¼-42.3%31,5180.2%ETFFTECFidelity MSCI Information Technology Index ETF$1,299,638$60,124 â–²4.9%6,2470.2%ETFIBMInternational Business Machines$1,234,992$74,657 â–¼-5.7%5,0950.2%Computer and TechnologyVBVanguard Small-Cap ETF$1,233,862$107,651 â–¼-8.0%4,6420.2%ETFPALANTIR TECHNOLOGIES IN$1,228,998$244,863 â–²24.9%8,4020.2%CL ABACBank of America$1,221,894$9,800 â–²0.8%25,0610.2%FinanceAMDAdvanced Micro Devices$1,184,084$72,059 â–²6.5%5,8170.1%Computer and TechnologyIYEiShares U.S. Energy ETF$1,141,075$168,982 â–²17.4%17,7730.1%ETFIYHiShares U.S. Healthcare ETF$1,119,417$161,986 â–²16.9%18,1610.1%ETFIYKiShares U.S. Consumer Staples ETF$1,094,017$294,356 â–²36.8%15,7660.1%ETFVVisa$1,086,766$33,555 â–²3.2%3,5950.1%Business ServicesXOMExxonMobil$1,085,509$72,446 â–¼-6.3%6,3980.1%EnergyPGProcter & Gamble$1,048,571$92,015 â–¼-8.1%7,2590.1%Consumer StaplesVVVanguard Large-Cap ETF$1,024,289$4,483 â–¼-0.4%3,4270.1%ETFAMGNAmgen$1,015,680$187,688 â–²22.7%2,9060.1%MedicalIYFiShares U.S. Financials ETF$1,014,805$202,373 â–²24.9%8,6250.1%ETFSPLGSPDR Portfolio S&P 500 ETF$1,007,852$26,253 â–²2.7%13,1680.1%ETFPIMCO EMERGING MARKETS B$990,239$990,239 â–²New Holding111,7650.1%NTF BOND FUNDSPIMCO INVESTMENT GRADE C$967,583$967,583 â–²New Holding107,2710.1%NTF BOND FUNDSShowing 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. 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