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 June 30, 2026.Liberty Wealth Management LLC owns shares of 268 different stocks, but just 53 companies or ETFs make up 80% of its holdings.This quarter, Liberty Wealth Management LLC has purchased 268 new stocks and bought additional shares in 0 stocks.Liberty Wealth Management LLC sold shares of 0 stocks and completely divested from 2 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 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$32,469,9510.0%719,1654.1%ETFDFACDimensional U.S. Core Equity 2 ETF$31,364,4440.0%806,9813.9%ETFIVWiShares S&P 500 Growth ETF$30,116,0090.0%266,2073.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$28,888,4200.0%496,4523.6%ETFIVViShares Core S&P 500 ETF$28,817,2890.0%44,1093.6%ETFDFCFDimensional Core Fixed Income ETF$28,775,2320.0%681,2283.6%ETFAAPLApple$28,372,8270.0%111,7813.5%TechnologyIVEiShares S&P 500 Value ETF$27,214,8700.0%128,7653.4%ETFQUALiShares MSCI USA Quality Factor ETF$26,854,0890.0%139,9893.4%ETFDUHPDimensional US High Profitability ETF$25,778,6850.0%701,1733.2%ETFDIMENSIONAL$20,324,7280.0%387,3482.5%DIMENSIONAL INTEIEMGiShares Core MSCI Emerging Markets ETF$18,622,4430.0%266,9502.3%ETFNVDANVIDIA$17,738,8500.0%101,6542.2%TechnologyIUSBiShares Core Total USD Bond Market ETF$15,835,4120.0%342,8302.0%ETFDFICDimensional International Core Equity 2 ETF$15,604,1650.0%439,1351.9%ETFVTIVanguard Total Stock Market ETF$14,840,0080.0%46,2561.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$14,832,8430.0%309,6641.9%ETFDFAIDimensional International Core Equity Market ETF$14,376,5120.0%368,9081.8%ETFDFLVDimensional US Large Cap Value ETF$13,657,3280.0%382,3531.7%ETFEFViShares MSCI EAFE Value ETF$12,134,2000.0%162,7871.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$9,233,3140.0%38,4741.2%ETFTLHiShares 10-20 Year Treasury Bond ETF$8,845,2690.0%87,8151.1%ETFVEUVanguard FTSE All-World ex-US ETF$8,615,4320.0%114,7121.1%ETFDFATDimensional U.S. Targeted Value ETF$8,379,1970.0%134,1741.0%ETFBTHMBlackRock Future U.S. Themes ETF$8,290,5440.0%228,8951.0%ETFDIHPDimensional International High Profitability ETF$8,014,1850.0%248,7331.0%ETFOEFiShares S&P 100 ETF$7,842,3700.0%24,6561.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$7,428,4300.0%214,9860.9%ETFMSFTMicrosoft$7,194,5070.0%19,4250.9%TechnologyBLACKROCK ETF TRUST$6,671,1270.0%202,4640.8%ETFEFGiShares MSCI EAFE Growth ETF$6,450,4960.0%57,9200.8%ETFQQQInvesco QQQ$5,723,8910.0%9,9170.7%ETFDISVDimensional International Small Cap Value ETF$5,605,2450.0%142,1210.7%ETFAMZNAmazon.com$5,604,7690.0%26,8920.7%Consumer DiscretionaryENPHEnphase Energy$5,533,0400.0%146,3380.7%TechnologyMBBiShares MBS ETF$5,509,0420.0%58,0200.7%ETFAMATApplied Materials$5,424,4720.0%15,8690.7%TechnologyIYWiShares U.S. Technology ETF$5,245,5090.0%28,8770.7%ETFTSLATesla$5,242,1440.0%14,1010.7%Consumer DiscretionaryPIMCO INCOME INSTL$5,070,8980.0%470,3990.6%BOND FUNDSIEFAiShares Core MSCI EAFE ETF$5,027,9410.0%55,4420.6%ETFGOVTiShares U.S. Treasury Bond ETF$4,991,8110.0%217,8880.6%ETFVOOVanguard S&P 500 ETF$4,915,6860.0%8,2260.6%ETFBLVVanguard Long-Term Bond ETF$4,843,5040.0%70,4160.6%ETFSPYSPDR S&P 500 ETF Trust$4,668,4880.0%7,1790.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,634,1220.0%58,8420.6%ETFVGLTVanguard Long-Term Treasury ETF$4,625,0840.0%83,5490.6%ETFISRGIntuitive Surgical$4,606,1290.0%9,9920.6%HealthcarePIMCO INCOME I-3$4,586,2670.0%425,4420.6%NTF BOND FUNDSCVXChevron$4,400,1560.0%21,2670.5%EnergyIAUiShares Gold Trust$4,328,6320.0%49,1000.5%ETFGOOGAlphabet$4,158,7260.0%14,4900.5%Communication ServicesTCAFT. Rowe Price Capital Appreciation Equity ETF$3,965,4260.0%111,4200.5%ETFORCLOracle$3,797,0200.0%25,8100.5%TechnologyWMWaste Management$3,761,6920.0%16,3700.5%IndustrialsGOOGLAlphabet$3,534,0800.0%12,2810.4%Communication ServicesIAGGiShares Core International Aggregate Bond ETF$3,478,0790.0%69,5060.4%ETFCSCOCisco Systems$3,441,9960.0%44,3570.4%TechnologyVGTVanguard Information Technology ETF$3,201,6930.0%4,5890.4%ETFGLDSPDR Gold Shares$3,142,1740.0%7,3020.4%ETFBLACKROCK ETF TRUST$2,932,4650.0%89,6250.4%ISHARES DEFENSEVTVVanguard Value ETF$2,926,5850.0%14,8930.4%ETFPIMCO TOTAL RETURN I-3$2,854,6510.0%326,6190.4%NTF BOND FUNDSBLACKROCK ETF TRUST$2,813,2670.0%68,5160.4%ISHARES LARGE CABINCiShares Flexible Income Active ETF$2,687,3890.0%51,7500.3%ETFBRK.BBerkshire Hathaway$2,614,9040.0%5,4570.3%FinanceMETAMeta Platforms$2,598,3200.0%4,5370.3%Communication ServicesAVGOBroadcom$2,440,0340.0%7,8740.3%TechnologyVUGVanguard Growth ETF$2,192,8380.0%5,0200.3%ETFUPSUnited Parcel Service$2,161,7960.0%20,9320.3%IndustrialsVBRVanguard Small-Cap Value ETF$2,119,5980.0%9,7520.3%ETFHCAHCA Healthcare$1,811,8670.0%3,8290.2%HealthcareVEAVanguard FTSE Developed Markets ETF$1,785,4460.0%27,8630.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,728,2050.0%18,3990.2%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$1,653,4500.0%15,0170.2%ETFABBVAbbVie$1,508,9080.0%6,9390.2%HealthcareVHTVanguard Health Care ETF$1,467,2790.0%5,2420.2%ETFJPMJPMorgan Chase & Co.$1,460,0340.0%4,9630.2%FinanceMGKVanguard Mega Cap Growth ETF$1,426,1920.0%3,8810.2%ETFLLYEli Lilly and Company$1,401,6610.0%1,5240.2%HealthcareIFRAiShares U.S. Infrastructure ETF$1,386,5220.0%24,3800.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,340,3910.0%31,5180.2%ETFFTECFidelity MSCI Information Technology Index ETF$1,299,6380.0%6,2470.2%ETFIBMInternational Business Machines$1,234,9920.0%5,0950.2%TechnologyVBVanguard Small-Cap ETF$1,233,8620.0%4,6420.2%ETFPALANTIR TECHNOLOGIES IN$1,228,9980.0%8,4020.2%CL ABACBank of America$1,221,8940.0%25,0610.2%FinanceAMDAdvanced Micro Devices$1,184,0840.0%5,8170.1%TechnologyIYEiShares U.S. Energy ETF$1,141,0750.0%17,7730.1%ETFIYHiShares U.S. Healthcare ETF$1,119,4170.0%18,1610.1%ETFIYKiShares U.S. Consumer Staples ETF$1,094,0170.0%15,7660.1%ETFVVisa$1,086,7660.0%3,5950.1%FinanceXOMExxonMobil$1,085,5090.0%6,3980.1%EnergyPGProcter & Gamble$1,048,5710.0%7,2590.1%Consumer StaplesVVVanguard Large-Cap ETF$1,024,2890.0%3,4270.1%ETFAMGNAmgen$1,015,6800.0%2,9060.1%HealthcareIYFiShares U.S. Financials ETF$1,014,8050.0%8,6250.1%ETFSPLGSPDR Portfolio S&P 500 ETF$1,007,8520.0%13,1680.1%ETFPIMCO EMERGING MARKETS B$990,2390.0%111,7650.1%NTF BOND FUNDSPIMCO INVESTMENT GRADE C$967,5830.0%107,2710.1%NTF BOND FUNDSShowing largest 100 holdings. 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