LIBERTY WEALTH MANAGEMENT LLC

Est. AUM

$786.9M

13F long equity, this entity only

Positions

256

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	ETF	$32.5M	719165	4.13%	SOLE
2	DIMENSIONAL ETF TRUST	ETF	$31.4M	806981	3.99%	SOLE
3	ISHARES TR	ETF	$30.1M	266207	3.83%	SOLE
4	BLACKROCK ETF TRUST	ETF	$28.9M	496452	3.67%	SOLE
5	ISHARES CORE S&P 500	CORE S&P500 ETF	$28.8M	44109	3.66%	SOLE
6	DIMENSIONAL CORE FIXED	CORE FIXED INCOM	$28.8M	681228	3.66%	SOLE
7	APPLE INC	COM	$28.4M	111781	3.61%	SOLE
8	ISHARES TR	ETF	$27.2M	128765	3.46%	SOLE
9	ISHARES TR	ETF	$26.9M	139989	3.41%	SOLE
10	DIMENSIONAL ETF TRUST	ETF	$25.8M	701173	3.28%	SOLE
11	DIMENSIONAL	DIMENSIONAL INTE	$20.3M	387348	2.58%	SOLE
12	ISHARES CORE MSCI	CORE MSCI EMKT	$18.6M	266950	2.37%	SOLE
13	NVIDIA CORPORATION	COM	$17.7M	101654	2.25%	SOLE
14	ISHARES CORE UNIVERSAL	CORE UNIVRSL USD	$15.8M	342830	2.01%	SOLE
15	DIMENSIONAL ETF TRUST	ETF	$15.6M	439135	1.98%	SOLE
16	VANGUARD INDEX FDS	ETF	$14.8M	46256	1.89%	SOLE
17	DIMENSIONAL ETF TRUST	ETF	$14.8M	309664	1.89%	SOLE
18	DIMENSIONAL ETF TRUST	ETF	$14.4M	368908	1.83%	SOLE
19	DIMENSIONAL ETF TRUST	ETF	$13.7M	382353	1.74%	SOLE
20	ISHARES MSCI EAFE VALUE	EAFE VALUE ETF	$12.1M	162787	1.54%	SOLE
21	ISHARES TR	ETF	$9.2M	38474	1.17%	SOLE
22	ISHARES 10-20 YEAR	10-20 YR TRS ETF	$8.8M	87815	1.12%	SOLE
23	VANGUARD FTSE ALL-WORLD	ALLWRLD EX US	$8.6M	114712	1.09%	SOLE
24	DIMENSIONAL ETF TRUST	ETF	$8.4M	134174	1.06%	SOLE
25	BLACKROCK ETF TRUST	ETF	$8.3M	228895	1.05%	SOLE
26	DIMENSIONAL ETF TRUST	ETF	$8.0M	248733	1.02%	SOLE
27	ISHARES TR	ETF	$7.8M	24656	1.00%	SOLE
28	DIMENSIONAL EMERGING	EMERGING MKTS CO	$7.4M	214986	0.94%	SOLE
29	MICROSOFT CORP	COM	$7.2M	19425	0.91%	SOLE
30	BLACKROCK ETF TRUST	ETF	$6.7M	202464	0.85%	SOLE
31	ISHARES MSCI EAFE GROWTH	EAFE GRWTH ETF	$6.5M	57920	0.82%	SOLE
32	INVESCO QQQ TR	ETF	$5.7M	9917	0.73%	SOLE
33	DIMENSIONAL ETF TRUST	ETF	$5.6M	142121	0.71%	SOLE
34	AMAZON COM INC	COM	$5.6M	26892	0.71%	SOLE
35	ENPHASE ENERGY INC	COM	$5.5M	146338	0.70%	SOLE
36	ISHARES TR	ETF	$5.5M	58020	0.70%	SOLE
37	APPLIED MATLS INC	COM	$5.4M	15869	0.69%	SOLE
38	ISHARES TR	ETF	$5.2M	28877	0.67%	SOLE
39	TESLA INC	COM	$5.2M	14101	0.67%	SOLE
40	PIMCO INCOME INSTL	BOND FUNDS	$5.1M	470399	0.64%	SOLE
41	ISHARES CORE MSCI EAFE	CORE MSCI EAFE	$5.0M	55442	0.64%	SOLE
42	ISHARES TR	ETF	$5.0M	217888	0.63%	SOLE
43	VANGUARD INDEX FDS	ETF	$4.9M	8226	0.62%	SOLE
44	VANGUARD BD INDEX FDS	ETF	$4.8M	70416	0.62%	SOLE
45	STATE STR SPDR S&P 500 ETF T	ETF	$4.7M	7179	0.59%	SOLE
46	ISHARES INC	ETF	$4.6M	58842	0.59%	SOLE
47	VANGUARD SCOTTSDALE FDS	ETF	$4.6M	83549	0.59%	SOLE
48	CHEVRON CORPORATION	COM	$4.4M	21267	0.56%	SOLE
49	ISHARES GOLD TR	ETF	$4.3M	49100	0.55%	SOLE
50	ALPHABET INC	CAP STK CL C	$4.2M	14490	0.53%	SOLE

1–50 of 256

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.