Holders — by stockHoldings — by fund
LIBERTY WEALTH MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001769302
$911.7M
disclosed book value
268
positions
3.6%
largest position share
Positions, as of 2026-06-30
top 100 of 268 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 719,165 | $32.5M | 3.6% |
| 2 | DFACDIMENSIONAL ETF TRUST | 806,981 | $31.4M | 3.4% |
| 3 | IVWISHARES TR | 266,207 | $30.1M | 3.3% |
| 4 | DYNFBLACKROCK ETF TRUST | 496,452 | $28.9M | 3.2% |
| 5 | IVVISHARES CORE S&P 500 | 44,109 | $28.8M | 3.2% |
| 6 | DFCFDIMENSIONAL CORE FIXED | 681,228 | $28.8M | 3.2% |
| 7 | AAPLAPPLE INC | 111,781 | $28.4M | 3.1% |
| 8 | IVEISHARES TR | 128,765 | $27.2M | 3% |
| 9 | QUALISHARES TR | 139,989 | $26.9M | 2.9% |
| 10 | DUHPDIMENSIONAL ETF TRUST | 701,173 | $25.8M | 2.8% |
| 11 | DFGXDIMENSIONAL | 387,348 | $20.3M | 2.2% |
| 12 | IEMGISHARES CORE MSCI | 266,950 | $18.6M | 2% |
| 13 | NVDANVIDIA CORPORATION | 101,654 | $17.7M | 1.9% |
| 14 | IUSBISHARES CORE UNIVERSAL | 342,830 | $15.8M | 1.7% |
| 15 | DFICDIMENSIONAL ETF TRUST | 439,135 | $15.6M | 1.7% |
| 16 | VTIVANGUARD INDEX FDS | 46,256 | $14.8M | 1.6% |
| 17 | DFSDDIMENSIONAL ETF TRUST | 309,664 | $14.8M | 1.6% |
| 18 | DFAIDIMENSIONAL ETF TRUST | 368,908 | $14.4M | 1.6% |
| 19 | DFLVDIMENSIONAL ETF TRUST | 382,353 | $13.7M | 1.5% |
| 20 | EFVISHARES MSCI EAFE VALUE | 162,787 | $12.1M | 1.3% |
| 21 | MTUMISHARES TR | 38,474 | $9.2M | 1% |
| 22 | TLHISHARES 10-20 YEAR | 87,815 | $8.8M | 1% |
| 23 | VEUVANGUARD FTSE ALL-WORLD | 114,712 | $8.6M | 0.9% |
| 24 | DFATDIMENSIONAL ETF TRUST | 134,174 | $8.4M | 0.9% |
| 25 | THROBLACKROCK ETF TRUST | 228,895 | $8.3M | 0.9% |
| 26 | DIHPDIMENSIONAL ETF TRUST | 248,733 | $8.0M | 0.9% |
| 27 | OEFISHARES TR | 24,656 | $7.8M | 0.9% |
| 28 | DFEMDIMENSIONAL EMERGING | 214,986 | $7.4M | 0.8% |
| 29 | MSFTMICROSOFT CORP | 19,425 | $7.2M | 0.8% |
| 30 | BAIBLACKROCK ETF TRUST | 202,464 | $6.7M | 0.7% |
| 31 | EFGISHARES MSCI EAFE GROWTH | 57,920 | $6.5M | 0.7% |
| 32 | QQQINVESCO QQQ TR | 9,917 | $5.7M | 0.6% |
| 33 | DISVDIMENSIONAL ETF TRUST | 142,121 | $5.6M | 0.6% |
| 34 | AMZNAMAZON COM INC | 26,892 | $5.6M | 0.6% |
| 35 | ENPHENPHASE ENERGY INC | 146,338 | $5.5M | 0.6% |
| 36 | MBBISHARES TR | 58,020 | $5.5M | 0.6% |
| 37 | AMATAPPLIED MATLS INC | 15,869 | $5.4M | 0.6% |
| 38 | IYWISHARES TR | 28,877 | $5.2M | 0.6% |
| 39 | TSLATESLA INC | 14,101 | $5.2M | 0.6% |
| 40 | PIMIXPIMCO INCOME INSTL | 470,399 | $5.1M | 0.6% |
| 41 | IEFAISHARES CORE MSCI EAFE | 55,442 | $5.0M | 0.6% |
| 42 | GOVTISHARES TR | 217,888 | $5.0M | 0.5% |
| 43 | VOOVANGUARD INDEX FDS | 8,226 | $4.9M | 0.5% |
| 44 | BLVVANGUARD BD INDEX FDS | 70,416 | $4.8M | 0.5% |
| 45 | SPYSTATE STR SPDR S&P 500 ETF T | 7,179 | $4.7M | 0.5% |
| 46 | EMXCISHARES INC | 58,842 | $4.6M | 0.5% |
| 47 | VGLTVANGUARD SCOTTSDALE FDS | 83,549 | $4.6M | 0.5% |
| 48 | ISRGINTUITIVE SURGICAL INC | 9,992 | $4.6M | 0.5% |
| 49 | PIPNXPIMCO INCOME I-3 | 425,442 | $4.6M | 0.5% |
| 50 | CVXCHEVRON CORPORATION | 21,267 | $4.4M | 0.5% |
| 51 | IAUISHARES GOLD TR | 49,100 | $4.3M | 0.5% |
| 52 | GOOGALPHABET INC | 14,490 | $4.2M | 0.5% |
| 53 | TCAFT ROWE PRICE ETF INC | 111,420 | $4.0M | 0.4% |
| 54 | ORCLORACLE CORP | 25,810 | $3.8M | 0.4% |
| 55 | WMWASTE MGMT INC DEL | 16,370 | $3.8M | 0.4% |
| 56 | GOOGLALPHABET INC | 12,281 | $3.5M | 0.4% |
| 57 | IAGGISHARES CORE | 69,506 | $3.5M | 0.4% |
| 58 | CSCOCISCO SYS INC | 44,357 | $3.4M | 0.4% |
| 59 | VGTVANGUARD WORLD FD | 4,589 | $3.2M | 0.4% |
| 60 | GLDSPDR GOLD TR | 7,302 | $3.1M | 0.3% |
| 61 | IDEFBLACKROCK ETF TRUST | 89,625 | $2.9M | 0.3% |
| 62 | VTVVANGUARD INDEX FDS | 14,893 | $2.9M | 0.3% |
| 63 | PTTNXPIMCO TOTAL RETURN I-3 | 326,619 | $2.9M | 0.3% |
| 64 | BLCRBLACKROCK ETF TRUST | 68,516 | $2.8M | 0.3% |
| 65 | BINCBLACKROCK ETF TRUST II | 51,750 | $2.7M | 0.3% |
| 66 | BRK/BBERKSHIRE HATHAWAY | 5,457 | $2.6M | 0.3% |
| 67 | METAMETA PLATFORMS INC | 4,537 | $2.6M | 0.3% |
| 68 | AVGOBROADCOM INC | 7,874 | $2.4M | 0.3% |
| 69 | VUGVANGUARD INDEX FDS | 5,020 | $2.2M | 0.2% |
| 70 | UPSUNITED PARCEL SVC INC | 20,932 | $2.2M | 0.2% |
| 71 | VBRVANGUARD INDEX FDS | 9,752 | $2.1M | 0.2% |
| 72 | HCAHCA HEALTHCARE INC | 3,829 | $1.8M | 0.2% |
| 73 | VEAVANGUARD TAX-MANAGED FDS | 27,863 | $1.8M | 0.2% |
| 74 | EMBISHARES TR | 18,399 | $1.7M | 0.2% |
| 75 | AIRRFIRST TR EXCHANGE TRADED FD | 15,017 | $1.7M | 0.2% |
| 76 | ABBVABBVIE INC | 6,939 | $1.5M | 0.2% |
| 77 | VHTVANGUARD WORLD FD | 5,242 | $1.5M | 0.2% |
| 78 | JPMJPMORGAN CHASE &CO | 4,963 | $1.5M | 0.2% |
| 79 | MGKVANGUARD WORLD FD | 3,881 | $1.4M | 0.2% |
| 80 | LLYELI LILLY &CO | 1,524 | $1.4M | 0.2% |
| 81 | IFRAISHARES TR | 24,380 | $1.4M | 0.2% |
| 82 | HEFAISHARES TR | 31,518 | $1.3M | 0.1% |
| 83 | FTECFIDELITY COVINGTON TRUST | 6,247 | $1.3M | 0.1% |
| 84 | IBMINTERNATIONAL BUSINESS MACHS | 5,095 | $1.2M | 0.1% |
| 85 | VBVANGUARD INDEX FDS | 4,642 | $1.2M | 0.1% |
| 86 | PLTRPALANTIR TECHNOLOGIES IN | 8,402 | $1.2M | 0.1% |
| 87 | BACBANK AMERICA CORP | 25,061 | $1.2M | 0.1% |
| 88 | AMDADVANCED MICRO DEVICES INC | 5,817 | $1.2M | 0.1% |
| 89 | IYEISHARES TR | 17,773 | $1.1M | 0.1% |
| 90 | IYHISHARES TR | 18,161 | $1.1M | 0.1% |
| 91 | IYKISHARES TR | 15,766 | $1.1M | 0.1% |
| 92 | VVISA INC | 3,595 | $1.1M | 0.1% |
| 93 | EXMOCEXXON MOBIL CORP | 6,398 | $1.1M | 0.1% |
| 94 | PGPROCTER &GAMBLE CO | 7,259 | $1.0M | 0.1% |
| 95 | VVVANGUARD INDEX FDS | 3,427 | $1.0M | 0.1% |
| 96 | AMGNAMGEN INC | 2,906 | $1.0M | 0.1% |
| 97 | IYFISHARES TR | 8,625 | $1.0M | 0.1% |
| 98 | SPYMSPDR SERIES TRUST | 13,168 | $1.0M | 0.1% |
| 99 | PEBNXPIMCO EMERGING MARKETS B | 111,765 | $990,239 | 0.1% |
| 100 | PCNNXPIMCO INVESTMENT GRADE C | 107,271 | $967,583 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.