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Portfolio (Quarterly) Guide ↗

LIBERTY WEALTH MANAGEMENT LLC

· CIK 0001769302
13F Portfolio $800M AUM 300 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 37 New 108 Added 89 Reduced 18 Exited
Page 2 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOVT ISHARES TR 217,888.0 $5.0M 0.62% +163K +297.6% $22.91 -1.9%
22 VOO VANGUARD INDEX FDS 8,226.0 $4.9M 0.61% +170.0 +2.1% $597.58 +18.0%
23 BLV VANGUARD BD INDEX FDS 70,416.0 $4.8M 0.60% +1K +1.9% $68.78 -3.9%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,179.0 $4.7M 0.58% +106.0 +1.5% $650.30 +18.0%
25 VGLT VANGUARD SCOTTSDALE FDS 83,549.0 $4.6M 0.58% +1K +1.8% $55.36 -4.3%
26 ISRG INTUITIVE SURGICAL INC Healthcare 9,992.0 $4.6M 0.57% +71.0 +0.7% $460.98 -15.6%
27 TCAF T ROWE PRICE ETF INC 111,420.0 $4.0M 0.49% +827.0 +0.8% $35.59 +19.3%
28 ORCL ORACLE CORP Technology 25,810.0 $3.8M 0.47% +405.0 +1.6% $147.11 -3.1%
29 GOOGL ALPHABET INC Communication Services 12,281.0 $3.5M 0.44% +952.0 +8.4% $287.77 +19.1%
30 IAGG ISHARES CORE 69,506.0 $3.5M 0.43% +39K +125.4% $50.04 -0.5%
31 CSCO CISCO SYS INC Technology 44,357.0 $3.4M 0.43% +230.0 +0.5% $77.60 +43.1%
32 VGT VANGUARD WORLD FD 4,589.0 $3.2M 0.40% +564.0 +14.0% $697.69 -82.9%
33 VTV VANGUARD INDEX FDS 14,893.0 $2.9M 0.37% +692.0 +4.9% $196.51 +15.3%
34 BERKSHIRE HATHAWAY 5,457.0 $2.6M 0.33% +153.0 +2.9% $479.18
35 META META PLATFORMS INC Communication Services 4,537.0 $2.6M 0.33% +353.0 +8.4% $572.70 -4.6%
36 AVGO BROADCOM INC Technology 7,874.0 $2.4M 0.30% +513.0 +7.0% $309.88 +18.2%
37 VUG VANGUARD INDEX FDS 5,020.0 $2.2M 0.27% +284.0 +6.0% $436.82 -79.9%
38 UPS UNITED PARCEL SVC INC Industrials 20,932.0 $2.2M 0.27% +18K +716.1% $103.28 -0.9%
39 VBR VANGUARD INDEX FDS 9,752.0 $2.1M 0.27% +98.0 +1.0% $217.35 +14.4%
40 VHT VANGUARD WORLD FD 5,242.0 $1.5M 0.18% +814.0 +18.4% $279.91 +16.4%
Page 2 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.8%
Financial Services 15.6%
Healthcare 7.8%
Consumer Cyclical 7.6%
Industrials 7.4%
Communication Services 6.8%
Energy 6.8%
Consumer Defensive 2.7%
Utilities 1.4%
Real Estate 0.8%