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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 3 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MGK VANGUARD WORLD FD 3,881.0 $1.4M 0.18% +33.0 +0.9% $367.48 -75.9%
42 FTEC FIDELITY COVINGTON TRUST 6,247.0 $1.3M 0.16% +289.0 +4.8% $208.04 +35.7%
43 PLTR PALANTIR TECHNOLOGIES IN Technology 8,402.0 $1.2M 0.15% +2K +24.9% $146.27 +18.9%
44 BAC BANK AMERICA CORP Financial Services 25,061.0 $1.2M 0.15% +201.0 +0.8% $48.76 +26.9%
45 AMD ADVANCED MICRO DEVICES INC Technology 5,817.0 $1.2M 0.15% +354.0 +6.5% $203.56 +130.6%
46 IYE ISHARES TR 17,773.0 $1.1M 0.14% +3K +17.4% $64.20 +5.1%
47 IYH ISHARES TR 18,161.0 $1.1M 0.14% +3K +16.9% $61.64 +18.4%
48 IYK ISHARES TR 15,766.0 $1.1M 0.14% +4K +36.8% $69.39 +8.1%
49 V VISA INC Financial Services 3,595.0 $1.1M 0.14% +111.0 +3.2% $302.30 +21.0%
50 AMGN AMGEN INC Healthcare 2,906.0 $1.0M 0.13% +537.0 +22.7% $349.51 +24.1%
51 IYF ISHARES TR 8,625.0 $1.0M 0.13% +2K +24.9% $117.66 +14.6%
52 SPYM SPDR SERIES TRUST 13,168.0 $1.0M 0.13% +343.0 +2.7% $76.54 +17.3%
53 DBEF DBX ETF TR 19,560.0 $966K 0.12% +3K +17.3% $49.40 +12.3%
54 INTU INTUIT Technology 2,090.0 $904K 0.11% +88.0 +4.4% $432.38 -16.3%
55 WMT WALMART INC Consumer Defensive 6,945.0 $863K 0.11% +308.0 +4.6% $124.29 -16.5%
56 GS GOLDMAN SACHS GROUP INC Financial Services 988.0 $836K 0.10% +12.0 +1.2% $846.55 +18.4%
57 TFLO ISHARES TR 16,469.0 $834K 0.10% +8K +105.1% $50.63 -0.1%
58 XLK SELECT SECTOR SPDR TR 6,156.0 $818K 0.10% +458.0 +8.0% $132.91 +37.8%
59 FLRN STATE STREET SPDR 24,093.0 $742K 0.09% +11K +83.3% $30.78 +0.0%
60 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,168.0 $733K 0.09% +229.0 +11.8% $338.23 +23.0%
Page 3 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%