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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DGRO ISHARES TR 10,426.0 $732K 0.09% +994.0 +10.5% $70.18 +12.9%
62 HD HOME DEPOT INC Consumer Cyclical 2,215.0 $729K 0.09% +88.0 +4.1% $328.95 +1.7%
63 RTX RTX CORPORATION Industrials 3,730.0 $719K 0.09% +81.0 +2.2% $192.84 +10.1%
64 FLOT ISHARES TR 13,088.0 $667K 0.08% +3K +35.6% $50.95 +0.1%
65 BNDX VANGUARD CHARLOTTE FDS 12,131.0 $583K 0.07% +2K +14.5% $48.05 -0.8%
66 FDVV FIDELITY COVINGTON TRUST 10,008.0 $553K 0.07% +629.0 +6.7% $55.24 +14.1%
67 BND VANGUARD BD INDEX FDS 7,453.0 $549K 0.07% +2K +46.6% $73.64 -1.8%
68 IYR ISHARES TR 5,796.0 $538K 0.07% +1K +32.1% $92.84 +12.9%
69 MA MASTERCARD INC Financial Services 1,059.0 $529K 0.07% +108.0 +11.4% $499.53 +14.9%
70 ITOT ISHARES TR 3,701.0 $527K 0.07% +2K +115.7% $142.44 +17.4%
71 NFLX NETFLIX INC Communication Services 5,143.0 $494K 0.06% +207.0 +4.2% $96.10 -16.6%
72 PSA PUBLIC STORAGE OPER CO Real Estate 1,777.0 $481K 0.06% +21.0 +1.2% $270.85 +19.2%
73 MCD MCDONALDS CORP Consumer Cyclical 1,518.0 $472K 0.06% +182.0 +13.6% $310.75 -13.4%
74 BSV VANGUARD BD INDEX FDS 5,800.0 $455K 0.06% +489.0 +9.2% $78.41 -1.0%
75 RPV INVESCO EXCHANGE TRADED FD T 4,078.0 $438K 0.06% +116.0 +2.9% $107.38 +13.4%
76 MRK MERCK &CO INC Healthcare 3,388.0 $407K 0.05% +144.0 +4.4% $120.17 +24.2%
77 GE GE AEROSPACE Industrials 1,421.0 $404K 0.05% +23.0 +1.6% $284.03 +21.3%
78 SOXX ISHARES TR 1,223.0 $402K 0.05% +41.0 +3.5% $328.74 +58.9%
79 BP BP PLC Energy 8,497.0 $399K 0.05% +1K +18.2% $47.00 -4.0%
80 GEV GE VERNOVA INC Utilities 450.0 $397K 0.05% +69.0 +18.1% $882.02 +9.5%
Page 4 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%