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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 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,286.0 $260K 0.03% NEW $60.65 +7.9%
22 PSX PHILLIPS 66 Energy 1,398.0 $255K 0.03% NEW $182.09 +31.8%
23 IXUS ISHARES TR 2,828.0 $245K 0.03% NEW $86.64 +12.2%
24 VDE VANGUARD ENERGY INDEX 1,414.0 $245K 0.03% NEW $173.07 +3.8%
25 IXC ISHARES TR 4,170.0 $240K 0.03% NEW $57.62 +1.7%
26 SPSB STATE STREET SPDR 7,767.0 $234K 0.03% NEW $30.07 -0.4%
27 VXUS VANGUARD STAR FDS 2,966.0 $229K 0.03% NEW $77.10 +12.9%
28 KR KROGER CO Consumer Defensive 3,142.0 $227K 0.03% NEW $72.30 -22.1%
29 HSY HERSHEY CO Consumer Defensive 1,081.0 $225K 0.03% NEW $207.79 -9.4%
30 COP CONOCOPHILLIPS Energy 1,689.0 $223K 0.03% NEW $131.96 +2.2%
31 HDV ISHARES CORE HIGH 1,616.0 $219K 0.03% NEW $135.72 -78.1%
32 VMBS VANGUARD SCOTTSDALE FDS 4,432.0 $208K 0.03% NEW $46.95 -1.5%
33 NOC NORTHROP GRUMMAN CORP Industrials 302.0 $206K 0.03% NEW $681.46 -17.3%
34 BLACKROCK NATIONAL MUNIC 15,018.0 $149K 0.02% NEW $9.90
35 NYLI MACKAY TAX FREE BON 13,894.0 $129K 0.02% NEW $9.25
36 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 16,971.0 $86K 0.01% NEW $5.07 +1.4%
37 NGEN NERVGEN PHARMA CORP Healthcare 22,000.0 $83K 0.01% NEW $3.77 -53.3%
Page 2 of 2  ·  37 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%