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Portfolio (Quarterly) Guide ↗

LIBERTY WEALTH MANAGEMENT LLC

· CIK 0001769302
13F Portfolio $775M AUM 249 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 19 New 91 Added 88 Reduced 20 Exited
Page 2 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 15,517.0 $4.9M 0.63% -453.0 -2.8% $313.79 +17.1%
22 GOOGL ALPHABET INC Communication Services 11,329.0 $3.5M 0.46% -341.0 -2.9% $312.88 +17.6%
23 CVX CHEVRON CORP NEW Energy 21,586.0 $3.3M 0.42% -159.0 -0.7% $152.41 +13.9%
24 VGT VANGUARD WORLD FD 4,025.0 $3.0M 0.39% -149.0 -3.6% $753.75 -84.1%
25 EMB ISHARES TR 31,041.0 $3.0M 0.39% -2K -4.8% $96.25 +0.5%
26 GLD SPDR GOLD TR Financial Services 7,273.0 $2.9M 0.37% -823.0 -10.2% $396.33 -2.3%
27 BINC BLACKROCK ETF TRUST II 53,194.0 $2.8M 0.36% -2K -3.0% $52.73 -0.8%
28 META META PLATFORMS INC Communication Services 4,184.0 $2.8M 0.36% -63.0 -1.5% $660.03 -12.5%
29 VTV VANGUARD INDEX FDS 14,201.0 $2.7M 0.35% -678.0 -4.6% $190.97 +13.4%
30 AVGO BROADCOM INC Technology 7,361.0 $2.5M 0.33% -271.0 -3.5% $346.10 +18.9%
31 VUG VANGUARD INDEX FDS 4,736.0 $2.3M 0.30% -230.0 -4.6% $487.80 -82.2%
32 HEFA ISHARES TR 54,604.0 $2.3M 0.29% -2K -3.4% $41.36 +13.5%
33 VEA VANGUARD TAX-MANAGED FDS 32,056.0 $2.0M 0.26% -725.0 -2.2% $62.36 +15.9%
34 LLY ELI LILLY &CO Healthcare 1,524.0 $1.6M 0.21% -47.0 -3.0% $1074.71 +2.2%
35 IAGG ISHARES TR 30,841.0 $1.5M 0.20% -3K -8.5% $49.70 +1.7%
36 IFRA ISHARES TR 25,784.0 $1.4M 0.17% -476.0 -1.8% $52.62 +17.8%
37 FTEC FIDELITY COVINGTON TRUST 5,958.0 $1.3M 0.17% -52.0 -0.9% $224.67 +27.5%
38 VB VANGUARD INDEX FDS 5,047.0 $1.3M 0.17% -252.0 -4.8% $257.96 +14.9%
39 TLT ISHARES TR 14,638.0 $1.3M 0.17% -848.0 -5.5% $87.16 -0.5%
40 GOVT ISHARES TR 54,801.0 $1.3M 0.16% -12K -17.5% $23.03 -1.2%
Page 2 of 5  ·  88 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 45.5%
Financial Services 16.1%
Consumer Cyclical 8.6%
Healthcare 8.2%
Communication Services 7.1%
Industrials 5.4%
Energy 4.7%
Consumer Defensive 2.4%
Utilities 1.2%
Real Estate 0.6%