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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 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BINC BLACKROCK ETF TRUST II 51,750.0 $2.7M 0.34% -1K -2.7% $51.93 +0.1%
22 HCA HCA HEALTHCARE INC Healthcare 3,829.0 $1.8M 0.23% -250.0 -6.1% $473.20 -14.1%
23 VEA VANGUARD TAX-MANAGED FDS 27,863.0 $1.8M 0.22% -4K -13.1% $64.08 +13.7%
24 EMB ISHARES TR 18,399.0 $1.7M 0.22% -13K -40.7% $93.93 +0.8%
25 AIRR FIRST TR EXCHANGE TRADED FD 15,017.0 $1.7M 0.21% -2K -10.5% $110.11 +4.8%
26 ABBV ABBVIE INC Healthcare 6,939.0 $1.5M 0.19% -286.0 -4.0% $217.45 +20.4%
27 JPM JPMORGAN CHASE &CO Financial Services 4,963.0 $1.5M 0.18% -185.0 -3.6% $294.18 +19.5%
28 IFRA ISHARES TR 24,380.0 $1.4M 0.17% -1K -5.5% $56.87 +5.9%
29 HEFA ISHARES TR 31,518.0 $1.3M 0.17% -23K -42.3% $42.53 +10.3%
30 IBM INTERNATIONAL BUSINESS MACHS Technology 5,095.0 $1.2M 0.15% -308.0 -5.7% $242.39 -3.6%
31 VB VANGUARD INDEX FDS 4,642.0 $1.2M 0.15% -405.0 -8.0% $265.80 +13.9%
32 XOM EXXON MOBIL CORP Energy 6,398.0 $1.1M 0.14% -427.0 -6.3% $169.66 -2.1%
33 PG PROCTER &GAMBLE CO Consumer Defensive 7,259.0 $1.0M 0.13% -637.0 -8.1% $144.45 -1.0%
34 LMT LOCKHEED MARTIN CORP Industrials 1,547.0 $935K 0.12% -17.0 -1.1% $604.17 -5.4%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 927.0 $924K 0.12% -119.0 -11.4% $996.88 -6.4%
36 TLT ISHARES 20 YEAR 10,514.0 $911K 0.11% -4K -28.2% $86.69 -5.0%
37 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,213.0 $895K 0.11% -178.0 -4.0% $212.36 +31.5%
38 USMV ISHARES TR 8,917.0 $828K 0.10% -2K -16.2% $92.85 +8.4%
39 WFC WELLS FARGO &CO Financial Services 10,377.0 $826K 0.10% -368.0 -3.4% $79.62 +5.1%
40 CAT CATERPILLAR INC Industrials 1,153.0 $817K 0.10% -235.0 -16.9% $708.42 +15.1%
Page 2 of 5  ·  89 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%