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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 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VRT VERTIV HOLDINGS CO Industrials 3,186.0 $800K 0.10% -409.0 -11.4% $251.07 +5.4%
42 KO COCA COLA CO Consumer Defensive 9,577.0 $729K 0.09% -1K -10.6% $76.08 +19.0%
43 VWO VANGUARD INTL EQUITY INDEX F 13,364.0 $722K 0.09% -520.0 -3.8% $54.05 +11.0%
44 EFA ISHARES TR 7,345.0 $713K 0.09% -224.0 -3.0% $97.13 +10.5%
45 DIS DISNEY WALT CO Communication Services 6,962.0 $671K 0.08% -363.0 -5.0% $96.42 +11.3%
46 JNJ JOHNSON &JOHNSON Healthcare 2,617.0 $639K 0.08% -405.0 -13.4% $244.32 +9.4%
47 VFH VANGUARD WORLD FD 5,247.0 $633K 0.08% -313.0 -5.6% $120.59 +15.5%
48 IJR ISHARES CORE S&P 4,704.0 $585K 0.07% -579.0 -11.0% $124.31 +17.7%
49 IBB ISHARES TR 3,447.0 $582K 0.07% -28.0 -0.8% $168.86 +24.9%
50 PEP PEPSICO INC Consumer Defensive 3,725.0 $578K 0.07% -85.0 -2.2% $155.30 -8.5%
51 VONG VANGUARD SCOTTSDALE FDS 4,680.0 $513K 0.06% -318.0 -6.4% $109.69 +14.4%
52 COWZ PACER FDS TR 8,091.0 $506K 0.06% -3K -28.7% $62.56 +13.8%
53 AXP AMERICAN EXPRESS CO Financial Services 1,673.0 $506K 0.06% -49.0 -2.9% $302.43 +9.5%
54 ABT ABBOTT LABORATORIES Healthcare 4,861.0 $499K 0.06% -179.0 -3.5% $102.66 +11.2%
55 VIG VANGUARD DIVIDEND 2,066.0 $444K 0.06% -130.0 -5.9% $215.05 +12.6%
56 VSGX VANGUARD WORLD FD 5,609.0 $402K 0.05% -173.0 -3.0% $71.73 +15.4%
57 VZ VERIZON COMMUNICATIONS INC Communication Services 7,932.0 $398K 0.05% -51.0 -0.6% $50.18 -2.0%
58 USB US BANCORP Financial Services 7,448.0 $387K 0.05% -1K -15.3% $52.01 +18.8%
59 JEPI J P MORGAN EXCHANGE TRADED F 6,530.0 $370K 0.05% -222.0 -3.3% $56.68 +1.8%
60 BA BOEING CO Industrials 1,848.0 $368K 0.05% -135.0 -6.8% $199.04 +8.1%
Page 3 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%