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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 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADBE ADOBE INC Technology 1,335.0 $467K 0.06% -10.0 -0.7% $349.99 -44.2%
62 ICVT ISHARES TR 4,707.0 $464K 0.06% -935.0 -16.6% $98.50 +26.1%
63 GE GE AEROSPACE Industrials 1,398.0 $431K 0.06% -16.0 -1.1% $308.08 +16.1%
64 BLACKROCK ETF TRUST II 8,695.0 $423K 0.06% -949.0 -9.8% $48.68
65 XLF SELECT SECTOR SPDR TR 7,590.0 $416K 0.05% -586.0 -7.2% $54.77 -2.2%
66 VSGX VANGUARD WORLD FD 5,782.0 $414K 0.05% -54.0 -0.9% $71.62 +16.6%
67 TFLO ISHARES TR 8,031.0 $406K 0.05% -2K -18.3% $50.49 +0.2%
68 JEPI J P MORGAN EXCHANGE TRADED F 6,752.0 $384K 0.05% -775.0 -10.3% $56.82 -1.3%
69 BND VANGUARD BD INDEX FDS 5,082.0 $377K 0.05% -203.0 -3.8% $74.15 -1.1%
70 TT TRANE TECHNOLOGIES PLC F Industrials 873.0 $340K 0.04% -24.0 -2.7% $389.31 +24.2%
71 BIV VANGUARD BD INDEX FDS 4,330.0 $337K 0.04% -366.0 -7.8% $77.87 -1.7%
72 VNQ VANGUARD INDEX FDS 3,753.0 $332K 0.04% -60.0 -1.6% $88.50 +8.0%
73 VZ VERIZON COMMUNICATIONS INC Communication Services 7,983.0 $324K 0.04% -72.0 -0.9% $40.58 +11.8%
74 IMCG ISHARES TR 3,930.0 $314K 0.04% -1K -20.7% $79.85 +21.5%
75 EUFN ISHARES TR 8,454.0 $314K 0.04% -2K -20.9% $37.09 +4.4%
76 IWD ISHARES TR 1,449.0 $305K 0.04% -103.0 -6.6% $210.39 +15.1%
77 LRCX LAM RESEARCH CORP Technology 1,770.0 $303K 0.04% -205.0 -10.4% $171.14 +127.3%
78 SBUX STARBUCKS CORP Consumer Cyclical 3,590.0 $302K 0.04% -463.0 -11.4% $84.20 +19.5%
79 SNPS SYNOPSYS INC Technology 636.0 $299K 0.04% -4.0 -0.6% $469.72 -3.0%
80 IJH ISHARES TR 4,215.0 $278K 0.04% -68.0 -1.6% $66.00 +14.8%
Page 4 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%