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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 10 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ISHARES TR 14,077.0 $316K 0.04% +153.0 +1.1% $22.47
182 ISHARES TR 13,767.0 $315K 0.04% +154.0 +1.1% $22.88
183 IMCG ISHARES TR 3,930.0 $314K 0.04% -1K -20.7% $79.85 +21.5%
184 EUFN ISHARES TR 8,454.0 $314K 0.04% -2K -20.9% $37.09 +4.4%
185 VOX VANGUARD WORLD FD 1,616.0 $313K 0.04% +23.0 +1.4% $193.60 -3.5%
186 JPC NUVEEN PREFERRED INCOME Financial Services 38,295.0 $311K 0.04% NEW $8.11 -3.6%
187 MCK MCKESSON CORP Healthcare 378.0 $310K 0.04% +104.0 +38.0% $819.76 -8.4%
188 IWD ISHARES TR 1,449.0 $305K 0.04% -103.0 -6.6% $210.39 +15.1%
189 LRCX LAM RESEARCH CORP Technology 1,770.0 $303K 0.04% -205.0 -10.4% $171.14 +127.3%
190 SBUX STARBUCKS CORP Consumer Cyclical 3,590.0 $302K 0.04% -463.0 -11.4% $84.20 +19.5%
191 NVS NOVARTIS AG Healthcare 2,182.0 $301K 0.04% +305.0 +16.2% $137.87 +6.7%
192 WELL WELLTOWER INC Real Estate 1,616.0 $300K 0.04% +27.0 +1.7% $185.60 +11.3%
193 SNPS SYNOPSYS INC Technology 636.0 $299K 0.04% -4.0 -0.6% $469.72 -3.0%
194 MS MORGAN STANLEY Financial Services 1,680.0 $298K 0.04% +133.0 +8.6% $177.51 +25.7%
195 IDV ISHARES INTERNATIONAL 7,524.0 $297K 0.04% +2K +32.5% $39.45 +6.8%
196 ESGV VANGUARD WORLD FD 2,436.0 $295K 0.04% $120.97 +9.4%
197 PLD PROLOGIS INC. Real Estate 2,300.0 $294K 0.04% +177.0 +8.3% $127.64 +10.1%
198 NEM NEWMONT CORP Basic Materials 2,889.0 $288K 0.04% $99.85 +3.9%
199 ISHARES TR 14,277.0 $283K 0.04% +146.0 +1.0% $19.85
200 ISHARES TR 12,879.0 $283K 0.04% +131.0 +1.0% $21.95
Page 10 of 13  ·  249 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%