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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 11 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ISHARES TR 13,843.0 $317K 0.04% +76.0 +0.6% $22.92
202 BLACKROCK ETF TRUST II 6,588.0 $317K 0.04% -2K -24.2% $48.06
203 PM PHILIP MORRIS INTL INC Consumer Defensive 1,904.0 $315K 0.04% -467.0 -19.7% $165.37 +15.8%
204 WEC WEC ENERGY GROUP INC Utilities 2,688.0 $311K 0.04% +303.0 +12.7% $115.79 -6.3%
205 ADBE ADOBE INC Technology 1,263.0 $307K 0.04% -72.0 -5.4% $243.08 +12.0%
206 CRM SALESFORCE INC Technology 1,611.0 $301K 0.04% -334.0 -17.2% $186.60 +10.1%
207 FBND FIDELITY MERRIMACK STR TR 6,463.0 $295K 0.04% +1K +29.0% $45.62 -1.5%
208 IJH ISHARES TR 4,340.0 $293K 0.04% +125.0 +3.0% $67.52 +13.1%
209 JPC NUVEEN PREFERRED INCOME Financial Services 37,890.0 $286K 0.04% -405.0 -1.1% $7.54 -1.2%
210 NEE NEXTERA ENERGY INC Utilities 3,067.0 $285K 0.04% -237.0 -7.2% $92.90 -8.5%
211 ISHARES TR 14,349.0 $283K 0.04% +72.0 +0.5% $19.72
212 ISHARES TR 12,945.0 $283K 0.04% +66.0 +0.5% $21.84
213 ISHARES TR 12,656.0 $282K 0.04% +63.0 +0.5% $22.28
214 IWD ISHARES TR 1,319.0 $282K 0.04% -130.0 -9.0% $213.62 +19.9%
215 ESGV VANGUARD WORLD FD 2,498.0 $280K 0.04% +62.0 +2.5% $112.25 +20.3%
216 PLD PROLOGIS INC. Real Estate 2,093.0 $277K 0.04% -207.0 -9.0% $132.20 +6.4%
217 VNQ VANGUARD INDEX FDS 3,092.0 $274K 0.03% -661.0 -17.6% $88.70 +11.2%
218 NEM NEWMONT CORP Basic Materials 2,501.0 $271K 0.03% -388.0 -13.4% $108.26 +17.9%
219 DIVB ISHARES CORE DIVIDEND 5,017.0 $271K 0.03% +32.0 +0.6% $53.95 +26.8%
220 SMH VANECK ETF TRUST 704.0 $270K 0.03% -289.0 -29.1% $383.46 +46.7%
Page 11 of 14  ·  268 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%