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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 12 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DUK DUKE ENERGY CORP NEW Utilities 2,062.0 $242K 0.03% +223.0 +12.1% $117.24 +5.6%
222 BLK BLACKROCK INC Financial Services 218.0 $234K 0.03% +13.0 +6.3% $1072.68 -2.1%
223 FBND FIDELITY MERRIMACK STR TR 5,009.0 $232K 0.03% -890.0 -15.1% $46.23 -1.3%
224 GII SPDR INDEX SHS FDS 3,281.0 $229K 0.03% -1K -23.4% $69.76 +8.3%
225 AKRE PROFESIONALLY MANAGED PORTFO 3,475.0 $228K 0.03% NEW $65.51 -18.9%
226 VT VANGUARD INTL EQUITY INDEX F 1,605.0 $226K 0.03% +8.0 +0.5% $141.09 +11.7%
227 GILD GILEAD SCIENCES INC Healthcare 1,837.0 $225K 0.03% -121.0 -6.2% $122.73 +0.8%
228 SYK STRYKER CORPORATION Healthcare 639.0 $225K 0.03% $351.72 -12.5%
229 SRE SEMPRA Utilities 2,543.0 $224K 0.03% $88.28 +2.7%
230 ARTY ISHARES FUTURE AI AND 4,657.0 $224K 0.03% NEW $48.18 +63.8%
231 PFE PFIZER INC Healthcare 8,986.0 $224K 0.03% +168.0 +1.9% $24.90 +1.2%
232 EBAY EBAY INC. Consumer Cyclical 2,560.0 $223K 0.03% -924.0 -26.5% $87.09 +24.3%
233 IJK ISHARES TR 2,292.0 $222K 0.03% $96.87 +19.4%
234 ASML ASML HOLDING N V Technology 204.0 $218K 0.03% NEW $1069.20 +80.5%
235 S SENTINELONE INC Technology 14,447.0 $217K 0.03% $15.00 +0.1%
236 SCHW SCHWAB CHARLES CORP Financial Services 2,139.0 $214K 0.03% $99.93 -8.2%
237 MPC MARATHON PETE CORP Energy 1,313.0 $214K 0.03% $162.63 +49.4%
238 VCIT VANGUARD SCOTTSDALE FDS 2,522.0 $211K 0.03% -1K -29.8% $83.74 -1.5%
239 VRTX VERTEX PHARMACEUTICALS INC Healthcare 459.0 $208K 0.03% NEW $453.36 -0.4%
240 BX BLACKSTONE INC Financial Services 1,301.0 $201K 0.03% NEW $154.16 -19.7%
Page 12 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%