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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 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEFA ISHARES CORE MSCI EAFE 55,442.0 $5.0M 0.63% -4K -7.2% $90.69 +10.8%
42 GOVT ISHARES TR 217,888.0 $5.0M 0.62% +163K +297.6% $22.91 -1.6%
43 VOO VANGUARD INDEX FDS 8,226.0 $4.9M 0.61% +170.0 +2.1% $597.58 +18.3%
44 BLV VANGUARD BD INDEX FDS 70,416.0 $4.8M 0.60% +1K +1.9% $68.78 -3.3%
45 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,179.0 $4.7M 0.58% +106.0 +1.5% $650.30 +18.3%
46 EMXC ISHARES INC 58,842.0 $4.6M 0.58% -34K -36.4% $78.76 +22.1%
47 VGLT VANGUARD SCOTTSDALE FDS 83,549.0 $4.6M 0.58% +1K +1.8% $55.36 -3.7%
48 ISRG INTUITIVE SURGICAL INC Healthcare 9,992.0 $4.6M 0.57% +71.0 +0.7% $460.98 -13.7%
49 PIMCO INCOME I-3 425,442.0 $4.6M 0.57% NEW $10.78
50 CVX CHEVRON CORPORATION Energy 21,267.0 $4.4M 0.55% -319.0 -1.5% $206.90 -0.5%
51 IAU ISHARES GOLD TR Financial Services 49,100.0 $4.3M 0.54% -12K -20.2% $88.16 -3.8%
52 GOOG ALPHABET INC Communication Services 14,490.0 $4.2M 0.52% -1K -6.6% $287.01 +19.1%
53 TCAF T ROWE PRICE ETF INC 111,420.0 $4.0M 0.49% +827.0 +0.8% $35.59 +19.5%
54 ORCL ORACLE CORP Technology 25,810.0 $3.8M 0.47% +405.0 +1.6% $147.11 -2.2%
55 WM WASTE MGMT INC DEL Industrials 16,370.0 $3.8M 0.47% $229.79 -2.1%
56 GOOGL ALPHABET INC Communication Services 12,281.0 $3.5M 0.44% +952.0 +8.4% $287.77 +19.8%
57 IAGG ISHARES CORE 69,506.0 $3.5M 0.43% +39K +125.4% $50.04 -0.4%
58 CSCO CISCO SYS INC Technology 44,357.0 $3.4M 0.43% +230.0 +0.5% $77.60 +42.5%
59 VGT VANGUARD WORLD FD 4,589.0 $3.2M 0.40% +564.0 +14.0% $697.69 -83.0%
60 GLD SPDR GOLD TR Financial Services 7,302.0 $3.1M 0.39% $430.32 -3.8%
Page 3 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%