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Portfolio (Quarterly) Guide ↗

LIBERTY WEALTH MANAGEMENT LLC

· CIK 0001769302
13F Portfolio $710M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 250 New
Page 5 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LLY ELI LILLY &CO Healthcare 1,571.0 $1.2M 0.17% NEW $762.85 +44.0%
82 VHT VANGUARD WORLD FD 4,397.0 $1.1M 0.16% NEW $259.58 +8.0%
83 PG PROCTER AND GAMBLE CO Consumer Defensive 7,386.0 $1.1M 0.16% NEW $153.66 -2.1%
84 MSCI MSCI INC Financial Services 1,883.0 $1.1M 0.15% NEW $567.41 +2.4%
85 VV VANGUARD INDEX FDS 3,440.0 $1.1M 0.15% NEW $307.85 +12.1%
86 USMV ISHARES TR 10,618.0 $1.0M 0.14% NEW $95.13 -0.9%
87 AMD ADVANCED MICRO DEVICES INC Technology 6,142.0 $994K 0.14% NEW $161.79 +232.1%
88 SPYM SPDR SERIES TRUST 12,486.0 $978K 0.14% NEW $78.34 +12.2%
89 WFC WELLS FARGO CO NEW Financial Services 11,305.0 $948K 0.13% NEW $83.82 -1.9%
90 HD HOME DEPOT INC Consumer Cyclical 2,259.0 $915K 0.13% NEW $405.08 -17.5%
91 COST COSTCO WHSL CORP NEW Consumer Defensive 946.0 $875K 0.12% NEW $925.45 +2.8%
92 IYH ISHARES TR 14,372.0 $844K 0.12% NEW $58.72 +6.7%
93 DIS DISNEY WALT CO Communication Services 7,295.0 $835K 0.12% NEW $114.51 -9.3%
94 NFLX NETFLIX INC Communication Services 685.0 $821K 0.12% NEW $1198.72 -93.5%
95 GS GOLDMAN SACHS GROUP INC Financial Services 1,015.0 $808K 0.11% NEW $796.01 +37.8%
96 IYF ISHARES TR 6,234.0 $789K 0.11% NEW $126.64 +0.8%
97 LMT LOCKHEED MARTIN CORP Industrials 1,555.0 $776K 0.11% NEW $499.20 +2.4%
98 XLK SELECT SECTOR SPDR TR 2,706.0 $763K 0.11% NEW $281.84 -32.1%
99 DBEF DBX ETF TR 16,389.0 $761K 0.11% NEW $46.42 +17.8%
100 VWO VANGUARD INTL EQUITY INDEX F 14,016.0 $760K 0.11% NEW $54.20 +12.1%
Page 5 of 13  ·  250 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 46.2%
Financial Services 16.0%
Consumer Cyclical 8.7%
Communication Services 6.8%
Healthcare 6.4%
Industrials 5.9%
Energy 5.2%
Consumer Defensive 2.6%
Utilities 1.3%
Real Estate 0.6%