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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 5 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TLT ISHARES TR 14,638.0 $1.3M 0.17% -848.0 -5.5% $87.16 -0.5%
82 VHT VANGUARD WORLD FD 4,428.0 $1.3M 0.17% +31.0 +0.7% $287.83 -2.6%
83 GOVT ISHARES TR 54,801.0 $1.3M 0.16% -12K -17.5% $23.03 -1.2%
84 V VISA INC Financial Services 3,484.0 $1.2M 0.16% -255.0 -6.8% $350.73 -6.7%
85 PLTR PALANTIR TECHNOLOGIES INC Technology 6,728.0 $1.2M 0.15% -110.0 -1.6% $177.76 -27.7%
86 AMD ADVANCED MICRO DEVICES INC Technology 5,463.0 $1.2M 0.15% -679.0 -11.1% $214.16 +150.9%
87 PG PROCTER AND GAMBLE CO Consumer Defensive 7,896.0 $1.1M 0.15% +510.0 +6.9% $143.30 +4.9%
88 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,391.0 $1.1M 0.15% -89.0 -2.0% $257.21 -15.1%
89 VV VANGUARD INDEX FDS 3,442.0 $1.1M 0.14% $314.76 +9.6%
90 SPYM SPDR SERIES TRUST 12,825.0 $1.0M 0.13% +339.0 +2.7% $80.22 +9.6%
91 IYH ISHARES TR 15,533.0 $1.0M 0.13% +1K +8.1% $65.10 -3.7%
92 USMV ISHARES TR 10,642.0 $1.0M 0.13% $94.19 +0.1%
93 WFC WELLS FARGO CO NEW Financial Services 10,745.0 $1.0M 0.13% -560.0 -5.0% $93.20 -11.8%
94 COST COSTCO WHSL CORP NEW Consumer Defensive 1,046.0 $902K 0.12% +100.0 +10.6% $862.51 +10.3%
95 IYF ISHARES TR 6,905.0 $890K 0.12% +671.0 +10.8% $128.93 -1.0%
96 GS GOLDMAN SACHS GROUP INC Financial Services 976.0 $857K 0.11% -39.0 -3.8% $878.56 +24.8%
97 DIS DISNEY WALT CO Communication Services 7,325.0 $833K 0.11% $113.78 -8.7%
98 XOM EXXON MOBIL CORP Energy 6,825.0 $821K 0.11% +416.0 +6.5% $120.34 +14.5%
99 XLK SELECT SECTOR SPDR TR 5,698.0 $820K 0.11% +3K +110.6% $143.98 +33.0%
100 DBEF DBX ETF TR 16,680.0 $802K 0.10% +291.0 +1.8% $48.11 +13.7%
Page 5 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%