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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 5 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IFRA ISHARES TR 24,380.0 $1.4M 0.17% -1K -5.5% $56.87 +7.0%
82 HEFA ISHARES TR 31,518.0 $1.3M 0.17% -23K -42.3% $42.53 +10.4%
83 FTEC FIDELITY COVINGTON TRUST 6,247.0 $1.3M 0.16% +289.0 +4.8% $208.04 +36.3%
84 IBM INTERNATIONAL BUSINESS MACHS Technology 5,095.0 $1.2M 0.15% -308.0 -5.7% $242.39 -2.2%
85 VB VANGUARD INDEX FDS 4,642.0 $1.2M 0.15% -405.0 -8.0% $265.80 +15.1%
86 PLTR PALANTIR TECHNOLOGIES IN Technology 8,402.0 $1.2M 0.15% +2K +24.9% $146.27 +19.8%
87 BAC BANK AMERICA CORP Financial Services 25,061.0 $1.2M 0.15% +201.0 +0.8% $48.76 +29.6%
88 AMD ADVANCED MICRO DEVICES INC Technology 5,817.0 $1.2M 0.15% +354.0 +6.5% $203.56 +129.1%
89 IYE ISHARES TR 17,773.0 $1.1M 0.14% +3K +17.4% $64.20 +4.8%
90 IYH ISHARES TR 18,161.0 $1.1M 0.14% +3K +16.9% $61.64 +20.6%
91 IYK ISHARES TR 15,766.0 $1.1M 0.14% +4K +36.8% $69.39 +8.2%
92 V VISA INC Financial Services 3,595.0 $1.1M 0.14% +111.0 +3.2% $302.30 +20.9%
93 XOM EXXON MOBIL CORP Energy 6,398.0 $1.1M 0.14% -427.0 -6.3% $169.66 -2.9%
94 PG PROCTER &GAMBLE CO Consumer Defensive 7,259.0 $1.0M 0.13% -637.0 -8.1% $144.45 -0.0%
95 VV VANGUARD INDEX FDS 3,427.0 $1.0M 0.13% $298.89 +18.5%
96 AMGN AMGEN INC Healthcare 2,906.0 $1.0M 0.13% +537.0 +22.7% $349.51 +26.6%
97 IYF ISHARES TR 8,625.0 $1.0M 0.13% +2K +24.9% $117.66 +15.8%
98 SPYM SPDR SERIES TRUST 13,168.0 $1.0M 0.13% +343.0 +2.7% $76.54 +18.3%
99 PIMCO EMERGING MARKETS B 111,765.0 $990K 0.12% NEW $8.86
100 PIMCO INVESTMENT GRADE C 107,271.0 $968K 0.12% NEW $9.02
Page 5 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%