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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 6 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DBEF DBX ETF TR 19,560.0 $966K 0.12% +3K +17.3% $49.40 +12.5%
102 LMT LOCKHEED MARTIN CORP Industrials 1,547.0 $935K 0.12% -17.0 -1.1% $604.17 -2.5%
103 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 927.0 $924K 0.12% -119.0 -11.4% $996.88 -4.0%
104 TLT ISHARES 20 YEAR 10,514.0 $911K 0.11% -4K -28.2% $86.69 -4.2%
105 INTU INTUIT Technology 2,090.0 $904K 0.11% +88.0 +4.4% $432.38 -16.2%
106 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,213.0 $895K 0.11% -178.0 -4.0% $212.36 +30.5%
107 WMT WALMART INC Consumer Defensive 6,945.0 $863K 0.11% +308.0 +4.6% $124.29 -8.0%
108 GS GOLDMAN SACHS GROUP INC Financial Services 988.0 $836K 0.10% +12.0 +1.2% $846.55 +20.7%
109 TFLO ISHARES TR 16,469.0 $834K 0.10% +8K +105.1% $50.63 -0.1%
110 USMV ISHARES TR 8,917.0 $828K 0.10% -2K -16.2% $92.85 +9.1%
111 WFC WELLS FARGO &CO Financial Services 10,377.0 $826K 0.10% -368.0 -3.4% $79.62 +8.0%
112 XLK SELECT SECTOR SPDR TR 6,156.0 $818K 0.10% +458.0 +8.0% $132.91 +38.2%
113 CAT CATERPILLAR INC Industrials 1,153.0 $817K 0.10% -235.0 -16.9% $708.42 +15.2%
114 VRT VERTIV HOLDINGS CO Industrials 3,186.0 $800K 0.10% -409.0 -11.4% $251.07 +4.0%
115 FLRN STATE STREET SPDR 24,093.0 $742K 0.09% +11K +83.3% $30.78 +0.1%
116 MSCI MSCI INC Financial Services 1,362.0 $734K 0.09% $539.09 +4.9%
117 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,168.0 $733K 0.09% +229.0 +11.8% $338.23 +21.8%
118 DGRO ISHARES TR 10,426.0 $732K 0.09% +994.0 +10.5% $70.18 +14.0%
119 HD HOME DEPOT INC Consumer Cyclical 2,215.0 $729K 0.09% +88.0 +4.1% $328.95 +4.7%
120 KO COCA COLA CO Consumer Defensive 9,577.0 $729K 0.09% -1K -10.6% $76.08 +18.8%
Page 6 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%