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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 7 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IJR ISHARES TR 5,283.0 $635K 0.08% -103.0 -1.9% $120.17 +19.2%
122 ABT ABBOTT LABS Healthcare 5,040.0 $631K 0.08% +467.0 +10.2% $125.30 -29.4%
123 JNJ JOHNSON &JOHNSON Healthcare 3,022.0 $625K 0.08% $206.97 +10.3%
124 VONG VANGUARD SCOTTSDALE FDS 4,998.0 $609K 0.08% -1K -17.9% $121.76 +4.2%
125 TSM TAIWAN SEMICONDUCTOR M F Technology 1,939.0 $589K 0.08% -112.0 -5.5% $303.87 +52.1%
126 IBB ISHARES TR 3,475.0 $586K 0.08% $168.75 +2.9%
127 VRT VERTIV HOLDINGS CO Industrials 3,595.0 $582K 0.07% +99.0 +2.8% $162.02 +105.6%
128 IWF ISHARES TR 1,227.0 $581K 0.07% $473.38 -74.0%
129 PEP PEPSICO INC Consumer Defensive 3,810.0 $547K 0.07% +95.0 +2.6% $143.53 -1.1%
130 MA MASTERCARD INCORPORATED Financial Services 951.0 $543K 0.07% -12.0 -1.2% $570.99 -14.2%
131 FDVV FIDELITY COVINGTON TRUST 9,379.0 $526K 0.07% +157.0 +1.7% $56.08 +8.0%
132 CRM SALESFORCE INC Technology 1,945.0 $515K 0.07% $264.88 -42.7%
133 BNDX VANGUARD CHARLOTTE FDS 10,594.0 $513K 0.07% -430.0 -3.9% $48.45 -0.2%
134 IJJ ISHARES TR 3,738.0 $492K 0.06% +22.0 +0.6% $131.59 +10.0%
135 SCHX SCHWAB STRATEGIC TR 18,271.0 $491K 0.06% NEW $26.87 +9.7%
136 FLOT ISHARES TR 9,653.0 $491K 0.06% +2K +30.3% $50.86 +0.3%
137 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 6,013.0 $483K 0.06% $80.31 -0.5%
138 VIG VANGUARD SPECIALIZED FUNDS 2,196.0 $483K 0.06% +14.0 +0.6% $219.83 +7.0%
139 USB US BANCORP DEL Financial Services 8,793.0 $469K 0.06% +1K +13.9% $53.36 +9.0%
140 ADBE ADOBE INC Technology 1,335.0 $467K 0.06% -10.0 -0.7% $349.99 -44.2%
Page 7 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%