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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 7 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VWO VANGUARD INTL EQUITY INDEX F 13,364.0 $722K 0.09% -520.0 -3.8% $54.05 +11.0%
122 RTX RTX CORPORATION Industrials 3,730.0 $719K 0.09% +81.0 +2.2% $192.84 +10.1%
123 EFA ISHARES TR 7,345.0 $713K 0.09% -224.0 -3.0% $97.13 +10.5%
124 SYSB ISHARES TR 7,967.0 $709K 0.09% NEW $89.00 -1.9%
125 PIMCO MORTGAGE OPPORTUNI 74,584.0 $697K 0.09% NEW $9.34
126 SPYV SPDR SERIES TRUST 11,934.0 $675K 0.08% $56.58 +11.7%
127 DIS DISNEY WALT CO Communication Services 6,962.0 $671K 0.08% -363.0 -5.0% $96.42 +11.3%
128 FLOT ISHARES TR 13,088.0 $667K 0.08% +3K +35.6% $50.95 +0.1%
129 PHM PULTE GROUP INC Consumer Cyclical 5,582.0 $657K 0.08% $117.62 +8.5%
130 JNJ JOHNSON &JOHNSON Healthcare 2,617.0 $639K 0.08% -405.0 -13.4% $244.32 +9.4%
131 VFH VANGUARD WORLD FD 5,247.0 $633K 0.08% -313.0 -5.6% $120.59 +15.5%
132 IJR ISHARES CORE S&P 4,704.0 $585K 0.07% -579.0 -11.0% $124.31 +17.7%
133 BNDX VANGUARD CHARLOTTE FDS 12,131.0 $583K 0.07% +2K +14.5% $48.05 -0.8%
134 IBB ISHARES TR 3,447.0 $582K 0.07% -28.0 -0.8% $168.86 +24.9%
135 PEP PEPSICO INC Consumer Defensive 3,725.0 $578K 0.07% -85.0 -2.2% $155.30 -8.5%
136 FDVV FIDELITY COVINGTON TRUST 10,008.0 $553K 0.07% +629.0 +6.7% $55.24 +14.1%
137 BND VANGUARD BD INDEX FDS 7,453.0 $549K 0.07% +2K +46.6% $73.64 -1.8%
138 IYR ISHARES TR 5,796.0 $538K 0.07% +1K +32.1% $92.84 +12.9%
139 MA MASTERCARD INC Financial Services 1,059.0 $529K 0.07% +108.0 +11.4% $499.53 +14.9%
140 ITOT ISHARES TR 3,701.0 $527K 0.07% +2K +115.7% $142.44 +17.4%
Page 7 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%