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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 9 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SCHD SCHWAB STRATEGIC TR 14,119.0 $387K 0.05% NEW $27.43 +16.2%
162 JEPI J P MORGAN EXCHANGE TRADED F 6,752.0 $384K 0.05% -775.0 -10.3% $56.82 -1.3%
163 PM PHILIP MORRIS INTL INC Consumer Defensive 2,371.0 $380K 0.05% +144.0 +6.5% $160.37 +11.2%
164 BND VANGUARD BD INDEX FDS 5,082.0 $377K 0.05% -203.0 -3.8% $74.15 -1.1%
165 ADI ANALOG DEVICES INC Technology 1,246.0 $367K 0.05% $294.46 +47.5%
166 UNP UNION PAC CORP Industrials 1,574.0 $364K 0.05% +73.0 +4.9% $231.31 +11.1%
167 ALL ALLSTATE CORP Financial Services 1,739.0 $362K 0.05% +62.0 +3.7% $208.14 +6.3%
168 AVDV AMERICAN CENTY ETF TR 3,843.0 $361K 0.05% +59.0 +1.6% $93.97 +13.6%
169 SMH VANECK ETF TRUST 993.0 $357K 0.05% NEW $359.98 +83.3%
170 SOXX ISHARES TR 1,182.0 $356K 0.05% +13.0 +1.1% $301.13 +112.4%
171 MRK MERCK &CO INC Healthcare 3,244.0 $341K 0.04% +173.0 +5.6% $105.26 +8.2%
172 TT TRANE TECHNOLOGIES PLC F Industrials 873.0 $340K 0.04% -24.0 -2.7% $389.31 +24.2%
173 BIV VANGUARD BD INDEX FDS 4,330.0 $337K 0.04% -366.0 -7.8% $77.87 -1.7%
174 VNQ VANGUARD INDEX FDS 3,753.0 $332K 0.04% -60.0 -1.6% $88.50 +8.0%
175 A AGILENT TECHNOLOGIES INC Healthcare 2,437.0 $332K 0.04% +772.0 +46.4% $136.06 -6.6%
176 FLDR FIDELITY MERRIMACK STR TR 6,519.0 $327K 0.04% +58.0 +0.9% $50.23 -0.1%
177 GDX VANECK ETF TRUST 3,786.0 $325K 0.04% +925.0 +32.3% $85.77 -3.8%
178 VZ VERIZON COMMUNICATIONS INC Communication Services 7,983.0 $324K 0.04% -72.0 -0.9% $40.58 +11.8%
179 SHW SHERWIN WILLIAMS CO Basic Materials 986.0 $319K 0.04% $323.93 -1.0%
180 INTC INTEL CORP Technology 8,610.0 $318K 0.04% +115.0 +1.4% $36.90 +263.1%
Page 9 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%