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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 9 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MRK MERCK &CO INC Healthcare 3,388.0 $407K 0.05% +144.0 +4.4% $120.17 +26.9%
162 GE GE AEROSPACE Industrials 1,421.0 $404K 0.05% +23.0 +1.6% $284.03 +22.7%
163 VSGX VANGUARD WORLD FD 5,609.0 $402K 0.05% -173.0 -3.0% $71.73 +16.4%
164 SOXX ISHARES TR 1,223.0 $402K 0.05% +41.0 +3.5% $328.74 +58.2%
165 BP BP PLC Energy 8,497.0 $399K 0.05% +1K +18.2% $47.00 -4.8%
166 VZ VERIZON COMMUNICATIONS INC Communication Services 7,932.0 $398K 0.05% -51.0 -0.6% $50.18 -1.5%
167 GEV GE VERNOVA INC Utilities 450.0 $397K 0.05% +69.0 +18.1% $882.02 +8.5%
168 INTC INTEL CORP Technology 8,931.0 $396K 0.05% +321.0 +3.7% $44.29 +103.3%
169 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 6,668.0 $394K 0.05% NEW $59.03 +13.5%
170 UNP UNION PAC CORP Industrials 1,597.0 $387K 0.05% +23.0 +1.5% $242.60 +27.0%
171 USB US BANCORP Financial Services 7,448.0 $387K 0.05% -1K -15.3% $52.01 +19.3%
172 AVDV AMERICAN CENTY ETF TR 3,847.0 $384K 0.05% $99.87 +12.1%
173 ABM ABM INDS INC Industrials 9,799.0 $377K 0.05% $38.52 +21.5%
174 JEPI J P MORGAN EXCHANGE TRADED F 6,530.0 $370K 0.05% -222.0 -3.3% $56.68 +2.2%
175 AHR AMERICAN HEALTHCARE REIT INC Real Estate 7,321.0 $368K 0.05% NEW $50.32 +11.1%
176 BA BOEING CO Industrials 1,848.0 $368K 0.05% -135.0 -6.8% $199.04 +7.6%
177 BIV VANGUARD BD INDEX FDS 4,747.0 $366K 0.05% +417.0 +9.6% $77.18 -2.3%
178 PIMCO CALIFORNIA MUNICIP 34,474.0 $366K 0.05% NEW $10.62
179 ALL ALLSTATE CORP Financial Services 1,743.0 $362K 0.04% $207.41 +22.4%
180 TT TRANE TECHNOLOGIES PLC Industrials 866.0 $361K 0.04% -7.0 -0.8% $416.73 +8.8%
Page 9 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 43.8%
Financial Services 16.0%
Healthcare 7.9%
Consumer Cyclical 7.8%
Industrials 7.6%
Energy 7.0%
Communication Services 4.6%
Consumer Defensive 2.8%
Utilities 1.4%
Real Estate 0.8%