The Analysis of LIBERTY WEALTH MANAGEMENT LLC's Holdings


Currently, LIBERTY WEALTH MANAGEMENT LLC holds 250 types of securities in its portfolio with a total value $710.2M. In the most recent quarter, they have increased their positions in QQQ (+6.5K shares, valued at $3.9M), SPY (+5.6K shares, valued at $3.7M), GLD (+6.6K shares, valued at $2.3M); decreased their positions in DFAU (-14.6K shares, valued at $668.5K), GOOG (-2.3K shares, valued at $555.0K), EMXC (-6.4K shares, valued at $431.4K); initiated new positions in JEPI (+7.5K shares, valued at $429.8K), HTO (+8.6K shares, valued at $419.7K), FLDR (+6.5K shares, valued at $324.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST813.6K shares-1.76%2025-09-302025-10-31history
DFAC DIMENSIONAL ETF TRUST844.6K shares-0.40%2025-09-302025-10-31history
IVW ISHARES TR257.6K shares2.74%2025-09-302025-10-31history
QUAL ISHARES TR156.1K shares4.14%2025-09-302025-10-31history
AAPL APPLE INC111.3K shares1.74%2025-09-302025-10-31history
DYNF BLACKROCK ETF TRUST472.9K shares2.88%2025-09-302025-10-31history
DUHP DIMENSIONAL ETF TRUST726.0K shares-0.50%2025-09-302025-10-31history
IVV ISHARES TR40.3K shares1.05%2025-09-302025-10-31history
Sponsored
IVE ISHARES TR105.2K shares5.37%2025-09-302025-10-31history
NVDA NVIDIA CORPORATION98.7K shares1.61%2025-09-302025-10-31history
IUSB ISHARES TR334.8K shares7.48%2025-09-302025-10-31history
DFIC DIMENSIONAL ETF TRUST471.5K shares-0.66%2025-09-302025-10-31history
DFCF DIMENSIONAL ETF TRUST355.9K shares1.14%2025-09-302025-10-31history
VTI VANGUARD INDEX FDS44.1K shares-1.60%2025-09-302025-10-31history
DFAI DIMENSIONAL ETF TRUST391.6K shares0.17%2025-09-302025-10-31history
DFLV DIMENSIONAL ETF TRUST396.9K shares-0.26%2025-09-302025-10-31history
Sponsored
IEMG ISHARES INC194.4K shares7.81%2025-09-302025-10-31history
MSFT MICROSOFT CORP19.6K shares1.05%2025-09-302025-10-31history
OEF ISHARES TR28.9K shares6.13%2025-09-302025-10-31history
IYW ISHARES TR44.8K shares-0.03%2025-09-302025-10-31history
EFV ISHARES TR125.8K shares15.90%2025-09-302025-10-31history
TLH ISHARES TR79.8K shares6.21%2025-09-302025-10-31history
DFAT DIMENSIONAL ETF TRUST140.0K shares0.14%2025-09-302025-10-31history
VEU VANGUARD INTL EQUITY INDEX F111.2K shares-1.37%2025-09-302025-10-31history
Sponsored
DIHP DIMENSIONAL ETF TRUST259.6K shares0.47%2025-09-302025-10-31history
MTUM ISHARES TR30.3K shares4.37%2025-09-302025-10-31history
DFEM DIMENSIONAL ETF TRUST231.1K shares-0.27%2025-09-302025-10-31history
ORCL ORACLE CORP25.4K shares4.95%2025-09-302025-10-31history
TSLA TESLA INC15.4K shares-2.12%2025-09-302025-10-31history
EMXC ISHARES INC98.4K shares-6.10%2025-09-302025-10-31history
QQQ INVESCO QQQ TR9.6K shares212.91%2025-09-302025-10-31history
DISV DIMENSIONAL ETF TRUST158.3K shares-1.86%2025-09-302025-10-31history
Sponsored
IEFA ISHARES TR61.7K shares-4.94%2025-09-302025-10-31history
MBB ISHARES TR55.6K shares4.30%2025-09-302025-10-31history
AMZN AMAZON COM INC23.8K shares-0.87%2025-09-302025-10-31history
VOO VANGUARD INDEX FDS8.2K shares3.21%2025-09-302025-10-31history
BLV VANGUARD BD INDEX FDS65.9K shares-0.87%2025-09-302025-10-31history
SPY SPDR S&P 500 ETF TR7.0K shares383.18%2025-09-302025-10-31history
ENPH ENPHASE ENERGY INC129.6K shares-0.00%2025-09-302025-10-31history
IAU ISHARES GOLD TR63.0K shares0.11%2025-09-302025-10-31history
Sponsored
VGLT VANGUARD SCOTTSDALE FDS78.1K shares-0.57%2025-09-302025-10-31history
ISRG INTUITIVE SURGICAL INC9.9K shares0.11%2025-09-302025-10-31history
EFG ISHARES TR38.8K shares9.83%2025-09-302025-10-31history
THRO BLACKROCK ETF TRUST111.1K shares20.46%2025-09-302025-10-31history
TCAF T ROWE PRICE ETF INC110.4K shares0.42%2025-09-302025-10-31history
GOOG ALPHABET INC16.0K shares-12.46%2025-09-302025-10-31history
AMAT APPLIED MATLS INC18.9K shares-0.22%2025-09-302025-10-31history
WM WASTE MGMT INC DEL16.3K shares0.01%2025-09-302025-10-31history
Sponsored
CVX CHEVRON CORP NEW21.7K shares4.46%2025-09-302025-10-31history
META META PLATFORMS INC4.2K shares-10.89%2025-09-302025-10-31history
VGT VANGUARD WORLD FD4.2K shares5.32%2025-09-302025-10-31history
EMB ISHARES TR32.6K shares4.92%2025-09-302025-10-31history
CSCO CISCO SYS INC44.0K shares0.04%2025-09-302025-10-31history
BINC BLACKROCK ETF TRUST II54.9K shares7.70%2025-09-302025-10-31history
GLD SPDR GOLD TR8.1K shares430.54%2025-09-302025-10-31history
GOOGL ALPHABET INC11.7K shares-7.39%2025-09-302025-10-31history
Sponsored
VTV VANGUARD INDEX FDS14.9K shares4.77%2025-09-302025-10-31history
BRK.B BERKSHIRE HATHAWAY INC DEL5.3K shares-4.32%2025-09-302025-10-31history
AVGO BROADCOM INC7.6K shares19.57%2025-09-302025-10-31history
BAI BLACKROCK ETF TRUST73.4K shares15.50%2025-09-302025-10-31history
VUG VANGUARD INDEX FDS5.0K shares-3.67%2025-09-302025-10-31history
HEFA ISHARES TR56.5K shares-0.94%2025-09-302025-10-31history
VEA VANGUARD TAX-MANAGED FDS32.8K shares0.29%2025-09-302025-10-31history
VBR VANGUARD INDEX FDS9.2K shares-0.85%2025-09-302025-10-31history
Sponsored
IAGG ISHARES TR33.7K shares27.41%2025-09-302025-10-31history
ABBV ABBVIE INC7.2K shares-0.64%2025-09-302025-10-31history
JPM JPMORGAN CHASE &CO.4.9K shares-0.63%2025-09-302025-10-31history
AIRR FIRST TR EXCHANGE TRADED FD15.9K shares1.58%2025-09-302025-10-31history
GOVT ISHARES TR66.4K shares21.18%2025-09-302025-10-31history
MGK VANGUARD WORLD FD3.8K shares-3.76%2025-09-302025-10-31history
IBM INTERNATIONAL BUSINESS MACHS5.4K shares0.36%2025-09-302025-10-31history
IFRA ISHARES TR26.3K shares-2.79%2025-09-302025-10-31history
Sponsored
TLT ISHARES TR15.5K shares-4.19%2025-09-302025-10-31history
INTU INTUIT2.0K shares1.11%2025-09-302025-10-31history
VB VANGUARD INDEX FDS5.3K shares2.42%2025-09-302025-10-31history
FTEC FIDELITY COVINGTON TRUST6.0K shares9.25%2025-09-302025-10-31history
ADP AUTOMATIC DATA PROCESSING IN4.5K shares1.80%2025-09-302025-10-31history
BAC BANK AMERICA CORP24.8K shares-3.80%2025-09-302025-10-31history
V VISA INC3.7K shares4.56%2025-09-302025-10-31history
PLTR PALANTIR TECHNOLOGIES INC6.8K shares4.46%2025-09-302025-10-31history
Sponsored
LLY ELI LILLY &CO1.6K shares-3.26%2025-09-302025-10-31history
VHT VANGUARD WORLD FD4.4K shares-8.64%2025-09-302025-10-31history
PG PROCTER AND GAMBLE CO7.4K shares2.14%2025-09-302025-10-31history
MSCI MSCI INC1.9K shares0.00%2025-09-302025-10-31history
VV VANGUARD INDEX FDS3.4K shares-3.37%2025-09-302025-10-31history
USMV ISHARES TR10.6K shares-0.18%2025-09-302025-10-31history
AMD ADVANCED MICRO DEVICES INC6.1K shares1.59%2025-09-302025-10-31history
SPYM SPDR SERIES TRUST12.5K shares7.72%2025-09-302025-10-31history
Sponsored
WFC WELLS FARGO CO NEW11.3K shares0.10%2025-09-302025-10-31history
HD HOME DEPOT INC2.3K shares-0.22%2025-09-302025-10-31history
COST COSTCO WHSL CORP NEW946 shares4.76%2025-09-302025-10-31history
IYH ISHARES TR14.4K shares1.48%2025-09-302025-10-31history
DIS DISNEY WALT CO7.3K shares-3.13%2025-09-302025-10-31history
NFLX NETFLIX INC685 shares31.73%2025-09-302025-10-31history
GS GOLDMAN SACHS GROUP INC1.0K shares3.15%2025-09-302025-10-31history
IYF ISHARES TR6.2K shares5.30%2025-09-302025-10-31history
Sponsored
LMT LOCKHEED MARTIN CORP1.6K shares-0.77%2025-09-302025-10-31history
XLK SELECT SECTOR SPDR TR2.7K shares0.41%2025-09-302025-10-31history
DBEF DBX ETF TR16.4K shares3.33%2025-09-302025-10-31history
VWO VANGUARD INTL EQUITY INDEX F14.0K shares-0.06%2025-09-302025-10-31history
COWZ PACER FDS TR13.2K shares-22.26%2025-09-302025-10-31history
VFH VANGUARD WORLD FD5.7K shares-5.94%2025-09-302025-10-31history
PHM PULTE GROUP INC5.6K shares0.16%2025-09-302025-10-31history
VONG VANGUARD SCOTTSDALE FDS6.1K shares9.42%2025-09-302025-10-31history
Sponsored
XOM EXXON MOBIL CORP6.4K shares-0.05%2025-09-302025-10-31history
EFA ISHARES TR7.5K shares0.33%2025-09-302025-10-31history
STIP ISHARES TR6.8K shares19.95%2025-09-302025-10-31history
IYK ISHARES TR10.2K shares6.03%2025-09-302025-10-31history
CAT CATERPILLAR INC1.4K shares1.55%2025-09-302025-10-31history
WMT WALMART INC6.6K shares3.66%2025-09-302025-10-31history
AMGN AMGEN INC2.4K shares1.05%2025-09-302025-10-31history
IYE ISHARES TR13.6K shares4.67%2025-09-302025-10-31history
Sponsored
IJR ISHARES TR5.4K shares0.26%2025-09-302025-10-31history
KO COCA COLA CO9.5K shares3.13%2025-09-302025-10-31history
DGRO ISHARES TR9.2K shares69.66%2025-09-302025-10-31history
SPYV SPDR SERIES TRUST11.2K shares36.85%2025-09-302025-10-31history
ABT ABBOTT LABS4.6K shares0.07%2025-09-302025-10-31history
RTX RTX CORPORATION3.7K shares4.45%2025-09-302025-10-31history
AXP AMERICAN EXPRESS CO1.8K shares0.17%2025-09-302025-10-31history
IWF ISHARES TR1.2K shares3.02%2025-09-302025-10-31history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD2.1K shares-0.29%2025-09-302025-10-31history
ICVT ISHARES TR5.6K shares23.21%2025-09-302025-10-31history
JNJ JOHNSON &JOHNSON3.0K shares1.21%2025-09-302025-10-31history
MA MASTERCARD INCORPORATED963 shares0.00%2025-09-302025-10-31history
BNDX VANGUARD CHARLOTTE FDS11.0K shares0.82%2025-09-302025-10-31history
VRT VERTIV HOLDINGS CO3.5K shares-0.60%2025-09-302025-10-31history
PEP PEPSICO INC3.7K shares-1.62%2025-09-302025-10-31history
FDVV FIDELITY COVINGTON TRUST9.2K shares70.81%2025-09-302025-10-31history
Sponsored
PSA PUBLIC STORAGE OPER CO1.7K shares0.58%2025-09-302025-10-31history
PEG PUBLIC SVC ENTERPRISE GRP IN6.0K shares-0.02%2025-09-302025-10-31history
IBB ISHARES TR3.5K shares-2.99%2025-09-302025-10-31history
TFLO ISHARES TR9.8K shares-2.82%2025-09-302025-10-31history
DFUV DIMENSIONAL ETF TRUST10.8K shares0.79%2025-09-302025-10-31history
IJJ ISHARES S&P MID CAP 4003.7K shares0.41%2025-09-302025-10-31history
AXON AXON ENTERPRISE INC667 shares-33.30%2025-09-302025-10-31history
ADBE ADOBE INC1.3K shares-1.47%2025-09-302025-10-31history
Sponsored
HIMU BLACKROCK ETF TRUST II9.6K shares10.75%2025-09-302025-10-31history
VIG VANGUARD SPECIALIZED FUNDS2.2K shares0.32%2025-09-302025-10-31history
CRM SALESFORCE INC1.9K shares-6.17%2025-09-302025-10-31history
ABM ABM INDS INC9.8K shares0.05%2025-09-302025-10-31history
XLF SELECT SECTOR SPDR TR8.2K shares2.44%2025-09-302025-10-31history
JEPI J P MORGAN EXCHANGE TRADED F7.5K sharesnew addition2025-09-302025-10-31history
GE GE AEROSPACE1.4K shares8.10%2025-09-302025-10-31history
BSV VANGUARD BD INDEX FDS5.3K shares-11.23%2025-09-302025-10-31history
Sponsored
HTO H2O AMERICA8.6K sharesnew addition2025-09-302025-10-31history
IBIT ISHARES BITCOIN TRUST ETF6.4K shares67.28%2025-09-302025-10-31history
BA BOEING CO1.9K shares-7.34%2025-09-302025-10-31history
IMCG ISHARES TR5.0K shares4.65%2025-09-302025-10-31history
VSGX VANGUARD WORLD FD5.8K shares2.80%2025-09-302025-10-31history
MCD MCDONALDS CORP1.3K shares0.15%2025-09-302025-10-31history
BND VANGUARD BD INDEX FDS5.3K shares26.65%2025-09-302025-10-31history
RPV INVESCO EXCHANGE TRADED FD T3.9K shares0.79%2025-09-302025-10-31history
Sponsored
IYR ISHARES TR3.9K shares5.61%2025-09-302025-10-31history
AVUV AMERICAN CENTY ETF TR3.8K shares0.47%2025-09-302025-10-31history
TT TRANE TECHNOLOGIES PLC897 shares-1.21%2025-09-302025-10-31history
FLOT ISHARES FLOATING RATE7.4K shares1.90%2025-09-302025-10-31history
USB US BANCORP DEL7.7K shares0.25%2025-09-302025-10-31history
EUFN ISHARES MSCI EUROPE10.7K shares38.16%2025-09-302025-10-31history
BIV VANGUARD BD INDEX FDS4.7K shares9.98%2025-09-302025-10-31history
PM PHILIP MORRIS INTL INC2.2K shares-0.49%2025-09-302025-10-31history
Sponsored
ALL ALLSTATE CORP1.7K shares0.00%2025-09-302025-10-31history
UNP UNION PAC CORP1.5K shares-11.76%2025-09-302025-10-31history
VZ VERIZON COMMUNICATIONS INC8.1K shares-2.28%2025-09-302025-10-31history
SCHB SCHWAB STRATEGIC TR13.7K shares0.22%2025-09-302025-10-31history
VNQ VANGUARD INDEX FDS3.8K shares-4.36%2025-09-302025-10-31history
SBUX STARBUCKS CORP4.1K shares2.71%2025-09-302025-10-31history
SHW SHERWIN WILLIAMS CO987 shares-2.57%2025-09-302025-10-31history
HIMS HIMS &HERS HEALTH INC6.0K shares-9.46%2025-09-302025-10-31history
Sponsored
AVDV AMERICAN CENTY ETF TR3.8K shares0.00%2025-09-302025-10-31history
ROST ROSS STORES INC2.2K shares0.18%2025-09-302025-10-31history
FLDR FIDELITY MERRIMACK STR TR6.5K sharesnew addition2025-09-302025-10-31history
SOXX ISHARES TR1.2K shares0.43%2025-09-302025-10-31history
EBAY EBAY INC.3.5K shares0.99%2025-09-302025-10-31history
IWD ISHARES TR1.6K shares16.17%2025-09-302025-10-31history
SNPS SYNOPSYS INC640 shares6.31%2025-09-302025-10-31history
IBTH ISHARES TR13.9K shares0.85%2025-09-302025-10-31history
Sponsored
IBTG ISHARES TR13.6K shares0.88%2025-09-302025-10-31history
ADI ANALOG DEVICES INC1.2K shares-3.19%2025-09-302025-10-31history
VCIT VANGUARD SCOTTSDALE FDS3.6K sharesnew addition2025-09-302025-10-31history
T AT&T INC10.6K shares-40.19%2025-09-302025-10-31history
VOX VANGUARD WORLD FD1.6K shares0.25%2025-09-302025-10-31history
GII SPDR INDEX SHS FDS4.3K shares32.90%2025-09-302025-10-31history
FLRN SPDR BLOOMBERG INT GRD9.4K shares1.24%2025-09-302025-10-31history
DELL DELL TECHNOLOGIES INC2.0K shares0.30%2025-09-302025-10-31history
Sponsored
ESGV VANGUARD WORLD FD2.4K shares0.25%2025-09-302025-10-31history
INTC INTEL CORP8.5K sharesnew addition2025-09-302025-10-31history
WELL WELLTOWER INC1.6K shares0.00%2025-09-302025-10-31history
IBTK ISHARES TR14.1K shares0.81%2025-09-302025-10-31history
IBTJ ISHARES TR12.7K shares0.82%2025-09-302025-10-31history
IJH ISHARES TR4.3K shares15.23%2025-09-302025-10-31history
IBTI ISHARES TR12.5K shares0.83%2025-09-302025-10-31history
FBND FIDELITY MERRIMACK STR TR5.9K sharesnew addition2025-09-302025-10-31history
Sponsored
WEC WEC ENERGY GROUP INC2.4K shares1.28%2025-09-302025-10-31history
ITA ISHARES US AEROSPACE1.3K sharesnew addition2025-09-302025-10-31history
IBTF ISHARES TR11.4K shares1.07%2025-09-302025-10-31history
LRCX LAM RESEARCH CORP2.0K sharesnew addition2025-09-302025-10-31history
DIA SPDR DOW JONES INDL AVERAGE569 shares0.00%2025-09-302025-10-31history
ITOT ISHARES TR1.8K shares0.28%2025-09-302025-10-31history
HYDB ISHARES TR5.5K shares-0.76%2025-09-302025-10-31history
DIVB ISHARES TR4.9K shares0.65%2025-09-302025-10-31history
Sponsored
MRK MERCK &CO INC3.1K shares-17.58%2025-09-302025-10-31history
ETN EATON CORP PLC688 sharesnew addition2025-09-302025-10-31history
SLV ISHARES SILVER TR6.0K sharesnew addition2025-09-302025-10-31history
ESGU ISHARES TR1.8K shares-4.99%2025-09-302025-10-31history
S SENTINELONE INC14.4K shares0.00%2025-09-302025-10-31history
MPC MARATHON PETE CORP1.3K shares1.16%2025-09-302025-10-31history
NEE NEXTERA ENERGY INC3.3K shares-7.49%2025-09-302025-10-31history
BP BP PLC7.2K shares-9.55%2025-09-302025-10-31history
Sponsored
MS MORGAN STANLEY1.5K shares-6.64%2025-09-302025-10-31history
NEM NEWMONT CORP2.9K sharesnew addition2025-09-302025-10-31history
PLD PROLOGIS INC.2.1K shares2.07%2025-09-302025-10-31history
FDD FIRST TR EXCHANGE-TRADED FD15.0K shares1.52%2025-09-302025-10-31history
NVS NOVARTIS AG1.9K shares1.51%2025-09-302025-10-31history
BLK BLACKROCK INC205 sharesnew addition2025-09-302025-10-31history
GEV GE VERNOVA INC385 shares-1.03%2025-09-302025-10-31history
SYK STRYKER CORPORATION638 shares-4.06%2025-09-302025-10-31history
Sponsored
SRE SEMPRA2.5K sharesnew addition2025-09-302025-10-31history
DUK DUKE ENERGY CORP NEW1.8K shares0.16%2025-09-302025-10-31history
NKE NIKE INC3.2K shares2.86%2025-09-302025-10-31history
PFE PFIZER INC8.8K shares-11.55%2025-09-302025-10-31history
RCL ROYAL CARIBBEAN GROUP692 shares0.00%2025-09-302025-10-31history
VMBS VANGUARD SCOTTSDALE FDS4.7K sharesnew addition2025-09-302025-10-31history
VT VANGUARD INTL EQUITY INDEX F1.6K shares-1.42%2025-09-302025-10-31history
IJK ISHARES TR2.3K shares0.04%2025-09-302025-10-31history
Sponsored
GDX VANECK GOLD MINERS ETF2.9K sharesnew addition2025-09-302025-10-31history
GILD GILEAD SCIENCES INC2.0K shares-0.71%2025-09-302025-10-31history
SPMB SPDR SERIES TRUST9.6K sharesnew addition2025-09-302025-10-31history
SONY SONY GROUP CORP7.5K sharesnew addition2025-09-302025-10-31history
UPS UNITED PARCEL SERVICE INC2.6K shares-3.58%2025-09-302025-10-31history
A AGILENT TECHNOLOGIES INC1.7K sharesnew addition2025-09-302025-10-31history
MCK MCKESSON CORP274 shares0.00%2025-09-302025-10-31history
SGOV ISHARES 0-3 MONTH2.1K shares1.06%2025-09-302025-10-31history
Sponsored
SPDW SPDR INDEX SHS FDS4.9K sharesnew addition2025-09-302025-10-31history
SHYG ISHARES TR4.8K sharesnew addition2025-09-302025-10-31history
SPYG SPDR SERIES TRUST2.0K sharesnew addition2025-09-302025-10-31history
IDV ISHARES INTERNATIONAL5.7K shares-2.81%2025-09-302025-10-31history
KR KROGER CO3.1K shares0.36%2025-09-302025-10-31history
OKLO OKLO INC1.8K sharesnew addition2025-09-302025-10-31history
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Sponsored
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CRBU CARIBOU BIOSCIENCES INC19.5K sharesnew addition2025-09-302025-10-31history
CHROMOCURE INC CHROMOCURE INC33.3K sharesnew addition2025-09-302025-10-31history
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Sponsored
ONEPM INDUSTRIES INC ONEPM INDUSTRIES INC16.7K shares0.00%2025-09-302025-10-31history
WLBAQ WESTMORELAND COAL CO XXX20.0K shares0.00%2025-09-302025-10-31history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available