LIBERTY WEALTH MANAGEMENT LLC
CIK 1769302
13F filing for Q2 2026・No. 2,735
- Holdings
- US$911.67M
- Quarter change
- +US$110.6M
- Entries
- 300
- Net bought (estimate)
- US$0
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 0
- Added 0
- Corporate actions 0
- Unchanged 268
Largest holdings
268 stocks worth US$800.42M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTETF | Unchanged | 719,165 | US$32.47M | 4.06% |
| DIMENSIONAL ETF TRUSTETF | Unchanged | 806,981 | US$31.36M | 3.92% |
| ISHARES TRETF | Unchanged | 266,207 | US$30.12M | 3.76% |
| BLACKROCK ETF TRUSTETF | Unchanged | 496,452 | US$28.89M | 3.61% |
| IVVISHARES CORE S&P 500CORE S&P500 ETF | Unchanged | 44,109 | US$28.82M | 3.60% |
| DIMENSIONAL CORE FIXEDCORE FIXED INCOM | Unchanged | 681,228 | US$28.78M | 3.60% |
| AAPLAppleCOM | Unchanged | 111,781 | US$28.37M | 3.54% |
| ISHARES TRETF | Unchanged | 128,765 | US$27.21M | 3.40% |
| ISHARES TRETF | Unchanged | 139,989 | US$26.85M | 3.35% |
| DIMENSIONAL ETF TRUSTETF | Unchanged | 701,173 | US$25.78M | 3.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.