The Analysis of LIBERTY WEALTH MANAGEMENT LLC's Holdings
Currently, LIBERTY WEALTH MANAGEMENT LLC holds 249 types of securities in its portfolio with a total value $774.7M. In the most recent quarter, they have increased their positions in DFGX (+367.0K shares, valued at $19.3M), DFSD (+295.0K shares, valued at $14.1M), DFCF (+307.4K shares, valued at $13.1M); decreased their positions in DFAC (-40.1K shares, valued at $1.6M), DUHP (-28.4K shares, valued at $1.1M), DFIC (-23.4K shares, valued at $806.9K); initiated new positions in DFGX (+367.0K shares, valued at $19.3M), DFSD (+295.0K shares, valued at $14.1M), HCA (+4.1K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST803.7K shares-1.21%2025-12-312026-02-04
IVW ISHARES TR259.8K shares0.83%2025-12-312026-02-04 DFAC DIMENSIONAL ETF TRUST804.5K shares-4.75%2025-12-312026-02-04 AAPL APPLE INC117.0K shares5.09%2025-12-312026-02-04 QUAL ISHARES TR159.3K shares2.04%2025-12-312026-02-04 DYNF BLACKROCK ETF TRUST478.8K shares1.25%2025-12-312026-02-04 DFCF DIMENSIONAL ETF TRUST663.3K shares86.38%2025-12-312026-02-04 IVV ISHARES TR40.3K shares0.19%2025-12-312026-02-04 DUHP DIMENSIONAL ETF TRUST697.6K shares-3.91%2025-12-312026-02-04 IVE ISHARES TR108.3K shares3.03%2025-12-312026-02-04 DFGX DIMENSIONAL ETF TRUST367.0K sharesnew addition2025-12-312026-02-04 NVDA NVIDIA CORPORATION97.0K shares-1.65%2025-12-312026-02-04 DFIC DIMENSIONAL ETF TRUST448.1K shares-4.97%2025-12-312026-02-04 VTI VANGUARD INDEX FDS45.8K shares3.81%2025-12-312026-02-04 IUSB ISHARES TR329.2K shares-1.68%2025-12-312026-02-04 DFAI DIMENSIONAL ETF TRUST394.7K shares0.78%2025-12-312026-02-04 DFSD DIMENSIONAL ETF TRUST295.0K sharesnew addition2025-12-312026-02-04 IEMG ISHARES INC203.9K shares4.92%2025-12-312026-02-04 DFLV DIMENSIONAL ETF TRUST386.8K shares-2.54%2025-12-312026-02-04 OEF ISHARES TR30.2K shares4.35%2025-12-312026-02-04 EFV ISHARES TR134.8K shares7.20%2025-12-312026-02-04 MSFT MICROSOFT CORP19.4K shares-1.01%2025-12-312026-02-04 IYW ISHARES TR44.1K shares-1.66%2025-12-312026-02-04 VEU VANGUARD INTL EQUITY INDEX F116.2K shares4.43%2025-12-312026-02-04 DFAT DIMENSIONAL ETF TRUST137.0K shares-2.18%2025-12-312026-02-04 DIHP DIMENSIONAL ETF TRUST249.3K shares-3.97%2025-12-312026-02-04 TLH ISHARES TR76.6K shares-4.07%2025-12-312026-02-04 MTUM ISHARES TR30.1K shares-0.44%2025-12-312026-02-04 DFEM DIMENSIONAL ETF TRUST217.3K shares-5.97%2025-12-312026-02-04 EMXC ISHARES INC92.5K shares-6.06%2025-12-312026-02-04 TSLA TESLA INC14.9K shares-3.22%2025-12-312026-02-04 AMZN AMAZON COM INC27.7K shares15.98%2025-12-312026-02-04 ISRG INTUITIVE SURGICAL INC9.9K shares0.00%2025-12-312026-02-04 DISV DIMENSIONAL ETF TRUST145.1K shares-8.39%2025-12-312026-02-04 IEFA ISHARES TR59.7K shares-3.21%2025-12-312026-02-04 MBB ISHARES TR53.1K shares-4.48%2025-12-312026-02-04 ORCL ORACLE CORP25.4K shares0.22%2025-12-312026-02-04 AMAT APPLIED MATLS INC18.9K shares0.16%2025-12-312026-02-04 ALPHABET INC ALPHABET INC15.5K shares-2.84%2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR7.1K shares0.88%2025-12-312026-02-04 BLV VANGUARD BD INDEX FDS69.1K shares4.81%2025-12-312026-02-04 THRO BLACKROCK ETF TRUST123.6K shares11.22%2025-12-312026-02-04 EFG ISHARES TR40.6K shares4.79%2025-12-312026-02-04 VGLT VANGUARD SCOTTSDALE FDS82.0K shares5.07%2025-12-312026-02-04 TCAF T ROWE PRICE ETF INC110.6K shares0.20%2025-12-312026-02-04 ENPH ENPHASE ENERGY INC130.1K shares0.35%2025-12-312026-02-04 WM WASTE MGMT INC DEL16.3K shares0.01%2025-12-312026-02-04 ALPHABET INC ALPHABET INC11.3K shares-2.92%2025-12-312026-02-04 CSCO CISCO SYS INC44.1K shares0.37%2025-12-312026-02-04 CVX CHEVRON CORP NEW21.6K shares-0.73%2025-12-312026-02-04 VGT VANGUARD WORLD FD4.0K shares-3.57%2025-12-312026-02-04 EMB ISHARES TR31.0K shares-4.83%2025-12-312026-02-04 GLD SPDR GOLD TR7.3K shares-10.17%2025-12-312026-02-04 BINC BLACKROCK ETF TRUST II53.2K shares-3.04%2025-12-312026-02-04 META META PLATFORMS INC4.2K shares-1.48%2025-12-312026-02-04 VTV VANGUARD INDEX FDS14.2K shares-4.56%2025-12-312026-02-04 BAI BLACKROCK ETF TRUST79.7K shares8.62%2025-12-312026-02-04 BROADCOM INC BROADCOM INC7.4K shares-3.55%2025-12-312026-02-04 VUG VANGUARD INDEX FDS4.7K shares-4.63%2025-12-312026-02-04 HEFA ISHARES TR54.6K shares-3.40%2025-12-312026-02-04 VBR VANGUARD INDEX FDS9.7K shares5.15%2025-12-312026-02-04 VEA VANGUARD TAX-MANAGED FDS32.1K shares-2.21%2025-12-312026-02-04 HCA HCA HEALTHCARE INC4.1K sharesnew addition2025-12-312026-02-04 JPM JPMORGAN CHASE &CO.5.1K shares5.08%2025-12-312026-02-04 ABBV ABBVIE INC7.2K shares-0.25%2025-12-312026-02-04 AIRR FIRST TR EXCHANGE TRADED FD16.8K shares5.57%2025-12-312026-02-04 LLY ELI LILLY &CO1.5K shares-2.99%2025-12-312026-02-04 IBM INTERNATIONAL BUSINESS MACHS5.4K shares0.84%2025-12-312026-02-04 MGK VANGUARD WORLD FD3.8K shares1.48%2025-12-312026-02-04 IAGG ISHARES TR30.8K shares-8.51%2025-12-312026-02-04 SGOV ISHARES 0-3 MONTH14.4K shares589.45%2025-12-312026-02-04 BAC BANK AMERICA CORP24.9K shares0.13%2025-12-312026-02-04 IFRA ISHARES TR25.8K shares-1.81%2025-12-312026-02-04 FTEC FIDELITY COVINGTON TRUST6.0K shares-0.87%2025-12-312026-02-04 INTU INTUIT2.0K shares-0.10%2025-12-312026-02-04 VB VANGUARD INDEX FDS5.0K shares-4.76%2025-12-312026-02-04 TLT ISHARES TR14.6K shares-5.48%2025-12-312026-02-04 VHT VANGUARD WORLD FD4.4K shares0.71%2025-12-312026-02-04 GOVT ISHARES TR54.8K shares-17.49%2025-12-312026-02-04 V VISA INC3.5K shares-6.82%2025-12-312026-02-04 PLTR PALANTIR TECHNOLOGIES INC6.7K shares-1.61%2025-12-312026-02-04 AMD ADVANCED MICRO DEVICES INC5.5K shares-11.06%2025-12-312026-02-04 PG PROCTER AND GAMBLE CO7.9K shares6.90%2025-12-312026-02-04 ADP AUTOMATIC DATA PROCESSING IN4.4K shares-1.99%2025-12-312026-02-04 VV VANGUARD INDEX FDS3.4K shares0.06%2025-12-312026-02-04 SPYM SPDR SERIES TRUST12.8K shares2.72%2025-12-312026-02-04 IYH ISHARES TR15.5K shares8.08%2025-12-312026-02-04 USMV ISHARES TR10.6K shares0.23%2025-12-312026-02-04 WFC WELLS FARGO CO NEW10.7K shares-4.95%2025-12-312026-02-04 COST COSTCO WHSL CORP NEW1.0K shares10.57%2025-12-312026-02-04 IYF ISHARES TR6.9K shares10.76%2025-12-312026-02-04 GS GOLDMAN SACHS GROUP INC976 shares-3.84%2025-12-312026-02-04 DIS DISNEY WALT CO7.3K shares0.41%2025-12-312026-02-04 XOM EXXON MOBIL CORP6.8K shares6.49%2025-12-312026-02-04 XLK SELECT SECTOR SPDR TR5.7K shares110.57%2025-12-312026-02-04 DBEF DBX ETF TR16.7K shares1.78%2025-12-312026-02-04 CAT CATERPILLAR INC1.4K shares-3.74%2025-12-312026-02-04 MSCI MSCI INC1.4K shares-27.67%2025-12-312026-02-04 AMGN AMGEN INC2.4K shares-1.54%2025-12-312026-02-04 IYK ISHARES TR11.5K shares12.86%2025-12-312026-02-04 LMT LOCKHEED MARTIN CORP1.6K shares0.58%2025-12-312026-02-04 KO COCA COLA CO10.7K shares12.60%2025-12-312026-02-04 VWO VANGUARD INTL EQUITY INDEX F13.9K shares-0.94%2025-12-312026-02-04 VFH VANGUARD WORLD FD5.6K shares-1.61%2025-12-312026-02-04 WMT WALMART INC6.6K shares0.65%2025-12-312026-02-04 HD HOME DEPOT INC2.1K shares-5.84%2025-12-312026-02-04 EFA ISHARES TR7.6K shares0.76%2025-12-312026-02-04 IYE ISHARES TR15.1K shares11.03%2025-12-312026-02-04 COWZ PACER FDS TR11.4K shares-13.78%2025-12-312026-02-04 SPYV SPDR SERIES TRUST11.9K shares6.02%2025-12-312026-02-04 RTX RTX CORPORATION3.6K shares-0.30%2025-12-312026-02-04 AXP AMERICAN EXPRESS CO1.7K shares-1.82%2025-12-312026-02-04 PHM PULTE GROUP INC5.6K shares0.18%2025-12-312026-02-04 DGRO ISHARES TR9.4K shares2.40%2025-12-312026-02-04 SCHG SCHWAB STRATEGIC TR19.8K sharesnew addition2025-12-312026-02-04 STIP ISHARES TR6.3K shares-6.93%2025-12-312026-02-04 IJR ISHARES TR5.3K shares-1.91%2025-12-312026-02-04 ABT ABBOTT LABS5.0K shares10.21%2025-12-312026-02-04 JNJ JOHNSON &JOHNSON3.0K shares0.23%2025-12-312026-02-04 VONG VANGUARD SCOTTSDALE FDS5.0K shares-17.90%2025-12-312026-02-04 TSM TAIWAN SEMICONDUCTOR M F1.9K shares-5.46%2025-12-312026-02-04 IBB ISHARES TR3.5K shares0.09%2025-12-312026-02-04 VRT VERTIV HOLDINGS CO3.6K shares2.83%2025-12-312026-02-04 IWF ISHARES TR1.2K shares0.00%2025-12-312026-02-04 PEP PEPSICO INC3.8K shares2.56%2025-12-312026-02-04 MA MASTERCARD INCORPORATED951 shares-1.25%2025-12-312026-02-04 FDVV FIDELITY COVINGTON TRUST9.4K shares1.70%2025-12-312026-02-04 CRM SALESFORCE INC1.9K shares-0.15%2025-12-312026-02-04 BNDX VANGUARD CHARLOTTE FDS10.6K shares-3.90%2025-12-312026-02-04 IJJ ISHARES TR3.7K shares0.59%2025-12-312026-02-04 SCHX SCHWAB STRATEGIC TR18.3K sharesnew addition2025-12-312026-02-04 FLOT ISHARES TR9.7K shares30.29%2025-12-312026-02-04 PEG PUBLIC SVC ENTERPRISE GRP IN6.0K shares0.00%2025-12-312026-02-04 VIG VANGUARD SPECIALIZED FUNDS2.2K shares0.64%2025-12-312026-02-04 USB US BANCORP DEL8.8K shares13.88%2025-12-312026-02-04 ADBE ADOBE INC1.3K shares-0.74%2025-12-312026-02-04 ICVT ISHARES TR4.7K shares-16.57%2025-12-312026-02-04 NFLX NETFLIX INC4.9K shares620.58%2025-12-312026-02-04 PSA PUBLIC STORAGE OPER CO1.8K shares0.86%2025-12-312026-02-04 GE AEROSPACE GE AEROSPACE1.4K shares-1.13%2025-12-312026-02-04 BA BOEING CO2.0K shares4.09%2025-12-312026-02-04 HIMU BLACKROCK ETF TRUST II8.7K shares-9.84%2025-12-312026-02-04 HTO H2O AMERICA8.6K shares0.00%2025-12-312026-02-04 SCHB SCHWAB STRATEGIC TR16.0K shares16.68%2025-12-312026-02-04 BSV VANGUARD BD INDEX FDS5.3K shares-0.19%2025-12-312026-02-04 XLF SELECT SECTOR SPDR TR7.6K shares-7.17%2025-12-312026-02-04 ABM ABM INDS INC9.8K shares0.05%2025-12-312026-02-04 VSGX VANGUARD WORLD FD5.8K shares-0.93%2025-12-312026-02-04 IYR ISHARES TR4.4K shares11.97%2025-12-312026-02-04 SLV ISHARES SILVER TR6.4K shares5.94%2025-12-312026-02-04 RPV INVESCO EXCHANGE TRADED FD T4.0K shares0.51%2025-12-312026-02-04 MCD MCDONALDS CORP1.3K shares2.85%2025-12-312026-02-04 TFLO ISHARES TR8.0K shares-18.28%2025-12-312026-02-04 FLRN ST STRT SPDR BBRG INV13.1K shares39.24%2025-12-312026-02-04 ROST ROSS STORES INC2.2K shares0.23%2025-12-312026-02-04 AVUV AMERICAN CENTY ETF TR3.8K shares0.37%2025-12-312026-02-04 SCHD SCHWAB STRATEGIC TR14.1K sharesnew addition2025-12-312026-02-04 JEPI J P MORGAN EXCHANGE TRADED F6.8K shares-10.30%2025-12-312026-02-04 PM PHILIP MORRIS INTL INC2.4K shares6.47%2025-12-312026-02-04 BND VANGUARD BD INDEX FDS5.1K shares-3.84%2025-12-312026-02-04 ADI ANALOG DEVICES INC1.2K shares0.00%2025-12-312026-02-04 UNP UNION PAC CORP1.6K shares4.86%2025-12-312026-02-04 ALL ALLSTATE CORP1.7K shares3.70%2025-12-312026-02-04 AVDV AMERICAN CENTY ETF TR3.8K shares1.56%2025-12-312026-02-04 SMH VANECK ETF TRUST993 sharesnew addition2025-12-312026-02-04 SOXX ISHARES TR1.2K shares1.11%2025-12-312026-02-04 TT TRANE TECHNOLOGIES PLC F873 shares-2.68%2025-12-312026-02-04 BIV VANGUARD BD INDEX FDS4.3K shares-7.79%2025-12-312026-02-04 VNQ VANGUARD INDEX FDS3.8K shares-1.57%2025-12-312026-02-04 A AGILENT TECHNOLOGIES INC2.4K shares46.37%2025-12-312026-02-04 FLDR FIDELITY MERRIMACK STR TR6.5K shares0.90%2025-12-312026-02-04 GDX VANECK ETF TRUST3.8K shares32.33%2025-12-312026-02-04 VZ VERIZON COMMUNICATIONS INC8.0K shares-0.89%2025-12-312026-02-04 SHW SHERWIN WILLIAMS CO986 shares-0.10%2025-12-312026-02-04 INTC INTEL CORP8.6K shares1.35%2025-12-312026-02-04 IBTH ISHARES TR14.1K shares1.10%2025-12-312026-02-04 IBTG ISHARES TR13.8K shares1.13%2025-12-312026-02-04 IMCG ISHARES TR3.9K shares-20.69%2025-12-312026-02-04 EUFN ISHARES TR8.5K shares-20.87%2025-12-312026-02-04 VOX VANGUARD WORLD FD1.6K shares1.44%2025-12-312026-02-04 JPC NUVEEN PREFERRED INCOME38.3K sharesnew addition2025-12-312026-02-04 MCK MCKESSON CORP378 shares37.96%2025-12-312026-02-04 IWD ISHARES TR1.4K shares-6.64%2025-12-312026-02-04 SBUX STARBUCKS CORP3.6K shares-11.42%2025-12-312026-02-04 NVS NOVARTIS AG2.2K shares16.25%2025-12-312026-02-04 WELL WELLTOWER INC1.6K shares1.70%2025-12-312026-02-04 SNPS SYNOPSYS INC636 shares-0.63%2025-12-312026-02-04 MS MORGAN STANLEY1.7K shares8.60%2025-12-312026-02-04 IDV ISHARES INTERNATIONAL7.5K shares32.46%2025-12-312026-02-04 ESGV VANGUARD WORLD FD2.4K shares0.25%2025-12-312026-02-04 PLD PROLOGIS INC.2.3K shares8.34%2025-12-312026-02-04 NEM NEWMONT CORP2.9K shares0.00%2025-12-312026-02-04 IBTK ISHARES TR14.3K shares1.03%2025-12-312026-02-04 IBTJ ISHARES TR12.9K shares1.03%2025-12-312026-02-04 IBTI ISHARES TR12.6K shares1.06%2025-12-312026-02-04 ESGU ISHARES TR1.9K shares6.67%2025-12-312026-02-04 IJH ISHARES TR4.2K shares-1.59%2025-12-312026-02-04 ITA ISHARES TR1.3K shares0.00%2025-12-312026-02-04 VYMI VANGUARD INTERNATNL HGH3.1K sharesnew addition2025-12-312026-02-04 T AT&T INC11.1K shares4.21%2025-12-312026-02-04 DIA SPDR DOW JONES INDL AVERAGE570 shares0.18%2025-12-312026-02-04 NEE NEXTERA ENERGY INC3.3K shares-0.12%2025-12-312026-02-04 DIVB ISHARES TR5.0K shares0.95%2025-12-312026-02-04 FDD FIRST TRST STOXX EUR SEL15.0K shares-0.29%2025-12-312026-02-04 DELL DELL TECHNOLOGIES INC2.0K shares0.29%2025-12-312026-02-04 XLI SELECT SECTOR SPDR TR1.6K sharesnew addition2025-12-312026-02-04 ITOT ISHARES TR1.7K shares-4.35%2025-12-312026-02-04 UPS UNITED PARCEL SERVICE INC2.6K shares0.12%2025-12-312026-02-04 HYDB ISHARES TR5.4K shares-1.89%2025-12-312026-02-04 BP BP PLC7.2K shares0.03%2025-12-312026-02-04 GEV GE VERNOVA INC381 shares-1.04%2025-12-312026-02-04 FBND FIDELITY MERRIMACK STR TR5.0K shares-15.09%2025-12-312026-02-04 GII SPDR INDEX SHS FDS3.3K shares-23.45%2025-12-312026-02-04 VT VANGUARD INTL EQUITY INDEX F1.6K shares0.50%2025-12-312026-02-04 GILD GILEAD SCIENCES INC1.8K shares-6.18%2025-12-312026-02-04 SYK STRYKER CORPORATION639 shares0.16%2025-12-312026-02-04 SRE SEMPRA2.5K shares0.47%2025-12-312026-02-04 ARTY ISHARES FUTURE AI AND4.7K sharesnew addition2025-12-312026-02-04 PFE PFIZER INC9.0K shares1.91%2025-12-312026-02-04 EBAY EBAY INC.2.6K shares-26.52%2025-12-312026-02-04 IJK ISHARES TR2.3K shares0.09%2025-12-312026-02-04 ASML ASML HOLDING N V204 sharesnew addition2025-12-312026-02-04 S SENTINELONE INC14.4K shares0.00%2025-12-312026-02-04 SCHW SCHWAB CHARLES CORP2.1K shares-0.42%2025-12-312026-02-04 MPC MARATHON PETE CORP1.3K shares0.00%2025-12-312026-02-04 VCIT VANGUARD SCOTTSDALE FDS2.5K shares-29.81%2025-12-312026-02-04 VRTX VERTEX PHARMACEUTICALS INC459 sharesnew addition2025-12-312026-02-04 BLACKSTONE INC BLACKSTONE INC1.3K sharesnew addition2025-12-312026-02-04 IBHG ISHARES TR9.0K sharesnew addition2025-12-312026-02-04 IBHF ISHARES TR8.7K sharesnew addition2025-12-312026-02-04 HTBK HERITAGE COMM CORP11.4K shares0.00%2025-12-312026-02-04 GNLX GENELUX CORPORATION16.5K shares0.00%2025-12-312026-02-04 CRBU CARIBOU BIOSCIENCES INC19.5K shares0.00%2025-12-312026-02-04 WLBAQ WESTMORELAND COAL CO XXX20.0K shares0.00%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available