LIBERTY WEALTH MANAGEMENT LLC Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$637.9M
Holdings
233
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (233 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 828,196 | $35.1M | 5.50% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 848,007 | $30.4M | 4.77% | |
| 3 | IVWISHARES TR | 250,770 | $27.6M | 4.33% | |
| 4 | QUALISHARES TR | 149,913 | $27.4M | 4.30% | |
| 5 | DUHPDIMENSIONAL ETF TRUST | 729,659 | $26.0M | 4.07% | |
| 6 | DYNFBLACKROCK ETF TRUST | 459,635 | $25.0M | 3.92% | |
| 7 | IVVISHARES TR | 39,841 | $24.7M | 3.88% | |
| 8 | AAPLAPPLE INC | 109,386 | $22.4M | 3.52% | |
| 9 | IVEISHARES TR | 99,789 | $19.5M | 3.06% | |
| 10 | NVDANVIDIA CORPORATION | 97,088 | $15.3M | 2.40% | |
| 11 | DFCFDIMENSIONAL ETF TRUST | 351,836 | $14.9M | 2.33% | |
| 12 | DFICDIMENSIONAL ETF TRUST | 474,657 | $14.8M | 2.31% | |
| 13 | IUSBISHARES TR | 311,493 | $14.4M | 2.26% | |
| 14 | VTIVANGUARD INDEX FDS | 44,786 | $13.6M | 2.13% | |
| 15 | DFAIDIMENSIONAL ETF TRUST | 390,964 | $13.5M | 2.12% | |
| 16 | DFLVDIMENSIONAL ETF TRUST | 397,919 | $12.3M | 1.94% | |
| 17 | IEMGISHARES INC | 180,290 | $10.8M | 1.70% | |
| 18 | MSFTMICROSOFT CORP | 19,356 | $9.6M | 1.51% | |
| 19 | OEFISHARES TR | 27,230 | $8.3M | 1.30% | |
| 20 | IYWISHARES TR | 44,821 | $7.8M | 1.22% | |
| 21 | TLHISHARES TR | 75,137 | $7.6M | 1.20% | |
| 22 | DIHPDIMENSIONAL ETF TRUST | 258,409 | $7.6M | 1.19% | |
| 23 | VEUVANGUARD INTL EQUITY INDEX F | 112,794 | $7.6M | 1.19% | |
| 24 | DFATDIMENSIONAL ETF TRUST | 139,814 | $7.5M | 1.18% | |
| 25 | MTUMISHARES TR | 29,007 | $7.0M | 1.09% | |
| 26 | EFVISHARES TR | 108,530 | $6.9M | 1.08% | |
| 27 | DFEMDIMENSIONAL ETF TRUST | 231,700 | $6.9M | 1.08% | |
| 28 | EMXCISHARES INC | 104,817 | $6.6M | 1.04% | |
| 29 | AQLTISHARES TR | 64,903 | $5.4M | 0.85% | |
| 30 | ISRGINTUITIVE SURGICAL INC | 9,910 | $5.4M | 0.84% | |
| 31 | DISVDIMENSIONAL ETF TRUST | 161,349 | $5.3M | 0.83% | |
| 32 | ORCLORACLE CORP | 24,155 | $5.3M | 0.83% | |
| 33 | AMZNAMAZON COM INC | 24,052 | $5.3M | 0.83% | |
| 34 | ENPHENPHASE ENERGY INC | 129,616 | $5.1M | 0.81% | |
| 35 | MBBISHARES TR | 53,316 | $5.0M | 0.78% | |
| 36 | TSLATESLA INC | 15,687 | $5.0M | 0.78% | |
| 37 | BLVVANGUARD BD INDEX FDS | 66,521 | $4.6M | 0.73% | |
| 38 | VOOVANGUARD INDEX FDS | 7,982 | $4.5M | 0.71% | |
| 39 | VGLTVANGUARD SCOTTSDALE FDS | 78,536 | $4.4M | 0.69% | |
| 40 | EFGISHARES TR | 35,289 | $4.0M | 0.62% | |
| 41 | IAU*ISHARES GOLD TR | 62,890 | $3.9M | 0.61% | |
| 42 | TCAFT ROWE PRICE ETF INC | 109,914 | $3.9M | 0.61% | |
| 43 | WMWASTE MGMT INC DEL | 16,340 | $3.7M | 0.59% | |
| 44 | METAMETA PLATFORMS INC | 4,766 | $3.5M | 0.55% | |
| 45 | AMATAPPLIED MATLS INC | 18,960 | $3.5M | 0.54% | |
| 46 | THROBLACKROCK ETF TRUST | 92,248 | $3.3M | 0.51% | |
| 47 | GOOGALPHABET INC | 18,243 | $3.2M | 0.51% | |
| 48 | CSCOCISCO SYS INC | 43,945 | $3.0M | 0.48% | |
| 49 | CVXCHEVRON CORP NEW | 20,817 | $3.0M | 0.47% | |
| 50 | EMBISHARES TR | 31,088 | $2.9M | 0.45% | |
| 51 | BINCBLACKROCK ETF TRUST II | 50,938 | $2.7M | 0.42% | |
| 52 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,537 | $2.7M | 0.42% | |
| 53 | VGTVANGUARD WORLD FD | 3,963 | $2.6M | 0.41% | |
| 54 | VTVVANGUARD INDEX FDS | 14,202 | $2.5M | 0.39% | |
| 55 | VUGVANGUARD INDEX FDS | 5,155 | $2.3M | 0.35% | |
| 56 | GOOGLALPHABET INC | 12,601 | $2.2M | 0.35% | |
| 57 | HEFAISHARES TR | 57,062 | $2.2M | 0.34% | |
| 58 | VEAVANGUARD TAX-MANAGED FDS | 32,685 | $1.9M | 0.29% | |
| 59 | BAIBLACKROCK ETF TRUST | 63,541 | $1.8M | 0.29% | |
| 60 | VBRVANGUARD INDEX FDS | 9,260 | $1.8M | 0.28% | |
| 61 | AVGOBROADCOM INC | 6,383 | $1.8M | 0.28% | |
| 62 | NDQINVESCO QQQ TR | 3,075 | $1.7M | 0.27% | |
| 63 | IBMINTERNATIONAL BUSINESS MACHS | 5,339 | $1.6M | 0.25% | |
| 64 | INTUINTUIT | 1,982 | $1.6M | 0.24% | |
| 65 | MGKVANGUARD WORLD FD | 3,940 | $1.4M | 0.23% | |
| 66 | JPMJPMORGAN CHASE &CO. | 4,930 | $1.4M | 0.22% | |
| 67 | TLTISHARES TR | 16,164 | $1.4M | 0.22% | |
| 68 | ADPAUTOMATIC DATA PROCESSING IN | 4,401 | $1.4M | 0.21% | |
| 69 | ABBVABBVIE INC | 7,290 | $1.4M | 0.21% | |
| 70 | IAGGISHARES TR | 26,458 | $1.4M | 0.21% | |
| 71 | IFRAISHARES TR | 27,014 | $1.3M | 0.21% | |
| 72 | AIRRFIRST TR EXCHANGE TRADED FD | 15,654 | $1.3M | 0.20% | |
| 73 | VVISA INC | 3,576 | $1.3M | 0.20% | |
| 74 | LLYELI LILLY &CO | 1,624 | $1.3M | 0.20% | |
| 75 | AQLTISHARES TR | 54,808 | $1.3M | 0.20% | |
| 76 | VBVANGUARD INDEX FDS | 5,174 | $1.2M | 0.19% | |
| 77 | BACBANK AMERICA CORP | 25,807 | $1.2M | 0.19% | |
| 78 | VHTVANGUARD WORLD FD | 4,813 | $1.2M | 0.19% | |
| 79 | PGPROCTER AND GAMBLE CO | 7,231 | $1.2M | 0.18% | |
| 80 | SNOWSNOWFLAKE INC | 5,114 | $1.1M | 0.18% | |
| 81 | MSCIMSCI INC | 1,883 | $1.1M | 0.17% | |
| 82 | FTECFIDELITY COVINGTON TRUST | 5,501 | $1.1M | 0.17% | |
| 83 | VVVANGUARD INDEX FDS | 3,560 | $1.0M | 0.16% | |
| 84 | USMVISHARES TR | 10,637 | $997K | 0.16% | |
| 85 | COWZPACER FDS TR | 16,938 | $933K | 0.15% | |
| 86 | DISDISNEY WALT CO | 7,531 | $933K | 0.15% | |
| 87 | WFCWELLS FARGO CO NEW | 11,294 | $904K | 0.14% | |
| 88 | SPYSPDR S&P 500 ETF TR | 1,451 | $896K | 0.14% | |
| 89 | COSTCOSTCO WHSL CORP NEW | 903 | $893K | 0.14% | |
| 90 | PLTRPALANTIR TECHNOLOGIES INC | 6,546 | $892K | 0.14% | |
| 91 | AMDADVANCED MICRO DEVICES INC | 6,046 | $857K | 0.13% | |
| 92 | SPYMSPDR SERIES TRUST | 11,591 | $842K | 0.13% | |
| 93 | HDHOME DEPOT INC | 2,264 | $830K | 0.13% | |
| 94 | AXONAXON ENTERPRISE INC | 1,000 | $827K | 0.13% | |
| 95 | IYHISHARES TR | 14,163 | $799K | 0.13% | |
| 96 | VFHVANGUARD WORLD FD | 6,008 | $764K | 0.12% | |
| 97 | LMTLOCKHEED MARTIN CORP | 1,567 | $725K | 0.11% | |
| 98 | IYFISHARES TR | 5,920 | $716K | 0.11% | |
| 99 | GSGOLDMAN SACHS GROUP INC | 984 | $696K | 0.11% | |
| 100 | NFLXNETFLIX INC | 520 | $696K | 0.11% |
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