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 | Value |
|---|---|
DFAUDIMENSIONAL ETF TRUST | $35.1M |
DFACDIMENSIONAL ETF TRUST | $30.4M |
IVWISHARES TR | $27.6M |
QUALISHARES TR | $27.4M |
DUHPDIMENSIONAL ETF TRUST | $26.0M |
DYNFBLACKROCK ETF TRUST | $25.0M |
IVVISHARES TR | $24.7M |
AAPLAPPLE INC | $22.4M |
IVEISHARES TR | $19.5M |
NVDANVIDIA CORPORATION | $15.3M |
DFCFDIMENSIONAL ETF TRUST | $14.9M |
DFICDIMENSIONAL ETF TRUST | $14.8M |
IUSBISHARES TR | $14.4M |
VTIVANGUARD INDEX FDS | $13.6M |
DFAIDIMENSIONAL ETF TRUST | $13.5M |
DFLVDIMENSIONAL ETF TRUST | $12.3M |
IEMGISHARES INC | $10.8M |
MSFTMICROSOFT CORP | $9.6M |
OEFISHARES TR | $8.3M |
IYWISHARES TR | $7.8M |
TLHISHARES TR | $7.6M |
DIHPDIMENSIONAL ETF TRUST | $7.6M |
VEUVANGUARD INTL EQUITY INDEX F | $7.6M |
DFATDIMENSIONAL ETF TRUST | $7.5M |
MTUMISHARES TR | $7.0M |
EFVISHARES TR | $6.9M |
DFEMDIMENSIONAL ETF TRUST | $6.9M |
EMXCISHARES INC | $6.6M |
AQLTISHARES TR | $5.4M |
ISRGINTUITIVE SURGICAL INC | $5.4M |
DISVDIMENSIONAL ETF TRUST | $5.3M |
ORCLORACLE CORP | $5.3M |
AMZNAMAZON COM INC | $5.3M |
ENPHENPHASE ENERGY INC | $5.1M |
MBBISHARES TR | $5.0M |
TSLATESLA INC | $5.0M |
BLVVANGUARD BD INDEX FDS | $4.6M |
VOOVANGUARD INDEX FDS | $4.5M |
VGLTVANGUARD SCOTTSDALE FDS | $4.4M |
EFGISHARES TR | $4.0M |
IAU*ISHARES GOLD TR | $3.9M |
TCAFT ROWE PRICE ETF INC | $3.9M |
WMWASTE MGMT INC DEL | $3.7M |
METAMETA PLATFORMS INC | $3.5M |
AMATAPPLIED MATLS INC | $3.5M |
THROBLACKROCK ETF TRUST | $3.3M |
GOOGALPHABET INC | $3.2M |
CSCOCISCO SYS INC | $3.0M |
CVXCHEVRON CORP NEW | $3.0M |
EMBISHARES TR | $2.9M |
BINCBLACKROCK ETF TRUST II | $2.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.7M |
VGTVANGUARD WORLD FD | $2.6M |
VTVVANGUARD INDEX FDS | $2.5M |
VUGVANGUARD INDEX FDS | $2.3M |
GOOGLALPHABET INC | $2.2M |
HEFAISHARES TR | $2.2M |
VEAVANGUARD TAX-MANAGED FDS | $1.9M |
BAIBLACKROCK ETF TRUST | $1.8M |
VBRVANGUARD INDEX FDS | $1.8M |
AVGOBROADCOM INC | $1.8M |
NDQINVESCO QQQ TR | $1.7M |
IBMINTERNATIONAL BUSINESS MACHS | $1.6M |
INTUINTUIT | $1.6M |
MGKVANGUARD WORLD FD | $1.4M |
JPMJPMORGAN CHASE &CO. | $1.4M |
TLTISHARES TR | $1.4M |
ADPAUTOMATIC DATA PROCESSING IN | $1.4M |
ABBVABBVIE INC | $1.4M |
IAGGISHARES TR | $1.4M |
IFRAISHARES TR | $1.3M |
AIRRFIRST TR EXCHANGE TRADED FD | $1.3M |
VVISA INC | $1.3M |
LLYELI LILLY &CO | $1.3M |
AQLTISHARES TR | $1.3M |
VBVANGUARD INDEX FDS | $1.2M |
BACBANK AMERICA CORP | $1.2M |
VHTVANGUARD WORLD FD | $1.2M |
PGPROCTER AND GAMBLE CO | $1.2M |
SNOWSNOWFLAKE INC | $1.1M |
MSCIMSCI INC | $1.1M |
FTECFIDELITY COVINGTON TRUST | $1.1M |
VVVANGUARD INDEX FDS | $1.0M |
USMVISHARES TR | $997K |
COWZPACER FDS TR | $933K |
DISDISNEY WALT CO | $933K |
WFCWELLS FARGO CO NEW | $904K |
SPYSPDR S&P 500 ETF TR | $896K |
COSTCOSTCO WHSL CORP NEW | $893K |
PLTRPALANTIR TECHNOLOGIES INC | $892K |
AMDADVANCED MICRO DEVICES INC | $857K |
SPYMSPDR SERIES TRUST | $842K |
HDHOME DEPOT INC | $830K |
AXONAXON ENTERPRISE INC | $827K |
IYHISHARES TR | $799K |
VFHVANGUARD WORLD FD | $764K |
LMTLOCKHEED MARTIN CORP | $725K |
IYFISHARES TR | $716K |
GSGOLDMAN SACHS GROUP INC | $696K |
NFLXNETFLIX INC | $696K |
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