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 |
|---|---|
DBEFDBX ETF TR | $693K |
XOMEXXON MOBIL CORP | $691K |
VWOVANGUARD INTL EQUITY INDEX F | $689K |
XLKSELECT SECTOR SPDR TR | $682K |
IYKISHARES TR | $678K |
EFAISHARES TR | $669K |
AMGNAMGEN INC | $664K |
KOCOCA COLA CO | $652K |
WMTWALMART INC | $621K |
ABTABBOTT LABS | $621K |
VONGVANGUARD SCOTTSDALE FDS | $607K |
IYEISHARES TR | $589K |
IJRISHARES TR | $587K |
PHMPULTE GROUP INC | $585K |
STIPISHARES TR | $580K |
CRMSALESFORCE INC | $566K |
AXPAMERICAN EXPRESS CO | $558K |
CATCATERPILLAR INC | $551K |
BNDXVANGUARD CHARLOTTE FDS | $541K |
MAMASTERCARD INCORPORATED | $541K |
ADBEADOBE INC | $528K |
TAT&T INC | $513K |
TFLOISHARES TR | $512K |
RTXRTX CORPORATION | $511K |
PSAPUBLIC STORAGE OPER CO | $507K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $506K |
IWFISHARES TR | $505K |
PEPPEPSICO INC | $498K |
BSVVANGUARD BD INDEX FDS | $471K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $465K |
GQ9SPDR GOLD TR | $465K |
ABMABM INDS INC | $461K |
IJJISHARES TR | $457K |
JNJJOHNSON &JOHNSON | $455K |
DFUVDIMENSIONAL ETF TRUST | $452K |
IBBISHARES TR | $452K |
VRTVERTIV HOLDINGS CO | $451K |
VIGVANGUARD SPECIALIZED FUNDS | $445K |
BABOEING CO | $430K |
SPYVSPDR SERIES TRUST | $429K |
HIMUBLACKROCK ETF TRUST II | $423K |
XLFSELECT SECTOR SPDR TR | $417K |
ICVTISHARES TR | $412K |
4I1PHILIP MORRIS INTL INC | $407K |
TTTRANE TECHNOLOGIES PLC | $397K |
UNPUNION PAC CORP | $391K |
IMCGISHARES TR | $379K |
MCDMCDONALDS CORP | $379K |
VSGXVANGUARD WORLD FD | $371K |
FLOTISHARES TR | $370K |
RPVINVESCO EXCHANGE TRADED FD T | $366K |
SBUXSTARBUCKS CORP | $361K |
BACVERIZON COMMUNICATIONS INC | $356K |
VNQVANGUARD INDEX FDS | $355K |
IYRISHARES TR | $351K |
USBUS BANCORP DEL | $348K |
DGROISHARES TR | $347K |
SHWSHERWIN WILLIAMS CO | $347K |
AVUVAMERICAN CENTY ETF TR | $346K |
ALSALLSTATE CORP | $337K |
GEGE AEROSPACE | $336K |
HIMSHIMS &HERS HEALTH INC | $330K |
BIVVANGUARD BD INDEX FDS | $330K |
SCHBSCHWAB STRATEGIC TR | $326K |
IBTHISHARES TR | $310K |
IBTGISHARES TR | $309K |
SNPSSYNOPSYS INC | $308K |
BNDVANGUARD BD INDEX FDS | $307K |
ADIANALOG DEVICES INC | $306K |
AVDVAMERICAN CENTY ETF TR | $300K |
MRKMERCK &CO INC | $294K |
FLRNSPDR BLOOMBERG INT GRD | $287K |
FDVVFIDELITY COVINGTON TRUST | $280K |
IBTKISHARES TR | $278K |
IBMSISHARES TR | $277K |
ROSTROSS STORES INC | $277K |
SOXXISHARES TR | $277K |
IBTIISHARES TR | $276K |
VOXVANGUARD WORLD FD | $271K |
UPSUNITED PARCEL SERVICE INC | $268K |
ESGVVANGUARD WORLD FD | $265K |
SSENTINELONE INC | $264K |
SYKSTRYKER CORPORATION | $263K |
AQLTISHARES TR | $263K |
HYDBISHARES TR | $260K |
IWDISHARES TR | $259K |
EBAEBAY INC. | $256K |
DONSPDR DOW JONES INDL AVERAGE | $250K |
DELLDELL TECHNOLOGIES INC | $249K |
ESGUISHARES TR | $249K |
NEENEXTERA ENERGY INC | $248K |
DIVBISHARES TR | $246K |
EUFNISHARES TR | $244K |
WELLWELLTOWER INC | $244K |
WECWEC ENERGY GROUP INC | $243K |
EFAVISHARES TR | $243K |
PFEPFIZER INC | $241K |
ITOTISHARES TR | $241K |
BPBP PLC | $238K |
PANWPALO ALTO NETWORKS INC | $234K |