LIBERTY WEALTH MANAGEMENT LLC Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$774.7M
Holdings
249
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (249 positions)
| Stock | Value |
|---|---|
CATCATERPILLAR INC | $795K |
MSCIMSCI INC | $781K |
AMGNAMGEN INC | $775K |
IYKISHARES TR | $771K |
LMTLOCKHEED MARTIN CORP | $756K |
KOCOCA COLA CO | $749K |
VWOVANGUARD INTL EQUITY INDEX F | $747K |
VFHVANGUARD WORLD FD | $742K |
WMTWALMART INC | $739K |
HDHOME DEPOT INC | $732K |
EFAISHARES TR | $726K |
IYEISHARES TR | $719K |
COWZPACER FDS TR | $683K |
SPYVSPDR SERIES TRUST | $677K |
RTXRTX CORPORATION | $669K |
AXPAMERICAN EXPRESS CO | $661K |
PHMPULTE GROUP INC | $653K |
DGROISHARES TR | $649K |
SCHGSCHWAB STRATEGIC TR | $646K |
STIPISHARES TR | $644K |
IJRISHARES TR | $634K |
ABTABBOTT LABS | $631K |
JNJJOHNSON &JOHNSON | $625K |
VONGVANGUARD SCOTTSDALE FDS | $608K |
TSMTAIWAN SEMICONDUCTOR M F | $589K |
IBBISHARES TR | $586K |
VRTVERTIV HOLDINGS CO | $582K |
IWFISHARES TR | $580K |
PEPPEPSICO INC | $546K |
MAMASTERCARD INCORPORATED | $543K |
FDVVFIDELITY COVINGTON TRUST | $526K |
CRMSALESFORCE INC | $515K |
BNDXVANGUARD CHARLOTTE FDS | $513K |
IJJISHARES TR | $491K |
SCHXSCHWAB STRATEGIC TR | $490K |
FLOTISHARES TR | $490K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $482K |
VIGVANGUARD SPECIALIZED FUNDS | $482K |
USBUS BANCORP DEL | $469K |
ADBEADOBE INC | $467K |
ICVTISHARES TR | $463K |
NFLXNETFLIX INC | $462K |
PSAPUBLIC STORAGE OPER CO | $455K |
BABOEING CO | $430K |
GEGE AEROSPACE | $430K |
HIMUBLACKROCK ETF TRUST II | $423K |
HTOH2O AMERICA | $422K |
SCHBSCHWAB STRATEGIC TR | $420K |
BSVVANGUARD BD INDEX FDS | $418K |
XLFSELECT SECTOR SPDR TR | $415K |
VSGXVANGUARD WORLD FD | $414K |
ABMABM INDS INC | $414K |
SLVISHARES SILVER TR | $411K |
IYRISHARES TR | $411K |
RPVINVESCO EXCHANGE TRADED FD T | $409K |
MCDMCDONALDS CORP | $408K |
TFLOISHARES TR | $405K |
FLRNST STRT SPDR BBRG INV | $403K |
ROSTROSS STORES INC | $393K |
AVUVAMERICAN CENTY ETF TR | $390K |
SCHDSCHWAB STRATEGIC TR | $387K |
JEPIJ P MORGAN EXCHANGE TRADED F | $383K |
4I1PHILIP MORRIS INTL INC | $380K |
BNDVANGUARD BD INDEX FDS | $376K |
ADIANALOG DEVICES INC | $366K |
UNPUNION PAC CORP | $364K |
AVDVAMERICAN CENTY ETF TR | $361K |
ALSALLSTATE CORP | $361K |
SMHVANECK ETF TRUST | $357K |
SOXXISHARES TR | $355K |
MRKMERCK &CO INC | $341K |
TTTRANE TECHNOLOGIES PLC F | $339K |
BIVVANGUARD BD INDEX FDS | $337K |
VNQVANGUARD INDEX FDS | $332K |
AG8AGILENT TECHNOLOGIES INC | $331K |
FLDRFIDELITY MERRIMACK STR TR | $327K |
GDXVANECK ETF TRUST | $324K |
BACVERIZON COMMUNICATIONS INC | $323K |
SHWSHERWIN WILLIAMS CO | $319K |
INTCINTEL CORP | $317K |
IBTHISHARES TR | $316K |
IBTGISHARES TR | $314K |
EUFNISHARES TR | $313K |
IMCGISHARES TR | $313K |
VOXVANGUARD WORLD FD | $312K |
JPCNUVEEN PREFERRED INCOME | $310K |
MCKMCKESSON CORP | $309K |
IWDISHARES TR | $304K |
SBUXSTARBUCKS CORP | $302K |
LRCXLAM RESEARCH CORP | $302K |
NVSNNOVARTIS AG | $300K |
WELLWELLTOWER INC | $299K |
DWDMORGAN STANLEY | $298K |
SNPSSYNOPSYS INC | $298K |
IDV*ISHARES INTERNATIONAL | $296K |
ESGVVANGUARD WORLD FD | $294K |
PLDPROLOGIS INC. | $293K |
NEMNEWMONT CORP | $288K |
IBTKISHARES TR | $283K |
IBMSISHARES TR | $282K |