Latest Liberty Wealth Management LLC Stock Portfolio
$800Million | No. of Holdings #268
About Liberty Wealth Management LLC and 13F Hedge Fund Stock Holdings
On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, LIBERTY WEALTH MANAGEMENT LLC reported an equity portfolio of $800.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of LIBERTY WEALTH MANAGEMENT LLC are DFAC, DFAC, IJR. The fund has invested 4.1% of it's portfolio in DIMENSIONAL ETF TRUST and 3.9% of portfolio in DIMENSIONAL ETF TRUST. <br><br>
Liberty Wealth Management LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$800Million
as of Aug 06, 2026Liberty Wealth Management LLC Annual Return Estimates Vs S&P 500
- Performance
New Buys
No new stocks were added by Liberty Wealth Management LLC
Additions
No additions were made to existing positions by Liberty Wealth Management LLC
Reductions
None of the existing positions were reduced by Liberty Wealth Management LLC
Sold off
None of the stocks were completely sold off by Liberty Wealth Management LLC
Sector Distribution
- Others
- Technology
- Healthcare
- Consumer Cyclical
- Industrials
- Communication Services
- Utilities
- Financial Services
| Sector | % |
|---|---|
| Others | 79.5 |
| Technology | 10.1 |
| Healthcare | 1.7 |
| Consumer Cyclical | 1.7 |
| Industrials | 1.6 |
| Communication Services | 1.5 |
| Utilities | 1.1 |
| Financial Services | 1.1 |
Market Cap. Distribution
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 79.5 |
| MEGA-CAP | 15.7 |
| LARGE-CAP | 3.9 |
Stocks belong to which Index?
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 79.9 |
| S&P 500 | 19.1 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Liberty Wealth Management LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Liberty Wealth Management LLC
$800.42MTotal Value
268Positions
06 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 3.54% | 111,781 | $28.37M 3.54% | 0%unchanged 0 percentunchanged | ||
 AAXJ Ishares Msci Eafe ValueIshares Msci Eafe ValueAAXJ | 1.52% | 162,787 | $12.13M 1.52% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares 10-20 YearIshares 10-20 YearAAXJ | 1.1% | 87,815 | $8.85M 1.1% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares Msci Eafe GrowthIshares Msci Eafe GrowthAAXJ | 0.81% | 57,920 | $6.45M 0.81% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.69% | 58,020 | $5.51M 0.69% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.22% | 18,399 | $1.73M 0.22% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 4,032 | $317.6K 0.04% | 0%unchanged 0 percentunchanged | |
 Abbvie Inc Abbvie IncABBV Liberty Wealth Management LLC's holding in Abbvie Inc over time | 0.19% | 6,939 | $1.51M 0.19% | 0%unchanged 0 percentunchanged | |
 Abm Inds Inc Abm Inds IncABM Liberty Wealth Management LLC's holding in Abm Inds Inc over time | 0.05% | 9,799 | $377.4K 0.05% | 0%unchanged 0 percentunchanged | |
 Abbott Laboratories Liberty Wealth Management LLC's holding in Abbott Laboratories over time | 0.06% | 4,861 | $499.0K 0.06% | 0%unchanged 0 percentunchanged | |
 ACSG Dbx Etf TrDbx Etf TrACSG | 0.12% | 19,560 | $966.3K 0.12% | 0%unchanged 0 percentunchanged | |
 ACWF Ishares Core UniversalIshares Core UniversalACWF | 1.98% | 342,830 | $15.84M 1.98% | 0%unchanged 0 percentunchanged | |
ACWF Ishares TrIshares TrACWF | 0.17% | 31,518 | $1.34M 0.17% | 0%unchanged 0 percentunchanged | |
ACWF Ishares TrIshares TrACWF | 0.1% | 16,469 | $833.8K 0.1% | 0%unchanged 0 percentunchanged | |
ACWF Ishares TrIshares TrACWF | 0.09% | 10,426 | $731.7K 0.09% | 0%unchanged 0 percentunchanged | |
ACWF Ishares Ultra ShortIshares Ultra ShortACWF | 0.03% | 5,281 | $267.3K 0.03% | 0%unchanged 0 percentunchanged | |
| 0.04% | 1,263 | $307.0K 0.04% | 0%unchanged 0 percentunchanged | ||
 Analog Devices Inc Liberty Wealth Management LLC's holding in Analog Devices Inc over time | 0.04% | 1,085 | $345.2K 0.04% | 0%unchanged 0 percentunchanged | |
 Automatic Data Processing In Liberty Wealth Management LLC's holding in Automatic Data Processing In over time | 0.11% | 4,213 | $894.7K 0.11% | 0%unchanged 0 percentunchanged | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.05% | 3,841 | $424.3K 0.05% | 0%unchanged 0 percentunchanged | |
