LIBERTY WEALTH MANAGEMENT LLC

CIK 0001769302 • 7 13F filings • May 9, 2025 – Aug 6, 2026

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Filer information

Filed by: LIBERTY WEALTH MANAGEMENT LLC, CHIEF COMPLIANCE OFFICER
Address: 411 30TH STREET, 2ND FLOOR, OAKLAND, CA, 94609
Phone: 949-688-7665
AUM: $774.7M

AUM over time

$911.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $774.7M147 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$631K	0.1%Prev: 0.1%	5,040 SH	Increased+467 SH
ABBVIE INC	COM	$1.7M	0.2%Prev: 0.2%	7,225 SH	Decreased-18 SH
ABM INDS INC	COM	$414K	0.1%Prev: 0.1%	9,794 SH	Decreased+5 SH
ADOBE INC	COM	$467K	0.1%Prev: 0.1%	1,335 SH	Decreased-10 SH
ADVANCED MICRO DEVICES INC	COM	$1.2M	0.2%Prev: 0.1%	5,463 SH	Increased-679 SH
AGILENT TECHNOLOGIES INC	COM	$332K	0.0%Prev: 0.0%	2,437 SH	Increased+772 SH
ALLSTATE CORP	COM	$362K	0.0%Prev: 0.1%	1,739 SH	Increased+62 SH
ALPHABET INC	COM	$8.4M	1.1%Prev: 0.9%	26,846 SH	Increased-794 SH
AMAZON COM INC	COM	$6.4M	0.8%Prev: 0.7%	27,652 SH	Increased+3,810 SH
AMERICAN CENTY ETF TR	ETF	$752K	0.1%Prev: 0.1%	7,674 SH	Increased+73 SH
AMERICAN EXPRESS CO	COM	$661K	0.1%Prev: 0.1%	1,722 SH	Increased-32 SH
AMGEN INC	COM	$775K	0.1%Prev: 0.1%	2,369 SH	Increased-37 SH
ANALOG DEVICES INC	COM	$367K	0.0%Prev: 0.0%	1,246 SH	Increased
APPLE INC	COM	$31.8M	4.1%Prev: 4.0%	116,951 SH	Increased+5,660 SH
APPLIED MATLS INC	COM	$4.9M	0.6%Prev: 0.5%	18,950 SH	Increased+31 SH
ASML HOLDING N V	SHS	$218K	0.0%	204 SH	New
AT&T INC	COM	$275K	0.0%Prev: 0.0%	11,053 SH	Decreased+447 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.1M	0.1%Prev: 0.2%	4,391 SH	Decreased-89 SH
BANK AMERICA CORP	COM	$1.4M	0.2%Prev: 0.2%	24,860 SH	Increased+33 SH
BERKSHIRE HATHAWAY INC DEL	COM	$2.7M	0.3%Prev: 0.4%	5,304 SH	Decreased+6 SH
BLACKROCK ETF TRUST	ETF	$36.5M	4.7%Prev: 4.9%	682,096 SH	Increased+24,708 SH
BLACKROCK ETF TRUST II	ETF	$3.2M	0.4%Prev: 0.5%	61,889 SH	Decreased-2,615 SH
BLACKROCK INC	COM	$234K	0.0%Prev: 0.0%	218 SH	Decreased+13 SH
BLACKSTONE INC	COM	$201K	0.0%	1,301 SH	New
BOEING CO	COM	$431K	0.1%Prev: 0.1%	1,983 SH	Increased+78 SH
BP PLC	COM	$250K	0.0%Prev: 0.0%	7,187 SH	Increased+2 SH
BROADCOM INC	COM	$2.5M	0.3%Prev: 0.4%	7,361 SH	Increased-271 SH
CARIBOU BIOSCIENCES INC	COM	$31K	0.0%Prev: 0.0%	19,500 SH	Decreased
CATERPILLAR INC	COM	$795K	0.1%Prev: 0.1%	1,388 SH	Increased-54 SH
CHEVRON CORP NEW	COM	$3.3M	0.4%Prev: 0.5%	21,586 SH	Decreased-159 SH
CISCO SYS INC	COM	$3.4M	0.4%Prev: 0.4%	44,127 SH	Increased+164 SH
COCA COLA CO	COM	$749K	0.1%Prev: 0.1%	10,717 SH	Increased+1,199 SH
COSTCO WHSL CORP NEW	COM	$902K	0.1%Prev: 0.1%	1,046 SH	Increased+100 SH
DBX ETF TR	ETF	$802K	0.1%Prev: 0.1%	16,680 SH	Increased+291 SH
DELL TECHNOLOGIES INC	COM	$257K	0.0%Prev: 0.0%	2,045 SH	Decreased+6 SH
DIMENSIONAL ETF TRUST	ETF	$230.1M	29.7%Prev: 26.0%	5,609,334 SH	Increased+809,378 SH
DISNEY WALT CO	COM	$833K	0.1%Prev: 0.1%	7,325 SH	Decreased+30 SH
DUKE ENERGY CORP NEW	COM	$242K	0.0%Prev: 0.0%	2,062 SH	Increased+223 SH
EAST WEST MINERALS LTD F	COM	$6K	0.0%	37,000 SH	New
EATON CORP PLC F	COM	$252K	0.0%	792 SH	New
EBAY INC.	COM	$223K	0.0%Prev: 0.0%	2,560 SH	Decreased-924 SH
ELI LILLY &CO	COM	$1.6M	0.2%Prev: 0.2%	1,524 SH	Increased-47 SH
ENPHASE ENERGY INC	COM	$4.2M	0.5%Prev: 0.6%	130,067 SH	Decreased+453 SH
EXXON MOBIL CORP	COM	$821K	0.1%Prev: 0.1%	6,825 SH	Increased+416 SH
FIDELITY COVINGTON TRUST	ETF	$1.9M	0.2%Prev: 0.3%	15,337 SH	Increased+105 SH
FIDELITY MERRIMACK STR TR	ETF	$559K	0.1%Prev: 0.1%	11,528 SH	Decreased-832 SH
FIRST TR EXCHANGE TRADED FD	ETF	$1.7M	0.2%Prev: 0.2%	16,787 SH	Increased+886 SH
FIRST TRST STOXX EUR SEL	ETF	$262K	0.0%	14,951 SH	New
GE AEROSPACE	COM	$431K	0.1%Prev: 0.1%	1,398 SH	Increased-16 SH
GE VERNOVA INC	COM	$249K	0.0%Prev: 0.0%	381 SH	Increased-4 SH
GENELUX CORPORATION	COM	$72K	0.0%Prev: 0.0%	16,547 SH	Increased
GILEAD SCIENCES INC	COM	$225K	0.0%Prev: 0.0%	1,837 SH	Increased-121 SH
GOLDMAN SACHS GROUP INC	COM	$857K	0.1%Prev: 0.1%	976 SH	Increased-39 SH
H2O AMERICA	COM	$422K	0.1%Prev: 0.1%	8,618 SH	Increased
HCA HEALTHCARE INC	COM	$1.9M	0.2%	4,079 SH	New
HERITAGE COMM CORP	COM	$137K	0.0%Prev: 0.0%	11,406 SH	Increased
HOME DEPOT INC	COM	$732K	0.1%Prev: 0.1%	2,127 SH	Decreased-132 SH
INTEL CORP	COM	$318K	0.0%Prev: 0.0%	8,610 SH	Increased+115 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.6M	0.2%Prev: 0.2%	5,403 SH	Increased+45 SH
INTUIT	COM	$1.3M	0.2%Prev: 0.2%	2,002 SH	Decreased-2 SH
INTUITIVE SURGICAL INC	COM	$5.6M	0.7%Prev: 0.6%	9,921 SH	Increased
INVESCO EXCHANGE TRADED FD T	ETF	$410K	0.1%Prev: 0.1%	3,962 SH	Increased+20 SH
INVESCO QQQ TR	ETF	$6.1M	0.8%Prev: 0.8%	9,880 SH	Increased+258 SH
ISHARES 0-3 MONTH	ETF	$1.4M	0.2%Prev: 0.0%	14,437 SH	Increased+12,343 SH
ISHARES FUTURE AI AND	ETF	$224K	0.0%	4,657 SH	New
ISHARES GOLD TR	ETF	$5.0M	0.6%Prev: 0.6%	61,500 SH	Increased-1,458 SH
ISHARES INC	ETF	$20.4M	2.6%Prev: 2.7%	296,387 SH	Increased+3,588 SH
ISHARES INTERNATIONAL	ETF	$297K	0.0%Prev: 0.0%	7,524 SH	Increased+1,844 SH
ISHARES SILVER TR	ETF	$411K	0.1%Prev: 0.0%	6,385 SH	Increased+358 SH
ISHARES TR	ETF	$214.7M	27.7%Prev: 29.4%	1,823,391 SH	Increased+13,414 SH
J P MORGAN EXCHANGE TRADED F	ETF	$384K	0.0%Prev: 0.1%	6,752 SH	Decreased-775 SH
JOHNSON &JOHNSON	COM	$625K	0.1%Prev: 0.1%	3,022 SH	Increased+7 SH
JPMORGAN CHASE &CO.	COM	$1.7M	0.2%Prev: 0.2%	5,148 SH	Increased+249 SH
LAM RESEARCH CORP	COM	$303K	0.0%Prev: 0.0%	1,770 SH	Increased-205 SH
LOCKHEED MARTIN CORP	COM	$757K	0.1%Prev: 0.1%	1,564 SH	Decreased+9 SH
MARATHON PETE CORP	COM	$214K	0.0%Prev: 0.0%	1,313 SH	Decreased
MASTERCARD INCORPORATED	COM	$543K	0.1%Prev: 0.1%	951 SH	Decreased-12 SH
MCDONALDS CORP	COM	$408K	0.1%Prev: 0.1%	1,336 SH	Increased+37 SH
MCKESSON CORP	COM	$310K	0.0%Prev: 0.0%	378 SH	Increased+104 SH
MERCK &CO INC	COM	$341K	0.0%Prev: 0.0%	3,244 SH	Increased+173 SH
META PLATFORMS INC	COM	$2.8M	0.4%Prev: 0.4%	4,184 SH	Decreased-63 SH
MICROSOFT CORP	COM	$9.4M	1.2%Prev: 1.4%	19,362 SH	Decreased-197 SH
MORGAN STANLEY	COM	$298K	0.0%Prev: 0.0%	1,680 SH	Increased+133 SH
MSCI INC	COM	$782K	0.1%Prev: 0.2%	1,362 SH	Decreased-521 SH
NETFLIX INC	COM	$463K	0.1%	4,936 SH	New
NEWMONT CORP	COM	$288K	0.0%Prev: 0.0%	2,889 SH	Increased
NEXTERA ENERGY INC	COM	$265K	0.0%Prev: 0.0%	3,304 SH	Increased-4 SH
NOVARTIS AG	COM	$301K	0.0%Prev: 0.0%	2,182 SH	Increased+305 SH
NUVEEN PREFERRED INCOME	COM	$311K	0.0%	38,295 SH	New
NVIDIA CORPORATION	COM	$18.1M	2.3%Prev: 2.6%	97,025 SH	Decreased-1,627 SH
ORACLE CORP	COM	$5.0M	0.6%Prev: 1.0%	25,405 SH	Decreased+55 SH
PACER FDS TR	ETF	$683K	0.1%Prev: 0.1%	11,354 SH	Decreased-1,814 SH
PALANTIR TECHNOLOGIES INC	COM	$1.2M	0.2%Prev: 0.2%	6,728 SH	Decreased-110 SH
PEPSICO INC	COM	$547K	0.1%Prev: 0.1%	3,810 SH	Increased+95 SH
PFIZER INC	COM	$224K	0.0%Prev: 0.0%	8,986 SH	Decreased+168 SH
PHILIP MORRIS INTL INC	COM	$380K	0.0%Prev: 0.1%	2,371 SH	Increased+144 SH
PROCTER AND GAMBLE CO	COM	$1.1M	0.1%Prev: 0.2%	7,896 SH	Decreased+510 SH
PROFESIONALLY MANAGED PORTFO	ETF	$228K	0.0%	3,475 SH	New
PROLOGIS INC.	COM	$294K	0.0%Prev: 0.0%	2,300 SH	Increased+177 SH
PUBLIC STORAGE OPER CO	COM	$456K	0.1%Prev: 0.1%	1,756 SH	Decreased+15 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$483K	0.1%Prev: 0.1%	6,013 SH	Decreased
PULTE GROUP INC	COM	$653K	0.1%Prev: 0.1%	5,570 SH	Decreased+10 SH
PUTNAM ETF TRUST	ETF	$268K	0.0%	36,603 SH	New
ROSS STORES INC	COM	$394K	0.1%Prev: 0.0%	2,187 SH	Increased+5 SH
RTX CORPORATION	COM	$669K	0.1%Prev: 0.1%	3,649 SH	Increased-11 SH
SALESFORCE INC	COM	$515K	0.1%Prev: 0.1%	1,945 SH	Increased-3 SH
SCHWAB CHARLES CORP	COM	$214K	0.0%	2,139 SH	New
SCHWAB STRATEGIC TR	ETF	$1.9M	0.3%Prev: 0.0%	68,231 SH	Increased+54,501 SH
SELECT SECTOR SPDR TR	ETF	$1.5M	0.2%Prev: 0.2%	14,935 SH	Increased+4,053 SH
SEMPRA	COM	$224K	0.0%Prev: 0.0%	2,543 SH	Decreased+12 SH
SENTINELONE INC	COM	$217K	0.0%Prev: 0.0%	14,447 SH	Decreased
SHERWIN WILLIAMS CO	COM	$319K	0.0%Prev: 0.0%	986 SH	Decreased-1 SH
SPDR DOW JONES INDL AVERAGE	ETF	$274K	0.0%Prev: 0.0%	570 SH	Increased+1 SH
SPDR GOLD TR	SHS	$2.9M	0.4%Prev: 0.4%	7,273 SH	Increased-823 SH
SPDR INDEX SHS FDS	ETF	$229K	0.0%Prev: 0.1%	3,281 SH	Decreased-5,925 SH
SPDR S&P 500 ETF TR	ETF	$4.8M	0.6%Prev: 0.7%	7,073 SH	Increased+62 SH
SPDR SERIES TRUST	ETF	$1.7M	0.2%Prev: 0.3%	24,744 SH	Decreased-10,572 SH
ST STRT SPDR BBRG INV	ETF	$404K	0.1%	13,144 SH	New
STARBUCKS CORP	COM	$302K	0.0%Prev: 0.0%	3,590 SH	Decreased-463 SH
STRYKER CORPORATION	COM	$225K	0.0%Prev: 0.0%	639 SH	Decreased+1 SH
SYNOPSYS INC	COM	$299K	0.0%Prev: 0.0%	636 SH	Decreased-4 SH
T ROWE PRICE ETF INC	ETF	$4.2M	0.5%Prev: 0.6%	110,593 SH	Increased+217 SH
TAIWAN SEMICONDUCTOR M F	COM	$589K	0.1%	1,939 SH	New
TESLA INC	COM	$6.7M	0.9%Prev: 1.0%	14,861 SH	Decreased-494 SH
TRANE TECHNOLOGIES PLC F	COM	$340K	0.0%	873 SH	New
UNION PAC CORP	COM	$364K	0.0%Prev: 0.0%	1,574 SH	Increased+73 SH
UNITED PARCEL SERVICE INC	COM	$254K	0.0%Prev: 0.0%	2,565 SH	Increased+3 SH
US BANCORP DEL	COM	$469K	0.1%Prev: 0.1%	8,793 SH	Increased+1,072 SH
VANECK ETF TRUST	ETF	$682K	0.1%	4,779 SH	New
VANGUARD BD INDEX FDS	ETF	$5.9M	0.8%Prev: 0.8%	83,834 SH	Increased+2,591 SH
VANGUARD CHARLOTTE FDS	ETF	$513K	0.1%Prev: 0.1%	10,594 SH	Decreased-430 SH
VANGUARD INDEX FDS	ETF	$30.2M	3.9%Prev: 4.1%	94,639 SH	Increased+752 SH
VANGUARD INTERNATNL HGH	ETF	$275K	0.0%	3,058 SH	New
VANGUARD INTL EQUITY INDEX F	ETF	$9.5M	1.2%Prev: 1.3%	131,663 SH	Increased+4,804 SH
VANGUARD SCOTTSDALE FDS	ETF	$5.4M	0.7%Prev: 0.8%	89,570 SH	Decreased-2,911 SH
VANGUARD SPECIALIZED FUNDS	ETF	$483K	0.1%Prev: 0.1%	2,196 SH	Increased+14 SH
VANGUARD TAX-MANAGED FDS	ETF	$2.0M	0.3%Prev: 0.3%	32,056 SH	Increased-725 SH
VANGUARD WORLD FD	ETF	$7.7M	1.0%Prev: 1.1%	27,695 SH	Increased-178 SH
VERIZON COMMUNICATIONS INC	COM	$324K	0.0%Prev: 0.0%	7,983 SH	Decreased-72 SH
VERTEX PHARMACEUTICALS INC	COM	$208K	0.0%	459 SH	New
VERTIV HOLDINGS CO	COM	$582K	0.1%Prev: 0.1%	3,595 SH	Increased+99 SH
VISA INC	COM	$1.2M	0.2%Prev: 0.2%	3,484 SH	Decreased-255 SH
WALMART INC	COM	$739K	0.1%Prev: 0.1%	6,637 SH	Increased+43 SH
WASTE MGMT INC DEL	COM	$3.6M	0.5%Prev: 0.5%	16,342 SH	Decreased+1 SH
WEC ENERGY GROUP INC	COM	$252K	0.0%Prev: 0.0%	2,385 SH	Decreased+15 SH
WELLS FARGO CO NEW	COM	$1.0M	0.1%Prev: 0.1%	10,745 SH	Increased-560 SH
WELLTOWER INC	COM	$300K	0.0%Prev: 0.0%	1,616 SH	Increased+27 SH

Sold (vs prior filing)

AXON ENTERPRISE INC — $479K
CHARLES SCHWAB CORP — $205K
EATON CORP PLC — $258K
FIRST TR EXCHANGE-TRADED FD — $242K
HERSHEY CO — $203K
HIMS &HERS HEALTH INC — $340K
ISHARES BITCOIN TRUST ETF — $416K
ISHARES FLOATING RATE — $379K
ISHARES MSCI EUROPE — $367K
ISHARES S&P MID CAP 400 — $482K
ISHARES US AEROSPACE — $270K
KROGER CO — $207K
NETFLIX INC — $821K
NIKE INC — $226K
OKLO INC — $206K
PALO ALTO NETWORKS INC — $202K
ROYAL CARIBBEAN GROUP — $224K
SONY GROUP CORP — $215K
SPDR BLOOMBERG INT GRD — $291K
TAIWAN SEMICONDUCTOR MFG LTD — $573K
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001769302-26-000001	$774.7M	View
Oct 31, 2025	Q3 2025	13F-HR	0001769302-25-000008	$710.2M	View
Aug 6, 2026	Q2 2026