§ 13F · FUND PROFILE
LIBERTY WEALTH MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $637.9T (13F)Positions · 233Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$39.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 804K | $37.6T | 4.9% | −1% |
| 2 | IVW | ISHARES TR | 260K | $32.0T | 4.1% | +1% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 804K | $31.8T | 4.1% | −5% |
| 4 | AAPL | APPLE INC | 117K | $31.8T | 4.1% | +5% |
| 5 | QUAL | ISHARES TR | 159K | $31.6T | 4.1% | +2% |
| 6 | DYNF | BLACKROCK ETF TRUST | 479K | $29.1T | 3.8% | +1% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 663K | $28.2T | 3.6% | +86% |
| 8 | IVV | ISHARES TR | 40K | $27.6T | 3.6% | ±0% |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 698K | $26.5T | 3.4% | −4% |
| 10 | IVE | ISHARES TR | 108K | $23.0T | 3.0% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIBERTY SIGNAL
AC read
LIBERTY WEALTH MANAGEMENT LLC is a Other fund managing $637910.3 trillion in assets. The fund runs a broad portfolio of 233 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed