§ 13F · FUND PROFILE
LIBERTY WEALTH MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $710M (13F)Positions · 250Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 719K | $32M | 4.1% | −11% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 807K | $31M | 3.9% | ±0% |
| 3 | IVW | ISHARES TR | 266K | $30M | 3.8% | +2% |
| 4 | DYNF | BLACKROCK ETF TRUST | 496K | $29M | 3.6% | +4% |
| 5 | IVV | ISHARES CORE S&P 500 | 44K | $29M | 3.6% | +9% |
| 6 | DFCF | DIMENSIONAL CORE FIXED | 681K | $29M | 3.6% | +3% |
| 7 | AAPL | APPLE INC | 112K | $28M | 3.5% | −4% |
| 8 | IVE | ISHARES TR | 129K | $27M | 3.4% | +19% |
| 9 | QUAL | ISHARES TR | 140K | $27M | 3.4% | −12% |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 701K | $26M | 3.2% | +1% |
§ 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 $710 million in assets. The fund runs a broad portfolio of 250 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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