§ 13F · FUND PROFILE
LIBERTY WEALTH MANAGEMENT LLC.
AUM · $800M (13F)Positions · 268Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 719K | $32M | 4.1% | ±0% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 807K | $31M | 3.9% | ±0% |
| 3 | IVW | ISHARES TR | 266K | $30M | 3.8% | ±0% |
| 4 | DYNF | BLACKROCK ETF TRUST | 496K | $29M | 3.6% | ±0% |
| 5 | IVV | ISHARES CORE S&P 500 | 44K | $29M | 3.6% | ±0% |
| 6 | DFCF | DIMENSIONAL CORE FIXED | 681K | $29M | 3.6% | ±0% |
| 7 | AAPL | APPLE INC | 112K | $28M | 3.5% | ±0% |
| 8 | IVE | ISHARES TR | 129K | $27M | 3.4% | ±0% |
| 9 | QUAL | ISHARES TR | 140K | $27M | 3.4% | ±0% |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 701K | $26M | 3.2% | ±0% |
§ 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 $800 million in assets. The fund runs a broad portfolio of 268 positions.
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