Liberty Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Liberty Wealth Management Llc disclosed 249 stock positions valued at approximately $800.42M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 249
- Portfolio Value
- $800.42M
Holdings by Sector
Liberty Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 4.06% | 719,165 | - | - | $32,469,951 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 3.92% | 806,981 | - | - | $31,364,444 |
| ISHARES TR | IVW | Other | 3.76% | 266,207 | - | - | $30,116,009 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.61% | 496,452 | - | - | $28,888,420 |
| ISHARES CORE S&P 500 | IVV | Other | 3.60% | 44,109 | - | - | $28,817,289 |
| DIMENSIONAL CORE FIXED | DFCF | Other | 3.60% | 681,228 | - | - | $28,775,232 |
| APPLE INC | AAPL | Technology | 3.54% | 111,781 | - | - | $28,372,827 |
| ISHARES TR | IVE | Other | 3.40% | 128,765 | - | - | $27,214,870 |
| ISHARES TR | QUAL | Other | 3.35% | 139,989 | - | - | $26,854,089 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 3.22% | 701,173 | - | - | $25,778,685 |
| DIMENSIONAL | DFGX | Other | 2.54% | 387,348 | - | - | $20,324,728 |
| ISHARES CORE MSCI | IEMG | Other | 2.33% | 266,950 | - | - | $18,622,443 |
| NVIDIA CORPORATION | NVDA | Technology | 2.22% | 101,654 | - | - | $17,738,850 |
| ISHARES CORE UNIVERSAL | IUSB | Other | 1.98% | 342,830 | - | - | $15,835,412 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 1.95% | 439,135 | - | - | $15,604,165 |
| VANGUARD INDEX FDS | VTI | Other | 1.85% | 46,256 | - | - | $14,840,008 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 1.85% | 309,664 | - | - | $14,832,843 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.80% | 368,908 | - | - | $14,376,512 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 1.71% | 382,353 | - | - | $13,657,328 |
| ISHARES MSCI EAFE VALUE | EFV | Other | 1.52% | 162,787 | - | - | $12,134,200 |
| ISHARES TR | MTUM | Other | 1.15% | 38,474 | - | - | $9,233,314 |
| ISHARES 10-20 YEAR | TLH | Other | 1.11% | 87,815 | - | - | $8,845,269 |
| VANGUARD FTSE ALL-WORLD | VEU | Other | 1.08% | 114,712 | - | - | $8,615,432 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.05% | 134,174 | - | - | $8,379,197 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 1.00% | 248,733 | - | - | $8,014,185 |
| ISHARES TR | OEF | Other | 0.98% | 24,656 | - | - | $7,842,370 |
| DIMENSIONAL EMERGING | DFEM | Other | 0.93% | 214,986 | - | - | $7,428,430 |
| MICROSOFT CORP | MSFT | Technology | 0.90% | 19,425 | - | - | $7,194,507 |
| ISHARES MSCI EAFE GROWTH | EFG | Other | 0.81% | 57,920 | - | - | $6,450,496 |
| INVESCO QQQ TR | QQQ | Other | 0.72% | 9,917 | - | - | $5,723,891 |
Showing 30 of 249 holdings in the latest reporting period.