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Portfolio (Quarterly) Guide ↗

LIBERTY WEALTH MANAGEMENT LLC

· CIK 0001769302
13F Portfolio $775M AUM 249 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 19 New 91 Added 88 Reduced 20 Exited
Page 3 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMAT APPLIED MATLS INC Technology 18,950.0 $4.9M 0.63% $256.99 +75.0%
42 GOOG ALPHABET INC Communication Services 15,517.0 $4.9M 0.63% -453.0 -2.8% $313.79 +23.0%
43 SPY SPDR S&P 500 ETF TR Financial Services 7,073.0 $4.8M 0.62% +62.0 +0.9% $681.94 +10.7%
44 BLV VANGUARD BD INDEX FDS 69,111.0 $4.8M 0.62% +3K +4.8% $69.52 -1.2%
45 THRO BLACKROCK ETF TRUST 123,583.0 $4.7M 0.61% +12K +11.2% $38.39 +12.7%
46 EFG ISHARES TR 40,615.0 $4.6M 0.60% +2K +4.8% $113.90 +8.1%
47 VGLT VANGUARD SCOTTSDALE FDS 82,050.0 $4.6M 0.59% +4K +5.1% $55.80 -1.8%
48 TCAF T ROWE PRICE ETF INC 110,593.0 $4.2M 0.55% $38.22 +7.2%
49 ENPH ENPHASE ENERGY INC Energy 130,067.0 $4.2M 0.54% $32.05 +116.8%
50 WM WASTE MGMT INC DEL Industrials 16,342.0 $3.6M 0.46% $219.71 -1.9%
51 GOOGL ALPHABET INC Communication Services 11,329.0 $3.5M 0.46% -341.0 -2.9% $312.88 +24.7%
52 CSCO CISCO SYS INC Technology 44,127.0 $3.4M 0.44% $77.03 +54.0%
53 CVX CHEVRON CORP NEW Energy 21,586.0 $3.3M 0.42% -159.0 -0.7% $152.41 +20.2%
54 VGT VANGUARD WORLD FD 4,025.0 $3.0M 0.39% -149.0 -3.6% $753.75 -84.2%
55 EMB ISHARES TR 31,041.0 $3.0M 0.39% -2K -4.8% $96.25 -0.0%
56 GLD SPDR GOLD TR Financial Services 7,273.0 $2.9M 0.37% -823.0 -10.2% $396.33 +4.1%
57 BINC BLACKROCK ETF TRUST II 53,194.0 $2.8M 0.36% -2K -3.0% $52.73 -0.8%
58 META META PLATFORMS INC Communication Services 4,184.0 $2.8M 0.36% -63.0 -1.5% $660.03 -3.7%
59 VTV VANGUARD INDEX FDS 14,201.0 $2.7M 0.35% -678.0 -4.6% $190.97 +10.8%
60 BERKSHIRE HATHAWAY INC DEL 5,304.0 $2.7M 0.34% $502.61
Page 3 of 13  ·  249 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.5%
Financial Services 16.1%
Consumer Cyclical 8.6%
Healthcare 8.2%
Communication Services 7.1%
Industrials 5.4%
Energy 4.7%
Consumer Defensive 2.4%
Utilities 1.2%
Real Estate 0.6%