LIBERTY WEALTH MANAGEMENT LLC
•CIK: 1769302•Filing: Q4 2025
**LIBERTY WEALTH MANAGEMENT LLC** manages $775M across a diversified portfolio of 246 positions. The fund exhibits significant concentration in key sectors, notably allocating $37.6M to DFAU and $32.0M to IVW. Top holdings also include substantial positions in DFAC ($31.8M), AAPL ($31.8M), and QUAL ($31.6M). This structure suggests a tactical, large-cap tilt emphasizing established growth and technology leaders.
Total AUM
$774.7M
QoQ Performance
+9.1%
Positions
147
Top 10 Concentration
39.2%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU4.9%
IVW4.1%
DFAC4.1%
AAPL4.1%
QUAL4.1%
DYNF3.8%
DFCF3.6%
IVV3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.5%
Technology11.4%
ETF4.9%
Consumer2.1%
Financial1.3%
Healthcare0.7%
Industrial0.5%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+49 more exited positions
Changes from Q3 2025
NEW8 new positions
↑100 increased
↓86 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023