Filed: 5/9/2025ACC: 0001769302-25-000004
📋 What this filing means
LIBERTY WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 296 equity positions with a total reported market value of $545.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
296
Positions
$545.73M
Total AUM (reported)
46.08M
Total Shares
Allocation by class
ETF$415.62M76.2%
COM$129.05M23.6%
SPON ADR$1.04M0.2%
SPON ADS$14.5K0.0%
ADR$4.1K0.0%
Portfolio Concentration
Top 3$81.65M15.0%
4–10$139.66M25.6%
11–25$131.15M24.0%
Rest$193.28M35.4%
Top 3 weight
15.0%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 46.08M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
46.08M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole296
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings296
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.54M
TypeSH
Market value$29.58M
5.42%
Sole
0.00
Shared
0.00
None
2.54M
DIMENSIONAL ETF TRUST
SOLEShares2.72M
TypeSH
Market value$27.77M
5.09%
Sole
0.00
Shared
0.00
None
2.72M
DIMENSIONAL ETF TRUST
SOLEShares2.37M
TypeSH
Market value$24.29M
4.45%
Sole
0.00
Shared
0.00
None
2.37M
ISHARES TR
SOLEShares1.45M
TypeSH
Market value$23.45M
4.30%
Sole
0.00
Shared
0.00
None
1.45M
APPLE INC
SOLEShares2.44M
TypeSH
Market value$23.06M
4.23%
Sole
0.00
Shared
0.00
None
2.44M
ISHARES TR
SOLEShares1.31M
TypeSH
Market value$22.50M
4.12%
Sole
0.00
Shared
0.00
None
1.31M
ISHARES TR
SOLEShares1.36M
TypeSH
Market value$21.51M
3.94%
Sole
0.00
Shared
0.00
None
1.36M
BLACKROCK ETF TRUST
SOLEShares1.46M
TypeSH
Market value$19.92M
3.65%
Sole
0.00
Shared
0.00
None
1.46M
ISHARES TR
SOLEShares845.49K
TypeSH
Market value$15.64M
2.87%
Sole
0.00
Shared
0.00
None
845.49K
ISHARES TR
SOLEShares971.49K
TypeSH
Market value$13.58M
2.49%
Sole
0.00
Shared
0.00
None
971.49K
DIMENSIONAL ETF TRUST
SOLEShares1.44M
TypeSH
Market value$13.09M
2.40%
Sole
0.00
Shared
0.00
None
1.44M
DIMENSIONAL ETF TRUST
SOLEShares1.09M
TypeSH
Market value$12.52M
2.29%
Sole
0.00
Shared
0.00
None
1.09M
VANGUARD INDEX FDS
SOLEShares151.26K
TypeSH
Market value$11.92M
2.18%
Sole
0.00
Shared
0.00
None
151.26K
DIMENSIONAL ETF TRUST
SOLEShares1.24M
TypeSH
Market value$11.55M
2.12%
Sole
0.00
Shared
0.00
None
1.24M
DIMENSIONAL ETF TRUST
SOLEShares878.86K
TypeSH
Market value$10.23M
1.87%
Sole
0.00
Shared
0.00
None
878.86K
NVIDIA CORPORATION
SOLEShares962.10K
TypeSH
Market value$10.13M
1.86%
Sole
0.00
Shared
0.00
None
962.10K
ENPHASE ENERGY INC
SOLEShares129.61K
TypeSH
Market value$8.04M
1.47%
Sole
0.00
Shared
0.00
None
129.61K
ISHARES INC
SOLEShares502.85K
TypeSH
Market value$7.11M
1.30%
Sole
0.00
Shared
0.00
None
502.85K
DIMENSIONAL ETF TRUST
SOLEShares758.45K
TypeSH
Market value$6.85M
1.25%
Sole
0.00
Shared
0.00
None
758.45K
MICROSOFT CORP
SOLEShares377.52K
TypeSH
Market value$6.76M
1.24%
Sole
0.00
Shared
0.00
None
377.52K
DIMENSIONAL ETF TRUST
SOLEShares617.87K
TypeSH
Market value$6.74M
1.23%
Sole
0.00
Shared
0.00
None
617.87K
ISHARES INC
SOLEShares453.75K
TypeSH
Market value$6.63M
1.21%
Sole
0.00
Shared
0.00
None
453.75K
VANGUARD INTL EQUITY INDEX F
SOLEShares109.05K
TypeSH
Market value$6.62M
1.21%
Sole
0.00
Shared
0.00
None
109.05K
ISHARES TR
SOLEShares423.99K
TypeSH
Market value$6.58M
1.21%
Sole
0.00
Shared
0.00
None
423.99K
ISHARES TR
SOLEShares416.72K
TypeSH
Market value$6.38M
1.17%
Sole
0.00
Shared
0.00
None
416.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | ETF | 2.54M | SH | $29.58M 5.42% | 0.00 | 0.00 | 2.54M |
DIMENSIONAL ETF TRUSTSOLE | ETF | 2.72M | SH | $27.77M 5.09% | 0.00 | 0.00 | 2.72M |
DIMENSIONAL ETF TRUSTSOLE | ETF | 2.37M | SH | $24.29M 4.45% | 0.00 | 0.00 | 2.37M |
ISHARES TRSOLE | ETF | 1.45M | SH | $23.45M 4.30% | 0.00 | 0.00 | 1.45M |
APPLE INCSOLE | COM | 2.44M | SH | $23.06M 4.23% | 0.00 | 0.00 | 2.44M |
ISHARES TRSOLE | ETF | 1.31M | SH | $22.50M 4.12% | 0.00 | 0.00 | 1.31M |
ISHARES TRSOLE | ETF | 1.36M | SH | $21.51M 3.94% | 0.00 | 0.00 | 1.36M |
BLACKROCK ETF TRUSTSOLE | ETF | 1.46M | SH | $19.92M 3.65% | 0.00 | 0.00 | 1.46M |
ISHARES TRSOLE | ETF | 845.49K | SH | $15.64M 2.87% | 0.00 | 0.00 | 845.49K |
ISHARES TRSOLE | ETF | 971.49K | SH | $13.58M 2.49% | 0.00 | 0.00 | 971.49K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 1.44M | SH | $13.09M 2.40% | 0.00 | 0.00 | 1.44M |
DIMENSIONAL ETF TRUSTSOLE | ETF | 1.09M | SH | $12.52M 2.29% | 0.00 | 0.00 | 1.09M |
VANGUARD INDEX FDSSOLE | ETF | 151.26K | SH | $11.92M 2.18% | 0.00 | 0.00 | 151.26K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 1.24M | SH | $11.55M 2.12% | 0.00 | 0.00 | 1.24M |
DIMENSIONAL ETF TRUSTSOLE | ETF | 878.86K | SH | $10.23M 1.87% | 0.00 | 0.00 | 878.86K |
NVIDIA CORPORATIONSOLE | COM | 962.10K | SH | $10.13M 1.86% | 0.00 | 0.00 | 962.10K |
ENPHASE ENERGY INCSOLE | COM | 129.61K | SH | $8.04M 1.47% | 0.00 | 0.00 | 129.61K |
ISHARES INCSOLE | ETF | 502.85K | SH | $7.11M 1.30% | 0.00 | 0.00 | 502.85K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 758.45K | SH | $6.85M 1.25% | 0.00 | 0.00 | 758.45K |
MICROSOFT CORPSOLE | COM | 377.52K | SH | $6.76M 1.24% | 0.00 | 0.00 | 377.52K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 617.87K | SH | $6.74M 1.23% | 0.00 | 0.00 | 617.87K |
ISHARES INCSOLE | ETF | 453.75K | SH | $6.63M 1.21% | 0.00 | 0.00 | 453.75K |
VANGUARD INTL EQUITY INDEX FSOLE | ETF | 109.05K | SH | $6.62M 1.21% | 0.00 | 0.00 | 109.05K |
ISHARES TRSOLE | ETF | 423.99K | SH | $6.58M 1.21% | 0.00 | 0.00 | 423.99K |
ISHARES TRSOLE | ETF | 416.72K | SH | $6.38M 1.17% | 0.00 | 0.00 | 416.72K |
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