LIBERTY WEALTH MANAGEMENT LLC

Filed: 8/1/2025ACC: 0001769302-25-000006

📋 What this filing means

LIBERTY WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 233 equity positions with a total reported market value of $637.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

233

Positions

$637.91M

Total AUM (reported)

9.39M

Total Shares

Allocation by class

ETF$492.44M77.2%

COM$145.41M22.8%

FIXED INCOME$61.1K0.0%

Portfolio Concentration

Top 3$93.09M14.6%

4–10$160.41M25.1%

11–25$157.36M24.7%

Rest$227.05M35.6%

Top 3 weight

14.6%

Top 10 weight

39.7%

Voting Authority Distribution

Total shares with voting rights: 9.39M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.39M

% of voting shares100.0%

Investment Discretion (by position count)

Sole233

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings233

Rows:

DIMENSIONAL ETF TRUST

SOLE

ETF

Shares828.20K

TypeSH

Market value$35.08M

5.50%

Sole

0.00

Shared

0.00

None

828.20K

DIMENSIONAL ETF TRUST

SOLE

ETF

Shares848.01K

TypeSH

Market value$30.40M

4.77%

Sole

0.00

Shared

0.00

None

848.01K

ISHARES TR

SOLE

ETF

Shares250.77K

TypeSH

Market value$27.61M

4.33%

Sole

0.00

Shared

0.00

None

250.77K

ISHARES TR

SOLE

ETF

Shares149.91K

TypeSH

Market value$27.41M

4.30%

Sole

0.00

Shared

0.00

None

149.91K

DIMENSIONAL ETF TRUST

SOLE

ETF

Shares729.66K

TypeSH

Market value$25.95M

4.07%

Sole

0.00

Shared

0.00

None

729.66K

BLACKROCK ETF TRUST

SOLE

ETF

Shares459.63K

TypeSH

Market value$25.03M

3.92%

Sole

0.00

Shared

0.00

None

459.63K

ISHARES TR

SOLE

ETF

Shares39.84K

TypeSH

Market value$24.74M

3.88%

Sole

0.00

Shared

0.00

None

39.84K

APPLE INC

SOLE

COM

Shares109.39K

TypeSH

Market value$22.44M

3.52%

Sole

0.00

Shared

0.00

None

109.39K

ISHARES TR

SOLE

ETF

Shares99.79K

TypeSH

Market value$19.50M

3.06%

Sole

0.00

Shared

0.00

None

99.79K

NVIDIA CORPORATION

SOLE

COM

Shares97.09K

TypeSH

Market value$15.34M

2.40%

Sole

0.00

Shared

0.00

None

97.09K

DIMENSIONAL ETF TRUST

SOLE

ETF

Shares351.84K

TypeSH

Market value$14.87M

2.33%

Sole

0.00

Shared

0.00

None

351.84K

DIMENSIONAL ETF TRUST

SOLE

ETF

Shares474.66K

TypeSH

Market value$14.76M

2.31%

Sole

0.00

Shared

0.00

None

474.66K

ISHARES TR

SOLE

ETF

Shares311.49K

TypeSH

Market value$14.40M

2.26%

Sole

0.00

Shared

0.00

None

311.49K

VANGUARD INDEX FDS

SOLE

ETF

Shares44.79K

TypeSH

Market value$13.61M

2.13%

Sole

0.00

Shared

0.00

None

44.79K

DIMENSIONAL ETF TRUST

SOLE

ETF

Shares390.96K

TypeSH

Market value$13.52M

2.12%

Sole

0.00

Shared

0.00

None

390.96K

DIMENSIONAL ETF TRUST

SOLE

ETF

Shares397.92K

TypeSH

Market value$12.35M

1.94%

Sole

0.00

Shared

0.00

None

397.92K

ISHARES INC

SOLE

ETF

Shares180.29K

TypeSH

Market value$10.82M

1.70%

Sole

0.00

Shared

0.00

None

180.29K

MICROSOFT CORP

SOLE

COM

Shares19.36K

TypeSH

Market value$9.63M

1.51%

Sole

0.00

Shared

0.00

None

19.36K

ISHARES TR

SOLE

ETF

Shares27.23K

TypeSH

Market value$8.29M

1.30%

Sole

0.00

Shared

0.00

None

27.23K

ISHARES TR

SOLE

ETF

Shares44.82K

TypeSH

Market value$7.77M

1.22%

Sole

0.00

Shared

0.00

None

44.82K

ISHARES TR

SOLE

ETF

Shares75.14K

TypeSH

Market value$7.63M

1.20%

Sole

0.00

Shared

0.00

None

75.14K

DIMENSIONAL ETF TRUST

SOLE

ETF

Shares258.41K

TypeSH

Market value$7.62M

1.19%

Sole

0.00

Shared

0.00

None

258.41K

VANGUARD INTL EQUITY INDEX F

SOLE

ETF

Shares112.79K

TypeSH

Market value$7.58M

1.19%

Sole

0.00

Shared

0.00

None

112.79K

DIMENSIONAL ETF TRUST

SOLE

ETF

Shares139.81K

TypeSH

Market value$7.54M

1.18%

Sole

0.00

Shared

0.00

None

139.81K

ISHARES TR

SOLE

ETF

Shares29.01K

TypeSH

Market value$6.97M

1.09%

Sole

0.00

Shared

0.00

None

29.01K

Issuer	Class	Shares	Type	Value / Portfolio %	None
DIMENSIONAL ETF TRUSTSOLE	ETF	828.20K	SH	$35.08M 5.50%	828.20K
DIMENSIONAL ETF TRUSTSOLE	ETF	848.01K	SH	$30.40M 4.77%	848.01K
ISHARES TRSOLE	ETF	250.77K	SH	$27.61M 4.33%	250.77K
ISHARES TRSOLE	ETF	149.91K	SH	$27.41M 4.30%	149.91K
DIMENSIONAL ETF TRUSTSOLE	ETF	729.66K	SH	$25.95M 4.07%	729.66K
BLACKROCK ETF TRUSTSOLE	ETF	459.63K	SH	$25.03M 3.92%	459.63K
ISHARES TRSOLE	ETF	39.84K	SH	$24.74M 3.88%	39.84K
APPLE INCSOLE	COM	109.39K	SH	$22.44M 3.52%	109.39K
ISHARES TRSOLE	ETF	99.79K	SH	$19.50M 3.06%	99.79K
NVIDIA CORPORATIONSOLE	COM	97.09K	SH	$15.34M 2.40%	97.09K
DIMENSIONAL ETF TRUSTSOLE	ETF	351.84K	SH	$14.87M 2.33%	351.84K
DIMENSIONAL ETF TRUSTSOLE	ETF	474.66K	SH	$14.76M 2.31%	474.66K
ISHARES TRSOLE	ETF	311.49K	SH	$14.40M 2.26%	311.49K
VANGUARD INDEX FDSSOLE	ETF	44.79K	SH	$13.61M 2.13%	44.79K
DIMENSIONAL ETF TRUSTSOLE	ETF	390.96K	SH	$13.52M 2.12%	390.96K
DIMENSIONAL ETF TRUSTSOLE	ETF	397.92K	SH	$12.35M 1.94%	397.92K
ISHARES INCSOLE	ETF	180.29K	SH	$10.82M 1.70%	180.29K
MICROSOFT CORPSOLE	COM	19.36K	SH	$9.63M 1.51%	19.36K
ISHARES TRSOLE	ETF	27.23K	SH	$8.29M 1.30%	27.23K
ISHARES TRSOLE	ETF	44.82K	SH	$7.77M 1.22%	44.82K
ISHARES TRSOLE	ETF	75.14K	SH	$7.63M 1.20%	75.14K
DIMENSIONAL ETF TRUSTSOLE	ETF	258.41K	SH	$7.62M 1.19%	258.41K
VANGUARD INTL EQUITY INDEX FSOLE	ETF	112.79K	SH	$7.58M 1.19%	112.79K
DIMENSIONAL ETF TRUSTSOLE	ETF	139.81K	SH	$7.54M 1.18%	139.81K
ISHARES TRSOLE	ETF	29.01K	SH	$6.97M 1.09%	29.01K

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