Filed: 10/31/2025ACC: 0001769302-25-000008
📋 What this filing means
LIBERTY WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 250 equity positions with a total reported market value of $710.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
250
Positions
$710.20M
Total AUM (reported)
9.60M
Total Shares
Allocation by class
ETF$545.99M76.9%
COM$159.88M22.5%
SHS$4.33M0.6%
Portfolio Concentration
Top 3$100.91M14.2%
4–10$181.19M25.5%
11–25$170.14M24.0%
Rest$257.96M36.3%
Top 3 weight
14.2%
Top 10 weight
39.7%
Voting Authority Distribution
Total shares with voting rights: 9.60M
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
9.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole250
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings250
Rows:
DIMENSIONAL ETF TRUST
SOLEShares813.59K
TypeSH
Market value$37.23M
5.24%
Sole
0.00
Shared
0.00
None
813.59K
DIMENSIONAL ETF TRUST
SOLEShares844.63K
TypeSH
Market value$32.58M
4.59%
Sole
0.00
Shared
0.00
None
844.63K
ISHARES TR
SOLEShares257.64K
TypeSH
Market value$31.10M
4.38%
Sole
0.00
Shared
0.00
None
257.64K
ISHARES TR
SOLEShares156.12K
TypeSH
Market value$30.37M
4.28%
Sole
0.00
Shared
0.00
None
156.12K
APPLE INC
SOLEShares111.29K
TypeSH
Market value$28.34M
3.99%
Sole
0.00
Shared
0.00
None
111.29K
BLACKROCK ETF TRUST
SOLEShares472.88K
TypeSH
Market value$27.99M
3.94%
Sole
0.00
Shared
0.00
None
472.88K
DIMENSIONAL ETF TRUST
SOLEShares726K
TypeSH
Market value$27.42M
3.86%
Sole
0.00
Shared
0.00
None
726K
ISHARES TR
SOLEShares40.26K
TypeSH
Market value$26.95M
3.79%
Sole
0.00
Shared
0.00
None
40.26K
ISHARES TR
SOLEShares105.15K
TypeSH
Market value$21.71M
3.06%
Sole
0.00
Shared
0.00
None
105.15K
NVIDIA CORPORATION
SOLEShares98.65K
TypeSH
Market value$18.41M
2.59%
Sole
0.00
Shared
0.00
None
98.65K
ISHARES TR
SOLEShares334.80K
TypeSH
Market value$15.64M
2.20%
Sole
0.00
Shared
0.00
None
334.80K
DIMENSIONAL ETF TRUST
SOLEShares471.53K
TypeSH
Market value$15.46M
2.18%
Sole
0.00
Shared
0.00
None
471.53K
DIMENSIONAL ETF TRUST
SOLEShares355.86K
TypeSH
Market value$15.22M
2.14%
Sole
0.00
Shared
0.00
None
355.86K
VANGUARD INDEX FDS
SOLEShares44.07K
TypeSH
Market value$14.46M
2.04%
Sole
0.00
Shared
0.00
None
44.07K
DIMENSIONAL ETF TRUST
SOLEShares391.64K
TypeSH
Market value$14.24M
2.00%
Sole
0.00
Shared
0.00
None
391.64K
DIMENSIONAL ETF TRUST
SOLEShares396.88K
TypeSH
Market value$13.06M
1.84%
Sole
0.00
Shared
0.00
None
396.88K
ISHARES INC
SOLEShares194.37K
TypeSH
Market value$12.81M
1.80%
Sole
0.00
Shared
0.00
None
194.37K
MICROSOFT CORP
SOLEShares19.56K
TypeSH
Market value$10.13M
1.43%
Sole
0.00
Shared
0.00
None
19.56K
ISHARES TR
SOLEShares28.90K
TypeSH
Market value$9.62M
1.35%
Sole
0.00
Shared
0.00
None
28.90K
ISHARES TR
SOLEShares44.81K
TypeSH
Market value$8.78M
1.24%
Sole
0.00
Shared
0.00
None
44.81K
ISHARES TR
SOLEShares125.78K
TypeSH
Market value$8.53M
1.20%
Sole
0.00
Shared
0.00
None
125.78K
ISHARES TR
SOLEShares79.80K
TypeSH
Market value$8.22M
1.16%
Sole
0.00
Shared
0.00
None
79.80K
DIMENSIONAL ETF TRUST
SOLEShares140K
TypeSH
Market value$8.15M
1.15%
Sole
0.00
Shared
0.00
None
140K
VANGUARD INTL EQUITY INDEX F
SOLEShares111.25K
TypeSH
Market value$7.94M
1.12%
Sole
0.00
Shared
0.00
None
111.25K
DIMENSIONAL ETF TRUST
SOLEShares259.62K
TypeSH
Market value$7.89M
1.11%
Sole
0.00
Shared
0.00
None
259.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | ETF | 813.59K | SH | $37.23M 5.24% | 0.00 | 0.00 | 813.59K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 844.63K | SH | $32.58M 4.59% | 0.00 | 0.00 | 844.63K |
ISHARES TRSOLE | ETF | 257.64K | SH | $31.10M 4.38% | 0.00 | 0.00 | 257.64K |
ISHARES TRSOLE | ETF | 156.12K | SH | $30.37M 4.28% | 0.00 | 0.00 | 156.12K |
APPLE INCSOLE | COM | 111.29K | SH | $28.34M 3.99% | 0.00 | 0.00 | 111.29K |
BLACKROCK ETF TRUSTSOLE | ETF | 472.88K | SH | $27.99M 3.94% | 0.00 | 0.00 | 472.88K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 726K | SH | $27.42M 3.86% | 0.00 | 0.00 | 726K |
ISHARES TRSOLE | ETF | 40.26K | SH | $26.95M 3.79% | 0.00 | 0.00 | 40.26K |
ISHARES TRSOLE | ETF | 105.15K | SH | $21.71M 3.06% | 0.00 | 0.00 | 105.15K |
NVIDIA CORPORATIONSOLE | COM | 98.65K | SH | $18.41M 2.59% | 0.00 | 0.00 | 98.65K |
ISHARES TRSOLE | ETF | 334.80K | SH | $15.64M 2.20% | 0.00 | 0.00 | 334.80K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 471.53K | SH | $15.46M 2.18% | 0.00 | 0.00 | 471.53K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 355.86K | SH | $15.22M 2.14% | 0.00 | 0.00 | 355.86K |
VANGUARD INDEX FDSSOLE | ETF | 44.07K | SH | $14.46M 2.04% | 0.00 | 0.00 | 44.07K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 391.64K | SH | $14.24M 2.00% | 0.00 | 0.00 | 391.64K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 396.88K | SH | $13.06M 1.84% | 0.00 | 0.00 | 396.88K |
ISHARES INCSOLE | ETF | 194.37K | SH | $12.81M 1.80% | 0.00 | 0.00 | 194.37K |
MICROSOFT CORPSOLE | COM | 19.56K | SH | $10.13M 1.43% | 0.00 | 0.00 | 19.56K |
ISHARES TRSOLE | ETF | 28.90K | SH | $9.62M 1.35% | 0.00 | 0.00 | 28.90K |
ISHARES TRSOLE | ETF | 44.81K | SH | $8.78M 1.24% | 0.00 | 0.00 | 44.81K |
ISHARES TRSOLE | ETF | 125.78K | SH | $8.53M 1.20% | 0.00 | 0.00 | 125.78K |
ISHARES TRSOLE | ETF | 79.80K | SH | $8.22M 1.16% | 0.00 | 0.00 | 79.80K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 140K | SH | $8.15M 1.15% | 0.00 | 0.00 | 140K |
VANGUARD INTL EQUITY INDEX FSOLE | ETF | 111.25K | SH | $7.94M 1.12% | 0.00 | 0.00 | 111.25K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 259.62K | SH | $7.89M 1.11% | 0.00 | 0.00 | 259.62K |
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