Filed: 2/4/2026ACC: 0001769302-26-000001
📋 What this filing means
LIBERTY WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 249 equity positions with a total reported market value of $774.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
249
Positions
$774.69M
Total AUM (reported)
10.57M
Total Shares
Allocation by class
ETF$604.00M78.0%
COM$167.60M21.6%
SHS$3.10M0.4%
Portfolio Concentration
Top 3$101.46M13.1%
4–10$197.79M25.5%
11–25$194.41M25.1%
Rest$281.03M36.3%
Top 3 weight
13.1%
Top 10 weight
38.6%
Voting Authority Distribution
Total shares with voting rights: 10.57M
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
10.57M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole249
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings249
Rows:
DIMENSIONAL ETF TRUST
SOLEShares803.72K
TypeSH
Market value$37.60M
4.85%
Sole
0.00
Shared
0.00
None
803.72K
ISHARES TR
SOLEShares259.78K
TypeSH
Market value$32.01M
4.13%
Sole
0.00
Shared
0.00
None
259.78K
DIMENSIONAL ETF TRUST
SOLEShares804.49K
TypeSH
Market value$31.85M
4.11%
Sole
0.00
Shared
0.00
None
804.49K
APPLE INC
SOLEShares116.95K
TypeSH
Market value$31.79M
4.10%
Sole
0.00
Shared
0.00
None
116.95K
ISHARES TR
SOLEShares159.31K
TypeSH
Market value$31.62M
4.08%
Sole
0.00
Shared
0.00
None
159.31K
BLACKROCK ETF TRUST
SOLEShares478.79K
TypeSH
Market value$29.10M
3.76%
Sole
0.00
Shared
0.00
None
478.79K
DIMENSIONAL ETF TRUST
SOLEShares663.25K
TypeSH
Market value$28.23M
3.64%
Sole
0.00
Shared
0.00
None
663.25K
ISHARES TR
SOLEShares40.34K
TypeSH
Market value$27.56M
3.56%
Sole
0.00
Shared
0.00
None
40.34K
DIMENSIONAL ETF TRUST
SOLEShares697.60K
TypeSH
Market value$26.53M
3.42%
Sole
0.00
Shared
0.00
None
697.60K
ISHARES TR
SOLEShares108.33K
TypeSH
Market value$22.95M
2.96%
Sole
0.00
Shared
0.00
None
108.33K
DIMENSIONAL ETF TRUST
SOLEShares367.04K
TypeSH
Market value$19.32M
2.49%
Sole
0.00
Shared
0.00
None
367.04K
NVIDIA CORPORATION
SOLEShares97.03K
TypeSH
Market value$18.10M
2.34%
Sole
0.00
Shared
0.00
None
97.03K
DIMENSIONAL ETF TRUST
SOLEShares448.11K
TypeSH
Market value$15.44M
1.99%
Sole
0.00
Shared
0.00
None
448.11K
VANGUARD INDEX FDS
SOLEShares45.75K
TypeSH
Market value$15.34M
1.98%
Sole
0.00
Shared
0.00
None
45.75K
ISHARES TR
SOLEShares329.19K
TypeSH
Market value$15.31M
1.98%
Sole
0.00
Shared
0.00
None
329.19K
DIMENSIONAL ETF TRUST
SOLEShares394.71K
TypeSH
Market value$15.03M
1.94%
Sole
0.00
Shared
0.00
None
394.71K
DIMENSIONAL ETF TRUST
SOLEShares294.98K
TypeSH
Market value$14.14M
1.83%
Sole
0.00
Shared
0.00
None
294.98K
ISHARES INC
SOLEShares203.93K
TypeSH
Market value$13.69M
1.77%
Sole
0.00
Shared
0.00
None
203.93K
DIMENSIONAL ETF TRUST
SOLEShares386.81K
TypeSH
Market value$13.23M
1.71%
Sole
0.00
Shared
0.00
None
386.81K
ISHARES TR
SOLEShares30.16K
TypeSH
Market value$10.33M
1.33%
Sole
0.00
Shared
0.00
None
30.16K
ISHARES TR
SOLEShares134.84K
TypeSH
Market value$9.62M
1.24%
Sole
0.00
Shared
0.00
None
134.84K
MICROSOFT CORP
SOLEShares19.36K
TypeSH
Market value$9.36M
1.21%
Sole
0.00
Shared
0.00
None
19.36K
ISHARES TR
SOLEShares44.06K
TypeSH
Market value$8.80M
1.14%
Sole
0.00
Shared
0.00
None
44.06K
VANGUARD INTL EQUITY INDEX F
SOLEShares116.17K
TypeSH
Market value$8.55M
1.10%
Sole
0.00
Shared
0.00
None
116.17K
DIMENSIONAL ETF TRUST
SOLEShares136.96K
TypeSH
Market value$8.15M
1.05%
Sole
0.00
Shared
0.00
None
136.96K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | ETF | 803.72K | SH | $37.60M 4.85% | 0.00 | 0.00 | 803.72K |
ISHARES TRSOLE | ETF | 259.78K | SH | $32.01M 4.13% | 0.00 | 0.00 | 259.78K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 804.49K | SH | $31.85M 4.11% | 0.00 | 0.00 | 804.49K |
APPLE INCSOLE | COM | 116.95K | SH | $31.79M 4.10% | 0.00 | 0.00 | 116.95K |
ISHARES TRSOLE | ETF | 159.31K | SH | $31.62M 4.08% | 0.00 | 0.00 | 159.31K |
BLACKROCK ETF TRUSTSOLE | ETF | 478.79K | SH | $29.10M 3.76% | 0.00 | 0.00 | 478.79K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 663.25K | SH | $28.23M 3.64% | 0.00 | 0.00 | 663.25K |
ISHARES TRSOLE | ETF | 40.34K | SH | $27.56M 3.56% | 0.00 | 0.00 | 40.34K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 697.60K | SH | $26.53M 3.42% | 0.00 | 0.00 | 697.60K |
ISHARES TRSOLE | ETF | 108.33K | SH | $22.95M 2.96% | 0.00 | 0.00 | 108.33K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 367.04K | SH | $19.32M 2.49% | 0.00 | 0.00 | 367.04K |
NVIDIA CORPORATIONSOLE | COM | 97.03K | SH | $18.10M 2.34% | 0.00 | 0.00 | 97.03K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 448.11K | SH | $15.44M 1.99% | 0.00 | 0.00 | 448.11K |
VANGUARD INDEX FDSSOLE | ETF | 45.75K | SH | $15.34M 1.98% | 0.00 | 0.00 | 45.75K |
ISHARES TRSOLE | ETF | 329.19K | SH | $15.31M 1.98% | 0.00 | 0.00 | 329.19K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 394.71K | SH | $15.03M 1.94% | 0.00 | 0.00 | 394.71K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 294.98K | SH | $14.14M 1.83% | 0.00 | 0.00 | 294.98K |
ISHARES INCSOLE | ETF | 203.93K | SH | $13.69M 1.77% | 0.00 | 0.00 | 203.93K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 386.81K | SH | $13.23M 1.71% | 0.00 | 0.00 | 386.81K |
ISHARES TRSOLE | ETF | 30.16K | SH | $10.33M 1.33% | 0.00 | 0.00 | 30.16K |
ISHARES TRSOLE | ETF | 134.84K | SH | $9.62M 1.24% | 0.00 | 0.00 | 134.84K |
MICROSOFT CORPSOLE | COM | 19.36K | SH | $9.36M 1.21% | 0.00 | 0.00 | 19.36K |
ISHARES TRSOLE | ETF | 44.06K | SH | $8.80M 1.14% | 0.00 | 0.00 | 44.06K |
VANGUARD INTL EQUITY INDEX FSOLE | ETF | 116.17K | SH | $8.55M 1.10% | 0.00 | 0.00 | 116.17K |
DIMENSIONAL ETF TRUSTSOLE | ETF | 136.96K | SH | $8.15M 1.05% | 0.00 | 0.00 | 136.96K |
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