LIBERTY WEALTH MANAGEMENT LLC - Portfolio overview

LIBERTY WEALTH MANAGEMENT LLC has 281 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 4.10%
2. DFAC - DIMENSIONAL ETF TRUST, 3.96%
3. IVW - ISHARES TR, 3.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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