Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustETF | ETF | $32.5M | 4.1% |
| Dimensional ETF TrustETF | ETF | $31.4M | 3.9% |
| iShares TRETF | ETF | $30.1M | 3.8% |
| Blackrock ETF TrustETF | ETF | $28.9M | 3.6% |
| iShares Core S&P 500CORE S&P500 ETF | CORE S&P500 ETF | $28.8M | 3.6% |
| Dimensional Core FixedCORE FIXED INCOM | CORE FIXED INCOM | $28.8M | 3.6% |
| Apple Inc.COM | COM | $28.4M | 3.5% |
| iShares TRETF | ETF | $27.2M | 3.4% |
| iShares TRETF | ETF | $26.9M | 3.4% |
| Dimensional ETF TrustETF | ETF | $25.8M | 3.2% |
| DimensionalDIMENSIONAL INTE | DIMENSIONAL INTE | $20.3M | 2.5% |
| iShares Core MSCICORE MSCI EMKT | CORE MSCI EMKT | $18.6M | 2.3% |
| Nvidia CorporationCOM | COM | $17.7M | 2.2% |
| iShares Core UniversalCORE UNIVRSL USD | CORE UNIVRSL USD | $15.8M | 2.0% |
| Dimensional ETF TrustETF | ETF | $15.6M | 1.9% |
| Vanguard Index FdsETF | ETF | $14.8M | 1.9% |
| Dimensional ETF TrustETF | ETF | $14.8M | 1.9% |
| Dimensional ETF TrustETF | ETF | $14.4M | 1.8% |
| Dimensional ETF TrustETF | ETF | $13.7M | 1.7% |
| iShares MSCI Eafe ValueEAFE VALUE ETF | EAFE VALUE ETF | $12.1M | 1.5% |
| iShares TRETF | ETF | $9.23M | 1.2% |
| iShares 10-20 Year10-20 YR TRS ETF | 10-20 YR TRS ETF | $8.85M | 1.1% |
| Vanguard FTSE All-worldALLWRLD EX US | ALLWRLD EX US | $8.62M | 1.1% |
| Dimensional ETF TrustETF | ETF | $8.38M | 1.0% |
| Blackrock ETF TrustETF | ETF | $8.29M | 1.0% |
| Dimensional ETF TrustETF | ETF | $8.01M | 1.0% |
| iShares TRETF | ETF | $7.84M | 1.0% |
| Dimensional EmergingEMERGING MKTS CO | EMERGING MKTS CO | $7.43M | 0.9% |
| Microsoft Corp.COM | COM | $7.19M | 0.9% |
| Blackrock ETF TrustETF | ETF | $6.67M | 0.8% |
| iShares MSCI Eafe GrowthEAFE GRWTH ETF | EAFE GRWTH ETF | $6.45M | 0.8% |
| Invesco Qqq TRETF | ETF | $5.72M | 0.7% |
| Dimensional ETF TrustETF | ETF | $5.61M | 0.7% |
| Amazon Com Inc.COM | COM | $5.6M | 0.7% |
| Enphase Energy Inc.COM | COM | $5.53M | 0.7% |
| iShares TRETF | ETF | $5.51M | 0.7% |
| Applied Matls Inc.COM | COM | $5.42M | 0.7% |
| iShares TRETF | ETF | $5.25M | 0.7% |
| Tesla Inc.COM | COM | $5.24M | 0.7% |
| Pimco Income InstlBOND FUNDS | BOND FUNDS | $5.07M | 0.6% |
| iShares Core MSCI EafeCORE MSCI EAFE | CORE MSCI EAFE | $5.03M | 0.6% |
| iShares TRETF | ETF | $4.99M | 0.6% |
| Vanguard Index FdsETF | ETF | $4.92M | 0.6% |
| Vanguard BD Index FdsETF | ETF | $4.84M | 0.6% |
| State Str SPDR S&P 500 ETF TETF | ETF | $4.67M | 0.6% |
| iShares Inc.ETF | ETF | $4.63M | 0.6% |
| Vanguard Scottsdale FdsETF | ETF | $4.63M | 0.6% |
| Intuitive Surgical Inc.COM | COM | $4.61M | 0.6% |
| Pimco Income I-3NTF BOND FUNDS | NTF BOND FUNDS | $4.59M | 0.6% |
| Chevron CorporationCOM | COM | $4.4M | 0.5% |
Dimensional ETF TrustETF$32.5M
- Class
- ETF
- Share
- 4.1%
Dimensional ETF TrustETF$31.4M
- Class
- ETF
- Share
- 3.9%
iShares TRETF$30.1M
- Class
- ETF
- Share
- 3.8%
Blackrock ETF TrustETF$28.9M
- Class
- ETF
- Share
- 3.6%
iShares Core S&P 500CORE S&P500 ETF$28.8M
- Class
- CORE S&P500 ETF
- Share
- 3.6%
Dimensional Core FixedCORE FIXED INCOM$28.8M
- Class
- CORE FIXED INCOM
- Share
- 3.6%
Apple Inc.COM$28.4M
- Class
- COM
- Share
- 3.5%
iShares TRETF$27.2M
- Class
- ETF
- Share
- 3.4%
iShares TRETF$26.9M
- Class
- ETF
- Share
- 3.4%
Dimensional ETF TrustETF$25.8M
- Class
- ETF
- Share
- 3.2%
DimensionalDIMENSIONAL INTE$20.3M
- Class
- DIMENSIONAL INTE
- Share
- 2.5%
iShares Core MSCICORE MSCI EMKT$18.6M
- Class
- CORE MSCI EMKT
- Share
- 2.3%
Nvidia CorporationCOM$17.7M
- Class
- COM
- Share
- 2.2%
iShares Core UniversalCORE UNIVRSL USD$15.8M
- Class
- CORE UNIVRSL USD
- Share
- 2.0%
Dimensional ETF TrustETF$15.6M
- Class
- ETF
- Share
- 1.9%
Vanguard Index FdsETF$14.8M
- Class
- ETF
- Share
- 1.9%
Dimensional ETF TrustETF$14.8M
- Class
- ETF
- Share
- 1.9%
Dimensional ETF TrustETF$14.4M
- Class
- ETF
- Share
- 1.8%
Dimensional ETF TrustETF$13.7M
- Class
- ETF
- Share
- 1.7%
iShares MSCI Eafe ValueEAFE VALUE ETF$12.1M
- Class
- EAFE VALUE ETF
- Share
- 1.5%
iShares TRETF$9.23M
- Class
- ETF
- Share
- 1.2%
iShares 10-20 Year10-20 YR TRS ETF$8.85M
- Class
- 10-20 YR TRS ETF
- Share
- 1.1%
Vanguard FTSE All-worldALLWRLD EX US$8.62M
- Class
- ALLWRLD EX US
- Share
- 1.1%
Dimensional ETF TrustETF$8.38M
- Class
- ETF
- Share
- 1.0%
Blackrock ETF TrustETF$8.29M
- Class
- ETF
- Share
- 1.0%
Dimensional ETF TrustETF$8.01M
- Class
- ETF
- Share
- 1.0%
iShares TRETF$7.84M
- Class
- ETF
- Share
- 1.0%
Dimensional EmergingEMERGING MKTS CO$7.43M
- Class
- EMERGING MKTS CO
- Share
- 0.9%
Microsoft Corp.COM$7.19M
- Class
- COM
- Share
- 0.9%
Blackrock ETF TrustETF$6.67M
- Class
- ETF
- Share
- 0.8%
iShares MSCI Eafe GrowthEAFE GRWTH ETF$6.45M
- Class
- EAFE GRWTH ETF
- Share
- 0.8%
Invesco Qqq TRETF$5.72M
- Class
- ETF
- Share
- 0.7%
Dimensional ETF TrustETF$5.61M
- Class
- ETF
- Share
- 0.7%
Amazon Com Inc.COM$5.6M
- Class
- COM
- Share
- 0.7%
Enphase Energy Inc.COM$5.53M
- Class
- COM
- Share
- 0.7%
iShares TRETF$5.51M
- Class
- ETF
- Share
- 0.7%
Applied Matls Inc.COM$5.42M
- Class
- COM
- Share
- 0.7%
iShares TRETF$5.25M
- Class
- ETF
- Share
- 0.7%
Tesla Inc.COM$5.24M
- Class
- COM
- Share
- 0.7%
Pimco Income InstlBOND FUNDS$5.07M
- Class
- BOND FUNDS
- Share
- 0.6%
iShares Core MSCI EafeCORE MSCI EAFE$5.03M
- Class
- CORE MSCI EAFE
- Share
- 0.6%
iShares TRETF$4.99M
- Class
- ETF
- Share
- 0.6%
Vanguard Index FdsETF$4.92M
- Class
- ETF
- Share
- 0.6%
Vanguard BD Index FdsETF$4.84M
- Class
- ETF
- Share
- 0.6%
State Str SPDR S&P 500 ETF TETF$4.67M
- Class
- ETF
- Share
- 0.6%
iShares Inc.ETF$4.63M
- Class
- ETF
- Share
- 0.6%
Vanguard Scottsdale FdsETF$4.63M
- Class
- ETF
- Share
- 0.6%
Intuitive Surgical Inc.COM$4.61M
- Class
- COM
- Share
- 0.6%
Pimco Income I-3NTF BOND FUNDS$4.59M
- Class
- NTF BOND FUNDS
- Share
- 0.6%
Chevron CorporationCOM$4.4M
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 268 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1769302
- File number
- 028-19450
- Options
- 0 call, 0 put
- In the 25 largest
- 61.2%
- Prior quarter
- $800M at 31 March 2026
- Positions opened
- 0
- Positions closed
- 0
Common questions
What are Liberty Wealth Management’s 13F holdings worth?
$800 million across 268 positions for the quarter ended 30 June 2026.
What is Liberty Wealth Management’s largest 13F holding?
DIMENSIONAL ETF TRUST (ETF) was the largest position at $32.5 million, or 4.1% of reported 13F value, as of 30 June 2026.
How concentrated is Liberty Wealth Management’s 13F portfolio?
The ten largest positions accounted for 36.1% of reported value and the twenty-five largest for 61.2%, across 268 positions as of 30 June 2026.
Does Form 13F show everything Liberty Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Liberty Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.