StockDriftsStockDriftsTop 50 Liberty Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 4.06% | 719.2K | $32.5M | +0.00%(+0) | $34.68(+54.45%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.92% | 807.0K | $31.4M | +0.00%(+0) | $27.41(+67.76%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.76% | 266.2K | $30.1M | +0.00%(+0) | $89.74(+57.97%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.61% | 496.5K | $28.9M | +0.00%(+0) | $46.53(+50.48%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 | 3.6% | 44.1K | $28.8M | +0.00%(+0) | $535.80(+45.08%) | 2026-06-30 | |
| DFCF | DIMENSIONAL CORE FIXED | 3.6% | 681.2K | $28.8M | +0.00%(+0) | $42.16(-1.15%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.54% | 111.8K | $28.4M | +0.00%(+0) | $152.62(+100.94%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.4% | 128.8K | $27.2M | +0.00%(+0) | $191.92(+23.34%) | 2026-06-30 | |
| QUAL | ISHARES TR | 3.35% | 140.0K | $26.9M | +0.00%(+0) | $166.76(+35.68%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.22% | 701.2K | $25.8M | +0.00%(+0) | $26.74(+59.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.59% | +50.47% | +6.98% | +40.12% |
| Top 20 Holdings Unweighted | +12.84% | +43.69% | +5.95% | +33.50% |
Liberty Wealth Management LLC reports $911.67M in US-listed equity holdings across 268 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (4.1%), DFAC (3.9%) and IVW (3.8%). The top 20 holdings account for 55.81% of reported assets. Its disclosed equity book has returned +50.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Liberty Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1769302). View Liberty Wealth Management LLC’s 13F filings on SEC