Liberty Wealth Management LLC holds a diversified book of 268 stocks worth $800.4M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Vanguard S&P 500 Growth ETF. Their largest long position is Dimensional US Core Equity M at 4% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Liberty Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 77 / 80 | $546.6B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $150.8B |
| LPL Financial LLC | 77 / 80 | $113.4B |
| HighTower Advisors, LLC | 77 / 80 | $29.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $22.4B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $19.2B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 77 / 80 | $16.9B |
| CWM, LLC | 77 / 80 | $11.6B |
Ranked by how many of Liberty Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust ETF | $32.5M | 719.2K | 4.1% | —Held | |
| 2 | Dimensional ETF Trust ETF | $31.4M | 807.0K | 3.9% | —Held | |
| 3 | Ishares TR ETF | $30.1M | 266.2K | 3.8% | —Held | |
| 4 | BlackRock ETF Trust ETF | $28.9M | 496.5K | 3.6% | —Held | |
| 5 | Ishares Core S&P 500 CORE S&P500 ETF | $28.8M | 44.1K | 3.6% | —Held | |
| 6 | Dimensional Core Fixed CORE FIXED INCOM | $28.8M | 681.2K | 3.6% | —Held | |
| 7 | Apple Inc COM | $28.4M | 111.8K | 3.5% | —Held | |
| 8 | Ishares TR ETF | $27.2M | 128.8K | 3.4% | —Held | |
| 9 | Ishares TR ETF | $26.9M | 140.0K | 3.4% | —Held | |
| 10 | Dimensional ETF Trust ETF | $25.8M | 701.2K | 3.2% | —Held | |
| 11 | Dimensional DIMENSIONAL INTE | $20.3M | 387.3K | 2.5% | —Held | |
| 12 | Ishares Core Msci CORE MSCI EMKT | $18.6M | 266.9K | 2.3% | —Held | |
| 13 | Nvidia Corporation COM | $17.7M | 101.7K | 2.2% | —Held | |
| 14 | Ishares Core Universal CORE UNIVRSL USD | $15.8M | 342.8K | 2.0% | —Held | |
| 15 | Dimensional ETF Trust ETF | $15.6M | 439.1K | 1.9% | —Held | |
| 16 | Vanguard Index FDS ETF | $14.8M | 46.3K | 1.9% | —Held | |
| 17 | Dimensional ETF Trust ETF | $14.8M | 309.7K | 1.9% | —Held | |
| 18 | Dimensional ETF Trust ETF | $14.4M | 368.9K | 1.8% | —Held | |
| 19 | Dimensional ETF Trust ETF | $13.7M | 382.4K | 1.7% | —Held | |
| 20 | Ishares Msci Eafe Value EAFE VALUE ETF | $12.1M | 162.8K | 1.5% | —Held | |
| 21 | Ishares TR ETF | $9.2M | 38.5K | 1.2% | —Held | |
| 22 | Ishares 10-20 Year 10-20 YR TRS ETF | $8.8M | 87.8K | 1.1% | —Held | |
| 23 | Vanguard Ftse All-World ALLWRLD EX US | $8.6M | 114.7K | 1.1% | —Held | |
| 24 | Dimensional ETF Trust ETF | $8.4M | 134.2K | 1.0% | —Held | |
| 25 | BlackRock ETF Trust ETF | $8.3M | 228.9K | 1.0% | —Held | |
| 26 | Dimensional ETF Trust ETF | $8.0M | 248.7K | 1.0% | —Held | |
| 27 | Ishares TR ETF | $7.8M | 24.7K | 1.0% | —Held | |
| 28 | Dimensional Emerging EMERGING MKTS CO | $7.4M | 215.0K | 0.9% | —Held | |
| 29 | Microsoft Corp COM | $7.2M | 19.4K | 0.9% | —Held | |
| 30 | BlackRock ETF Trust ETF | $6.7M | 202.5K | 0.8% | —Held | |
| 31 | Ishares Msci Eafe Growth EAFE GRWTH ETF | $6.5M | 57.9K | 0.8% | —Held | |
| 32 | Invesco QQQ TR ETF | $5.7M | 9.9K | 0.7% | —Held | |
| 33 | Dimensional ETF Trust ETF | $5.6M | 142.1K | 0.7% | —Held | |
| 34 | Amazon Com Inc COM | $5.6M | 26.9K | 0.7% | —Held | |
| 35 | Enphase Energy Inc COM | $5.5M | 146.3K | 0.7% | —Held | |
| 36 | Ishares TR ETF | $5.5M | 58.0K | 0.7% | —Held | |
| 37 | Applied Matls Inc COM | $5.4M | 15.9K | 0.7% | —Held | |
| 38 | Ishares TR ETF | $5.2M | 28.9K | 0.7% | —Held | |
| 39 | Tesla Inc COM | $5.2M | 14.1K | 0.7% | —Held | |
| 40 | Pimco Income Instl BOND FUNDS | $5.1M | 470.4K | 0.6% | —Held | |
| 41 | Ishares Core Msci Eafe CORE MSCI EAFE | $5.0M | 55.4K | 0.6% | —Held | |
| 42 | Ishares TR ETF | $5.0M | 217.9K | 0.6% | —Held | |
| 43 | Vanguard Index FDS ETF | $4.9M | 8.2K | 0.6% | —Held | |
| 44 | Vanguard BD Index FDS ETF | $4.8M | 70.4K | 0.6% | —Held | |
| 45 | State STR SPDR S&P 500 ETF T ETF | $4.7M | 7.2K | 0.6% | —Held | |
| 46 | Ishares Inc ETF | $4.6M | 58.8K | 0.6% | —Held | |
| 47 | Vanguard Scottsdale FDS ETF | $4.6M | 83.5K | 0.6% | —Held | |
| 48 | Intuitive Surgical Inc COM | $4.6M | 10.0K | 0.6% | —Held | |
| 49 | Pimco Income I-3 NTF BOND FUNDS | $4.6M | 425.4K | 0.6% | —Held | |
| 50 | Chevron Corporation COM | $4.4M | 21.3K | 0.5% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1769302/holdings"
Use Arkolith to show LIBERTY WEALTH MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 268 | $800.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 268 | $800.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 249 | $774.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 250 | $710.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 233 | $637.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 158 | $522.7M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 229 | $599.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.