Universe · entity
LIBERTY WEALTH MANAGEMENT LLC
Institutional manager (13F) · CIK 1769302
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $630M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $32M | 719,165 |
| 2 | DIMENSIONAL ETF TRUST | $31M | 806,981 |
| 3 | ISHARES TR | $30M | 266,207 |
| 4 | BLACKROCK ETF TRUST | $29M | 496,452 |
| 5 | ISHARES CORE S&P 500 | $29M | 44,109 |
| 6 | DIMENSIONAL CORE FIXED | $29M | 681,228 |
| 7 | APPLE INC | $28M | 111,781 |
| 8 | ISHARES TR | $27M | 128,765 |
| 9 | ISHARES TR | $27M | 139,989 |
| 10 | DIMENSIONAL ETF TRUST | $26M | 701,173 |
| 11 | DIMENSIONAL | $20M | 387,348 |
| 12 | ISHARES CORE MSCI | $19M | 266,950 |
| 13 | NVIDIA CORPORATION | $18M | 101,654 |
| 14 | ISHARES CORE UNIVERSAL | $16M | 342,830 |
| 15 | DIMENSIONAL ETF TRUST | $16M | 439,135 |
| 16 | VANGUARD INDEX FDS | $15M | 46,256 |
| 17 | DIMENSIONAL ETF TRUST | $15M | 309,664 |
| 18 | DIMENSIONAL ETF TRUST | $14M | 368,908 |
| 19 | DIMENSIONAL ETF TRUST | $14M | 382,353 |
| 20 | ISHARES MSCI EAFE VALUE | $12M | 162,787 |
| 21 | ISHARES TR | $9M | 38,474 |
| 22 | ISHARES 10-20 YEAR | $9M | 87,815 |
| 23 | VANGUARD FTSE ALL-WORLD | $9M | 114,712 |
| 24 | DIMENSIONAL ETF TRUST | $8M | 134,174 |
| 25 | BLACKROCK ETF TRUST | $8M | 228,895 |
| 26 | DIMENSIONAL ETF TRUST | $8M | 248,733 |
| 27 | ISHARES TR | $8M | 24,656 |
| 28 | DIMENSIONAL EMERGING | $7M | 214,986 |
| 29 | MICROSOFT CORP | $7M | 19,425 |
| 30 | BLACKROCK ETF TRUST | $7M | 202,464 |
| 31 | ISHARES MSCI EAFE GROWTH | $6M | 57,920 |
| 32 | INVESCO QQQ TR | $6M | 9,917 |
| 33 | DIMENSIONAL ETF TRUST | $6M | 142,121 |
| 34 | AMAZON COM INC | $6M | 26,892 |
| 35 | ENPHASE ENERGY INC | $6M | 146,338 |
| 36 | ISHARES TR | $6M | 58,020 |
| 37 | APPLIED MATLS INC | $5M | 15,869 |
| 38 | ISHARES TR | $5M | 28,877 |
| 39 | TESLA INC | $5M | 14,101 |
| 40 | PIMCO INCOME INSTL | $5M | 470,399 |
| 41 | ISHARES CORE MSCI EAFE | $5M | 55,442 |
| 42 | ISHARES TR | $5M | 217,888 |
| 43 | VANGUARD INDEX FDS | $5M | 8,226 |
| 44 | VANGUARD BD INDEX FDS | $5M | 70,416 |
| 45 | STATE STR SPDR S&P 500 ETF T | $5M | 7,179 |
| 46 | ISHARES INC | $5M | 58,842 |
| 47 | VANGUARD SCOTTSDALE FDS | $5M | 83,549 |
| 48 | INTUITIVE SURGICAL INC | $5M | 9,992 |
| 49 | PIMCO INCOME I-3 | $5M | 425,442 |
| 50 | CHEVRON CORPORATION | $4M | 21,267 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.