EdgeMarket › What Liberty Wealth Management Llc reported owning
What Liberty Wealth Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
800.4MPositions
268Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFAU Dimensional US Core Equity Market ETF | 32.5M | 4.1% | 719.2K | 53.06 | +21.1% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 31.4M | 3.9% | 807.0K | 45.61 | +22.8% |
| IVW iShares S&P 500 Growth ETF | 30.1M | 3.8% | 266.2K | 138.83 | +22.2% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 28.9M | 3.6% | 496.5K | 69.08 | +22.3% |
| IVV iShares Core S&P 500 ETF | 28.8M | 3.6% | 44.1K | 769.31 | +20.0% |
| DFCF Dimensional Core Fixed Income ETF | 28.8M | 3.6% | 681.2K | 41.47 | -1.9% |
| AAPL Apple Inc. | 28.4M | 3.5% | 111.8K | 309.35 | +36.9% |
| IVE iShares S&P 500 Value ETF | 27.2M | 3.4% | 128.8K | 237.24 | +17.6% |
| QUAL iShares MSCI USA Quality Factor ETF | 26.9M | 3.4% | 140.0K | 223.22 | +19.3% |
| DUHP Dimensional US High Profitability ETF | 25.8M | 3.2% | 701.2K | 42.41 | +15.6% |
| DFGX Dimensional International Core Fixed Income ET | 20.3M | 2.5% | 387.3K | 51.99 | -2.8% |
| IEMG iShares Core MSCI Emerging Markets ETF | 18.6M | 2.3% | 266.9K | 81.57 | +31.9% |
| NVDA NVIDIA CORP | 17.7M | 2.2% | 101.7K | 214.72 | +22.4% |
| IUSB iShares Core Universal USD Bond ETF | 15.8M | 2.0% | 342.8K | 45.43 | -1.7% |
| DFIC Dimensional International Core Equity 2 ETF | 15.6M | 1.9% | 439.1K | 39.41 | +22.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 14.8M | 1.9% | 46.3K | 378.24 | +20.5% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 14.8M | 1.9% | 309.7K | 47.31 | -1.5% |
| DFAI Dimensional International Core Equity Market E | 14.4M | 1.8% | 368.9K | 43.35 | +21.1% |
| DFLV Dimensional US Large Cap Value ETF | 13.7M | 1.7% | 382.4K | 42.01 | +31.1% |
| EFV iShares MSCI EAFE Value ETF | 12.1M | 1.5% | 162.8K | 82.23 | +21.4% |
| MTUM iShares MSCI USA Momentum Factor ETF | 9.2M | 1.2% | 38.5K | 305.17 | +25.7% |
| TLH iShares 10-20 Year Treasury Bond ETF | 8.8M | 1.1% | 87.8K | 96.69 | -4.0% |
| VEU Vanguard FTSE All World Ex US ETF | 8.6M | 1.1% | 114.7K | 85.69 | +23.3% |
| DFAT Dimensional U.S. Targeted Value ETF | 8.4M | 1.0% | 134.2K | 71.67 | +26.9% |
| THRO iShares U.S. Thematic Rotation Active ETF | 8.3M | 1.0% | 228.9K | 43.61 | +19.9% |
| DIHP Dimensional International High Profitability E | 8.0M | 1.0% | 248.7K | 35.74 | +18.9% |
| OEF iShares S&P 100 Fund | 7.8M | 1.0% | 24.7K | 377.86 | +19.6% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 7.4M | 0.9% | 215.0K | 39.93 | +29.9% |
| MSFT MICROSOFT CORP | 7.2M | 0.9% | 19.4K | 483.24 | -4.4% |
| BAI iShares A.I. Innovation and Tech Active ETF | 6.7M | 0.8% | 202.5K | 44.30 | +46.6% |
| EFG iShares MSCI EAFE Growth ETF | 6.5M | 0.8% | 57.9K | 125.70 | +12.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 5.7M | 0.7% | 9.9K | 713.44 | +26.1% |
| DISV Dimensional International Small Cap Value ETF | 5.6M | 0.7% | 142.1K | 44.49 | +28.9% |
| AMZN AMAZON COM INC | 5.6M | 0.7% | 26.9K | 258.63 | +15.6% |
| ENPH Enphase Energy, Inc. | 5.5M | 0.7% | 146.3K | 38.61 | +8.2% |
| MBB iShares MBS ETF | 5.5M | 0.7% | 58.0K | 93.12 | -0.6% |
| AMAT APPLIED MATERIALS INC /DE | 5.4M | 0.7% | 15.9K | 492.32 | +205.9% |
| IYW iShares U.S. Technology ETF | 5.2M | 0.7% | 28.9K | 247.25 | +37.9% |
| TSLA Tesla, Inc. | 5.2M | 0.7% | 14.1K | 362.86 | +12.0% |
| unmapped CUSIP 72201F490 | 5.1M | 0.6% | 470.4K | — | — |
| IEFA iShares Core MSCI EAFE ETF | 5.0M | 0.6% | 55.4K | 100.85 | +16.8% |
| GOVT iShares U.S. Treasury Bond ETF | 5.0M | 0.6% | 217.9K | 22.45 | -2.0% |
| VOO Vanguard S&P 500 ETF | 4.9M | 0.6% | 8.2K | 703.71 | +20.0% |
| BLV Vanguard Long-Term Bond ETF | 4.8M | 0.6% | 70.4K | 65.84 | -4.7% |
| SPY SPDR S&P 500 ETF TRUST | 4.7M | 0.6% | 7.2K | 765.72 | +20.0% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 4.6M | 0.6% | 58.8K | 97.80 | +53.2% |
| VGLT Vanguard Long-Term Treasury ETF | 4.6M | 0.6% | 83.5K | 52.75 | -4.8% |
| ISRG INTUITIVE SURGICAL INC | 4.6M | 0.6% | 10.0K | 378.81 | -21.2% |
| unmapped CUSIP 72202E393 | 4.6M | 0.6% | 425.4K | — | — |
| CVX CHEVRON CORP | 4.4M | 0.5% | 21.3K | 205.27 | +34.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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