LIBERTY WEALTH MANAGEMENT LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$589M
Signature - Title
Candace Hamilton - Chief Compliance Officer
Location
Oakland, CA
Summary
This page shows a list of all the recent 13F filings made by LIBERTY WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LIBERTY WEALTH MANAGEMENT LLC reported 226 stock holdings with total value $589M as of Q3 2024. Top holdings included IVV, DFAC, DFAU, AAPL, and DUHP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 226 $589M +$5.78M -$2.55M +$3.22M IVV, DFAC, DFAU, AAPL, DUHP 13F-HR 11/1/2024, 06:48 PM
Q2 2024 233 $87.7M $0 $0 ENPH, VEU, AMAT, ISRG, BLV 13F-HR 8/6/2024, 05:53 PM
Q1 2024 186 $512M +$55.7M -$35.5M +$20.2M IVV, DFAC, DUHP, DFAU, AAPL 13F-HR 5/2/2024, 06:12 PM
Q4 2023 170 $412M +$50.3M -$28.6M +$21.7M IVV, DFAC, DUHP, DFAU, AAPL 13F-HR 2/8/2024, 06:04 PM
Q3 2023 174 $402M +$47M -$32.7M +$14.4M IVV, DFAC, DUHP, AAPL, DFAU 13F-HR 11/13/2023, 04:00 PM
Q2 2023 191 $401M +$9.34M -$118M -$108M IVV, DFAC, DUHP, AAPL, QUAL 13F-HR 8/10/2023, 01:16 PM
Q1 2023 230 $485M +$190M -$136M +$53.9M IVV, AAPL, DFAC, DUHP, QUAL 13F-HR 5/3/2023, 02:22 PM
Q3 2022 149 $375M +$162M -$10.6M +$151M DUHP, IVV, DFAC, DFUV, DFIC 13F-HR 11/15/2022, 03:05 PM
Q2 2022 159 $242M +$30.4M -$25.6M +$4.85M IVV, ESGU, AAPL, IUSB, EFV 13F-HR 8/15/2022, 12:30 PM
Q1 2022 158 $277M +$210M -$194M +$15.9M IVV, ESGU, AAPL, IUSB, EFV 13F-HR 5/9/2022, 01:21 PM
Q4 2021 179 $263M +$192M -$216M -$24.3M IVV, ESGU, AAPL, EFG, EFV 13F-HR 2/14/2022, 06:53 PM
Q3 2021 1,252 $278M +$51.3M -$28.4M +$22.9M IVV, ESGU, AAPL, EFV, EFG 13F-HR 11/15/2021, 02:43 PM
Q2 2021 1,074 $257M +$50.9M -$16.3M +$34.6M AAPL, IVV, ESGU, EFV, VTI Restatement 8/13/2021, 04:31 PM
Q1 2021 919 $197M +$439K -$13.7K +$426K AAPL, IVV, ESGU, EFG, VTI 13F-HR 5/17/2021, 03:40 PM
Q4 2020 926 $203M +$30.3M -$18M +$12.3M AAPL, IVV, ESGU, EFG, VTI 13F-HR 2/9/2021, 04:47 PM
Q3 2020 843 $170M +$35.3M -$3.27M +$32.1M AAPL, IVV, ESGU, EFG, LQD 13F-HR 11/5/2020, 12:00 PM
Q2 2020 839 $142M +$30.7M -$24.6M +$6.13M AAPL, IVV, ESGU, LQD, VTI 13F-HR 8/4/2020, 09:06 AM
Q1 2020 872 $114M +$16.3M -$6.53M +$9.81M AAPL, IVV, GOVT, VTI, IEFA 13F-HR 4/27/2020, 03:11 PM
Q4 2019 889 $127M +$21.5M -$8.66M +$12.8M AAPL, IVV, VTI, CVX, GOVT 13F-HR 2/5/2020, 11:10 AM
Q3 2019 849 $106M +$11.6M -$21.5M -$9.96M AAPL, IVV, DIEM, VTI, CVX 13F-HR 10/30/2019, 12:36 PM
Q2 2019 891 $114M +$26.7M -$50M -$23.3M AAPL, CVX, IVV, DIEM, VTI 13F-HR 7/30/2019, 10:01 AM
Q1 2019 716 $133M +$5.48M -$20.6M -$15.1M FDD, XLF, AAPL, DIEM, CVX 13F-HR 4/18/2019, 02:20 PM
Q4 2018 744 $134M $0 $0 FDD, XLF, VNQ, AAPL, DIEM 13F-HR 3/26/2019, 09:40 AM