-
Value $
-
$600M
-
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 225 stock holdings with total value $600M as of Q4 2024. Top holdings included IVV, DFAC, DFAU, AAPL, and DUHP.