Notify me when LIBERTY WEALTH MANAGEMENT LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 246 | $774,693,964 | +$66,016,092 | -$17,249,887 | +$48,766,205 | DFAU, IVW, DFAC, AAPL, QUAL | 13F-HR | 04 Feb 2026, 16:10 |
| Q3 2025 | 246 | $710,201,300 | +$32,798,534 | -$8,214,862 | +$24,583,672 | DFAU, DFAC, IVW, QUAL, AAPL | 13F-HR | 31 Oct 2025, 12:55 |
| Q2 2025 | 230 | $637,910,313 | +$96,005,344 | -$27,969,829 | +$68,035,515 | DFAU, DFAC, IVW, QUAL, DUHP | 13F-HR | 01 Aug 2025, 12:14 |
| Q1 2025 | 154 | $522,738,759 | +$32,258,096 | -$89,811,036 | -$57,552,940 | DFAU, DFAC, DUHP, AAPL, IVV | Restatement | 12 May 2025, 13:53 |
| Q4 2024 | 225 | $599,698,280 | +$43,633,134 | -$27,429,372 | +$16,203,762 | IVV, DFAC, DFAU, AAPL, DUHP | 13F-HR | 07 Feb 2025, 21:25 |
| Q3 2024 | 226 | $588,569,000 | +$5,776,553 | -$2,552,082 | +$3,224,471 | IVV, DFAC, DFAU, AAPL, DUHP | 13F-HR | 01 Nov 2024, 18:48 |
| Q2 2024 | 233 | $87,725,000 | $0 | $0 | $0 | ENPH, VEU, AMAT, ISRG, BLV | 13F-HR | 06 Aug 2024, 17:53 |
| Q1 2024 | 186 | $512,387,000 | +$55,700,136 | -$35,543,925 | +$20,156,211 | IVV, DFAC, DUHP, DFAU, AAPL | 13F-HR | 02 May 2024, 18:12 |
| Q4 2023 | 170 | $412,326,000 | +$50,302,470 | -$28,634,659 | +$21,667,811 | IVV, DFAC, DUHP, DFAU, AAPL | 13F-HR | 08 Feb 2024, 18:04 |
| Q3 2023 | 174 | $401,766,000 | +$47,015,794 | -$32,657,377 | +$14,358,417 | IVV, DFAC, DUHP, AAPL, DFAU | 13F-HR | 13 Nov 2023, 16:00 |
| Q2 2023 | 191 | $401,242,195 | +$9,340,616 | -$117,701,785 | -$108,361,169 | IVV, DFAC, DUHP, AAPL, QUAL | 13F-HR | 10 Aug 2023, 13:16 |
| Q1 2023 | 230 | $484,598,515 | +$189,945,277 | -$136,071,788 | +$53,873,489 | IVV, AAPL, DFAC, DUHP, QUAL | 13F-HR | 03 May 2023, 14:22 |
| Q3 2022 | 149 | $374,958,000 | +$161,692,827 | -$10,629,675 | +$151,063,152 | DUHP, IVV, DFAC, DFUV, DFIC | 13F-HR | 15 Nov 2022, 15:05 |
| Q2 2022 | 159 | $241,650,000 | +$30,411,200 | -$25,565,622 | +$4,845,578 | IVV, ESGU, AAPL, IUSB, EFV | 13F-HR | 15 Aug 2022, 12:30 |
| Q1 2022 | 158 | $276,646,000 | +$209,811,527 | -$193,912,309 | +$15,899,218 | IVV, ESGU, AAPL, IUSB, EFV | 13F-HR | 09 May 2022, 13:21 |
| Q4 2021 | 179 | $263,360,774 | +$192,197,918 | -$216,458,050 | -$24,260,132 | IVV, ESGU, AAPL, EFG, EFV | 13F-HR | 14 Feb 2022, 18:53 |
| Q3 2021 | 1,252 | $278,336,000 | +$51,298,162 | -$28,433,599 | +$22,864,563 | IVV, ESGU, AAPL, EFV, EFG | 13F-HR | 15 Nov 2021, 14:43 |
| Q2 2021 | 1,074 | $256,586,000 | +$50,922,320 | -$16,306,881 | +$34,615,439 | AAPL, IVV, ESGU, EFV, VTI | Restatement | 13 Aug 2021, 16:31 |
| Q1 2021 | 919 | $196,740,000 | +$439,421 | -$13,741 | +$425,680 | AAPL, IVV, ESGU, EFG, VTI | 13F-HR | 17 May 2021, 15:40 |
| Q4 2020 | 926 | $202,691,000 | +$30,278,617 | -$18,017,715 | +$12,260,902 | AAPL, IVV, ESGU, EFG, VTI | 13F-HR | 09 Feb 2021, 16:47 |
| Q3 2020 | 843 | $169,587,000 | +$35,347,090 | -$3,274,198 | +$32,072,892 | AAPL, IVV, ESGU, EFG, LQD | 13F-HR | 05 Nov 2020, 12:00 |
| Q2 2020 | 839 | $141,911,000 | +$30,687,607 | -$24,557,953 | +$6,129,654 | AAPL, IVV, ESGU, LQD, VTI | 13F-HR | 04 Aug 2020, 09:06 |
| Q1 2020 | 872 | $114,329,000 | +$16,343,148 | -$6,531,974 | +$9,811,174 | AAPL, IVV, GOVT, VTI, IEFA | 13F-HR | 27 Apr 2020, 15:11 |
| Q4 2019 | 889 | $126,740,000 | +$21,471,062 | -$8,657,447 | +$12,813,615 | AAPL, IVV, VTI, CVX, GOVT | 13F-HR | 05 Feb 2020, 11:10 |
| Q3 2019 | 849 | $105,586,000 | +$11,558,925 | -$21,517,487 | -$9,958,562 | AAPL, IVV, DIEM, VTI, CVX | 13F-HR | 30 Oct 2019, 12:36 |
| Q2 2019 | 891 | $113,929,000 | +$26,698,241 | -$49,993,066 | -$23,294,825 | AAPL, CVX, IVV, DIEM, VTI | 13F-HR | 30 Jul 2019, 10:01 |
| Q1 2019 | 716 | $132,714,000 | +$5,477,320 | -$20,575,221 | -$15,097,901 | FDD, XLF, AAPL, DIEM, CVX | 13F-HR | 18 Apr 2019, 14:20 |
| Q4 2018 | 744 | $134,013,000 | $0 | $0 | $0 | FDD, XLF, VNQ, AAPL, DIEM | 13F-HR | 26 Mar 2019, 09:40 |