LIBERTY WEALTH MANAGEMENT LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
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.
Holdings Value