Institutional Fund
Liberty Wealth Management LLC
Oakland, CACIK 17693026 filings on record
Portfolio Value
$800.42M
Q1 2026
Holdings
268
Reported positions
New Buys
37
Opened this quarter
QoQ Change
+3.3%
from $774.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust4.1%
- Dimensional ETF Trust3.9%
- Ishares Tr3.8%
- Blackrock ETF Trust3.6%
- Ishares Tr3.6%
- Dimensional ETF Trust3.6%
- Other77.5%
Portfolio Holdings
268 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 719.2K | $32.47M | 4.1% | −84.6K | Reduced |
| 2 | Dimensional ETF Trust | 807.0K | $31.36M | 3.9% | +2.5K | Added |
| 3 | Ishares Tr | 266.2K | $30.12M | 3.8% | +6.4K | Added |
| 4 | Blackrock ETF Trust | 496.5K | $28.89M | 3.6% | +17.7K | Added |
| 5 | Ishares Tr | 44.1K | $28.82M | 3.6% | +3.8K | Added |
| 6 | Dimensional ETF Trust | 681.2K | $28.78M | 3.6% | +18.0K | Added |
| 7 | Apple Inc | 111.8K | $28.37M | 3.5% | −5.2K | Reduced |
| 8 | Ishares Tr | 128.8K | $27.21M | 3.4% | +20.4K | Added |
| 9 | Ishares Tr | 140.0K | $26.85M | 3.4% | −19.3K | Reduced |
| 10 | Dimensional ETF Trust | 701.2K | $25.78M | 3.2% | +3.6K | Added |
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