LIBERTY WEALTH MANAGEMENT LLC
LIBERTY WEALTH MANAGEMENT LLC reported 268 positions worth $800.4M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: DFAU (4.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $32.5M | 4.06% | 719,165 | — | — | |
| ▸ 2 | DFAC | SH | $31.4M | 3.92% | 806,981 | — | — | |
| ▸ 3 | IVW | SH | $30.1M | 3.76% | 266,207 | — | — | |
| ▸ 4 | DYNF | SH | $28.9M | 3.61% | 496,452 | — | — | |
| ▸ 5 | IVV | SH | $28.8M | 3.60% | 44,109 | — | — | |
| ▸ 6 | DFCF | SH | $28.8M | 3.60% | 681,228 | — | — | |
| ▸ 7 | AAPL | SH | $28.4M | 3.54% | 111,781 | — | — | |
| ▸ 8 | IVE | SH | $27.2M | 3.40% | 128,765 | — | — | |
| ▸ 9 | QUAL | SH | $26.9M | 3.35% | 139,989 | — | — | |
| ▸ 10 | DUHP | SH | $25.8M | 3.22% | 701,173 | — | — |
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Frequently Asked Questions
What stocks does LIBERTY WEALTH MANAGEMENT LLC hold as of Q2 2026?
LIBERTY WEALTH MANAGEMENT LLC reported 268 positions worth $800.4M in its Q2 2026 13F filing. Largest positions: DFAU (4.1%), DFAC (3.9%), IVW (3.8%), DYNF (3.6%) and IVV (3.6%).
What did LIBERTY WEALTH MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LIBERTY WEALTH MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.