Liberty Wealth Management LLC - Q42025 Holdings

Liberty Wealth Management LLC holds 249 stocks with a total portfolio value of $ 774.69M as of Q42025. In Q42025, Liberty Wealth Management LLC added 19 new positions, increased stakes in 117 stocks, reduced 98 holdings, and fully exited 20 positions. The largest holding is Dimensional Etf Trust (DFAU), representing 4.85% of the total portfolio.