Liberty Wealth Management LLC - Q12026 Holdings

Liberty Wealth Management LLC holds 263 stocks with a total portfolio value of $ 800.42M as of Q12026. In Q12026, Liberty Wealth Management LLC added 32 new positions, increased stakes in 129 stocks, reduced 91 holdings, and fully exited 18 positions. The largest holding is Dimensional Etf Trust (DFAU), representing 4.06% of the total portfolio.