LIBERTY WEALTH MANAGEMENT LLC: 13F holdings
CIK 17693022026Q2
| Positions | 268 |
|---|---|
| Reported value | $800.4m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PAVE DIMENSIONAL ETF TRUST | 719,165 | $32.5m | 4.1% |
| DIMENSIONAL ETF TRUST | 806,981 | $31.4m | 3.9% |
| IWF ISHARES TR | 266,207 | $30.1m | 3.8% |
| DYNF BLACKROCK ETF TRUST | 496,452 | $28.9m | 3.6% |
| IVV ISHARES CORE S&P 500 | 44,109 | $28.8m | 3.6% |
| DFCF DIMENSIONAL CORE FIXED | 681,228 | $28.8m | 3.6% |
| AAPL APPLE INC | 111,781 | $28.4m | 3.5% |
| IVE ISHARES TR | 128,765 | $27.2m | 3.4% |
| QUAL ISHARES TR | 139,989 | $26.9m | 3.4% |
| DIMENSIONAL ETF TRUST | 701,173 | $25.8m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1769302")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.