13F Insight
DOSSIER · 13F-HR · Q1 2026

LIBERTY WEALTH MANAGEMENT LLC

$800M in tracked AUM across 268 positions as of Q1 2026.

LW
CIK 0001769302 · last filed Mar 31, 2026
Total AUM
$800M
as of Q1 2026
Holdings
268
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

LIBERTY WEALTH MANAGEMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$32M719K4.1%02
DFAC
DIMENSIONAL ETF TRUST
$31M807K3.9%03
IVW
ISHARES TR
$30M266K3.8%04
DYNF
BLACKROCK ETF TRUST
$29M496K3.6%05
IVV
ISHARES CORE S&P 500
$29M44K3.6%06
DFCF
DIMENSIONAL CORE FIXED
$29M681K3.6%07
AAPL
APPLE INC
$28M112K3.5%08
IVE
ISHARES TR
$27M129K3.4%09
QUAL
ISHARES TR
$27M140K3.4%10
DUHP
DIMENSIONAL ETF TRUST
$26M701K3.2%

Filing history

2026Q1Mar 31
$800M▲ 3.3%
268 positionsView →2025Q4Dec 31
$775M▲ 9.1%
249 positionsView →2025Q3Sep 30
$710M▲ 11.3%
250 positionsView →2025Q2Jun 30
$638M▲ 16.9%
233 positionsLocked2025Q1Mar 31
$546M▼ 9.0%
296 positionsLocked2024Q4Dec 31
$600M▲ 1.9%
229 positionsLocked2024Q3Sep 30
$589M▲ 7.9%
230 positionsLocked2024Q2Jun 30
$546M▲ 6.5%
233 positionsLocked2024Q1Mar 31
$512M▲ 9.9%
187 positionsLocked2023Q4Dec 31
$466M▲ 16.1%
173 positionsLocked2023Q3Sep 30
$402M▼ 0.7%
174 positionsLocked2023Q2Jun 30
$405M▼ 16.5%
191 positionsLocked
Showing 12 of 29