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

LIBERTY WEALTH MANAGEMENT LLC

LIBERTY WEALTH's pension fund based in Omaha, NE — $800M in tracked AUM across 268 positions as of Q1 2026.

LW
LIBERTY WEALTH·Omaha, NE·Pension Fund
CIK 0001769302 · last filed Mar 31, 2026
Total AUM
$800M
▼ 9.1%
vs prior
Holdings
268
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · 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

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