13F Insight
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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

Top 10 holdings

By portfolio weight as of Q1 2026.

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