LIBERTY WEALTH MANAGEMENT LLC — 13F holdings

LIBERTY WEALTH MANAGEMENT LLC reported 268 holdings worth $800M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. DFAU DIMENSIONAL ETF TRUST — $32.5M (4.1%)
  2. DIMENSIONAL ETF TRUST — $31.4M (3.9%)
  3. IVW ISHARES TR — $30.1M (3.8%)
  4. DYNF BLACKROCK ETF TRUST — $28.9M (3.6%)
  5. IVV ISHARES TR — $28.8M (3.6%)
  6. DFCF DIMENSIONAL ETF TRUST — $28.8M (3.6%)
  7. AAPL APPLE INC — $28.4M (3.5%)
  8. IVE ISHARES TR — $27.2M (3.4%)
  9. QUAL ISHARES TR — $26.9M (3.4%)
  10. DIMENSIONAL ETF TRUST — $25.8M (3.2%)