LIBERTY WEALTH MANAGEMENT LLC

Q3 2025 13F-HR Holdings

Location
Oakland, CA
Holdings as of
9/30/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
250
Total value ($000)
$710,201
Net value change ($000)
+72,291 (11.3%)
New positions
27
Sold out positions
10
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/1/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 5,895 26.3%
QQQ 4,080 240.4%
SPY 3,774 420.7%
IVW 3,492 12.6%
NVDA 3,068 20.0%
DYNF 2,962 11.8%
QUAL 2,959 10.8%
GLD 2,413 518.9%
IVE 2,213 11.3%
IVV 2,209 8.9%
Top Reduces (Value $000, Stocks/ETFs)
SNOW -1,144 -100.0%
ISRG -948 -17.6%
ENPH -552 -10.7%
META -389 -11.1%
AXON -349 -42.1%
EFAV -244 -100.0%
CARR -231 -100.0%
CRWD -220 -100.0%
T -213 -41.5%
BIL -206 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type