LIBERTY WEALTH MANAGEMENT LLC

Q4 2025 13F-HR Holdings

Location
Oakland, CA
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
249
Total value ($000)
$774,694
Net value change ($000)
+64,493 (9.1%)
New positions
19
Sold out positions
20
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFGX 19,319 NEW
DFSD 14,144 NEW
DFCF 13,012 85.5%
AAPL 3,456 12.2%
HCA 1,905 NEW
QUAL 1,256 4.1%
IVE 1,239 5.7%
SGOV 1,238 586.7%
ISRG 1,182 26.6%
AMZN 1,148 21.9%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,176 -30.5%
DUHP -888 -3.2%
MSFT -766 -7.6%
DFAC -727 -2.2%
DFUV -482 -100.0%
AXON -479 -100.0%
TLH -439 -5.3%
ENPH -418 -9.1%
IBIT -416 -100.0%
META -367 -11.7%
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