LIBERTY WEALTH MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Oakland, CA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
268
Total value ($000)
$800,422
Net value change ($000)
+25,728 (3.3%)
New positions
26
Sold out positions
18
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IEMG 4,935 36.1%
IVE 4,262 18.6%
BAI 4,030 152.6%
GOVT 3,730 295.6%
THRO 3,546 74.7%
IDEF 2,932 NEW
BLCR 2,813 NEW
EFV 2,509 26.1%
IAGG 1,945 126.9%
UPS 1,908 751.2%
Top Reduces (Value $000, Stocks/ETFs)
DFAU -5,134 -13.7%
QUAL -4,768 -15.1%
IYW -3,552 -40.4%
AAPL -3,421 -10.8%
OEF -2,489 -24.1%
MSFT -2,169 -23.2%
EMXC -2,086 -31.0%
IVW -1,892 -5.9%
SGOV -1,449 -100.0%
TSLA -1,441 -21.6%
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