LIBERTY WEALTH MANAGEMENT LLC

Q3 2026 13F-HR Holdings

Location
Oakland, CA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
272
Total value ($000)
$914,332
Net value change ($000)
+113,910 (14.2%)
New positions
45
Sold out positions
32
Turnover %
11.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
IVV 42,715 148.2%
DFA INVT DIMENSIONS GROUP IN 28,600 NEW
IVW 8,820 29.3%
CORO 7,729 NEW
AAPL 7,647 27.0%
DFMC 6,956 NEW
DYNF 6,945 24.0%
BAI 6,133 91.9%
EFG 5,353 83.0%
BLCR 5,301 188.4%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -25,779 -100.0%
QUAL -11,203 -41.7%
DFAU -6,498 -20.0%
BLV -4,844 -100.0%
DFAT -3,958 -47.2%
DFAI -3,504 -24.4%
EFV -3,135 -25.8%
TLH -2,994 -33.8%
IAGG -2,627 -75.5%
UPS -1,907 -88.2%
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