LIBERTY WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Oakland, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 800,422
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 268 | 800,422 | 13F-HR | LIBERTY WEALTH MANAGEMENT LLC |
| Q4 2025 | 2/4/2026 | 249 | 774,694 | 13F-HR | LIBERTY WEALTH MANAGEMENT LLC |
| Q3 2025 | 10/31/2025 | 250 | 710,201 | 13F-HR | LIBERTY WEALTH MANAGEMENT LLC |
| Q2 2025 | 8/1/2025 | 233 | 637,910 | 13F-HR | LIBERTY WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 219.7 K | 27.4% | 48.98 K | 0 | 48.98 K |
| ETFs | 564.1 K | 70.5% | 0 | 39.89 K | -39.89 K |
| Debt | 16.65 K | 2.1% | 16.65 K | 0 | 16.65 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
800,422
Holdings
268
QoQ value change ($000)
25,728
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.