LIBERTY WEALTH MANAGEMENT LLC

CIK

1769302

Location

OAKLAND, CA

Portfolio Value

Small $175,992,125

Diversification

Diversified

Filing Date

Global Rank

#4,482 / 8,605 ▲ 58 · as of Mar 2026

Top Industry

Consumer Electronics 18.1%

3Y Alpha vs SPY

-3.3%

Period ended 3 months ago

Filed May 12, 2026 · 58d

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.3%

SPY

+76.5%

Annualised alpha

-3.1%

Max drawdown

−22.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

119 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.1%

−1.4 pts

Top 5

36.7%

−3.1 pts

Top 10

51.2%

−3.3 pts

HHI

493

Diversified−57

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	47.1%	$82,831,102	23
Unclassified	10.8%	$18,949,072	7
Healthcare	7.9%	$13,905,474	18
Consumer Cyclical	7.7%	$13,574,614	8
Industrials	7.2%	$12,593,507	16
Financial Services	6.6%	$11,534,971	16
Communication Services	4.6%	$8,013,501	6
Energy	3.2%	$5,597,988	5
Consumer Defensive	2.8%	$4,908,979	8
Utilities	1.2%	$2,072,078	6
Real Estate	0.8%	$1,422,762	4
Basic Materials	0.3%	$588,077	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UPS	United Parcel Service Inc	+18,367	20,932	$2,059,290
ENPH	Enphase Energy, Inc.	+16,271	146,338	$5,533,039
NVDA	Nvidia Corp	+4,629	101,654	$17,728,457
PLTR	Palantir Technologies Inc.	+1,674	8,402	$1,229,044
BP	Bp PLC	+1,310	8,497	$399,359
GOOGL	Alphabet Inc.	+952	12,281	$3,531,524
AMGN	Amgen Inc	+537	2,906	$1,022,476
AVGO	Broadcom Inc.	+513	7,874	$2,437,081
ORCL	Oracle Corp	+405	25,810	$3,796,909
AMD	Advanced Micro Devices Inc	+354	5,817	$1,183,352
META	Meta Platforms, Inc.	+353	4,537	$2,595,753
INTC	Intel Corp	+321	8,931	$394,125
WMT	Walmart Inc.	+308	6,945	$863,124
WEC	Wec Energy Group, Inc.	+303	2,688	$311,189
CSCO	Cisco Systems, Inc.	+230	44,357	$3,441,659
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+229	2,168	$732,675
NFLX	Netflix Inc	+207	5,143	$494,499
BAC	Bank Of America Corp /De/	+201	25,061	$1,221,723
MCD	Mcdonalds Corp	+182	1,518	$471,779
SCHW	Schwab Charles Corp	+181	2,320	$218,033
BRK-B	Berkshire Hathaway Inc	+153	5,457	$2,614,994
MRK	Merck & Co., Inc.	+144	3,388	$407,542
V	Visa Inc.	+111	3,595	$1,086,552
ETN	Eaton Corp plc	+111	903	$322,976
MA	Mastercard Inc	+108	1,059	$529,139
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−12,400	49,100	$4,328,656
AAPL	Apple Inc.	−5,170	111,781	$28,368,899
AMAT	Applied Materials Inc /De	−3,081	15,869	$5,423,865
USB	US Bancorp De	−1,345	7,448	$387,370
KO	Coca Cola Co	−1,140	9,577	$728,330
AMZN	Amazon Com Inc	−760	26,892	$5,600,796
TSLA	Tesla, Inc.	−760	14,101	$5,242,046
ROST	Ross Stores, Inc.	−721	1,466	$317,579
PG	PROCTER & GAMBLE Co	−637	7,259	$1,048,489
PM	Philip Morris International Inc.	−467	1,904	$314,807
PFE	Pfizer Inc	−465	8,521	$239,269
VRT	Vertiv Holdings Co	−409	3,186	$798,347
JNJ	Johnson & Johnson	−405	2,617	$639,699
JPC	Nuveen Preferred & Income Opportunities Fund	−405	37,890	$285,690
NEM	NEWMONT Corp /DE/	−388	2,501	$270,733
WFC	Wells Fargo & Company/Mn	−368	10,377	$826,112
DIS	Walt Disney Co	−363	6,962	$670,997
CRM	Salesforce, Inc.	−334	1,611	$300,725
CVX	Chevron Corp	−319	21,267	$4,400,142
IBM	International Business Machines Corp	−308	5,095	$1,234,977
ABBV	AbbVie Inc.	−286	6,939	$1,509,163
DUK	Duke Energy CORP	−271	1,791	$234,513
HCA	HCA Healthcare, Inc.	−250	3,829	$1,812,035
NEE	Nextera Energy Inc	−237	3,067	$284,862
CAT	Caterpillar Inc	−235	1,153	$816,854
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
PWR	Quanta Services, Inc.	768	$421,647
FBTC	Fidelity Wise Origin Bitcoin Fund	6,668	$393,612
AHR	American Healthcare REIT, Inc.	7,321	$345,258
AGX	Argan Inc	482	$262,521
BMY	Bristol Myers Squibb Co	4,286	$259,945
PSX	Phillips 66	1,398	$254,687
KR	Kroger Co	3,142	$227,355
HSY	Hershey Co	1,081	$224,729
COP	Conocophillips	1,689	$222,948
NOC	Northrop Grumman Corp /De/	302	$206,036
FSCO	FS Credit Opportunities Corp.	16,971	$86,552
NGEN	Nervgen Pharma Corp.	22,000	$82,940
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
A	Agilent Technologies, Inc.	2,437	$331,602
BLK	BlackRock, Inc.	218	$233,334
BX	Blackstone Inc.	1,301	$200,536
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

119 positions · $175,992,125 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 119 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	111,781	-5,170	$28,368,899	−10.8%	16.12%
NVDA	Nvidia Corp Technology	Added	101,654	+4,629	$17,728,457	−2.0%	10.07%
MSFT	Microsoft Corp Technology	Added	19,425	+63	$7,190,552	−23.2%	4.09%
QQQ	Invesco Qqq Trust, Series 1	Added	9,917	+37	$5,723,894	−5.7%	3.25%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,892	-760	$5,600,796	−12.2%	3.18%
ENPH	Enphase Energy, Inc. Technology	Added	146,338	+16,271	$5,533,039	+32.7%	3.14%
AMAT	Applied Materials Inc /De Technology	Reduced	15,869	-3,081	$5,423,865	+11.4%	3.08%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	14,101	-760	$5,242,046	−21.6%	2.98%
SPY	Spdr S&P 500 ETF Trust	Added	7,179	+106	$4,668,790	−3.2%	2.65%
ISRG	Intuitive Surgical Inc Healthcare	Added	9,992	+71	$4,606,212	−18.0%	2.62%
CVX	Chevron Corp Energy	Reduced	21,267	-319	$4,400,142	+33.7%	2.50%
IAU	Ishares Gold Trust	Reduced	49,100	-12,400	$4,328,656	−13.3%	2.46%
ORCL	Oracle Corp Technology	Added	25,810	+405	$3,796,909	−23.3%	2.16%
WM	Waste Management Inc Industrials	Added	16,370	+28	$3,761,662	+4.8%	2.14%
GOOGL	Alphabet Inc. Communication Services	Added	12,281	+952	$3,531,524	−0.4%	2.01%
CSCO	Cisco Systems, Inc. Technology	Added	44,357	+230	$3,441,659	+1.3%	1.96%
GLD	Spdr Gold Trust	Added	7,302	+29	$3,141,977	+9.0%	1.79%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,457	+153	$2,614,994	−1.9%	1.49%
META	Meta Platforms, Inc. Communication Services	Added	4,537	+353	$2,595,753	−6.0%	1.47%
AVGO	Broadcom Inc. Technology	Added	7,874	+513	$2,437,081	−4.3%	1.38%
UPS	United Parcel Service Inc Industrials	Added	20,932	+18,367	$2,059,290	+709.4%	1.17%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	3,829	-250	$1,812,035	−4.8%	1.03%
ABBV	AbbVie Inc. Healthcare	Reduced	6,939	-286	$1,509,163	−8.6%	0.86%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,963	-185	$1,459,916	−12.0%	0.83%
LLY	ELI LILLY & Co Healthcare	Held	1,524	0	$1,401,729	−14.4%	0.80%
IBM	International Business Machines Corp Technology	Reduced	5,095	-308	$1,234,977	−22.8%	0.70%
PLTR	Palantir Technologies Inc. Technology	Added	8,402	+1,674	$1,229,044	+2.8%	0.70%
BAC	Bank Of America Corp /De/ Financial Services	Added	25,061	+201	$1,221,723	−10.6%	0.69%
AMD	Advanced Micro Devices Inc Technology	Added	5,817	+354	$1,183,352	+1.1%	0.67%
V	Visa Inc. Financial Services	Added	3,595	+111	$1,086,552	−11.1%	0.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,259	-637	$1,048,489	−7.3%	0.60%
AMGN	Amgen Inc Healthcare	Added	2,906	+537	$1,022,476	+31.9%	0.58%
LMT	Lockheed Martin Corp Industrials	Reduced	1,547	-17	$934,991	+23.6%	0.53%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	927	-119	$923,690	+2.4%	0.52%
INTU	Intuit Inc. Technology	Added	2,090	+88	$903,674	−31.9%	0.51%
WMT	Walmart Inc. Consumer Defensive	Added	6,945	+308	$863,124	+16.7%	0.49%
ADP	Automatic Data Processing Inc Technology	Reduced	4,213	-178	$855,997	−24.2%	0.49%
GS	Goldman Sachs Group Inc Financial Services	Added	988	+12	$835,838	−2.6%	0.47%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	10,377	-368	$826,112	−17.5%	0.47%
CAT	Caterpillar Inc Industrials	Reduced	1,153	-235	$816,854	+2.7%	0.46%
VRT	Vertiv Holdings Co Industrials	Reduced	3,186	-409	$798,347	+37.1%	0.45%
MSCI	MSCI Inc. Financial Services	Held	1,362	0	$734,131	−6.1%	0.42%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,168	+229	$732,675	+24.3%	0.42%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,215	+88	$728,491	−0.5%	0.41%
KO	Coca Cola Co Consumer Defensive	Reduced	9,577	-1,140	$728,330	−2.8%	0.41%
RTX	RTX Corp Industrials	Added	3,730	+81	$719,517	+7.5%	0.41%
DIS	Walt Disney Co Communication Services	Reduced	6,962	-363	$670,997	−19.5%	0.38%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Added	5,582	+12	$656,499	+0.5%	0.37%
JNJ	Johnson & Johnson Healthcare	Reduced	2,617	-405	$639,699	+2.3%	0.36%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,725	-85	$578,455	+5.8%	0.33%