Liberty Wealth Management LLC ETF holdings
Oakland, CA
Reported $621.3M in 141 ETFs in its Form 13F for June 30, 2026.
ETF value
$621.3M
ETFs held
141
Change from prior quarter
+0.0%
With price moves
ETFs as a share of its 13F
77.6%
of $800.4M
Top 10 of 141 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAU | Dimensional US Core Equity Market ETF | $32.5M | 719,165 | No change |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $31.4M | 806,981 | No change |
| IVW | iShares S&P 500 Growth ETF | $30.1M | 266,207 | No change |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $28.9M | 496,452 | No change |
| IVV | iShares Core S&P 500 ETF | $28.8M | 44,109 | No change |
| DFCF | Dimensional Core Fixed Income ETF | $28.8M | 681,228 | No change |
| IVE | iShares S&P 500 Value ETF | $27.2M | 128,765 | No change |
| QUAL | iShares MSCI USA Quality Factor ETF | $26.9M | 139,989 | No change |
| DUHP | Dimensional US High Profitability ETF | $25.8M | 701,173 | No change |
| DFGX | Dimensional International Core Fixed Income ETF | $20.3M | 387,348 | No change |
131 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001769302. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Liberty Wealth Management LLC own?
Liberty Wealth Management LLC reported 141 ETF positions worth $621.3M in its Form 13F for June 30, 2026. The largest was DFAU, at $32.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.