• 13F History

LIBERTY WEALTH MANAGEMENT LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$600M
Signature - Title
Candace Hamilton - Chief Compliance Officer
Location
Oakland, CA
Summary
This page shows a list of all the recent 13F filings made by LIBERTY WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LIBERTY WEALTH MANAGEMENT LLC reported 225 stock holdings with total value $600M as of Q4 2024. Top holdings included IVV, DFAC, DFAU, AAPL, and DUHP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 225 $600M +$43.6M -$27.4M +$16.2M IVV, DFAC, DFAU, AAPL, DUHP 13F-HR 2/7/2025, 09:25 PM
Q3 2024 226 $589M +$5.78M -$2.55M +$3.22M IVV, DFAC, DFAU, AAPL, DUHP 13F-HR 11/1/2024, 06:48 PM
Q2 2024 233 $87.7M $0 $0 ENPH, VEU, AMAT, ISRG, BLV 13F-HR 8/6/2024, 05:53 PM
Q1 2024 185 $512M +$55.7M -$35.5M +$20.2M IVV, DFAC, DUHP, DFAU, AAPL 13F-HR 5/2/2024, 06:12 PM
Q4 2023 139 $412M +$50.3M -$28.6M +$21.7M IVV, DFAC, DUHP, DFAU, AAPL 13F-HR 2/8/2024, 06:04 PM
Q3 2023 194 $402M +$47.1M -$32.7M +$14.4M IVV, DFAC, DUHP, AAPL, DFAU 13F-HR 11/13/2023, 04:00 PM
Q2 2023 183 $401M +$9.34M -$49.3M -$40M IVV, DFAC, DUHP, AAPL, QUAL 13F-HR 8/10/2023, 01:16 PM
Q1 2023 230 $485M +$190M -$130M +$59.9M IVV, AAPL, DFAC, DUHP, QUAL 13F-HR 5/3/2023, 02:22 PM
Q3 2022 149 $373M +$159M -$7.12M +$152M DUHP, IVV, DFAC, DFUV, DFIC 13F-HR 11/15/2022, 02:05 PM
Q2 2022 137 $224M +$27.4M -$13.5M +$13.9M IVV, ESGU, AAPL, IUSB, EFV 13F-HR 8/15/2022, 12:30 PM
Q1 2022 153 $273M +$206M -$1.55M +$205M IVV, ESGU, AAPL, IUSB, EFV 13F-HR 5/9/2022, 01:21 PM
Q4 2021 178 $263M +$192M -$19.3M +$173M IVV, ESGU, AAPL, EFG, EFV 13F-HR 2/14/2022, 05:53 PM
Q3 2021 1,077 $272M +$47.9M -$28M +$19.9M IVV, ESGU, AAPL, EFV, EFG 13F-HR 11/15/2021, 02:43 PM
Q2 2021 1,003 $241M +$50.7M -$14.9M +$35.7M AAPL, IVV, ESGU, EFV, GOVT Restatement 8/13/2021, 04:31 PM
Q1 2021 836 $204M +$452K -$13.9K +$439K AAPL, IVV, ESGU, EFG, VTI 13F-HR 5/17/2021, 03:40 PM
Q4 2020 805 $203M +$30.3M -$16.9M +$13.5M AAPL, IVV, ESGU, EFG, VTI 13F-HR 2/9/2021, 03:47 PM
Q3 2020 800 $170M +$35.4M -$2.48M +$32.9M AAPL, IVV, ESGU, EFG, LQD 13F-HR 11/5/2020, 11:00 AM
Q2 2020 772 $142M +$30.7M -$22.5M +$8.19M AAPL, IVV, ESGU, LQD, VTI 13F-HR 8/4/2020, 09:06 AM
Q1 2020 802 $114M +$16.4M -$5.63M +$10.7M AAPL, IVV, GOVT, VTI, IEFA 13F-HR 4/27/2020, 03:11 PM
Q4 2019 828 $127M +$21.6M -$7.78M +$13.8M AAPL, IVV, VTI, CVX, GOVT 13F-HR 2/5/2020, 10:10 AM
Q3 2019 795 $106M +$11.7M -$18.9M -$7.25M AAPL, IVV, DIEM, VTI, CVX 13F-HR 10/30/2019, 12:36 PM
Q2 2019 820 $114M +$27.2M -$49.1M -$21.9M AAPL, CVX, IVV, DIEM, VTI 13F-HR 7/30/2019, 10:01 AM
Q1 2019 656 $133M +$5.49M -$19.7M -$14.2M FDD, XLF, AAPL, DIEM, CVX 13F-HR 4/18/2019, 02:20 PM
Q4 2018 689 $134M FDD, XLF, VNQ, AAPL, DIEM 13F-HR 3/26/2019, 09:40 AM