1y return+20.7%S&P 500 +20.9%
3y return+49.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $158 against $182 in the S&P 500.2
Liberty Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DFAUDimensional Etf Trust | $32.5M | 4.1% | |
| Dimensional Etf TrustCUSIP 25434V708 | $31.4M | 3.9% | |
| IVWIshares Tr | $30.1M | 3.8% | |
| DYNFBlackrock Etf Trust | $28.9M | 3.6% | |
| IVVIshares Core S&p 500 | $28.8M | 3.6% | |
| DFCFDimensional Core Fixed | $28.8M | 3.6% | |
| AAPLApple Inc | $28.4M | 3.5% | |
| IVEIshares Tr | $27.2M | 3.4% | |
| QUALIshares Tr | $26.9M | 3.4% | |
| Dimensional Etf TrustCUSIP 25434V831 | $25.8M | 3.2% | |
| DFGXDimensional | $20.3M | 2.5% | |
| IEMGIshares Core Msci | $18.6M | 2.3% | |
| NVDANvidia Corporation | $17.7M | 2.2% | |
| IUSBIshares Core Universal | $15.8M | 2.0% | |
| DFICDimensional Etf Trust | $15.6M | 1.9% | |
| VTIVanguard Index Fds | $14.8M | 1.9% | |
| DFSDDimensional Etf Trust | $14.8M | 1.9% | |
| DFAIDimensional Etf Trust | $14.4M | 1.8% | |
| DFLVDimensional Etf Trust | $13.7M | 1.7% | |
| EFVIshares Msci Eafe Value | $12.1M | 1.5% | |
| MTUMIshares Tr | $9.2M | 1.2% | |
| TLHIshares 10-20 Year | $8.8M | 1.1% | |
| VEUVanguard Ftse All-world | $8.6M | 1.1% | |
| Dimensional Etf TrustCUSIP 25434V609 | $8.4M | 1.0% | |
| THROBlackrock Etf Trust | $8.3M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $17.7M |
| AMATApplied Matls Inc | March 31, 2023 | +488.6% | $5.4M |
| IYWIshares Tr | March 31, 2023 | +171.8% | $5.2M |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $5.6M |
| QQQInvesco Qqq Tr | March 31, 2023 | +129.5% | $5.7M |
| TSLATesla Inc | March 31, 2023 | +102.7% | $5.2M |
| IVWIshares Tr | June 30, 2023 | +95.1% | $30.1M |
| BAIBlackrock Etf Trust | June 30, 2025 | +82.7% | $6.7M |
| IVVIshares Core S&p 500 | March 31, 2023 | +82.2% | $28.8M |
| VTIVanguard Index Fds | March 31, 2023 | +81.3% | $14.8M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.3% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −3.1% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +3.1% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +6.5% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| December 31, 2022 | +8.2% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −14.6% | −16.5% |
| December 31, 2021 | +7.2% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Liberty Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1769302&type=13F-HR&dateb=&owner=include&count=40CIK 1769302
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1769302/000176930226000003/Filed August 6, 2026 · accession 0001769302-26-000003