13F filer
Liberty Wealth Management
13F Value
$800.4M
Positions
268
Top Position
DFAU4.1%
Top 5
18.9%
Latest filing changes
vs Mar 31, 2026No increased positions
No new positions
No exited positions
Holdings268
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | 4.1% | $32.5M | — | 719.2K | 4.1% | ETF | |
| 2 | DFAC | 3.9% | $31.4M | — | 807.0K | 3.9% | ETF | |
| 3 | IVW | 3.8% | $30.1M | — | 266.2K | 3.8% | ETF | |
| 4 | DYNF | 3.6% | $28.9M | — | 496.5K | 3.6% | ETF | |
| 5 | IVV | 3.6% | $28.8M | — | 44.1K | 3.6% | ETF | |
| 6 | DFCF | 3.6% | $28.8M | — | 681.2K | 3.6% | ETF | |
| 7 | AAPL | 3.5% | $28.4M | — | 111.8K | 3.5% | Common Stock | |
| 8 | IVE | 3.4% | $27.2M | — | 128.8K | 3.4% | ETF | |
| 9 | QUAL | 3.4% | $26.9M | — | 140.0K | 3.4% | ETF | |
| 10 | DUHP | 3.2% | $25.8M | — | 701.2K | 3.2% | ETF | |
| 11 | DFGX | 2.5% | $20.3M | — | 387.3K | 2.5% | ETF | |
| 12 | IEMG | 2.3% | $18.6M | — | 266.9K | 2.3% | ETF | |
| 13 | NVDA | 2.2% | $17.7M | — | 101.7K | 2.2% | Common Stock | |
| 14 | IUSB | 2.0% | $15.8M | — | 342.8K | 2.0% | ETF | |
| 15 | DFIC | 1.9% | $15.6M | — | 439.1K | 1.9% | ETF | |
| 16 | VTI | 1.9% | $14.8M | — | 46.3K | 1.9% | ETF | |
| 17 | DFSD | 1.9% | $14.8M | — | 309.7K | 1.9% | ETF | |
| 18 | DFAI | 1.8% | $14.4M | — | 368.9K | 1.8% | ETF | |
| 19 | DFLV | 1.7% | $13.7M | — | 382.4K | 1.7% | ETF | |
| 20 | EFV | 1.5% | $12.1M | — | 162.8K | 1.5% | ETF |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing0
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.