Managers / Q3 2019 · view latest →
LIBERTY WEALTH MANAGEMENT LLC
CIK 0001769302 · 411 30TH STREET, 2ND FLOOR, OAKLAND, CA, 94609 · 510-658-1880
Reported Value
$106M
Q3 2019
Positions
889
Filings on Record
31
2019–present window
Filed
Oct 30, 2019
original filing
Summary
Liberty Wealth Management Llc reported $106M in U.S.-listed holdings across 889 positions for Q3 2019.
Its largest position, AAPL, represents 9.4% of the portfolio.
Compared with Q2 2019, the fund opened 109 new positions and exited 156.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $800M | 268 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $775M | 249 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $710M | 250 | Oct 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $638M | 233 | Aug 1, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $523M | 158 | May 12, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2024 | $600M | 229 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $589M | 230 | Nov 4, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $545,520 | 233 | Aug 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $512,387 | 187 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $466,425 | 173 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $401,766 | 174 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $405M | 191 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $485M | 230 | May 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $375M | 173 | Nov 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $247M | 165 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $277M | 175 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $2.3B | 198 | Feb 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $280M | 1,847 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $257M | 1,138 | Aug 13, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2021 | $205M | 1,017 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $204M | 1,073 | Feb 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $170M | 889 | Nov 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $142M | 893 | Aug 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $114M | 935 | Apr 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $127M | 938 | Feb 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $106M | 889 | Oct 30, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $114M | 935 | Jul 30, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $133M | 797 | Apr 18, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.