Liberty Wealth Management LLC

13F filer · CIK 0001769302

Reported Feb 4, 2026

13F portfolio value$912MU.S. long equity reported on 13F

Positions120Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight13.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q4 2025Reported Feb 4, 2026120 positions
AAPLApple Inc.	$31.8M	4.10%	0.00%	Not reported	Q4 2018
NVDANvidia Corp	$18.1M	2.34%	0.00%	Not reported	Q4 2018
MSFTMicrosoft Corp	$9.36M	1.21%	0.00%	Not reported	Q4 2018
EMXCEmax Holdings Corp	$6.72M	0.87%	Not reported	Not reported	Q1 2024
TSLATesla, Inc.	$6.68M	0.86%	0.00%	Not reported	Q4 2018
AMZNAmazon Com Inc	$6.38M	0.82%	0.00%	Not reported	Q4 2018
QQQInvesco QQQ Trust, Series 1	$6.07M	0.78%	Not reported	Not reported	Q4 2018
ISRGIntuitive Surgical Inc	$5.62M	0.73%	0.00%	Not reported	Q4 2018
IAUIshares Gold Trust	$4.99M	0.64%	0.01%	Not reported	Q4 2018
ORCLOracle Corp	$4.95M	0.64%	0.00%	Not reported	Q4 2018
AMATApplied Materials Inc	$4.87M	0.63%	0.00%	Not reported	Q4 2018
GOOGAlphabet Inc.	$4.87M	0.63%	Not reported	Not reported	Q4 2018
SPYSPDR S&P 500 ETF Trust	$4.82M	0.62%	Not reported	Not reported	Q4 2018
THROTheron Resource Group	$4.74M	0.61%	1.56%	Not reported	Q2 2025
ENPHEnphase Energy, Inc.	$4.17M	0.54%	0.10%	Not reported	Q3 2023
WMWaste Management Inc	$3.59M	0.46%	0.00%	Not reported	Q2 2019
GOOGLAlphabet Inc.	$3.54M	0.46%	0.00%	Not reported	Q4 2018
CSCOCisco Systems, Inc.	$3.4M	0.44%	0.00%	Not reported	Q4 2018
CVXChevron Corp	$3.29M	0.42%	0.00%	Not reported	Q4 2018
GLDSPDR Gold Trust	$2.88M	0.37%	0.00%	Not reported	Q4 2018
METAMeta Platforms, Inc.	$2.76M	0.36%	Not reported	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$2.67M	0.34%	Not reported	Not reported	Q4 2018
AVGOBroadcom Inc.	$2.55M	0.33%	0.00%	Not reported	Q4 2018
HCAHCA Healthcare, Inc.	$1.9M	0.25%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$1.66M	0.21%	0.00%	Not reported	Q4 2018
ABBVAbbVie Inc.	$1.65M	0.21%	0.00%	Not reported	Q4 2018
LLYELI LILLY & Co	$1.64M	0.21%	0.00%	Not reported	Q4 2018
IBMInternational Business Machines Corp	$1.6M	0.21%	0.00%	Not reported	Q4 2018
BACBank of America Corp	$1.37M	0.18%	0.00%	Not reported	Q4 2018
INTUIntuit Inc.	$1.33M	0.17%	0.00%	Not reported	Q4 2018
VVisa Inc.	$1.22M	0.16%	0.00%	Not reported	Q4 2018
PLTRPalantir Technologies Inc.	$1.2M	0.15%	0.00%	Not reported	Q3 2021
AMDAdvanced Micro Devices Inc	$1.17M	0.15%	0.00%	Not reported	Q4 2018
PGPROCTER & GAMBLE Co	$1.13M	0.15%	0.00%	Not reported	Q4 2018
ADPAutomatic Data Processing Inc	$1.13M	0.15%	0.00%	Not reported	Q4 2018
WFCWells Fargo & Company	$1M	0.13%	0.00%	Not reported	Q4 2018
COSTCostco Wholesale Corp	$902K	0.12%	0.00%	Not reported	Q4 2018
GSGoldman Sachs Group Inc	$857K	0.11%	0.00%	Not reported	Q4 2018
DISWalt Disney Co	$833K	0.11%	0.00%	Not reported	Q4 2018
XOMExxonMobil Holdings Corp	$821K	0.11%	0.00%	Not reported	Q4 2018
CATCaterpillar Inc	$795K	0.10%	0.00%	Not reported	Q4 2018
MSCIMSCI Inc.	$782K	0.10%	0.00%	Not reported	Q4 2018
AMGNAmgen Inc	$775K	0.10%	0.00%	Not reported	Q4 2018
LMTLockheed Martin Corp	$757K	0.10%	0.00%	Not reported	Q4 2018
KOCoca Cola Co	$749K	0.10%	0.00%	Not reported	Q4 2018
WMTWalmart Inc.	$739K	0.10%	0.00%	Not reported	Q4 2018
HDHome Depot, Inc.	$732K	0.09%	0.00%	Not reported	Q4 2018
RTXRTX Corp	$669K	0.09%	0.00%	Not reported	Q3 2020
AXPAmerican Express Co	$661K	0.09%	0.00%	Not reported	Q4 2018
PHMPultegroup Inc	$653K	0.08%	0.00%	Not reported	Q4 2018

Q2 2025Reported Aug 1, 2025114 positions
AAPLApple Inc.	$22.4M	3.52%	0.00%	-4.3%	Q4 2018
NVDANvidia Corp	$15.3M	2.40%	0.00%	-4.3%	Q4 2018
MSFTMicrosoft Corp	$9.63M	1.51%	0.00%	+2.1%	Q4 2018
EMXCEmax Holdings Corp	$6.62M	1.04%	Not reported	-22.8%	Q1 2024
ISRGIntuitive Surgical Inc	$5.39M	0.84%	0.00%	-0.1%	Q4 2018
ORCLOracle Corp	$5.28M	0.83%	0.00%	+0.9%	Q4 2018
AMZNAmazon Com Inc	$5.28M	0.83%	0.00%	+3.7%	Q4 2018
ENPHEnphase Energy, Inc.	$5.14M	0.81%	0.10%	0.0%	Q3 2023
TSLATesla, Inc.	$4.98M	0.78%	0.00%	-25.5%	Q4 2018
IAUIshares Gold Trust	$3.92M	0.61%	0.01%	Not reported	Q4 2018
WMWaste Management Inc	$3.74M	0.59%	0.00%	0.0%	Q2 2019
METAMeta Platforms, Inc.	$3.52M	0.55%	Not reported	+7.2%	Q4 2018
AMATApplied Materials Inc	$3.47M	0.54%	0.00%	+0.6%	Q4 2018
THROTheron Resource Group	$3.28M	0.51%	1.17%	New	Q2 2025
GOOGAlphabet Inc.	$3.24M	0.51%	Not reported	+15.2%	Q4 2018
CSCOCisco Systems, Inc.	$3.05M	0.48%	0.00%	+1.4%	Q4 2018
CVXChevron Corp	$2.98M	0.47%	0.00%	-3.5%	Q4 2018
BRK.BBerkshire Hathaway Inc	$2.69M	0.42%	Not reported	Not reported	Q4 2018
GOOGLAlphabet Inc.	$2.23M	0.35%	0.00%	+11.4%	Q4 2018
AVGOBroadcom Inc.	$1.76M	0.28%	0.00%	+2.5%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$1.7M	0.27%	Not reported	+9.6%	Q4 2018
IBMInternational Business Machines Corp	$1.57M	0.25%	0.00%	Not reported	Q4 2018
INTUIntuit Inc.	$1.56M	0.24%	0.00%	-0.9%	Q4 2018
JPMJPMorgan Chase & Co	$1.43M	0.22%	0.00%	Not reported	Q4 2018
ADPAutomatic Data Processing Inc	$1.36M	0.21%	0.00%	Not reported	Q4 2018
ABBVAbbVie Inc.	$1.35M	0.21%	0.00%	+1.1%	Q4 2018
VVisa Inc.	$1.27M	0.20%	0.00%	-66.8%	Q4 2018
LLYELI LILLY & Co	$1.27M	0.20%	0.00%	+1.2%	Q4 2018
BACBank of America Corp	$1.22M	0.19%	0.00%	-6.3%	Q4 2018
PGPROCTER & GAMBLE Co	$1.15M	0.18%	0.00%	Not reported	Q4 2018
SNOWSnowflake Inc.	$1.14M	0.18%	0.00%	New	Q2 2025
MSCIMSCI Inc.	$1.09M	0.17%	0.00%	Not reported	Q4 2018
DISWalt Disney Co	$934K	0.15%	0.00%	+0.6%	Q4 2018
WFCWells Fargo & Company	$905K	0.14%	0.00%	Not reported	Q4 2018
SPYSPDR S&P 500 ETF Trust	$897K	0.14%	Not reported	Not reported	Q4 2018
COSTCostco Wholesale Corp	$893K	0.14%	0.00%	-3.8%	Q4 2018
PLTRPalantir Technologies Inc.	$892K	0.14%	0.00%	+20.2%	Q3 2021
AMDAdvanced Micro Devices Inc	$858K	0.13%	0.00%	Not reported	Q4 2018
HDHome Depot, Inc.	$830K	0.13%	0.00%	-0.3%	Q4 2018
AXONAxon Enterprise, Inc.	$828K	0.13%	0.00%	Not reported	Q3 2021
LMTLockheed Martin Corp	$726K	0.11%	0.00%	+1.2%	Q4 2018
GSGoldman Sachs Group Inc	$696K	0.11%	0.00%	+42.8%	Q4 2018
NFLXNetflix Inc	$696K	0.11%	0.00%	+6.3%	Q4 2018
XOMExxonMobil Holdings Corp	$691K	0.11%	0.00%	+0.6%	Q4 2018
AMGNAmgen Inc	$665K	0.10%	0.00%	-4.0%	Q4 2018
KOCoca Cola Co	$653K	0.10%	0.00%	+3.6%	Q4 2018
WMTWalmart Inc.	$622K	0.10%	0.00%	+0.1%	Q4 2018
ABTAbbott Laboratories	$622K	0.10%	0.00%	-0.5%	Q4 2018
PHMPultegroup Inc	$585K	0.09%	0.00%	+0.2%	Q4 2018
CRMSalesforce, Inc.	$566K	0.09%	0.00%	Not reported	Q4 2018

Q1 2025Reported May 12, 202582 positions
AAPLApple Inc.	$25.4M	4.86%	0.00%	-2.1%	Q4 2018
NVDANvidia Corp	$11M	2.10%	0.00%	+2.9%	Q4 2018
ENPHEnphase Energy, Inc.	$8.04M	1.54%	0.10%	+6.3%	Q3 2023
EMXCEmax Holdings Corp	$7.48M	1.43%	Not reported	-19.6%	Q1 2024
MSFTMicrosoft Corp	$7.12M	1.36%	0.00%	+0.2%	Q4 2018
TSLATesla, Inc.	$5.46M	1.04%	0.00%	-16.6%	Q4 2018
ISRGIntuitive Surgical Inc	$4.91M	0.94%	0.00%	+0.4%	Q4 2018
AMZNAmazon Com Inc	$4.41M	0.84%	0.00%	+17.4%	Q4 2018
WMWaste Management Inc	$3.78M	0.72%	0.00%	0.0%	Q2 2019
VVisa Inc.	$3.78M	0.72%	0.00%	-2.6%	Q4 2018
CVXChevron Corp	$3.61M	0.69%	0.00%	-3.4%	Q4 2018
ORCLOracle Corp	$3.35M	0.64%	0.00%	-0.3%	Q4 2018
AMATApplied Materials Inc	$2.74M	0.52%	0.00%	+3.0%	Q4 2018
CSCOCisco Systems, Inc.	$2.67M	0.51%	0.00%	-0.7%	Q4 2018
METAMeta Platforms, Inc.	$2.56M	0.49%	Not reported	+1.9%	Q4 2018
GOOGAlphabet Inc.	$2.48M	0.47%	Not reported	+0.5%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$2.36M	0.45%	0.01%	+0.7%	Q4 2020
GOOGLAlphabet Inc.	$1.75M	0.33%	0.00%	+1.8%	Q4 2018
ABBVAbbVie Inc.	$1.51M	0.29%	0.00%	Not reported	Q4 2018
LLYELI LILLY & Co	$1.33M	0.25%	0.00%	+1.2%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$1.31M	0.25%	Not reported	+1.7%	Q4 2018
INTUIntuit Inc.	$1.23M	0.23%	0.00%	-0.9%	Q4 2018
BACBank of America Corp	$1.15M	0.22%	0.00%	+2.0%	Q4 2018
MSCIMSCI Inc.	$1.06M	0.20%	0.00%	Not reported	Q4 2018
AVGOBroadcom Inc.	$1.04M	0.20%	0.00%	+11.1%	Q4 2018
COSTCostco Wholesale Corp	$888K	0.17%	0.00%	+6.6%	Q4 2018
HDHome Depot, Inc.	$832K	0.16%	0.00%	-4.2%	Q4 2018
AMGNAmgen Inc	$773K	0.15%	0.00%	-2.6%	Q4 2018
XOMExxonMobil Holdings Corp	$758K	0.15%	0.00%	-10.1%	Q4 2018
DISWalt Disney Co	$739K	0.14%	0.00%	-1.7%	Q4 2018
LMTLockheed Martin Corp	$691K	0.13%	0.00%	+1.3%	Q4 2018
KOCoca Cola Co	$638K	0.12%	0.00%	-1.0%	Q4 2018
ABTAbbott Laboratories	$609K	0.12%	0.00%	-1.5%	Q4 2018
PHMPultegroup Inc	$569K	0.11%	0.00%	0.0%	Q4 2018
PEPPepsico Inc	$569K	0.11%	0.00%	+0.8%	Q4 2018
WMTWalmart Inc.	$558K	0.11%	0.00%	-2.0%	Q4 2018
AXONAxon Enterprise, Inc.	$526K	0.10%	0.00%	Not reported	Q3 2021
TAt&T Inc.	$522K	0.10%	0.00%	-8.0%	Q4 2018
PSAPublic Storage	$511K	0.10%	0.00%	+1.1%	Q4 2018
AXPAmerican Express Co	$495K	0.09%	0.00%	-1.4%	Q4 2018
BSVNBank7 Corp.	$472K	0.09%	0.06%	+10.1%	Q4 2018
ABMAbm Industries Inc	$463K	0.09%	0.02%	0.0%	Q4 2018
NFLXNetflix Inc	$462K	0.09%	0.00%	-6.9%	Q4 2018
PLTRPalantir Technologies Inc.	$460K	0.09%	0.00%	+41.9%	Q3 2021
UNHUnitedhealth Group Inc	$453K	0.09%	0.00%	+3.4%	Q4 2018
GLDSPDR Gold Trust	$405K	0.08%	0.00%	-8.7%	Q4 2018
UNPUnion Pacific Corp	$401K	0.08%	0.00%	+0.1%	Q4 2018
SBUXStarbucks Corp	$400K	0.08%	0.00%	-1.2%	Q4 2018
GSGoldman Sachs Group Inc	$376K	0.07%	0.00%	-3.9%	Q4 2018
MCDMcdonalds Corp	$375K	0.07%	0.00%	+2.3%	Q4 2018

Q4 2024Reported Feb 10, 2025109 positions
AAPLApple Inc.	$29.2M	4.87%	0.00%	-1.5%	Q4 2018
NVDANvidia Corp	$13.2M	2.21%	0.00%	+5.2%	Q4 2018
TSLATesla, Inc.	$10.2M	1.70%	0.00%	+41.2%	Q4 2018
EMXCEmax Holdings Corp	$9.36M	1.56%	Not reported	+38.1%	Q1 2024
ENPHEnphase Energy, Inc.	$8.37M	1.40%	0.09%	0.0%	Q3 2023
MSFTMicrosoft Corp	$7.98M	1.33%	0.00%	+1.6%	Q4 2018
ISRGIntuitive Surgical Inc	$5.16M	0.86%	0.00%	-3.7%	Q4 2018
AMZNAmazon Com Inc	$4.34M	0.72%	0.00%	-3.4%	Q4 2018
ORCLOracle Corp	$4M	0.67%	0.00%	-0.7%	Q4 2018
VVisa Inc.	$3.49M	0.58%	0.00%	-40.1%	Q4 2018
WMWaste Management Inc	$3.3M	0.55%	0.00%	0.0%	Q2 2019
CVXChevron Corp	$3.23M	0.54%	0.00%	+0.8%	Q4 2018
GOOGAlphabet Inc.	$3M	0.50%	Not reported	+39.9%	Q4 2018
AMATApplied Materials Inc	$2.98M	0.50%	0.00%	-17.3%	Q4 2018
BRK.BBerkshire Hathaway Inc	$2.68M	0.45%	Not reported	-0.4%	Q4 2018
CSCOCisco Systems, Inc.	$2.58M	0.43%	0.00%	+2.0%	Q4 2018
METAMeta Platforms, Inc.	$2.55M	0.43%	Not reported	-2.1%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$2.28M	0.38%	0.01%	+0.2%	Q4 2020
GOOGLAlphabet Inc.	$2.1M	0.35%	0.00%	+20.7%	Q4 2018
IAUIshares Gold Trust	$1.85M	0.31%	0.01%	+480.9%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$1.41M	0.24%	Not reported	+0.8%	Q4 2018
ADPAutomatic Data Processing Inc	$1.37M	0.23%	0.00%	+49.6%	Q4 2018
AVGOBroadcom Inc.	$1.3M	0.22%	0.00%	-0.8%	Q4 2018
ABBVAbbVie Inc.	$1.28M	0.21%	0.00%	+0.6%	Q4 2018
INTUIntuit Inc.	$1.27M	0.21%	0.00%	+1.1%	Q4 2018
PGPROCTER & GAMBLE Co	$1.23M	0.21%	0.00%	+5.0%	Q4 2018
LLYELI LILLY & Co	$1.22M	0.20%	0.00%	+11.8%	Q4 2018
BACBank of America Corp	$1.19M	0.20%	0.00%	+2.8%	Q4 2018
IBMInternational Business Machines Corp	$1.17M	0.19%	0.00%	+12.3%	Q4 2018
MSCIMSCI Inc.	$1.13M	0.19%	0.00%	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$1.1M	0.18%	0.00%	+2.3%	Q4 2018
HDHome Depot, Inc.	$922K	0.15%	0.00%	+2.0%	Q4 2018
WFCWells Fargo & Company	$903K	0.15%	0.00%	-0.3%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$892K	0.15%	Not reported	-0.5%	Q4 2018
DISWalt Disney Co	$849K	0.14%	0.00%	+0.6%	Q4 2018
COSTCostco Wholesale Corp	$807K	0.13%	0.00%	+20.5%	Q4 2018
XOMExxonMobil Holdings Corp	$763K	0.13%	0.00%	+44.3%	Q4 2018
SSentinelOne, Inc.	$750K	0.13%	Not reported	Not reported	Q1 2022
LMTLockheed Martin Corp	$742K	0.12%	0.00%	-2.1%	Q4 2018
AMGNAmgen Inc	$663K	0.11%	0.00%	+2.5%	Q4 2018
ADBEAdobe Inc.	$631K	0.11%	0.00%	-1.2%	Q4 2018
CRMSalesforce, Inc.	$609K	0.10%	0.00%	+102.8%	Q4 2018
PHMPultegroup Inc	$603K	0.10%	0.00%	+0.3%	Q4 2018
AXONAxon Enterprise, Inc.	$594K	0.10%	0.00%	Not reported	Q3 2021
WMTWalmart Inc.	$585K	0.10%	0.00%	+0.2%	Q4 2018
PEPPepsico Inc	$573K	0.10%	0.00%	-2.4%	Q4 2018
KOCoca Cola Co	$560K	0.09%	0.00%	+2.5%	Q4 2018
AXPAmerican Express Co	$554K	0.09%	0.00%	-0.8%	Q4 2018
ABTAbbott Laboratories	$528K	0.09%	0.00%	+1.0%	Q4 2018
JNJJohnson & Johnson	$512K	0.09%	0.00%	+10.4%	Q4 2018

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