Titelia

Holdings of LIBERTY WEALTH MANAGEMENT LLC

234 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 39.7 % of the equity sleeve

Sector breakdown

  • Funds 16.0 %
  • Technology 11.0 %
  • Health care 2.0 %
  • Consumer discretionary 1.9 %
  • Industrials 1.8 %
  • Communication 1.8 %
  • Financials 1.6 %
  • Consumer staples 0.7 %
  • Energy 0.3 %
  • Utilities 0.2 %
  • Real estate 0.1 %
  • Materials 0.1 %
  • Unattributed 62.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • TW 0.1 %
  • GB 0.1 %
  • NL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US231690.1M $99.79 %
2TW1733.3K $0.11 %
3GB1399.3K $0.06 %
4NL1319.7K $0.05 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 806,98131.4M $
2iShares Trust 266,20730.1M $
3BlackRock ETF Trust 496,45228.9M $
4iShares Core S&P 500 ETF 44,10928.8M $
5Dimensional ETF Trust 681,22828.8M $
6Apple Inc 111,78128.4M $
7iShares Trust 128,76527.2M $
8iShares Trust 139,98926.9M $
9Dimensional ETF Trust 701,17325.8M $
10iShares Core MSCI Emerging Markets ETF 266,95018.6M $
11NVIDIA Corp 101,65417.7M $
12iShares Trust 342,83015.8M $
13Dimensional International Core 439,13515.6M $
14Vanguard Total Stock Market ETF 46,25614.8M $
15Dimensional ETF Trust 368,90814.4M $
16Dimensional ETF Trust 382,35313.7M $
17iShares Trust 162,78712.1M $
18iShares MSCI USA Momentum Factor ETF 38,4749.2M $
19iShares Trust 87,8158.8M $
20Vanguard FTSE All-World ex-US ETF 114,7128.6M $
21Dimensional U S Targeted Value ETF 134,1748.4M $
22BlackRock ETF Trust 228,8958.3M $
23Ishares S&p 100 Etf 24,6567.8M $
24Microsoft Corp 19,4257.2M $
25iShares MSCI EAFE Growth ETF 57,9206.5M $
26Invesco QQQ Trust Series 1 9,9175.7M $
27Dimensional International Smal 142,1215.6M $
28Amazon.com Inc 26,8925.6M $
29Enphase Energy Inc 146,3385.5M $
30iShares MBS ETF 58,0205.5M $
31Applied Materials Inc 15,8695.4M $
32iShares U.S. Technology ETF 28,8775.2M $
33Tesla Inc 14,1015.2M $
34PIMCO FUNDS 470,3995.1M $
35iShares Core MSCI EAFE ETF 55,4425M $
36iShares Trust 217,8885M $
37Vanguard S&P 500 ETF 8,2264.9M $
38Vanguard Bond Index Funds 70,4164.8M $
39State Street SPDR S&P 500 ETF Trust 7,1794.7M $
40Ishares Inc 58,8424.6M $
41Vanguard Scottsdale Funds 83,5494.6M $
42Intuitive Surgical Inc 9,9924.6M $
43Chevron Corp 21,2674.4M $
44Ishares Gold Trust 49,1004.3M $
45Alphabet Inc 14,4904.2M $
46T. Rowe Price Capital Appreciation Equity ETF 111,4204M $
47Oracle Corp 25,8103.8M $
48Waste Management Inc 16,3703.8M $
49Alphabet Inc 12,2813.5M $
50iShares Trust 69,5063.5M $
51Cisco Systems, Inc. 44,3573.4M $
52Vanguard Information Technology ETF 4,5893.2M $
53SPDR Gold Shares 7,3023.1M $
54iShares Defense Industrials Ac 89,6252.9M $
55Vanguard Value ETF 14,8932.9M $
56BlackRock ETF Trust 68,5162.8M $
57BlackRock ETF Trust II 51,7502.7M $
58Berkshire Hathaway Inc 5,4572.6M $
59Meta Platforms Inc 4,5372.6M $
60Broadcom Inc 7,8742.4M $
61Vanguard Growth ETF 5,0202.2M $
62United Parcel Service Inc 20,9322.2M $
63Vanguard Index Funds 9,7522.1M $
64HCA Healthcare Inc 3,8291.8M $
65Vanguard FTSE Developed Markets ETF 27,8631.8M $
66iShares J.P. Morgan USD Emerging Markets Bond ETF 18,3991.7M $
67AbbVie Inc 6,9391.5M $
68Vanguard World Fund 5,2421.5M $
69JPMorgan Chase & Co 4,9631.5M $
70Vanguard Mega Cap Growth ETF 3,8811.4M $
71Eli Lilly & Co 1,5241.4M $
72iShares U.S. Infrastructure ETF 24,3801.4M $
73iShares Trust 31,5181.3M $
74FIDELITY COVINGTON TRUST 6,2471.3M $
75International Business Machines Corp. 5,0951.2M $
76Vanguard Small-Cap ETF 4,6421.2M $
77Palantir Technologies Inc 8,4021.2M $
78Bank of America Corp 25,0611.2M $
79Advanced Micro Devices Inc 5,8171.2M $
80iShares Trust 17,7731.1M $
81Visa Inc 3,5951.1M $
82Exxon Mobil Corp 6,3981.1M $
83Procter & Gamble Co/The 7,2591M $
84Vanguard Large-Cap ETF 3,4271M $
85Amgen Inc 2,9061M $
86iShares U.S. Financials ETF 8,6251M $
87SPDR Series Trust 13,1681M $
88Xtrackers MSCI EAFE Hedged Equ 19,560966.3K $
89Lockheed Martin Corp 1,547934.7K $
90Costco Wholesale Corp 927924.1K $
91iShares Trust 10,514911.4K $
92Intuit Inc 2,090903.7K $
93Automatic Data Processing Inc 4,213894.7K $
94Walmart Inc 6,945863.2K $
95Goldman Sachs Group Inc/The 988836.4K $
96iShares Trust 16,469833.8K $
97iShares MSCI USA Min Vol Factor ETF 8,917828K $
98Wells Fargo & Co 10,377826.2K $
99SELECT SECTOR SPDR TRUST (THE) 6,156818.2K $
100Caterpillar Inc 1,153816.8K $