LIBERTY WEALTH MANAGEMENT LLC

CIK 0001769302 · Q2 2026

13F Equity AUM

$800.4M

0.0% QoQ

Positions

266

0 QoQ

AUM Rank

#3,810

Top 30%

Skill Alpha (FF)

-0.4%/yr^ns

No Clear Edge

Rank #3,279 · Top 39%

vs S&P -1.7%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 18.9%Top 10: 36.1%Top 20: 55.8%

DFAU4.1%

DFAC3.9%

IVW3.8%

DYNF3.6%

IVV3.6%

DFCF3.6%

AAPL3.5%

IVE3.4%

QUAL3.4%

DUHP3.2%

Others (256)63.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services78.7%

Technology9.6%

Other11.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 266Median: 0.07%Avg: 0.38%

0–0.5%

214(20.3%)

0.5–1%

26(17.5%)

1–3%

16(26.1%)

3–5%

10(36.1%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 266vs 20 funds

0%Low

266

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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