LIBERTY WEALTH MANAGEMENT LLC logo

LIBERTY WEALTH MANAGEMENT LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for LIBERTY WEALTH MANAGEMENT LLC with $707.2M in long positions as of Q3 2025, 75% allocated to ETF, and 40% concentrated in top 10 positions.

Portfolio Value
$707.2M
Top 10 Concentration
40%
Top Sector
ETF (75%)
Market Cap Focus
N/A

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 75.40%ETFTechnology: 11.60%TechnologyConsumer Cyclical: 2.20%Financial Services: 1.70%Communication Services: 1.70%Healthcare: 1.50%Industrials: 1.50%Energy: 1.30%Consumer Defensive: 0.70%Utilities: 0.30%Real Estate: 0.10%Basic Materials: 0.10%
ETF
75.40%
Technology
11.60%
Consumer Cyclical
2.20%
Financial Services
1.70%
Communication Services
1.70%
Healthcare
1.50%
Industrials
1.50%
Energy
1.30%
Consumer Defensive
0.70%
Utilities
0.30%
Real Estate
0.10%
Basic Materials
0.10%

Industry Breakdown

60 industries across all sectors

ETF: 75.35%ETFConsumer Electronics: 4.01%Semiconductors: 3.85%Software - Infrastructure: 2.79%Internet Content & Information: 1.39%Auto - Manufacturers: 0.97%54 more: 9.71%54 more
ETF
ETF
75.35%
Consumer Electronics
Technology
4.01%
Semiconductors
Technology
3.85%
Software - Infrastructure
Technology
2.79%
Internet Content & Information
Communication Services
1.39%
Auto - Manufacturers
Consumer Cyclical
0.97%
Specialty Retail
Consumer Cyclical
0.79%
Drug Manufacturers - General
Healthcare
0.68%
Solar
Energy
0.65%
Medical - Instruments & Supplies
Healthcare
0.63%
Oil & Gas Integrated
Energy
0.58%
Banks - Diversified
Financial Services
0.53%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 17.37%Mega Cap (> $200B)Large Cap ($10B - $200B): 4.49%Mid Cap ($2B - $10B): 0.71%Small Cap ($300M - $2B): 0.08%Micro Cap ($50M - $300M): 0.02%Nano Cap (< $50M): 0.04%N/A (ETF or Unknown): 77.30%N/A (ETF or Unknown)
Mega Cap (> $200B)
17.37%
Large Cap ($10B - $200B)
4.49%
Mid Cap ($2B - $10B)
0.71%
Small Cap ($300M - $2B)
0.08%
Micro Cap ($50M - $300M)
0.02%
Nano Cap (< $50M)
0.04%
N/A (ETF or Unknown)
77.30%

Portfolio Concentration

Top 10 Holdings %
39.89%
Top 20 Holdings %
58.19%
Top 50 Holdings %
81.79%
Top 100 Holdings %
92.62%

Geographic Exposure

Portfolio breakdown by country of incorporation

No geographic data available

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
9.5 quarters
Avg. Top 20
9.5 quarters
Avg. All Positions
7 quarters
Median Holding Period
10 quarters
Persistence Rate
72.54%
Persistent Holdings Weight
94.09%
Persistent Positions
177
Longest Held
ABM Industries, Inc. logo
ABM Industries, Inc.ABM - 10 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.03%
Avg. Position Weight
0.41%
Largest Position
Dimensional US Core Equity Market ETF logo
Dimensional US Core Equity Market ETFDFAU - 5.26%
Largest Ownership Stake
Enphase Energy, Inc. logo
Enphase Energy, Inc.ENPH - 0.10%
Avg. Ownership Stake
0.003%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2018)

Avg. New Position
0.12%
Avg. Ownership Stake
0.02%
Largest Position
Vanguard Total Bond Market logo
Vanguard Total Bond MarketBND - 34.98% (Q4 2021)
Largest Ownership Stake
BRAINSTORM CELL THERAPUTC logo
BRAINSTORM CELL THERAPUTCBCLI - 0.41% (Q1 2023)

Portfolio Turnover

No data available

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