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Candace Hamilton

Liberty Wealth Management Llc

Assets Managed
$800.422M
Holdings
268
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
3.33%(2Q avg: 6.21%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Liberty Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 268 positions.

Assets under management

The assets under management (AUM) of Liberty Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 800.422M in assets, with a quarterly growth rate of 3.33% and a 2-quarter average growth rate of 6.21%. The portfolio is managed by Candace Hamilton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -10.52%
4.06%
$32.47M
719,165 shares@ $45.15 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 0.31%
3.92%
$31.364M
806,981 shares@ $38.87 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 2.48%
3.77%
$30.116M
266,207 shares@ $113.14 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 3.69%
3.61%
$28.888M
496,452 shares@ $58.19 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 9.36%
3.61%
$28.817M
44,109 shares@ $653.32 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 2.72%
3.6%
$28.775M
681,228 shares@ $42.25 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.42%
3.55%
$28.373M
111,781 shares@ $253.83 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 18.87%
3.41%
$27.215M
128,765 shares@ $211.36 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -12.12%
3.36%
$26.854M
139,989 shares@ $191.83 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 0.52%
3.23%
$25.779M
701,173 shares@ $36.77 avg price

1-10 of 268