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VSM Wealth Advisory’s Liberty Energy LBRT Stock Holding History

VSM Wealth Advisory’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105 Buy
+4
New +$120 ﹤0.01% 496

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

VSM Wealth Advisory's LBRT Position: Q2 2026 in Review

VSM Wealth Advisory opened a new position in Liberty Energy (LBRT) in Q2 2026: 4 shares worth $105. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings.

405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • VSM Wealth Advisory held 4 shares of Liberty Energy worth $105 as of Q2 2026.
  • Liberty Energy was a new VSM Wealth Advisory position in Q2 2026.
  • Liberty Energy made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #496 holding.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.