Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Liberty Atlantic Advisors

Latest statistics and disclosures from Liberty Atlantic Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002101909

Tip: Access up to 7 years of quarterly data

Positions held by Liberty Atlantic Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Liberty Atlantic Advisors

Liberty Atlantic Advisors holds 73 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Innovator Etfs Trust Quity Managd Flr (SFLR)	19.3	$23M	638k	35.44	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	12.5	$15M	439k	33.30	View chart
Innovator Etfs Trust International De (IFLR)	6.7	$7.8M	155k	50.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.3	$6.2M	62k	99.27	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	4.2	$4.9M	169k	29.07	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.1	$4.8M	95k	50.57	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.7	$4.3M	84k	51.93	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.1	$3.7M	44k	82.57	View chart
Ishares Tr Faln Angls Usd (FALN)	3.1	$3.6M	136k	26.72	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	3.0	$3.5M	88k	40.14	View chart
Ishares Tr Mbs Etf (MBB)	2.8	$3.3M	35k	94.95	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.8	$3.3M	32k	103.43	View chart
Ishares Jp Morgan Em Etf (LEMB)	2.7	$3.1M	76k	40.80	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	2.4	$2.8M	92k	29.89	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	2.2	$2.6M	56k	46.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	1.4	$1.7M	40k	42.50	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	1.3	$1.5M	48k	31.95	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	1.0	$1.1M	34k	33.93	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.8	$918k	9.9k	92.28	View chart
Innovator Etfs Trust Growth 100 Pwr B (NDEC)	0.7	$850k	32k	26.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.7	$802k	19k	43.11	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$724k	9.5k	76.54	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.6	$662k	12k	53.37	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.5	$621k	10k	60.12	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$589k	15k	39.80	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$530k	2.2k	237.62	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$511k	12k	41.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$492k	9.1k	54.05	View chart
NVIDIA Corporation (NVDA)	0.4	$474k	2.7k	174.39	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$472k	8.3k	56.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$472k	818.00	576.85	View chart
Spdr Series Trust State Street Spd (CWB)	0.4	$469k	5.1k	91.52	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.4	$467k	8.3k	56.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.4	$432k	10k	43.06	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.4	$423k	17k	25.14	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.4	$421k	14k	29.88	View chart
Innovator Etfs Trust International Dv (IOCT)	0.4	$419k	12k	35.05	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.4	$418k	9.8k	42.72	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$412k	2.9k	141.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$403k	6.3k	64.08	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.3	$401k	12k	33.75	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.3	$398k	14k	27.59	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$397k	7.3k	54.55	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.3	$371k	9.3k	39.94	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$360k	6.6k	54.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$358k	1.2k	287.56	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.3	$352k	11k	31.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$342k	525.00	650.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$319k	535.00	597.03	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.3	$316k	9.6k	32.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$304k	466.00	653.21	View chart
Lockheed Martin Corporation (LMT)	0.3	$302k	499.00	604.39	View chart
Innovator Etfs Trust International De (IDEC)	0.3	$300k	9.2k	32.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$299k	6.7k	44.62	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$298k	4.0k	74.35	View chart
Meta Platforms Cl A (META)	0.3	$293k	512.00	572.13	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.2	$284k	5.5k	51.84	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.2	$273k	11k	25.70	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.2	$271k	9.4k	28.74	View chart
JPMorgan Chase & Co. (JPM)	0.2	$271k	919.00	294.29	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.2	$262k	3.7k	71.41	View chart
Apple (AAPL)	0.2	$261k	1.0k	253.90	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.2	$250k	6.0k	41.72	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.2	$238k	7.6k	31.28	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$234k	2.5k	95.62	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$232k	3.1k	75.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$223k	693.00	321.16	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.2	$217k	6.0k	36.25	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$215k	4.7k	45.47	View chart
Microsoft Corporation (MSFT)	0.2	$211k	569.00	370.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$209k	2.4k	88.16	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$208k	2.0k	101.81	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$204k	3.6k	57.20	View chart

Past Filings by Liberty Atlantic Advisors

SEC 13F filings are viewable for Liberty Atlantic Advisors going back to 2026

Liberty Atlantic Advisors 2026 Q1 filed April 27, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z