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Liberty Square Wealth Partners

Latest statistics and disclosures from Liberty Square Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are RDVY, SPYM, VOO, AAPL, AVDE, and represent 48.02% of Liberty Square Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: AVDE (+$16M), RDVY (+$12M), SPYM (+$11M), FSMD (+$6.4M), HYDB (+$5.7M), CLSE, XMHQ, QQQ, DIVO, XLK.
Started 5 new stock positions in GEV, HMOP, COF, TTC, INMU.
Reduced shares in these 10 stocks: VOO (-$11M), IQLT (-$11M), SCHD, FNDA, SCHM, BND, ACIO, VB, IJH, HYLB.
Sold out of its positions in APD, ED, F, SUB, ROP, VC.
Liberty Square Wealth Partners was a net buyer of stock by $22M.
Liberty Square Wealth Partners has $351M in assets under management (AUM), dropping by 8.22%.
Central Index Key (CIK): 0002057655

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Portfolio Holdings for Liberty Square Wealth Partners

Liberty Square Wealth Partners holds 145 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange Traded Risng Divd Achiv (RDVY)	14.6	$51M	+30%	736k	69.47	View chart
Spdr Series Trust State Street Spd (SPYM)	13.8	$48M	+30%	601k	80.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.8	$31M	-25%	49k	627.13	View chart
Apple (AAPL)	5.8	$20M		75k	271.86	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.1	$18M	+644%	218k	82.32	View chart
Ishares Tr High Yld Systm B (HYDB)	4.4	$16M	+57%	329k	47.35	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	3.3	$12M	+127%	260k	44.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$11M	+19%	19k	614.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.5	$8.8M	-24%	321k	27.43	View chart
Trust For Professional Man Convergence Lng (CLSE)	2.5	$8.6M	+95%	315k	27.33	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.4	$8.5M	+35%	83k	102.42	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.2	$7.6M	-58%	167k	45.45	View chart
Microsoft Corporation (MSFT)	1.7	$5.9M		12k	483.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$5.4M	+2%	7.9k	681.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$4.3M	-15%	17k	257.95	View chart
NVIDIA Corporation (NVDA)	1.1	$3.7M		20k	186.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.8M		5.6k	502.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$2.8M	-3%	19k	143.52	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.7	$2.3M	+53%	52k	44.50	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.6	$2.2M		5.0k	444.56	View chart
Ishares Tr Expanded Tech (IGV)	0.6	$2.1M	+3%	20k	105.69	View chart
Ishares Tr Core High Dv Etf (HDV)	0.6	$2.0M	-5%	17k	121.61	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$2.0M		7.4k	276.94	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$2.0M	-42%	67k	30.07	View chart
Meta Platforms Cl A (META)	0.6	$2.0M		3.0k	660.03	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.6	$2.0M	-56%	62k	31.51	View chart
Amazon (AMZN)	0.6	$1.9M		8.4k	230.82	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$1.8M	-3%	40k	45.21	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$1.7M		21k	79.84	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$1.7M		4.6k	360.13	View chart
Fidelity D + D Bncrp (FDBC)	0.4	$1.6M		36k	43.53	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$1.5M		27k	56.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.5M		2.00	754800.00	View chart
Spdr Series Trust State Street Spd (SPSM)	0.4	$1.3M	-36%	28k	46.86	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	0.4	$1.3M	-31%	36k	35.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.2M		6.5k	190.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.2M		3.7k	335.27	View chart
Marathon Petroleum Corp (MPC)	0.3	$1.2M		7.5k	162.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.2M	-8%	10k	120.18	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.2M	-49%	16k	74.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.2M		4.1k	290.22	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.1M		3.5k	314.80	View chart
W.W. Grainger (GWW)	0.3	$1.1M		1.1k	1009.05	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$1.1M	+98%	7.3k	143.97	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$1.0M	-10%	41k	25.48	View chart
PPL Corporation (PPL)	0.3	$1.0M	-3%	29k	35.02	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$957k	-44%	15k	66.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$949k		12k	79.73	View chart
Caterpillar (CAT)	0.3	$937k		1.6k	572.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$890k		1.3k	684.94	View chart
Automatic Data Processing (ADP)	0.2	$862k		3.4k	257.23	View chart
Eli Lilly & Co. (LLY)	0.2	$849k	-5%	790.00	1074.68	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$822k	+32%	1.1k	753.79	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$768k	-49%	21k	36.83	View chart
Broadcom (AVGO)	0.2	$753k	+2%	2.2k	346.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$753k	-44%	3.4k	219.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$740k	-2%	2.4k	313.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$719k	-45%	13k	53.76	View chart
Exxon Mobil Corporation (XOM)	0.2	$704k	-9%	5.9k	120.33	View chart
Tesla Motors (TSLA)	0.2	$702k		1.6k	449.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$662k	-6%	2.1k	313.84	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.2	$658k		16k	40.35	View chart
PNC Financial Services (PNC)	0.2	$654k		3.1k	208.73	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$644k	-48%	12k	55.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$640k	-8%	6.7k	96.03	View chart
Fs Kkr Capital Corp (FSK)	0.2	$639k	-10%	43k	14.81	View chart
Wp Carey (WPC)	0.2	$637k	-2%	9.9k	64.36	View chart
Chubb (CB)	0.2	$630k		2.0k	312.12	View chart
Altria (MO)	0.2	$580k	-8%	10k	57.66	View chart
Advanced Micro Devices (AMD)	0.2	$575k		2.7k	214.16	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$569k		19k	29.36	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$566k	-36%	8.7k	65.48	View chart
Philip Morris International (PM)	0.2	$555k	-8%	3.5k	160.40	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$554k		10k	53.15	View chart
Palantir Technologies Cl A (PLTR)	0.2	$526k		3.0k	177.75	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$521k		1.7k	301.15	View chart
Wal-Mart Stores (WMT)	0.1	$470k		4.2k	111.41	View chart
Analog Devices (ADI)	0.1	$468k		1.7k	271.20	View chart
Verizon Communications (VZ)	0.1	$464k		11k	40.73	View chart
Calamos Etf Tr Convertible Eqty (CVRT)	0.1	$457k		12k	38.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$456k	-44%	7.3k	62.47	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$443k	-2%	2.4k	181.21	View chart
American Express Company (AXP)	0.1	$423k	-4%	1.1k	369.95	View chart
JPMorgan Chase & Co. (JPM)	0.1	$420k		1.3k	322.34	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$419k	-53%	9.0k	46.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$418k	-13%	857.00	487.86	View chart
Chevron Corporation (CVX)	0.1	$416k	+3%	2.7k	152.43	View chart
Raytheon Technologies Corp (RTX)	0.1	$408k		2.2k	183.40	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$402k		7.6k	52.62	View chart
Metropcs Communications (TMUS)	0.1	$401k		2.0k	203.04	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$382k	-33%	22k	17.41	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$379k		1.4k	279.14	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$376k		2.7k	141.05	View chart
Merck & Co (MRK)	0.1	$367k	-12%	3.5k	105.26	View chart
Servicenow (NOW)	0.1	$366k	+400%	2.4k	153.19	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$363k		7.1k	50.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$361k	-10%	1.8k	198.62	View chart
At&t (T)	0.1	$351k		14k	24.84	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$348k	-3%	4.3k	81.17	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$341k		13k	27.21	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$340k		3.3k	103.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$338k	+3%	10k	32.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$325k	-39%	6.5k	50.29	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$312k		25k	12.43	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$311k		11k	27.30	View chart
Blackrock Util & Infrastrctu (BUI)	0.1	$309k		12k	25.69	View chart
Johnson & Johnson (JNJ)	0.1	$303k		1.5k	207.00	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$301k		2.6k	113.86	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$298k		15k	20.61	View chart
Procter & Gamble Company (PG)	0.1	$286k		2.0k	143.31	View chart
Home Depot (HD)	0.1	$284k		824.00	344.10	View chart
Ameriprise Financial (AMP)	0.1	$281k		572.00	490.34	View chart
Ge Aerospace Com New (GE)	0.1	$279k		905.00	308.03	View chart
International Business Machines (IBM)	0.1	$278k		939.00	296.21	View chart
Oracle Corporation (ORCL)	0.1	$273k		1.4k	194.91	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$271k		3.9k	69.42	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$268k		2.8k	96.27	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$268k		648.00	412.76	View chart
Qualcomm (QCOM)	0.1	$267k	-3%	1.6k	171.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$265k		3.0k	89.46	View chart
Zscaler Incorporated (ZS)	0.1	$261k		1.2k	224.92	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.1	$259k	NEW	11k	24.04	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$258k	NEW	6.6k	39.11	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$256k	-80%	5.9k	43.70	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$255k	-33%	6.8k	37.61	View chart
McDonald's Corporation (MCD)	0.1	$250k		818.00	305.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$246k	-25%	620.00	396.31	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$246k		2.8k	89.20	View chart
Coca-Cola Company (KO)	0.1	$244k		3.5k	69.91	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$242k		10k	23.19	View chart
Royal Caribbean Cruises (RCL)	0.1	$234k		837.00	278.92	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$232k		762.00	303.89	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$225k		9.0k	24.94	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$223k		475.00	468.76	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$219k		2.7k	81.56	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$216k		34k	6.30	View chart
Capital One Financial (COF)	0.1	$213k	NEW	879.00	242.36	View chart
Ge Vernova (GEV)	0.1	$211k	NEW	323.00	653.57	View chart
Equinix (EQIX)	0.1	$208k		272.00	766.16	View chart
Chart Industries (GTLS)	0.1	$206k		1.0k	206.23	View chart
Stryker Corporation (SYK)	0.1	$206k		586.00	351.47	View chart
Boeing Company (BA)	0.1	$205k		945.00	217.12	View chart
Toro Company (TTC)	0.1	$205k	NEW	2.6k	78.72	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$201k		1.8k	110.25	View chart
Euronet Worldwide Note 0.750% 3/1 (Principal)	0.0	$9.9k		11k	0.90	View chart

Past Filings by Liberty Square Wealth Partners

SEC 13F filings are viewable for Liberty Square Wealth Partners going back to 2024

Liberty Square Wealth Partners 2025 Q4 filed Feb. 11, 2026
Liberty Square Wealth Partners 2025 Q3 filed Nov. 6, 2025
Liberty Square Wealth Partners 2025 Q2 filed July 29, 2025
Liberty Square Wealth Partners 2025 Q1 filed April 29, 2025
Liberty Square Wealth Partners 2024 Q4 filed Feb. 24, 2025

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