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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 VOO, RDVY, SPLG, AAPL, IQLT, and represent 46.70% of Liberty Square Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: RDVY (+$9.9M), SPLG (+$7.2M), HYDB (+$5.2M), FSMD (+$5.0M), CLSE, AVDE, XMHQ, IQLT, QQQ, DIVO.
Started 6 new stock positions in VC, AVDE, TSM, ROP, GTLS, FSMD.
Reduced shares in these 10 stocks: VOO (-$7.2M), SCHD, SCHM, FNDA, VB, BND, SPSM, MNA, ACIO, HYLB.
Sold out of its positions in ADBE, DIS, IEF, IWD, IWF, IGEB, PFXF.
Liberty Square Wealth Partners was a net buyer of stock by $15M.
Liberty Square Wealth Partners has $324M in assets under management (AUM), dropping by 11.92%.
Central Index Key (CIK): 0002057655

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Portfolio Holdings for Liberty Square Wealth Partners

Liberty Square Wealth Partners holds 146 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	12.5	$41M	-15%	66k	612.38	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	11.7	$38M	+35%	565k	67.26	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	11.1	$36M	+25%	461k	78.34	View chart
Apple (AAPL)	5.9	$19M		75k	254.63	View chart
Ishares Tr Msci Intl Qualty (IQLT)	5.5	$18M	+4%	401k	44.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.6	$12M	-22%	427k	27.30	View chart
Ishares Tr High Yld Systm B (HYDB)	3.1	$10M	+106%	209k	47.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$9.3M	+8%	16k	600.35	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.0	$6.4M	+35%	61k	104.96	View chart
Microsoft Corporation (MSFT)	1.9	$6.3M		12k	517.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$5.1M	+5%	7.6k	666.18	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	1.6	$5.0M	NEW	114k	44.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$5.0M	-22%	20k	254.28	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.4	$4.4M	-24%	142k	31.16	View chart
Trust For Professional Man Convergence Lng (CLSE)	1.3	$4.2M	+629%	161k	26.04	View chart
NVIDIA Corporation (NVDA)	1.1	$3.7M		20k	186.58	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$3.5M	-30%	117k	29.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$2.8M		5.6k	502.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$2.8M	+9%	20k	140.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$2.4M	-26%	32k	74.37	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$2.3M	NEW	29k	78.90	View chart
Ishares Tr Expanded Tech (IGV)	0.7	$2.2M		19k	115.01	View chart
Meta Platforms Cl A (META)	0.7	$2.2M		3.0k	734.50	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.7	$2.2M	+16%	5.0k	435.45	View chart
Ishares Tr Core High Dv Etf (HDV)	0.7	$2.2M	-2%	18k	122.45	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$2.0M	-5%	7.3k	273.65	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.6	$2.0M	-28%	43k	46.32	View chart
Amazon (AMZN)	0.6	$1.9M		8.5k	219.57	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	0.6	$1.9M	-29%	52k	35.90	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$1.8M	-14%	42k	42.96	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$1.8M		21k	82.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.7M	-13%	26k	65.26	View chart
Fidelity D + D Bncrp (FDBC)	0.5	$1.6M		36k	43.83	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.5	$1.5M	-27%	42k	37.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$1.5M	+5%	4.6k	326.36	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.5M		2.00	754200.00	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.5	$1.5M	+65%	34k	44.57	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.5	$1.5M		27k	55.33	View chart
Marathon Petroleum Corp (MPC)	0.4	$1.5M		7.5k	192.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.3M	-11%	6.2k	215.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.3M	-24%	25k	54.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.3M	-4%	11k	118.83	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.4	$1.3M	-37%	30k	43.43	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.4	$1.3M	-30%	23k	56.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.2M		6.5k	186.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.2M	+33%	3.7k	328.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.2M		4.1k	293.74	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.4	$1.2M	-2%	45k	25.57	View chart
PPL Corporation (PPL)	0.3	$1.1M		30k	37.16	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.1M		3.5k	307.86	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$1.0M		3.7k	281.86	View chart
W.W. Grainger (GWW)	0.3	$1.0M		1.1k	952.96	View chart
Automatic Data Processing (ADP)	0.3	$983k		3.4k	293.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$953k	-4%	12k	79.93	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$906k	-18%	19k	46.71	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$887k	-23%	14k	64.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$870k		1.3k	669.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$790k	-14%	13k	59.92	View chart
Caterpillar (CAT)	0.2	$781k		1.6k	477.15	View chart
Exxon Mobil Corporation (XOM)	0.2	$727k		6.4k	112.75	View chart
Altria (MO)	0.2	$724k	-15%	11k	66.06	View chart
Fs Kkr Capital Corp (FSK)	0.2	$717k	-7%	48k	14.93	View chart
Tesla Motors (TSLA)	0.2	$707k		1.6k	444.72	View chart
Broadcom (AVGO)	0.2	$699k	+5%	2.1k	329.91	View chart
Wp Carey (WPC)	0.2	$689k	-8%	10k	67.57	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$686k		16k	42.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$681k	-4%	7.3k	93.37	View chart
Eli Lilly & Co. (LLY)	0.2	$641k		840.00	763.00	View chart
PNC Financial Services (PNC)	0.2	$629k		3.1k	200.93	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$613k		821.00	746.27	View chart
Philip Morris International (PM)	0.2	$611k		3.8k	162.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$588k		2.4k	243.06	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$577k	-12%	19k	29.73	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.2	$575k		33k	17.42	View chart
Chubb (CB)	0.2	$570k		2.0k	282.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$550k	+5%	2.3k	243.55	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$544k		10k	52.25	View chart
Palantir Technologies Cl A (PLTR)	0.2	$540k	+5%	3.0k	182.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$536k	+57%	11k	50.07	View chart
Verizon Communications (VZ)	0.2	$501k		11k	43.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$474k	-4%	988.00	479.61	View chart
Metropcs Communications (TMUS)	0.1	$472k		2.0k	239.38	View chart
Roper Industries (ROP)	0.1	$470k	NEW	943.00	498.69	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$469k		1.7k	271.12	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$443k		2.5k	176.81	View chart
Servicenow (NOW)	0.1	$440k		478.00	920.28	View chart
Calamos Etf Tr Convertible Eqty (CVRT)	0.1	$436k		12k	36.31	View chart
Advanced Micro Devices (AMD)	0.1	$435k		2.7k	161.79	View chart
Wal-Mart Stores (WMT)	0.1	$435k	-16%	4.2k	103.06	View chart
Analog Devices (ADI)	0.1	$424k		1.7k	245.70	View chart
JPMorgan Chase & Co. (JPM)	0.1	$411k	+10%	1.3k	315.53	View chart
Chevron Corporation (CVX)	0.1	$409k		2.6k	155.31	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$404k		7.6k	52.82	View chart
At&t (T)	0.1	$403k	-9%	14k	28.24	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$398k		1.4k	293.79	View chart
American Express Company (AXP)	0.1	$396k		1.2k	332.16	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$395k		2.0k	194.50	View chart
Oracle Corporation (ORCL)	0.1	$394k	+9%	1.4k	281.24	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$388k		3.6k	106.78	View chart
Raytheon Technologies Corp (RTX)	0.1	$372k		2.2k	167.33	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$372k		2.7k	139.67	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$365k		7.1k	51.09	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$361k	-44%	10k	35.44	View chart
Zscaler Incorporated (ZS)	0.1	$348k		1.2k	299.66	View chart
Home Depot (HD)	0.1	$334k		824.00	405.19	View chart
Merck & Co (MRK)	0.1	$332k		4.0k	83.93	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$330k	+11%	13k	26.30	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$325k		3.3k	99.11	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$323k		4.4k	72.77	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$321k		25k	12.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$320k		10k	31.91	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$316k		11k	27.78	View chart
Blackrock Util & Infrastrctu (BUI)	0.1	$315k		12k	26.17	View chart
Procter & Gamble Company (PG)	0.1	$306k	-9%	2.0k	153.65	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$301k		2.6k	113.62	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$297k		15k	20.53	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$295k		830.00	355.47	View chart
Ameriprise Financial (AMP)	0.1	$281k		572.00	491.25	View chart
Royal Caribbean Cruises (RCL)	0.1	$275k	-5%	849.00	323.58	View chart
Ge Aerospace Com New (GE)	0.1	$272k		905.00	300.82	View chart
Johnson & Johnson (JNJ)	0.1	$272k	-7%	1.5k	185.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$269k		2.8k	96.55	View chart
Qualcomm (QCOM)	0.1	$268k	-19%	1.6k	166.36	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$265k		3.9k	68.08	View chart
International Business Machines (IBM)	0.1	$265k	-2%	939.00	282.16	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$260k		647.00	402.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$259k	-36%	3.0k	87.31	View chart
McDonald's Corporation (MCD)	0.1	$252k		828.00	303.89	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.1	$249k	-4%	2.8k	90.50	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$241k		10k	23.09	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$237k		34k	6.91	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$233k		475.00	490.38	View chart
Coca-Cola Company (KO)	0.1	$232k	-26%	3.5k	66.32	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$225k	-6%	9.0k	24.93	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$223k		2.7k	83.61	View chart
Visteon Corp Com New (VC)	0.1	$223k	NEW	1.9k	119.86	View chart
Stryker Corporation (SYK)	0.1	$217k		586.00	369.67	View chart
Air Products & Chemicals (APD)	0.1	$215k		788.00	272.72	View chart
Equinix (EQIX)	0.1	$213k		272.00	783.24	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$213k	NEW	762.00	279.29	View chart
Boeing Company (BA)	0.1	$206k		955.00	215.83	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$203k	-64%	1.8k	110.37	View chart
Consolidated Edison (ED)	0.1	$201k		2.0k	100.52	View chart
Chart Industries (GTLS)	0.1	$200k	NEW	1.0k	200.15	View chart
Ford Motor Company (F)	0.0	$120k	-7%	10k	11.96	View chart
Euronet Worldwide Note 0.750% 3/1 (Principal)	0.0	$9.8k		11k	0.89	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 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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