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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, AVDE, AAPL, and represent 48.53% of Liberty Square Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$5.3M), RDVY, AVDE, HYDB, FSMD, CLSE, QQQ, XMHQ, GLD, PAL.
Started 3 new stock positions in ED, PAL, VDE.
Reduced shares in these 10 stocks: VOO, IQLT, SPY, SCHD, AAPL, SCHM, VB, FNDA, BND, IJH.
Sold out of its positions in BA, COF, CRWD, AGZ, ORCL, SYK, ZS.
Liberty Square Wealth Partners was a net buyer of stock by $14M.
Liberty Square Wealth Partners has $358M in assets under management (AUM), dropping by 2.23%.
Central Index Key (CIK): 0002057655

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Portfolio Holdings for Liberty Square Wealth Partners

Liberty Square Wealth Partners holds 141 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange Traded Risng Divd Achiv (RDVY)	15.3	$55M	+9%	805k	68.28	View chart
Spdr Series Trust State Street Spd (SPYM)	14.3	$51M	+11%	670k	76.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.5	$27M	-7%	45k	597.56	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	6.2	$22M	+20%	263k	84.84	View chart
Apple (AAPL)	5.1	$18M	-3%	73k	253.79	View chart
Ishares Tr High Yld Systm B (HYDB)	5.1	$18M	+19%	394k	46.52	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	4.0	$14M	+22%	318k	44.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.5	$13M	+16%	22k	577.17	View chart
Trust For Professional Man Convergence Lng (CLSE)	3.0	$11M	+23%	387k	28.14	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.7	$9.5M	+11%	92k	103.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.5	$9.1M	-7%	297k	30.68	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.9	$6.7M	-12%	146k	46.23	View chart
Microsoft Corporation (MSFT)	1.2	$4.4M		12k	370.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$4.2M	-18%	6.4k	650.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$3.9M	-8%	15k	261.93	View chart
NVIDIA Corporation (NVDA)	1.0	$3.5M		20k	174.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$2.8M		19k	148.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.6M	-3%	5.4k	479.20	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.7	$2.6M	+10%	57k	44.85	View chart
Ishares Tr Core High Dv Etf (HDV)	0.6	$2.3M		17k	135.72	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.6	$2.0M		5.0k	407.65	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$2.0M	+10%	5.1k	383.40	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$1.9M	-3%	39k	48.93	View chart
Marathon Petroleum Corp (MPC)	0.5	$1.8M		7.5k	244.18	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$1.8M		7.4k	248.84	View chart
Amazon (AMZN)	0.5	$1.8M		8.6k	208.27	View chart
Meta Platforms Cl A (META)	0.5	$1.7M		3.0k	572.14	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.5	$1.7M	-15%	52k	32.43	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$1.6M	-2%	21k	78.77	View chart
Fidelity D + D Bncrp (FDBC)	0.4	$1.6M		36k	43.28	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$1.5M		27k	56.58	View chart
Ishares Tr Expanded Tech (IGV)	0.4	$1.5M	-5%	19k	80.05	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.5M	-28%	48k	30.96	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.4M		2.00	718140.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.4M	+7%	6.9k	196.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.3M		10k	124.31	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$1.2M	-10%	25k	48.32	View chart
W.W. Grainger (GWW)	0.3	$1.2M		1.1k	1090.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.2M		4.0k	287.18	View chart
Caterpillar (CAT)	0.3	$1.1M	-3%	1.6k	708.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.1M	-4%	3.5k	320.81	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$1.1M		41k	25.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.0M		3.5k	298.85	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	0.3	$1.0M	-21%	28k	36.35	View chart
PPL Corporation (PPL)	0.3	$1.0M	-8%	27k	38.20	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$964k		7.3k	132.90	View chart
Exxon Mobil Corporation (XOM)	0.3	$921k	-7%	5.4k	169.65	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$891k	-25%	12k	73.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$828k	-12%	10k	79.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$805k	+201%	1.9k	430.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$787k	-7%	1.2k	653.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$761k		1.1k	698.01	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$730k	+29%	14k	53.95	View chart
Eli Lilly & Co. (LLY)	0.2	$728k		791.00	919.77	View chart
Broadcom (AVGO)	0.2	$723k	+7%	2.3k	309.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$702k	+3%	2.4k	287.52	View chart
Automatic Data Processing (ADP)	0.2	$697k	+2%	3.4k	203.18	View chart
Chubb (CB)	0.2	$678k	+2%	2.1k	325.93	View chart
Wp Carey (WPC)	0.2	$674k		9.9k	67.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$673k	-31%	10k	67.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$666k	-9%	3.1k	215.06	View chart
PNC Financial Services (PNC)	0.2	$653k		3.1k	208.09	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.2	$635k	-4%	16k	40.83	View chart
Altria (MO)	0.2	$627k	-5%	9.5k	65.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$603k		2.1k	286.93	View chart
Chevron Corporation (CVX)	0.2	$585k	+3%	2.8k	206.91	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$569k		1.7k	328.66	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$567k	-2%	8.4k	67.12	View chart
Analog Devices (ADI)	0.2	$565k	+2%	1.8k	318.14	View chart
Advanced Micro Devices (AMD)	0.2	$549k		2.7k	203.43	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$536k	-28%	15k	36.16	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$534k	-4%	19k	28.72	View chart
Philip Morris International (PM)	0.1	$533k	-6%	3.2k	165.34	View chart
Calamos Etf Tr Convertible Eqty (CVRT)	0.1	$499k		12k	41.56	View chart
Verizon Communications (VZ)	0.1	$498k	-12%	9.9k	50.20	View chart
Wal-Mart Stores (WMT)	0.1	$490k	-6%	3.9k	124.28	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$464k		2.4k	189.59	View chart
Tesla Motors (TSLA)	0.1	$463k	-20%	1.2k	371.75	View chart
Raytheon Technologies Corp (RTX)	0.1	$452k	+5%	2.3k	192.90	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$440k		7.7k	57.20	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$431k	-32%	7.8k	55.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$426k	-41%	7.9k	54.05	View chart
Merck & Co (MRK)	0.1	$422k		3.5k	120.29	View chart
Proficient Auto Logistics In (PAL)	0.1	$422k	NEW	62k	6.78	View chart
Metropcs Communications (TMUS)	0.1	$415k		2.0k	210.03	View chart
Palantir Technologies Cl A (PLTR)	0.1	$412k	-4%	2.8k	146.28	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$388k		2.7k	145.74	View chart
Johnson & Johnson (JNJ)	0.1	$384k	+7%	1.6k	244.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$378k		4.3k	88.16	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$377k		22k	17.30	View chart
At&t (T)	0.1	$376k	-8%	13k	28.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$376k	-19%	5.9k	64.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$374k		857.00	436.79	View chart
Ge Vernova (GEV)	0.1	$371k	+31%	425.00	872.90	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$364k		7.1k	50.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$363k	-44%	3.7k	97.13	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$349k		13k	27.85	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$349k		1.4k	257.35	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$348k		1.8k	191.81	View chart
American Express Company (AXP)	0.1	$348k		1.1k	302.48	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$340k	+5%	6.8k	49.89	View chart
Fs Kkr Capital Corp (FSK)	0.1	$336k	-23%	33k	10.18	View chart
JPMorgan Chase & Co. (JPM)	0.1	$331k	-13%	1.1k	294.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$317k		3.3k	96.70	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$304k		11k	26.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$299k		10k	29.13	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$297k		15k	20.51	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$288k	-11%	6.0k	48.14	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$285k		2.6k	107.62	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$283k	-31%	6.1k	46.19	View chart
Procter & Gamble Company (PG)	0.1	$282k	-2%	2.0k	144.44	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$280k	+4%	3.1k	90.53	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$278k		25k	11.06	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$274k		3.9k	70.18	View chart
Home Depot (HD)	0.1	$273k		830.00	328.89	View chart
Equinix (EQIX)	0.1	$268k		273.00	980.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$265k		2.7k	97.23	View chart
Blackrock Util & Infrastrctu (BUI)	0.1	$260k	-18%	9.8k	26.38	View chart
Ge Aerospace Com New (GE)	0.1	$259k		914.00	283.77	View chart
Vanguard World Energy Etf (VDE)	0.1	$259k	NEW	1.5k	173.04	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$258k		762.00	337.95	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.1	$257k		11k	23.91	View chart
McDonald's Corporation (MCD)	0.1	$257k		826.00	310.79	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$256k		6.6k	38.74	View chart
Ameriprise Financial (AMP)	0.1	$254k		572.00	444.40	View chart
Servicenow (NOW)	0.1	$253k		2.4k	104.55	View chart
Toro Company (TTC)	0.1	$243k		2.6k	93.44	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$240k		10k	22.98	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$238k		648.00	367.69	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$238k	-5%	2.6k	91.52	View chart
International Business Machines (IBM)	0.1	$230k		948.00	242.39	View chart
Coca-Cola Company (KO)	0.1	$229k	-13%	3.0k	76.05	View chart
Royal Caribbean Cruises (RCL)	0.1	$228k		830.00	275.18	View chart
Consolidated Edison (ED)	0.1	$226k	NEW	2.0k	113.18	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$224k		9.0k	24.80	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$218k	-11%	5.2k	41.96	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$214k		2.7k	79.35	View chart
Chart Industries (GTLS)	0.1	$207k		1.0k	206.75	View chart
Qualcomm (QCOM)	0.1	$201k		1.6k	128.78	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$145k	-17%	28k	5.10	View chart
Euronet Worldwide Note 0.750% 3/1 (Principal)	0.0	$9.3k		11k	0.85	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 2026 Q1 filed May 7, 2026
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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