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

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 49.93% of Liberty Square Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: RDVY, SPYM, AVDE, HYDB, FSMD, VOOG, HDV, CLSE, QQQ, VGT.
Started 4 new stock positions in OTF, BA, CRWD, GLW.
Reduced shares in these 10 stocks: VOO, ADP, IQLT, SCHM, SCHD, AVGO, MOAT, BND, IUSB, NVDA.
Sold out of its positions in ADP, KO, HMOP, IUSB, MOAT.
Liberty Square Wealth Partners was a net buyer of stock by $19M.
Liberty Square Wealth Partners has $420M in assets under management (AUM), dropping by 17.14%.
Central Index Key (CIK): 0002057655

Tip: Access up to 7 years of quarterly data

Positions held by Liberty Square Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Liberty Square Wealth Partners

Liberty Square Wealth Partners holds 140 positions in its portfolio as reported in the June 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)	16.6	$70M	+6%	861k	81.06	View chart
Spdr Series Trust St Str P500etf (SPYM)	15.0	$63M	+6%	716k	87.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.1	$30M	-4%	43k	686.80	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	6.3	$26M	+12%	296k	89.20	View chart
Apple (AAPL)	5.0	$21M		72k	289.36	View chart
Ishares Tr High Yld Systm B (HYDB)	4.9	$21M	+11%	438k	46.77	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	4.5	$19M	+12%	357k	52.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$17M	+8%	23k	736.39	View chart
Trust For Professional Man Convergence Lng (CLSE)	3.5	$15M	+10%	429k	34.13	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.7	$11M	+9%	101k	112.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.2	$9.0M	-3%	285k	31.71	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.6	$6.5M	-9%	132k	49.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$4.5M	-5%	6.1k	746.80	View chart
Microsoft Corporation (MSFT)	1.1	$4.5M		12k	373.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$4.4M	-4%	14k	303.11	View chart
NVIDIA Corporation (NVDA)	0.9	$3.7M	-7%	18k	200.09	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$3.3M		5.1k	655.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$3.1M		19k	158.03	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.7	$2.9M	+12%	64k	45.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.7M		5.4k	500.39	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.6	$2.4M	+475%	29k	82.62	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$2.3M	+400%	84k	27.41	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$2.1M		7.3k	290.62	View chart
Amazon (AMZN)	0.5	$2.0M		8.6k	238.34	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$2.0M		39k	52.76	View chart
Marathon Petroleum Corp (MPC)	0.5	$1.9M		7.5k	255.67	View chart
Fidelity D + D Bncrp (FDBC)	0.4	$1.9M		36k	51.42	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.4	$1.8M	-9%	19k	98.30	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.4	$1.8M	-11%	46k	38.06	View chart
Caterpillar (CAT)	0.4	$1.7M		1.6k	1064.90	View chart
Meta Platforms Cl A (META)	0.4	$1.7M		3.0k	563.30	View chart
Spdr Series Trust St Str P500val (SPYV)	0.4	$1.6M		27k	60.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.6M	+4%	7.3k	217.93	View chart
Ishares Tr Expanded Tech (IGV)	0.4	$1.6M	-6%	17k	90.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.5M		10k	148.31	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.5M		2.00	748850.00	View chart
W.W. Grainger (GWW)	0.3	$1.5M		1.1k	1360.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.4M	+971%	12k	119.52	View chart
Advanced Micro Devices (AMD)	0.3	$1.4M	-11%	2.4k	580.91	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$1.4M		7.3k	190.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.3M	+300%	16k	80.57	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$1.3M	-10%	22k	57.67	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.3M	-28%	34k	36.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.2M	-3%	3.4k	370.04	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.2M		3.5k	343.91	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$1.1M		1.7k	640.76	View chart
PPL Corporation (PPL)	0.2	$976k		27k	36.35	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.2	$973k	-7%	38k	25.61	View chart
Eli Lilly & Co. (LLY)	0.2	$972k	+2%	810.00	1199.43	View chart
New York Life Investments Et Merge Arbit Etf (MNA)	0.2	$958k	-6%	26k	36.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$902k		1.2k	748.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$871k		2.4k	357.32	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$833k		14k	61.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$807k	-2%	10k	79.03	View chart
PNC Financial Services (PNC)	0.2	$771k		3.1k	246.22	View chart
Proficient Auto Logistics In (PAL)	0.2	$759k	+79%	112k	6.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$743k		2.1k	353.28	View chart
Exxon Mobil Corporation (XOM)	0.2	$742k		5.4k	136.72	View chart
Wp Carey (WPC)	0.2	$718k		10k	71.50	View chart
Chubb (CB)	0.2	$708k		2.1k	340.74	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.2	$686k		16k	44.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$671k	-2%	1.8k	368.38	View chart
Altria (MO)	0.2	$664k	-2%	9.2k	71.95	View chart
Calamos Etf Tr Convertible Eqty (CVRT)	0.1	$617k		12k	51.43	View chart
Analog Devices (ADI)	0.1	$615k	-12%	1.5k	397.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$606k	-21%	7.9k	77.11	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$584k	-7%	7.8k	74.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$579k	-34%	7.9k	73.41	View chart
Broadcom (AVGO)	0.1	$548k	-37%	1.5k	377.75	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$541k		2.4k	221.20	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$521k	-4%	18k	29.24	View chart
Wal-Mart Stores (WMT)	0.1	$517k	+15%	4.6k	113.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$511k	-30%	2.2k	236.63	View chart
Philip Morris International (PM)	0.1	$510k	-12%	2.8k	180.91	View chart
Ge Vernova (GEV)	0.1	$499k		425.00	1174.86	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$485k		7.7k	63.04	View chart
Chevron Corporation (CVX)	0.1	$469k		2.8k	165.76	View chart
Merck & Co (MRK)	0.1	$451k		3.5k	128.50	View chart
Raytheon Technologies Corp (RTX)	0.1	$444k		2.3k	189.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$443k	+500%	5.1k	86.14	View chart
Tesla Motors (TSLA)	0.1	$442k	-15%	1.1k	420.60	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$438k		2.7k	164.60	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$415k		1.4k	306.30	View chart
Johnson & Johnson (JNJ)	0.1	$405k		1.6k	254.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$399k		1.8k	219.43	View chart
Verizon Communications (VZ)	0.1	$395k	-5%	9.3k	42.34	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$390k		13k	31.10	View chart
American Express Company (AXP)	0.1	$387k		1.1k	338.25	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$378k		22k	17.35	View chart
JPMorgan Chase & Co. (JPM)	0.1	$372k		1.1k	327.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$369k	-4%	3.6k	103.88	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$365k		7.1k	51.05	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$364k		762.00	477.57	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$363k	NEW	475.00	763.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$359k	-14%	5.0k	71.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$352k	-25%	5.9k	59.69	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$347k		10k	33.84	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$345k		6.8k	50.58	View chart
Ge Aerospace Com New (GE)	0.1	$338k		905.00	373.73	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$336k	-37%	9.2k	36.52	View chart
Palantir Technologies Cl A (PLTR)	0.1	$332k		2.8k	116.67	View chart
Vanguard World Energy Etf (VDE)	0.1	$331k	+47%	2.2k	150.13	View chart
Metropcs Communications (TMUS)	0.1	$331k		2.0k	167.73	View chart
Blackrock Util & Infrastrctu (BUI)	0.1	$329k	+15%	11k	29.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$324k		4.3k	75.51	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$324k		2.6k	122.29	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$310k		11k	27.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$301k		2.7k	110.32	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$301k		15k	20.80	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$296k		3.9k	75.79	View chart
Home Depot (HD)	0.1	$291k		824.00	352.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$286k	-4%	3.0k	96.58	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$285k	+400%	3.2k	87.92	View chart
Corning Incorporated (GLW)	0.1	$284k	NEW	1.1k	255.43	View chart
Equinix (EQIX)	0.1	$284k		272.00	1042.39	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$280k		2.6k	107.82	View chart
Qualcomm (QCOM)	0.1	$278k	-3%	1.5k	184.79	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$276k	-35%	5.0k	55.18	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$273k		25k	10.87	View chart
Ameriprise Financial (AMP)	0.1	$262k		572.00	458.76	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.1	$261k		11k	24.25	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$259k	-4%	2.6k	101.24	View chart
At&t (T)	0.1	$259k	-3%	13k	20.70	View chart
Royal Caribbean Cruises (RCL)	0.1	$259k		814.00	317.53	View chart
Toro Company (TTC)	0.1	$253k		2.6k	97.42	View chart
International Business Machines (IBM)	0.1	$252k	-5%	897.00	281.21	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$246k		10k	23.52	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$244k	-6%	5.6k	43.71	View chart
Fs Kkr Capital Corp (FSK)	0.1	$244k	-29%	23k	10.50	View chart
Procter & Gamble Company (PG)	0.1	$241k	-15%	1.6k	146.64	View chart
Servicenow (NOW)	0.1	$239k		2.4k	99.28	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$229k		9.0k	25.44	View chart
Consolidated Edison (ED)	0.1	$221k		2.0k	110.63	View chart
McDonald's Corporation (MCD)	0.1	$221k		818.00	270.31	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$213k	-10%	4.6k	46.14	View chart
Chart Industries (GTLS)	0.0	$209k		1.0k	208.94	View chart
Boeing Company (BA)	0.0	$202k	NEW	933.00	216.47	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$142k		28k	4.99	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$140k	NEW	14k	10.35	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 Q2 filed Aug. 10, 2026
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

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