Liberty Square Wealth Partners

Liberty Square Wealth Partners as of March 31, 2026

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