LIBERTY SQUARE WEALTH PARTNERS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, LIBERTY SQUARE WEALTH PARTNERS LLC held in its portfolio 140 assets valued at $350,607,247 (i.e. $350.61M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($51.52M), FIRST TR EXCHANGE TRADED FD ($51.13M), and VANGUARD INDEX FDS ($30.73M).
The chart below shows the top 10 valuable assets, and the table below shows the top 140 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LIBERTY SQUARE WEALTH PARTNERS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 667483 | 51518377 | STATE STREET SPD |
| FIRST TR EXCHANGE TRADED FD | 736020 | 51131289 | RISNG DIVD ACHIV |
| VANGUARD INDEX FDS | 48992 | 30724554 | S&P 500 ETF SHS |
| APPLE INC | 74806 | 20336727 | COM |
| AMERICAN CENTY ETF TR | 218063 | 17950946 | INTL EQT ETF |
| ISHARES TR | 329204 | 15587802 | HIGH YLD SYSTM B |
| FIDELITY COVINGTON TRUST | 259983 | 11473050 | SML MID MLTFCT |
| INVESCO QQQ TR | 18534 | 11385782 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 320603 | 8794127 | US DIVIDEND EQ |
| TRUST FOR PROFESSIONAL MANAG | 314529 | 8596078 | CONVERGENCE LNG |
| INVESCO EXCHANGE TRADED FD T | 82514 | 8451060 | S&P MDCP QUALITY |
| ISHARES TR | 166846 | 7583172 | MSCI INTL QUALTY |
| MICROSOFT CORP | 12103 | 5853458 | COM |
| SPDR S&P 500 ETF TR | 7851 | 5353793 | TR UNIT |
| VANGUARD INDEX FDS | 16516 | 4260300 | SMALL CP ETF |
| NVIDIA CORPORATION | 19757 | 3684739 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5577 | 2803279 | CL B NEW |
| VANGUARD WHITEHALL FDS | 19187 | 2753689 | HIGH DIV YLD |
| AMPLIFY ETF TR | 51631 | 2297580 | CWP ENHANCED DIV |
| VANGUARD ADMIRAL FDS INC | 5046 | 2243242 | 500 GRTH IDX F |
| ISHARES TR | 19819 | 2094670 | EXPANDED TECH |
| ISHARES TR | 16778 | 2040331 | CORE HIGH DV ETF |
| ISHARES TR | 7352 | 2036063 | RUS TP200 GR ETF |
| SCHWAB STRATEGIC TR | 66830 | 2009578 | US MID-CAP ETF |
| META PLATFORMS INC | 2991 | 1974147 | CL A |
| SCHWAB STRATEGIC TR | 62272 | 1962198 | FUNDAMENTAL US S |
| AMAZON COM INC | 8441 | 1948352 | COM |
| SCHWAB STRATEGIC TR | 39897 | 1803763 | FUNDAMENTAL INTL |
| ISHARES TR | 21262 | 1697582 | MRGSTR MD CP GRW |
| VANECK ETF TRUST | 4624 | 1665241 | SEMICONDUCTR ETF |
| FIDELITY D & D BANCORP INC | 36243 | 1577658 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| NEW YORK LIFE INVESTMENTS ET | 35513 | 1271010 | NYLI MERGER ARBI |
| VANGUARD INDEX FDS | 6473 | 1236278 | VALUE ETF |
| VANGUARD INDEX FDS | 3664 | 1228429 | TOTAL STK MKT |
| MARATHON PETE CORP | 7530 | 1224604 | COM |
| ISHARES TR | 10127 | 1217019 | CORE S&P SCP ETF |
| VANGUARD BD INDEX FDS | 16274 | 1205415 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 4069 | 1180905 | MID CAP ETF |
| VANGUARD INDEX FDS | 3516 | 1106837 | LARGE CAP ETF |
| WW GRAINGER INC | 1080 | 1089774 | COM |
| SELECT SECTOR SPDR TR | 7320 | 1053860 | STATE STREET TEC |
| VANECK ETF TRUST | 40779 | 1039049 | IG FLOATING RATE |
| PPL CORP | 29195 | 1022409 | COM |
| ISHARES TR | 14502 | 957132 | CORE S&P MCP ETF |
| VANGUARD SCOTTSDALE FDS | 11908 | 949425 | SHRT TRM CORP BD |
| CATERPILLAR INC | 1636 | 937215 | COM |
| ISHARES TR | 1300 | 890422 | CORE S&P500 ETF |
| AUTOMATIC DATA PROCESSING IN | 3350 | 861721 | COM |
| ELI LILLY & CO | 790 | 848997 | COM |
| VANGUARD WORLD FD | 1090 | 821631 | INF TECH ETF |
| DBX ETF TR | 20852 | 767979 | XTRACK USD HIGH |
| BROADCOM INC | 2176 | 753114 | COM |
| VANGUARD SPECIALIZED FUNDS | 3426 | 752980 | DIV APP ETF |
| ALPHABET INC | 2364 | 739970 | CAP STK CL A |
| VANGUARD INTL EQUITY INDEX F | 13368 | 718667 | FTSE EMR MKT ETF |
| EXXON MOBIL CORP | 5852 | 704200 | COM |
| TESLA INC | 1560 | 701563 | COM |
| ALPHABET INC | 2110 | 662196 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 16304 | 657874 | STATE STREET REA |
| PNC FINL SVCS GROUP INC | 3131 | 653534 | COM |
| VANGUARD SCOTTSDALE FDS | 11539 | 643876 | LONG TERM TREAS |
| ISHARES TR | 6668 | 640328 | MSCI EAFE ETF |
| FS KKR CAP CORP | 43136 | 638846 | COM |
| WP CAREY INC | 9901 | 637228 | COM |
| CHUBB LIMITED | 2019 | 630170 | COM |
| ALTRIA GROUP INC | 10053 | 579656 | COM |
| ADVANCED MICRO DEVICES INC | 2687 | 575448 | COM |
| VANECK ETF TRUST | 19390 | 569387 | FALLEN ANGEL HG |
| JOHN HANCOCK EXCHANGE TRADED | 8650 | 566402 | MULTIFACTOR MI |
| PHILIP MORRIS INTL INC | 3457 | 554503 | COM |
| ISHARES TR | 10415 | 553563 | CORE DIVID ETF |
| PALANTIR TECHNOLOGIES INC | 2960 | 526140 | CL A |
| ISHARES TR | 1731 | 521291 | ISHARES SEMICDTR |
| WALMART INC | 4216 | 469705 | COM |
| ANALOG DEVICES INC | 1725 | 467820 | COM |
| VERIZON COMMUNICATIONS INC | 11397 | 464202 | COM |
| CALAMOS ETF TR | 12000 | 457348 | CONVERTIBLE EQTY |
| VANGUARD TAX-MANAGED FDS | 7301 | 456093 | VAN FTSE DEV MKT |
| ISHARES TR | 2445 | 443058 | RUS 2000 VAL ETF |
| AMERICAN EXPRESS CO | 1144 | 423223 | COM |
| JPMORGAN CHASE & CO. | 1303 | 420012 | COM |
| ISHARES TR | 9005 | 419093 | CORE UNIVRSL USD |
| VANGUARD INDEX FDS | 857 | 418096 | GROWTH ETF |
| CHEVRON CORP NEW | 2732 | 416426 | COM |
| RTX CORPORATION | 2223 | 407698 | COM |
| ISHARES TR | 7644 | 402227 | US INFRASTRUC |
| T-MOBILE US INC | 1973 | 400598 | COM |
| VANECK ETF TRUST | 21955 | 382237 | VANECK SHRT MUNI |
| VANGUARD INDEX FDS | 1356 | 378514 | MCAP GR IDXVIP |
| ISHARES TR | 2662 | 375475 | RUS MDCP VAL ETF |
| MERCK & CO INC | 3485 | 366831 | COM |
| SERVICENOW INC | 2390 | 366124 | COM |
| ISHARES TR | 7141 | 363191 | FLTG RATE NT ETF |
| ISHARES TR | 1816 | 360694 | MSCI USA QLT FCT |
| AT&T INC | 14141 | 351262 | COM |
| ISHARES GOLD TR | 4290 | 348219 | ISHARES NEW |
| SCHWAB STRATEGIC TR | 12540 | 341213 | FUNDAMENTAL US L |
| VANECK ETF TRUST | 3279 | 339573 | MRNGSTR WDE MOAT |
| SCHWAB STRATEGIC TR | 10374 | 338400 | US LCAP GR ETF |
| VANGUARD MUN BD FDS | 6463 | 325024 | TAX EXEMPT BD |
| BLUE OWL CAPITAL CORPORATION | 25111 | 312130 | COM |
| ISHARES TR | 11373 | 310483 | FALN ANGLS USD |
| BLACKROCK UTILS INFRASTRUCTU | 12039 | 309282 | COM |
| JOHNSON & JOHNSON | 1464 | 303054 | COM |
| INVESCO EXCHANGE TRADED FD T | 2645 | 301160 | S&P 500 GARP ETF |
| COLUMBIA ETF TR I | 14459 | 298000 | MULTI SEC MUNI |
| PROCTER AND GAMBLE CO | 1993 | 285617 | COM |
| HOME DEPOT INC | 824 | 283538 | COM |
| AMERIPRISE FINL INC | 572 | 280474 | COM |
| GE AEROSPACE | 905 | 278767 | COM NEW |
| INTERNATIONAL BUSINESS MACHS | 939 | 278141 | COM |
| ORACLE CORP | 1402 | 273264 | COM |
| ISHARES TR | 3899 | 270669 | CORE DIV GRWTH |
| ISHARES TR | 2782 | 267823 | RUS MID CAP ETF |
| VANGUARD WORLD FD | 648 | 267471 | MEGA GRWTH IND |
| QUALCOMM INC | 1559 | 266667 | COM |
| ISHARES TR | 2965 | 265249 | CORE MSCI EAFE |
| ZSCALER INC | 1160 | 260907 | COM |
| BLACKROCK ETF TRUST II | 10758 | 258622 | ISHARES INTERMED |
| HARTFORD FDS EXCHANGE TRADED | 6598 | 258048 | MUN OPORTUNITE |
| ETF SER SOLUTIONS | 5864 | 256257 | APTUS COLLRD INV |
| BARCLAYS BANK PLC | 6780 | 254996 | DJUBS CMDT ETN36 |
| MCDONALDS CORP | 818 | 250005 | COM |
| SPDR GOLD TR | 620 | 245712 | GOLD SHS |
| COCA COLA CO | 3493 | 244196 | COM |
| INVESCO EXCH TRADED FD TR II | 10437 | 242034 | NATL AMT MUNI |
| ROYAL CARIBBEAN GROUP | 837 | 233456 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 762 | 231564 | SPONSORED ADS |
| CROWDSTRIKE HLDGS INC | 475 | 222661 | CL A |
| JANUS DETROIT STR TR | 2690 | 219396 | HENDERSN SML ETF |
| FS CREDIT OPPORTUNITIES CORP | 34356 | 216443 | COMMON STOCK |
| CAPITAL ONE FINL CORP | 879 | 213034 | COM |
| GE VERNOVA INC | 323 | 211103 | COM |
| EQUINIX INC | 272 | 208396 | COM |
| CHART INDS INC | 1000 | 206230 | COM |
| STRYKER CORPORATION | 586 | 205961 | COM |
| BOEING CO | 945 | 205178 | COM |
| TORO CO | 2598 | 204515 | COM |
| ISHARES TR | 1825 | 201206 | AGENCY BOND ETF |
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