Liquid Strategies, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Liquid Strategies, LLC held in its portfolio 8 assets valued at $459,387,830 (i.e. $459.39M).

The most valuable assets in the portfolio included: VANGUARD S&P 500 ETF ($295.59M), VANGUARD SHORT-TERM CORPORATE ($50.36M), and ISHARES NATIONAL MUNI BOND ETF ($34.77M).

The chart below shows the top 8 valuable assets, and the table below shows the top 8 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Liquid Strategies, LLC Portfolio

VANGUARD S&P 500 ETF

VANGUARD SHORT-TERM CORPORATE

ISHARES NATIONAL MUNI BOND ETF

ISHARES CORE U.S. AGGREGATE BO

ISHARES CORE MSCI EAFE ETF

ISHARES CORE S&P SMALL CAP ETF

ISHARES CORE MSCI EMERGING MAR

ISHARES ULTRA SHORT-TERM BOND

Liquid Strategies, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD S&P 500 ETF	471333	295587064	COM
VANGUARD SHORT-TERM CORPORATE	631652	50361614	COM
ISHARES NATIONAL MUNI BOND ETF	324592	34767049	COM
ISHARES CORE U.S. AGGREGATE BO	328839	32844439	COM
ISHARES CORE MSCI EAFE ETF	261649	23407120	COM
ISHARES CORE S&P SMALL CAP ETF	133958	16099072	COM
ISHARES CORE MSCI EMERGING MAR	87860	5905949	COM
ISHARES ULTRA SHORT-TERM BOND	8215	415523	COM