Institutions / Liberty Square Wealth Partners LLC
Liberty Square Wealth Partners LLC
CIK 2057655 · Institution · as of Dec 31, 2025
Portfolio value
$350.61M
Positions
145
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 145 →
| Company | Value | % of portfolio |
|---|---|---|
| First Tr Exchange Traded Fd | $51.13M | 14.6% |
| SPDR Series Trust | $48.22M | 13.8% |
| Vanguard Index Fds | $30.72M | 8.8% |
| Apple Inc. | $20.34M | 5.8% |
| American Centy ETF Tr | $17.95M | 5.1% |
| iShares Tr | $15.59M | 4.4% |
| Fidelity Covington Trust | $11.47M | 3.3% |
| Invesco Qqq Tr | $11.39M | 3.2% |
| Schwab Strategic Tr | $8.79M | 2.5% |
| Trust for Professional Manag | $8.60M | 2.5% |
| Invesco Exchange Traded Fd T | $8.45M | 2.4% |
| iShares Tr | $7.58M | 2.2% |
| Microsoft Corp | $5.85M | 1.7% |
| SPDR S&P 500 ETF Tr | $5.35M | 1.5% |
| Vanguard Index Fds | $4.26M | 1.2% |
| NVIDIA Corp | $3.68M | 1.1% |
| Warren E. Buffett | $2.80M | 0.8% |
| Vanguard Whitehall Fds | $2.75M | 0.8% |
| Amplify ETF Tr | $2.30M | 0.7% |
| Vanguard Admiral Fds Inc | $2.24M | 0.6% |
| iShares Tr | $2.09M | 0.6% |
| iShares Tr | $2.04M | 0.6% |
| iShares Tr | $2.04M | 0.6% |
| Schwab Strategic Tr | $2.01M | 0.6% |
| Meta Platforms Inc | $1.97M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.