Liberty Square Wealth Partners LLC
All holdings · as of Dec 31, 2025
| 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% |
| SCHWAB STRATEGIC TR | $1.96M | 0.6% |
| Amazon.com Inc | $1.95M | 0.6% |
| SCHWAB STRATEGIC TR | $1.80M | 0.5% |
| ISHARES TR | $1.70M | 0.5% |
| VANECK ETF TRUST | $1.67M | 0.5% |
| FIDELITY D & D BANCORP INCFDBC | $1.58M | 0.4% |
| SPDR SERIES TRUST | $1.53M | 0.4% |
| BERKSHIRE HATHAWAY INC DEL | $1.51M | 0.4% |
| SPDR SERIES TRUST | $1.29M | 0.4% |
| NEW YORK LIFE INVESTMENTS ET | $1.27M | 0.4% |
| VANGUARD INDEX FDS | $1.24M | 0.4% |
| VANGUARD INDEX FDS | $1.23M | 0.4% |
| Marathon Petroleum Corp | $1.22M | 0.3% |
| ISHARES TR | $1.22M | 0.3% |
| VANGUARD BD INDEX FDS | $1.21M | 0.3% |
| VANGUARD INDEX FDS | $1.18M | 0.3% |
| VANGUARD INDEX FDS | $1.11M | 0.3% |
| W.W. GRAINGER, INC. | $1.09M | 0.3% |
| SELECT SECTOR SPDR TR | $1.05M | 0.3% |
| VANECK ETF TRUST | $1.04M | 0.3% |
| PPL Corp | $1.02M | 0.3% |
| ISHARES TR | $957.1K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $949.4K | 0.3% |
| CATERPILLAR INC | $937.2K | 0.3% |
| ISHARES TR | $890.4K | 0.3% |