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Liberty Square Wealth Partners LLC

All holdings · as of Dec 31, 2025

145 positions

CompanyClassValueShares% of portfolio
VANECK ETF TRUST$339.6K3,2790.1%
SCHWAB STRATEGIC TR$338.4K10,3740.1%
VANGUARD MUN BD FDS$325.0K6,4630.1%
Blue Owl Capital CorpOBDCCommon Stock$312.1K25,1110.1%
ISHARES TR$310.5K11,3730.1%
BlackRock Utilities, Infrastructure & Power Opportunities TrustBUIClosed-End Fund$309.3K12,0390.1%
JOHNSON & JOHNSON$303.1K1,4640.1%
INVESCO EXCHANGE TRADED FD T$301.2K2,6450.1%
COLUMBIA ETF TR I$298.0K14,4590.1%
PROCTER & GAMBLE Co$285.6K1,9930.1%
HOME DEPOT, INC.$283.5K8240.1%
AMERIPRISE FINANCIAL INC$280.5K5720.1%
GENERAL ELECTRIC CO$278.8K9050.1%
INTERNATIONAL BUSINESS MACHINES CORP$278.1K9390.1%
ORACLE CORP$273.3K1,4020.1%
ISHARES TR$270.7K3,8990.1%
ISHARES TR$267.8K2,7820.1%
VANGUARD WORLD FD$267.5K6480.1%
QUALCOMM INC/DE$266.7K1,5590.1%
ISHARES TR$265.2K2,9650.1%
Zscaler, Inc.$260.9K1,1600.1%
BLACKROCK ETF TRUST II$258.6K10,7580.1%
HARTFORD FDS EXCHANGE TRADED$258.0K6,5980.1%
ETF SER SOLUTIONS$256.3K5,8640.1%
BARCLAYS BANK PLC$255.0K6,7800.1%
MCDONALD'S CORP$250.0K8180.1%
SPDR GOLD TR$245.7K6200.1%
SPDR SERIES TRUST$245.5K2,7520.1%
COCA COLA CO$244.2K3,4930.1%
INVESCO EXCH TRADED FD TR II$242.0K10,4370.1%
ROYAL CARIBBEAN CRUISES LTD$233.5K8370.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$231.6K7620.1%
SPDR SERIES TRUST$224.8K9,0120.1%
CrowdStrike Holdings, Inc.$222.7K4750.1%
JANUS DETROIT STR TR$219.4K2,6900.1%
FS Credit Opportunities Corp.FSCOClosed-End Fund$216.4K34,3560.1%
CAPITAL ONE FINANCIAL CORP$213.0K8790.1%
GE Vernova Inc.$211.1K3230.1%
Equinix Inc$208.4K2720.1%
CHART INDUSTRIES INC$206.2K1,0000.1%
STRYKER CORP$206.0K5860.1%
The Boeing Company$205.2K9450.1%
TORO CO$204.5K2,5980.1%
ISHARES TR$201.2K1,8250.1%
EURONET WORLDWIDE INC$9.9K11,0000.0%
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