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CIK: 0002057655
Total reported value
$419.9M
$419.9M
147 檔
30.8%
According to the latest 13F quarterly dataset, Liberty Square Wealth Partners LLC managed an equity portfolio of $419.9M at the end of Q2 2025, spanning 147 distinct U.S. exchange-listed positions.
During Q2 2025, Liberty Square Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.27% | -0.44% | +3.52% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.26% | +0.68% | -0.15% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 9.05% | +1.28% | +30.88% | |
| 4 | IQLT | Ishares Msci International Q | ETF-Other | 5.75% | -0.32% | +16.34% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.34% | -0.18% | -0.83% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.06% | -0.39% | -1.66% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.74% | +0.61% | +10.80% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.18% | -1.51% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.06% | -0.06% | -4.11% | |
| 10 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.87% | -0.05% | +47.22% | |
| 11 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 1.65% | -0.24% | +134.14% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.63% | -0.11% | -17.56% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | -0.08% | +0.06% | |
| 14 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.52% | +0.05% | +33.44% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.11% | -0.11% | -14.06% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | -0.08% | -1.99% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.08% | +0.58% | |
| 18 | MNA | Nyli Merger Arbitrage ETF | ETF-Other | 0.90% | -0.05% | -13.69% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.89% | -0.02% | -7.98% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | -0.06% | -1.05% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.08% | -4.61% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-Other | 0.73% | -0.09% | +0.07% | |
| 23 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.73% | -0.07% | -12.49% | |
| 24 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.73% | -0.04% | -2.77% | |
| 25 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.68% | -0.01% | +41.53% | |
| 26 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.67% | -0.05% | -1.01% | |
| 27 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.66% | — | -5.34% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.65% | -0.05% | -10.04% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.01% | -7.25% | |
| 30 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.63% | -0.05% | -16.11% | |
| 31 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.59% | -0.01% | -1.24% | |
| 32 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | +37.24% | |
| 33 | FDBC | Fidelity D&d Bancorp Inc | Stock-Other | 0.58% | — | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | -0.04% | -21.31% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.50% | -0.04% | — | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | -0.07% | -2.38% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | -0.04% | — | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | +0.01% | -4.08% | |
| 39 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.43% | -0.05% | — | |
| 40 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.42% | +0.25% | -2.02% | |
| 41 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.41% | -0.06% | -2.01% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | — | — | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | -0.01% | — | |
| 44 | GWW | Ww Grainger Inc | Stock-Industrials | 0.39% | +0.02% | — | |
| 45 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.38% | -0.02% | -3.28% | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.38% | -0.08% | EXIT | |
| 47 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.37% | -0.03% | -0.62% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.36% | -0.19% | EXIT | |
| 49 | PPL | Ppl CORP | Stock-Utilities | 0.35% | -0.05% | -0.34% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.35% | — | — |
According to official SEC Form 13F filings, Liberty Square Wealth Partners LLC reported a total U.S. public equity portfolio value of $419.9M across 147 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPYM, RDVY) accounted for 30.8% of total reported equity market value during Q2 2025.
During Q2 2025, Liberty Square Wealth Partners LLC's top holdings by market value included VOO (15.3%)、SPYM (9.3%)、RDVY (9.1%). The largest single position, VOO, represented 15.3% of total portfolio value.
In Q2 2025, Liberty Square Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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