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CIK: 0002057655
Total reported value
$419.9M
$419.9M
145 檔
40.1%
According to the latest 13F quarterly dataset, Liberty Square Wealth Partners LLC managed an equity portfolio of $419.9M at the end of Q4 2025, spanning 145 distinct U.S. exchange-listed positions.
In Q4 2025, Liberty Square Wealth Partners LLC adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RDVY | First Trust Rising Dividend | ETF-Other | 14.58% | +1.28% | +30.38% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.75% | +0.68% | +30.38% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.76% | -0.44% | -25.93% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.80% | -0.18% | +0.37% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 5.12% | +0.06% | +644.52% | |
| 6 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 4.45% | -0.24% | +57.83% | |
| 7 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 3.27% | +0.53% | +127.69% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.25% | +0.61% | +19.22% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.51% | -0.39% | -24.86% | |
| 10 | CLSE | Convergence Long/short Eqy | ETF-Other | 2.45% | +0.45% | +95.34% | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.41% | +0.05% | +35.58% | |
| 12 | IQLT | Ishares Msci International Q | ETF-Other | 2.16% | -0.32% | -58.42% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.18% | -0.33% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.53% | -0.08% | +2.84% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.22% | -0.06% | -15.74% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | -0.08% | -0.29% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.08% | — | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.79% | -0.06% | -3.20% | |
| 19 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.66% | -0.01% | +53.44% | |
| 20 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | -0.01% | +0.56% | |
| 21 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.60% | -0.04% | +3.33% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-Other | 0.58% | -0.09% | -5.07% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.58% | — | +0.27% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.57% | -0.11% | -42.93% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.08% | +0.37% | |
| 26 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.56% | -0.05% | -56.10% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.01% | -1.19% | |
| 28 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.51% | -0.05% | -3.78% | |
| 29 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.48% | -0.01% | +0.03% | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.47% | +0.25% | — | |
| 31 | FDBC | Fidelity D&d Bancorp Inc | Stock-Other | 0.45% | — | — | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | -0.04% | — | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | -0.04% | — | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.37% | -0.02% | -36.02% | |
| 35 | MNA | Nyli Merger Arbitrage ETF | ETF-Other | 0.36% | -0.05% | -31.92% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.35% | — | -0.83% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | -0.01% | -0.41% | |
| 38 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.35% | -0.05% | — | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.35% | +0.01% | -8.64% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.34% | -0.11% | -49.35% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.34% | -0.01% | -0.22% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.32% | — | — | |
| 43 | GWW | Ww Grainger Inc | Stock-Industrials | 0.31% | +0.02% | — | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | +0.06% | +98.48% | |
| 45 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.30% | -0.06% | -10.24% | |
| 46 | PPL | Ppl CORP | Stock-Utilities | 0.29% | -0.05% | -3.31% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | -0.05% | -44.81% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.27% | -0.04% | -0.10% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | +0.09% | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +4.4% | +644.52% | Add |
| 2 | RDVY | First Trust Rising Dividend | +2.9% | +30.38% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +2.6% | +30.38% | Add |
| 4 | FSMD | Fidelity Small-mid Multifact | +1.7% | +127.69% | Add |
| 5 | HYDB | Ishares High Yield Systemati | +1.4% | +57.83% | Add |
| 6 | CLSE | Convergence Long/short Eqy | +1.2% | +95.34% | Add |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | +0.4% | +35.58% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +19.22% | Add |
| 9 | DIVO | Amplify Cwp Enhan Divid ETF | +0.2% | +53.44% | Add |
| 10 | VGT | Vanguard Info Tech ETF | 0% | +32.76% | Add |
| 11 | LLY | Eli Lilly & Co | 0% | -5.95% | Trim |
| 12 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 13 | GOOGL | Alphabet Inc-cl A | 0% | -2.19% | Trim |
| 14 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.84% | Add |
| 16 | MO | Altria Group Inc | -0.1% | -8.33% | Trim |
| 17 | AAPL | Apple Inc | -0.1% | +0.37% | Add |
| 18 | SMB | Vaneck Short Muni ETF | -0.1% | -33.53% | Trim |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -39.62% | Trim |
| 20 | MPC | Marathon Petroleum CORP | -0.1% | — | Unchanged |
| 21 | VEA | Vanguard Ftse Developed ETF | -0.1% | -44.61% | Trim |
| 22 | JHMM | John Hancock Multi Fact Mid | -0.1% | -36.93% | Trim |
| 23 | META | Meta Platforms Inc-class A | -0.1% | +0.37% | Add |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | -53.56% | Trim |
| 25 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -44.61% | Trim |
| 26 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -45.64% | Trim |
| 27 | VGLT | Vanguard Long-term Treasury | -0.2% | -48.77% | Trim |
| 28 | MNA | Nyli Merger Arbitrage ETF | -0.2% | -31.92% | Trim |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.3% | -36.02% | Trim |
| 30 | HYLB | Xtrackers Usd High Yield Cor | -0.3% | -50.00% | Trim |
| 31 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -44.81% | Trim |
| 32 | MSFT | Microsoft CORP | -0.3% | -0.33% | Trim |
| 33 | VB | Vanguard Small-cap ETF | -0.3% | -15.74% | Trim |
| 34 | ACIO | Aptus Collared Invest Opp | -0.3% | -80.27% | Trim |
| 35 | BND | Vanguard Total Bond Market | -0.4% | -49.35% | Trim |
| 36 | SCHM | Schwab US Mid Cap ETF | -0.5% | -42.93% | Trim |
| 37 | FNDA | Schwab Fndmntl US Sm Co ETF | -0.8% | -56.10% | Trim |
| 38 | SCHD | Schwab US Dvd Equity ETF | -1.1% | -24.86% | Trim |
| 39 | IQLT | Ishares Msci International Q | -3.3% | -58.42% | Trim |
| 40 | VOO | Vanguard S&p 500 ETF | -3.7% | -25.93% | Trim |
| 41 | ROP | Roper Technologies Inc | — | EXIT | Sold out |
| 42 | SUB | Ishares Short-term National | — | EXIT | Sold out |
| 43 | INMU | Ishares Intermediate Muni In | — | NEW | New buy |
| 44 | HMOP | Hartford Municipal Opp ETF | — | NEW | New buy |
| 45 | VC | Visteon CORP | — | EXIT | Sold out |
| 46 | APD | Air Products & Chemicals Inc | — | EXIT | Sold out |
| 47 | COF | Capital One Financial CORP | — | NEW | New buy |
| 48 | GEV | GE Vernova Inc | — | NEW | New buy |
| 49 | TTC | Toro Co | — | NEW | New buy |
| 50 | ED | Consolidated Edison Inc | — | EXIT | Sold out |
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 145 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RDVY, SPYM, VOO) accounted for 40.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
INMU
市值: $258.6K
Top Position Liquidated / Trimmed
ROP
前期市值: $470.3K
During Q4 2025, Liberty Square Wealth Partners LLC's top holdings by market value included RDVY (14.6%)、SPYM (13.8%)、VOO (8.8%). The largest single position, RDVY, represented 14.6% of total portfolio value.
In Q4 2025, Liberty Square Wealth Partners LLC made 47 total portfolio adjustments, initiating 5 new buys, adding to 13 positions, trimming 24 holdings, and fully liquidating 5 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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