Liberty Square Wealth Partners LLC 13F Holdings · Q2 2026
Liberty Square Wealth Partners LLC reported 140 securities worth $419.87M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: RDVY (16.62%), SPYM (14.98%), VOO (7.10%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | $69.8M | 16.62% | 860,676 | Added |
| 2 | SPYM | SPDR SERIES TRUST | $62.9M | 14.98% | 715,906 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $29.8M | 7.10% | 43,380 | Trimmed |
| 4 | AVDE | AMERICAN CENTY ETF TR | $26.4M | 6.28% | 295,581 | Added |
| 5 | AAPL | APPLE INC | $20.8M | 4.95% | 71,864 | Trimmed |
| 6 | HYDB | ISHARES TR | $20.5M | 4.88% | 438,332 | Added |
| 7 | FSMD | FIDELITY COVINGTON TRUST | $18.8M | 4.49% | 356,575 | Added |
| 8 | QQQ | INVESCO QQQ TR | $17.2M | 4.09% | 23,334 | Added |
| 9 | CLSE | TRUST FOR PROFESSIONAL MANAG | $14.6M | 3.49% | 428,793 | Added |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | $11.4M | 2.71% | 100,810 | Added |
| 11 | SCHD | SCHWAB STRATEGIC TR | $9.0M | 2.15% | 285,201 | Trimmed |
| 12 | IQLT | ISHARES TR | $6.5M | 1.56% | 131,926 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $4.5M | 1.08% | 6,063 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $4.5M | 1.06% | 11,952 | Trimmed |
| 15 | VB | VANGUARD INDEX FDS | $4.4M | 1.04% | 14,426 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $3.7M | 0.88% | 18,386 | Trimmed |
| 17 | SMH | VANECK ETF TRUST | $3.3M | 0.80% | 5,101 | Added |
| 18 | VYM | VANGUARD WHITEHALL FDS | $3.1M | 0.73% | 19,402 | Added |
| 19 | DIVO | AMPLIFY ETF TR | $2.9M | 0.70% | 64,001 | Added |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.7M | 0.64% | 5,355 | Trimmed |
| 21 | VOOG | VANGUARD ADMIRAL FDS INC | $2.4M | 0.56% | 28,703 | Added |
| 22 | HDV | ISHARES TR | $2.3M | 0.55% | 84,000 | Added |
| 23 | IWY | ISHARES TR | $2.1M | 0.51% | 7,332 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $2.0M | 0.49% | 8,562 | Added |
| 25 | FNDF | SCHWAB STRATEGIC TR | $2.0M | 0.48% | 38,502 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR