Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LIBERTY SQUARE WEALTH PARTNERS LLC (CIK 2057655) reported $358.4M across 141 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RDVY ($55.0M, 15.34%), SPLG ($51.3M, 14.30%), VOO ($27.0M, 7.54%), AVDE ($22.3M, 6.22%), AAPL ($18.4M, 5.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | $55.0M | 15.34% | 805,324 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $51.3M | 14.30% | 669,716 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $27.0M | 7.54% | 45,204 | Trimmed |
| 4 | AVDE | AMERICAN CENTY ETF TR | $22.3M | 6.22% | 262,664 | Added |
| 5 | AAPL | APPLE INC | $18.4M | 5.13% | 72,480 | Trimmed |
| 6 | HYDB | ISHARES TR | $18.3M | 5.12% | 394,128 | Added |
| 7 | FSMD | FIDELITY COVINGTON TRUST | $14.2M | 3.96% | 317,635 | Added |
| 8 | QQQ | INVESCO QQQ TR | $12.5M | 3.48% | 21,586 | Added |
| 9 | CLSE | TRUST FOR PROFESSIONAL MANAG | $10.9M | 3.04% | 387,131 | Added |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | $9.5M | 2.66% | 92,178 | Added |
| 11 | SCHD | SCHWAB STRATEGIC TR | $9.1M | 2.54% | 296,858 | Trimmed |
| 12 | IQLT | ISHARES TR | $6.7M | 1.88% | 145,865 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $4.4M | 1.24% | 12,007 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $4.2M | 1.16% | 6,410 | Trimmed |
| 15 | VB | VANGUARD INDEX FDS | $3.9M | 1.10% | 15,061 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $3.5M | 0.96% | 19,784 | Added |
| 17 | VYM | VANGUARD WHITEHALL FDS | $2.8M | 0.79% | 19,237 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.6M | 0.72% | 5,373 | Trimmed |
| 19 | DIVO | AMPLIFY ETF TR | $2.6M | 0.71% | 56,869 | Added |
| 20 | HDV | ISHARES TR | $2.3M | 0.64% | 16,788 | Added |
| 21 | VOOG | VANGUARD ADMIRAL FDS INC | $2.0M | 0.57% | 4,984 | Trimmed |
| 22 | SMH | VANECK ETF TRUST | $2.0M | 0.55% | 5,099 | Added |
| 23 | FNDF | SCHWAB STRATEGIC TR | $1.9M | 0.53% | 38,615 | Trimmed |
| 24 | IWY | ISHARES TR | $1.8M | 0.51% | 7,352 | Hold |
| 25 | MPC | MARATHON PETE CORP | $1.8M | 0.51% | 7,533 | Added |
Source: SEC Form 13F filings · as of 2026-03-31