LIBERTY SQUARE WEALTH PARTNERS LLC
LIBERTY SQUARE WEALTH PARTNERS LLC reported 140 positions worth $419.9M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: RDVY (16.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | RDVY | SH | $69.8M | 16.62% | 860,676 | — | — | |
| ▸ 2 | SPYM | SH | $62.9M | 14.98% | 715,906 | — | — | |
| ▸ 3 | VOO | SH | $29.8M | 7.10% | 43,380 | — | — | |
| ▸ 4 | AVDE | SH | $26.4M | 6.28% | 295,581 | — | — | |
| ▸ 5 | AAPL | SH | $20.8M | 4.95% | 71,864 | — | — | |
| ▸ 6 | HYDB | SH | $20.5M | 4.88% | 438,332 | — | — | |
| ▸ 7 | FSMD | SH | $18.8M | 4.49% | 356,575 | — | — | |
| ▸ 8 | QQQ | SH | $17.2M | 4.09% | 23,334 | — | — | |
| ▸ 9 | CLSE | SH | $14.6M | 3.49% | 428,793 | — | — | |
| ▸ 10 | XMHQ | SH | $11.4M | 2.71% | 100,810 | — | — |
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Frequently Asked Questions
What stocks does LIBERTY SQUARE WEALTH PARTNERS LLC hold as of Q2 2026?
LIBERTY SQUARE WEALTH PARTNERS LLC reported 140 positions worth $419.9M in its Q2 2026 13F filing. Largest positions: RDVY (16.6%), SPYM (15.0%), VOO (7.1%), AVDE (6.3%) and AAPL (5.0%).
What did LIBERTY SQUARE WEALTH PARTNERS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LIBERTY SQUARE WEALTH PARTNERS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.