LIBERTY SQUARE WEALTH PARTNERS LLC
CIK 0002057655 · BETHLEHEM, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$419.9M
2026 Q2
Positions
140
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
69.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
RDVY
FIRST TR EXCHANGE TRADED FD
16.6%
SPYM
SPDR SERIES TRUST
15.0%
VOO
VANGUARD INDEX FDS
7.1%
AVDE
AMERICAN CENTY ETF TR
6.3%
AAPL
APPLE INC
5.0%
HYDB
ISHARES TR
4.9%
FSMD
FIDELITY COVINGTON TRUST
4.5%
QQQ
INVESCO QQQ TR
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.