Liquid Strategies, LLC

CIK 0001774727 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗

Liquid Strategies, LLC reported 7 positions worth $732.3M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VOO (68.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$732.3M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

7 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VOO	VANGUARD S&P 500 ETF	SH	$503.5M	68.76%	733,137	—	—
▸ 2	VCSH	VANGUARD SHORT-TERM CORPORATE	SH	$60.8M	8.30%	769,472	—	—
▸ 3	AGG	ISHARES CORE U.S. AGGREGATE BO	SH	$48.1M	6.56%	485,509	—	—
▸ 4	MUB	ISHARES NATIONAL MUNI BOND ETF	SH	$42.6M	5.82%	396,261	—	—
▸ 5	IEFA	ISHARES CORE MSCI EAFE ETF	SH	$33.5M	4.58%	347,344	—	—
▸ 6	IJR	ISHARES CORE S&P SMALL CAP ETF	SH	$32.4M	4.43%	218,767	—	—
▸ 7	IEMG	ISHARES CORE MSCI EMERGING MAR	SH	$11.2M	1.54%	135,760	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Liquid Strategies, LLC hold as of Q2 2026?

Liquid Strategies, LLC reported 7 positions worth $732.3M in its Q2 2026 13F filing. Largest positions: VOO (68.8%), VCSH (8.3%), AGG (6.6%), MUB (5.8%) and IEFA (4.6%).

What did Liquid Strategies, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Liquid Strategies, 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.