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LIBERTY SQUARE WEALTH PARTNERS LLC 13F holdings

Filed 2026-08-10 · LIBERTY SQUARE WEALTH PARTNERS LLC · 140 positions · $419.9M

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TickerCompanySharesValue% of portfolio
RDVYFIRST TR EXCHANGE TRADED FD860.7K$69.8M16.6%
SPYMSPDR SERIES TRUST715.9K$62.9M15.0%
VOOVANGUARD INDEX FDS43.4K$29.8M7.1%
AVDEAMERICAN CENTY ETF TR295.6K$26.4M6.3%
AAPLAPPLE INC71.9K$20.8M5.0%
HYDBISHARES TR438.3K$20.5M4.9%
FSMDFIDELITY COVINGTON TRUST356.6K$18.8M4.5%
QQQINVESCO QQQ TR23.3K$17.2M4.1%
CLSETRUST FOR PROFESSIONAL MANAG428.8K$14.6M3.5%
XMHQINVESCO EXCHANGE TRADED FD T100.8K$11.4M2.7%
SCHDSCHWAB STRATEGIC TR285.2K$9.0M2.2%
IQLTISHARES TR131.9K$6.5M1.6%
SPYSTATE STR SPDR S&P 500 ETF T6.1K$4.5M1.1%
MSFTMICROSOFT CORP12.0K$4.5M1.1%
VBVANGUARD INDEX FDS14.4K$4.4M1.0%
NVDANVIDIA CORPORATION18.4K$3.7M0.9%
SMHVANECK ETF TRUST5.1K$3.3M0.8%
VYMVANGUARD WHITEHALL FDS19.4K$3.1M0.7%
DIVOAMPLIFY ETF TR64.0K$2.9M0.7%
BRK-BBERKSHIRE HATHAWAY INC DEL5.4K$2.7M0.6%
VOOGVANGUARD ADMIRAL FDS INC28.7K$2.4M0.6%
HDVISHARES TR84.0K$2.3M0.5%
IWYISHARES TR7.3K$2.1M0.5%
AMZNAMAZON COM INC8.6K$2.0M0.5%
FNDFSCHWAB STRATEGIC TR38.5K$2.0M0.5%
MPCMARATHON PETE CORP7.5K$1.9M0.5%
FDBCFIDELITY D & D BANCORP INC36.2K$1.9M0.4%
IMCGISHARES TR18.7K$1.8M0.4%
FNDASCHWAB STRATEGIC TR46.4K$1.8M0.4%
CATCATERPILLAR INC1.6K$1.7M0.4%
METAMETA PLATFORMS INC3.0K$1.7M0.4%
SPYVSPDR SERIES TRUST27.0K$1.6M0.4%
VTVVANGUARD INDEX FDS7.3K$1.6M0.4%
IGVISHARES TR17.4K$1.6M0.4%
IJRISHARES TR10.1K$1.5M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL2$1.5M0.4%
GWWWW GRAINGER INC1.1K$1.5M0.3%
VGTVANGUARD WORLD FD11.7K$1.4M0.3%
AMDADVANCED MICRO DEVICES INC2.4K$1.4M0.3%
XLKSELECT SECTOR SPDR TR7.3K$1.4M0.3%
VOVANGUARD INDEX FDS16.1K$1.3M0.3%
SPSMSPDR SERIES TRUST22.3K$1.3M0.3%
SCHMSCHWAB STRATEGIC TR34.4K$1.3M0.3%
VTIVANGUARD INDEX FDS3.4K$1.2M0.3%
VVVANGUARD INDEX FDS3.5K$1.2M0.3%
SOXXISHARES TR1.7K$1.1M0.3%
PPLPPL CORP26.8K$975,4890.2%
FLTRVANECK ETF TRUST38.0K$973,3340.2%
LLYELI LILLY & CO810$971,5380.2%
MNANEW YORK LIFE INVESTMENTS ET26.3K$958,0250.2%
IVVISHARES TR1.2K$901,6640.2%
GOOGLALPHABET INC2.4K$870,7900.2%
DIVBISHARES TR13.5K$833,2810.2%
VCSHVANGUARD SCOTTSDALE FDS10.2K$806,7380.2%
PNCPNC FINL SVCS GROUP INC3.1K$770,9150.2%
PALPROFICIENT AUTO LOGISTICS IN111.5K$759,4170.2%
GOOGALPHABET INC2.1K$742,5860.2%
EXMOCEXXON MOBIL CORP5.4K$741,8200.2%
WPCWP CAREY INC10.0K$717,7170.2%
CBCHUBB LIMITED2.1K$708,3980.2%
Top Fund Holdings
13F
Top Fund Holdings

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