Liberty Square Wealth Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$358.4M
Q ending 2026-03-31
Prior quarter
$350.6M
Q ending 2025-12-31
Change
+2.2% QoQ · +36.8% YoY
Positions
141
reported holdings
Largest positions
Top 100 of 141 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| First Tr Exchange Traded Fd | RDVY | Shares | $55.0M | 805K |
| Spdr Series Trust | SPYM | Shares | $51.3M | 670K |
| Vanguard Index Fds | VOO | Shares | $27.0M | 45K |
| American Centy Etf Tr | AVDE | Shares | $22.3M | 263K |
| Apple Inc | AAPL | Shares | $18.4M | 72K |
| Ishares Tr | HYDB | Shares | $18.3M | 394K |
| Fidelity Covington Trust | FSMD | Shares | $14.2M | 318K |
| Invesco Qqq Tr | QQQ | Shares | $12.5M | 22K |
| Trust For Professional Manag | CLSE | Shares | $10.9M | 387K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $9.5M | 92K |
| Schwab Strategic Tr | SCHD | Shares | $9.1M | 297K |
| Ishares Tr | IQLT | Shares | $6.7M | 146K |
| Microsoft Corp | MSFT | Shares | $4.4M | 12K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.2M | 6K |
| Vanguard Index Fds | VB | Shares | $3.9M | 15K |
| Nvidia Corporation | NVDA | Shares | $3.5M | 20K |
| Vanguard Whitehall Fds | VYM | Shares | $2.8M | 19K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.6M | 5K |
| Amplify Etf Tr | DIVO | Shares | $2.6M | 57K |
| Ishares Tr | HDV | Shares | $2.3M | 17K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $2.0M | 5K |
| Vaneck Etf Trust | SMH | Shares | $2.0M | 5K |
| Schwab Strategic Tr | FNDF | Shares | $1.9M | 39K |
| Marathon Pete Corp | MPC | Shares | $1.8M | 8K |
| Ishares Tr | IWY | Shares | $1.8M | 7K |
| Amazon Com Inc | AMZN | Shares | $1.8M | 9K |
| Meta Platforms Inc | META | Shares | $1.7M | 3K |
| Schwab Strategic Tr | FNDA | Shares | $1.7M | 52K |
| Ishares Tr | IMCG | Shares | $1.6M | 21K |
| Fidelity D & D Bancorp Inc | FDBC | Shares | $1.6M | 36K |
| Spdr Series Trust | SPYV | Shares | $1.5M | 27K |
| Ishares Tr | IGV | Shares | $1.5M | 19K |
| Schwab Strategic Tr | SCHM | Shares | $1.5M | 48K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Vanguard Index Fds | VTV | Shares | $1.4M | 7K |
| Ishares Tr | IJR | Shares | $1.3M | 10K |
| Spdr Series Trust | SPSM | Shares | $1.2M | 25K |
| Ww Grainger Inc | GWW | Shares | $1.2M | 1K |
| Vanguard Index Fds | VO | Shares | $1.2M | 4K |
| Caterpillar Inc | CAT | Shares | $1.1M | 2K |
| Vanguard Index Fds | VTI | Shares | $1.1M | 3K |
| Vaneck Etf Trust | FLTR | Shares | $1.1M | 41K |
| Vanguard Index Fds | VV | Shares | $1.0M | 4K |
| New York Life Investments Et | MNA | Shares | $1.0M | 28K |
| Ppl Corp | PPL | Shares | $1.0M | 27K |
| Select Sector Spdr Tr | XLK | Shares | $964K | 7K |
| Exxon Mobil Corp | XOM | Shares | $921K | 5K |
| Vanguard Bd Index Fds | BND | Shares | $890K | 12K |
| Vanguard Scottsdale Fds | VCSH | Shares | $828K | 10K |
| Spdr Gold Tr | GLD | Shares | $805K | 2K |
| Ishares Tr | IVV | Shares | $786K | 1K |
| Vanguard World Fd | VGT | Shares | $761K | 1K |
| Ishares Tr | DIVB | Shares | $730K | 14K |
| Eli Lilly & Co | LLY | Shares | $728K | 791 |
| Broadcom Inc | AVGO | Shares | $723K | 2K |
| Alphabet Inc | GOOGL | Shares | $702K | 2K |
| Automatic Data Processing In | ADP | Shares | $697K | 3K |
| Chubb Ltd Switz | Shares | $678K | 2K | |
| Wp Carey Inc | WPC | Shares | $674K | 10K |
| Ishares Tr | IJH | Shares | $673K | 10K |
| Vanguard Specialized Funds | VIG | Shares | $666K | 3K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $653K | 3K |
| Select Sector Spdr Tr | XLRE | Shares | $635K | 16K |
| Altria Group Inc | MO | Shares | $627K | 10K |
| Alphabet Inc | GOOG | Shares | $603K | 2K |
| Chevron Corporation | CVX | Shares | $585K | 3K |
| Ishares Tr | SOXX | Shares | $569K | 2K |
| John Hancock Exchange Traded | JHMM | Shares | $567K | 8K |
| Analog Devices Inc | ADI | Shares | $565K | 2K |
| Advanced Micro Devices Inc | AMD | Shares | $549K | 3K |
| Dbx Etf Tr | HYLB | Shares | $536K | 15K |
| Vaneck Etf Trust | ANGL | Shares | $534K | 19K |
| Philip Morris Intl Inc | PM | Shares | $533K | 3K |
| Calamos Etf Tr | CVRT | Shares | $499K | 12K |
| Verizon Communications Inc | VZ | Shares | $498K | 10K |
| Walmart Inc | WMT | Shares | $490K | 4K |
| Ishares Tr | IWN | Shares | $464K | 2K |
| Tesla Inc | TSLA | Shares | $463K | 1K |
| Rtx Corporation | RTX | Shares | $452K | 2K |
| Ishares Tr | IFRA | Shares | $440K | 8K |
| Vanguard Scottsdale Fds | VGLT | Shares | $431K | 8K |
| Vanguard Intl Equity Index F | VWO | Shares | $426K | 8K |
| Merck & Co Inc | MRK | Shares | $422K | 4K |
| Proficient Auto Logistics In | PAL | Shares | $422K | 62K |
| T-Mobile Us Inc | TMUS | Shares | $415K | 2K |
| Palantir Technologies Inc | PLTR | Shares | $412K | 3K |
| Ishares Tr | IWS | Shares | $388K | 3K |
| Johnson & Johnson | JNJ | Shares | $384K | 2K |
| Ishares Gold Tr | IAU | Shares | $378K | 4K |
| Vaneck Etf Trust | SMB | Shares | $376K | 22K |
| At&T Inc | T | Shares | $376K | 13K |
| Vanguard Tax-Managed Fds | VEA | Shares | $376K | 6K |
| Vanguard Index Fds | VUG | Shares | $374K | 857 |
| Ge Vernova Inc | GEV | Shares | $371K | 425 |
| Ishares Tr | FLOT | Shares | $364K | 7K |
| Ishares Tr | EFA | Shares | $362K | 4K |
| Schwab Strategic Tr | FNDX | Shares | $349K | 13K |
| Vanguard Index Fds | VOT | Shares | $349K | 1K |
| Ishares Tr | QUAL | Shares | $348K | 2K |
| American Express Co | AXP | Shares | $348K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.