CIK 2057655
LIBERTY SQUARE WEALTH PARTNERS LLC
Institutional 13F holdings & portfolio
Holdings
145
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 145
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | 736K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 601K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 49K | $1M+ | SH |
| AAPL | APPLE INC | 75K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 218K | $1M+ | SH |
| HYDB | ISHARES TR | 329K | $1M+ | SH |
| FSMD | FIDELITY COVINGTON TRUST | 260K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 19K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 321K | $1M+ | SH |
| CLSE | TRUST FOR PROFESSIONAL MANAG | 315K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 83K | $1M+ | SH |
| IQLT | ISHARES TR | 167K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 12K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 8K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 20K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 19K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 52K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 5K | $1M+ | SH |
| IGV | ISHARES TR | 20K | $1M+ | SH |
| HDV | ISHARES TR | 17K | $1M+ | SH |
| IWY | ISHARES TR | 7K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 67K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 62K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 40K | $1M+ | SH |
| IMCG | ISHARES TR | 21K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 5K | $1M+ | SH |
| FDBC | FIDELITY D & D BANCORP INC | 36K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 27K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 28K | $1M+ | SH |
| MNA | NEW YORK LIFE INVESTMENTS ET | 36K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 8K | $1M+ | SH |
| IJR | ISHARES TR | 10K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 16K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| GWW | WW GRAINGER INC | 1K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| FLTR | VANECK ETF TRUST | 41K | $1M+ | SH |
| PPL | PPL CORP | 29K | $1M+ | SH |
| IJH | ISHARES TR | 15K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 12K | $500K+ | SH |
| CAT | CATERPILLAR INC | 2K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |