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 51–100 of 145
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | 3K | $500K+ | SH |
| LLY | ELI LILLY & CO | 790 | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $500K+ | SH |
| HYLB | DBX ETF TR | 21K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 13K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 16K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 12K | $500K+ | SH |
| EFA | ISHARES TR | 7K | $500K+ | SH |
| FSK | FS KKR CAP CORP | 43K | $500K+ | SH |
| WPC | WP CAREY INC | 10K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 10K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| ANGL | VANECK ETF TRUST | 19K | $500K+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 9K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $500K+ | SH |
| DIVB | ISHARES TR | 10K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| SOXX | ISHARES TR | 2K | $500K+ | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 2K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 11K | $100K–$500K | SH |
| CVRT | CALAMOS ETF TR | 12K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 7K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| IUSB | ISHARES TR | 9K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 857 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| IFRA | ISHARES TR | 8K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |
| SMB | VANECK ETF TRUST | 22K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| FLOT | ISHARES TR | 7K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| T | AT&T INC | 14K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 4K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |