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 101–145 of 145
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 6K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 25K | $100K–$500K | SH |
| FALN | ISHARES TR | 11K | $100K–$500K | SH |
| BUI | BLACKROCK UTILS INFRASTRUCTU | 12K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| MUST | COLUMBIA ETF TR I | 14K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 824 | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 572 | $100K–$500K | SH |
| GE | GE AEROSPACE | 905 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 939 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| DGRO | ISHARES TR | 4K | $100K–$500K | SH |
| IWR | ISHARES TR | 3K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 648 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| IEFA | ISHARES TR | 3K | $100K–$500K | SH |
| ZS | ZSCALER INC | 1K | $100K–$500K | SH |
| INMU | BLACKROCK ETF TRUST II | 11K | $100K–$500K | SH |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 7K | $100K–$500K | SH |
| ACIO | ETF SER SOLUTIONS | 6K | $100K–$500K | SH |
| DJP | BARCLAYS BANK PLC | 7K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 818 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 620 | $100K–$500K | SH |
| CWB | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 10K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 837 | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 762 | $100K–$500K | SH |
| HYMB | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 475 | $100K–$500K | SH |
| JSMD | JANUS DETROIT STR TR | 3K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 34K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 879 | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 323 | $100K–$500K | SH |
| EQIX | EQUINIX INC | 272 | $100K–$500K | SH |
| GTLS | CHART INDS INC | 1K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 586 | $100K–$500K | SH |
| BA | BOEING CO | 945 | $100K–$500K | SH |
| TTC | TORO CO | 3K | $100K–$500K | SH |
| AGZ | ISHARES TR | 2K | $100K–$500K | SH |
| — | EURONET WORLDWIDE INC | 11K | $1K–$15K | PRN |