LIBERTY SQUARE WEALTH PARTNERS LLC

Est. AUM

$358.4M

13F long equity, this entity only

Positions

141

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$55.0M	805324	15.34%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$51.3M	669716	14.30%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$27.0M	45204	7.54%	SOLE
4	AMERICAN CENTY ETF TR	INTL EQT ETF	$22.3M	262664	6.22%	SOLE
5	APPLE INC	COM	$18.4M	72480	5.13%	SOLE
6	ISHARES TR	HIGH YLD SYSTM B	$18.3M	394128	5.12%	SOLE
7	FIDELITY COVINGTON TRUST	SML MID MLTFCT	$14.2M	317635	3.96%	SOLE
8	INVESCO QQQ TR	UNIT SER 1	$12.5M	21586	3.48%	SOLE
9	TRUST FOR PROFESSIONAL MANAG	CONVERGENCE LNG	$10.9M	387131	3.04%	SOLE
10	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$9.5M	92178	2.66%	SOLE
11	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$9.1M	296858	2.54%	SOLE
12	ISHARES TR	MSCI INTL QUALTY	$6.7M	145865	1.88%	SOLE
13	MICROSOFT CORP	COM	$4.4M	12007	1.24%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.2M	6410	1.16%	SOLE
15	VANGUARD INDEX FDS	SMALL CP ETF	$3.9M	15061	1.10%	SOLE
16	NVIDIA CORPORATION	COM	$3.5M	19784	0.96%	SOLE
17	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.8M	19237	0.79%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	5373	0.72%	SOLE
19	AMPLIFY ETF TR	CWP ENHANCED DIV	$2.6M	56869	0.71%	SOLE
20	ISHARES TR	CORE HIGH DV ETF	$2.3M	16788	0.64%	SOLE
21	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$2.0M	4984	0.57%	SOLE
22	VANECK ETF TRUST	SEMICONDUCTR ETF	$2.0M	5099	0.55%	SOLE
23	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.9M	38615	0.53%	SOLE
24	MARATHON PETE CORP	COM	$1.8M	7533	0.51%	SOLE
25	ISHARES TR	RUS TP200 GR ETF	$1.8M	7352	0.51%	SOLE
26	AMAZON COM INC	COM	$1.8M	8552	0.50%	SOLE
27	META PLATFORMS INC	CL A	$1.7M	2994	0.48%	SOLE
28	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$1.7M	52422	0.47%	SOLE
29	ISHARES TR	MRGSTR MD CP GRW	$1.6M	20688	0.45%	SOLE
30	FIDELITY D & D BANCORP INC	COM	$1.6M	36243	0.44%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	27000	0.43%	SOLE
32	ISHARES TR	EXPANDED TECH	$1.5M	18739	0.42%	SOLE
33	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.5M	47873	0.41%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.40%	SOLE
35	VANGUARD INDEX FDS	VALUE ETF	$1.4M	6938	0.38%	SOLE
36	ISHARES TR	CORE S&P SCP ETF	$1.3M	10099	0.35%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	24747	0.33%	SOLE
38	WW GRAINGER INC	COM	$1.2M	1081	0.33%	SOLE
39	VANGUARD INDEX FDS	MID CAP ETF	$1.2M	4013	0.32%	SOLE
40	CATERPILLAR INC	COM	$1.1M	1585	0.31%	SOLE
41	VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	3487	0.31%	SOLE
42	VANECK ETF TRUST	IG FLOATING RATE	$1.1M	41287	0.29%	SOLE
43	VANGUARD INDEX FDS	LARGE CAP ETF	$1.0M	3501	0.29%	SOLE
44	NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$1.0M	28045	0.28%	SOLE
45	PPL CORP	COM	$1.0M	26586	0.28%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET TEC	$964K	7256	0.27%	SOLE
47	EXXON MOBIL CORP	COM	$921K	5426	0.26%	SOLE
48	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$890K	12092	0.25%	SOLE
49	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$828K	10442	0.23%	SOLE
50	SPDR GOLD TR	GOLD SHS	$805K	1870	0.22%	SOLE

1–50 of 141

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.