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Liberty Square Wealth Partners LLC Top Holdings and 13F Report (2026)

About Liberty Square Wealth Partners LLC

Investment Activity

  • Liberty Square Wealth Partners LLC has $358.43 million in total holdings as of March 31, 2026.
  • Liberty Square Wealth Partners LLC owns shares of 141 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 7.44% of the portfolio was purchased this quarter.
  • About 3.44% of the portfolio was sold this quarter.
  • This quarter, Liberty Square Wealth Partners LLC has purchased 145 new stocks and bought additional shares in 48 stocks.
  • Liberty Square Wealth Partners LLC sold shares of 59 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

74317M104 - PROFICIENT AUTO LOGISTICS IN
$421,553 Holding
92204A306 - Vanguard Energy ETF
$258,868 Holding
209115104 - Consolidated Edison
$226,360 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
68,621 shares (about $5.25M)
First Trust Rising Dividend Achievers ETF
69,304 shares (about $4.73M)
Avantis International Equity ETF
44,601 shares (about $3.78M)
iShares High Yield Systematic Bond ETF
64,924 shares (about $3.02M)
Fidelity Small-Mid Multifactor ETF
57,652 shares (about $2.58M)

Largest Sales this Quarter

Vanguard S&P 500 ETF
3,788 shares (about $2.26M)
iShares MSCI Intl Quality Factor ETF
20,981 shares (about $969.95K)
SPDR S&P 500 ETF Trust
1,441 shares (about $937.15K)
Schwab US Dividend Equity ETF
23,745 shares (about $728.50K)
Apple
2,326 shares (about $590.32K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLiberty Square Wealth Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$54,987,489$4,732,074 9.4%805,32415.3%Manufacturing
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$51,260,053$5,252,250 11.4%669,71614.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$27,011,896$2,263,540 -7.7%45,2047.5%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$22,284,451$3,783,955 20.5%262,6646.2%ETF
Apple Inc. stock logo
AAPL
Apple
$18,394,783$590,318 -3.1%72,4805.1%Computer and Technology
iShares High Yield Systematic Bond ETF stock logo
HYDB
iShares High Yield Systematic Bond ETF
$18,334,855$3,020,268 19.7%394,1285.1%ETF
FSMD
Fidelity Small-Mid Multifactor ETF
$14,204,656$2,578,201 22.2%317,6354.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$12,458,781$1,761,521 16.5%21,5863.5%Finance
CLSE
Convergence Long/Short Equity ETF
$10,893,866$2,043,020 23.1%387,1313.0%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$9,528,473$998,971 11.7%92,1782.7%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$9,107,615$728,498 -7.4%296,8582.5%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$6,743,361$969,955 -12.6%145,8651.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,444,765$35,537 -0.8%12,0071.2%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,168,730$937,151 -18.4%6,4101.2%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,944,873$381,103 -8.8%15,0611.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,450,385$4,709 0.1%19,7841.0%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,848,995$7,405 0.3%19,2370.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,574,742$97,757 -3.7%5,3730.7%Finance
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$2,550,575$234,924 10.1%56,8690.7%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$2,278,531$1,357 0.1%16,7880.6%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$2,031,740$25,274 -1.2%4,9840.6%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,954,957$182,115 10.3%5,0990.5%Manufacturing
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$1,889,453$62,729 -3.2%38,6150.5%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$1,839,408$733 0.0%7,5330.5%Energy
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$1,829,4720.0%7,3520.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,781,125$23,118 1.3%8,5520.5%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,712,976$1,716 0.1%2,9940.5%Computer and Technology
Schwab Fundamental U.S. Small Company ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company ETF
$1,700,056$319,437 -15.8%52,4220.5%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$1,629,596$45,214 -2.7%20,6880.5%ETF
Fidelity D&D Bancorp Inc. stock logo
FDBC
Fidelity D&D Bancorp
$1,568,5970.0%36,2430.4%Finance
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$1,527,6600.0%27,0000.4%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$1,500,057$86,454 -5.4%18,7390.4%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,482,148$586,909 -28.4%47,8730.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,436,2800.0%20.4%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,361,236$91,233 7.2%6,9380.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,255,386$3,481 -0.3%10,0990.4%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$1,195,775$139,017 -10.4%24,7470.3%ETF
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$1,179,166$1,091 0.1%1,0810.3%Industrials
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,152,453$16,082 -1.4%4,0130.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,122,909$36,131 -3.1%1,5850.3%Industrials
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,118,664$56,783 -4.8%3,4870.3%ETF
VanEck IG Floating Rate ETF stock logo
FLTR
VanEck IG Floating Rate ETF
$1,051,993$12,944 1.2%41,2870.3%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$1,046,274$4,483 -0.4%3,5010.3%ETF
NYLI Merger Arbitrage ETF stock logo
MNA
NYLI Merger Arbitrage ETF
$1,019,436$271,462 -21.0%28,0450.3%ETF
PPL Corporation stock logo
PPL
PPL
$1,015,585$99,664 -8.9%26,5860.3%Utilities
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$964,322$8,506 -0.9%7,2560.3%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$920,541$72,272 -7.3%5,4260.3%Energy
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$890,455$307,963 -25.7%12,0920.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$827,737$116,210 -12.3%10,4420.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$804,642$537,862 201.6%1,8700.2%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$786,465$62,708 -7.4%1,2040.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$760,8270.0%1,0900.2%ETF
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$729,793$167,895 29.9%13,5270.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$727,538$920 0.1%7910.2%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$723,015$49,522 7.4%2,3360.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$701,549$21,852 3.2%2,4400.2%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$696,501$15,848 2.3%3,4280.2%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$677,608$19,556 3.0%2,0790.2%Finance
W.P. Carey Inc. stock logo
WPC
W.P. Carey
$673,620$748 0.1%9,9120.2%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$672,801$306,518 -31.3%9,9630.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$666,054$70,756 -9.6%3,0970.2%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$652,570$1,040 0.2%3,1360.2%Finance
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$635,049$30,621 -4.6%15,5540.2%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$627,175$36,229 -5.5%9,5040.2%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$602,830$2,582 -0.4%2,1010.2%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$585,354$20,070 3.6%2,8290.2%Energy
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$568,9100.0%1,7310.2%ETF
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$566,694$13,894 -2.4%8,4430.2%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$565,017$16,225 3.0%1,7760.2%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$549,261$2,645 0.5%2,7000.2%Computer and Technology
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$536,325$217,683 -28.9%14,8320.1%ETF
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$534,106$22,775 -4.1%18,5970.1%Manufacturing
Philip Morris International Inc. stock logo
PM
Philip Morris International
$532,560$39,020 -6.8%3,2210.1%Consumer Staples
CALAMOS ETF TR
$498,7620.0%12,0000.1%CONVERTIBLE EQTY
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$498,034$74,095 -13.0%9,9210.1%Computer and Technology
WALMART INC
$489,663$34,301 -6.5%3,9400.1%COM
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$463,5480.0%2,4450.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$462,829$117,101 -20.2%1,2450.1%Auto/Tires/Trucks
RTX Corporation stock logo
RTX
RTX
$451,772$22,955 5.4%2,3420.1%Aerospace
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$440,097$2,860 0.7%7,6940.1%ETF
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$431,050$207,692 -32.5%7,7870.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$425,672$296,825 -41.1%7,8760.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$421,977$2,767 0.7%3,5080.1%Medical
PROFICIENT AUTO LOGISTICS IN
$421,553$421,553 New Holding62,1760.1%COM
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$414,599$210 0.1%1,9740.1%Computer and Technology
PALANTIR TECHNOLOGIES INC
$411,778$21,211 -4.9%2,8150.1%CL A
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$387,9600.0%2,6620.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$383,878$25,918 7.2%1,5700.1%Medical
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$378,2060.0%4,2900.1%Finance
SMB
VanEck Short Muni ETF
$376,483$3,339 -0.9%21,7620.1%ETF
AT&T Inc. stock logo
T
AT&T
$375,855$34,092 -8.3%12,9650.1%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$375,637$92,211 -19.7%5,8620.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$374,3290.0%8570.1%ETF
GE VERNOVA INC
$370,983$89,036 31.6%4250.1%COM
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$363,8340.0%7,1410.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$362,489$285,174 -44.0%3,7320.1%Finance
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$349,2390.0%12,5400.1%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$348,9670.0%1,3560.1%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$348,3270.0%1,8160.1%ETF
American Express Company stock logo
AXP
American Express
$347,550$1,512 0.4%1,1490.1%Finance

Showing largest 100 holdings. View all holdings.
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