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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 $419.87 million in total holdings as of June 30, 2026.
  • Liberty Square Wealth Partners LLC owns shares of 140 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 6.66% of the portfolio was purchased this quarter.
  • About 2.11% of the portfolio was sold this quarter.
  • This quarter, Liberty Square Wealth Partners LLC has purchased 141 new stocks and bought additional shares in 36 stocks.
  • Liberty Square Wealth Partners LLC sold shares of 63 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

22788C105 - CrowdStrike
$362,492 Holding
219350105 - Corning
$284,038 Holding
097023105 - Boeing
$201,967 Holding
095924106 - BLUE OWL TECHNOLOGY FIN CORP
$140,325 Holding

Largest Purchases this Quarter

First Trust Rising Dividend Achievers ETF
55,352 shares (about $4.49M)
SPDR Portfolio S&P 500 ETF
46,190 shares (about $4.06M)
Avantis International Equity ETF
32,917 shares (about $2.94M)
iShares High Yield Systematic Bond ETF
44,204 shares (about $2.07M)
Fidelity Small-Mid Multifactor ETF
38,940 shares (about $2.06M)

Largest Sales this Quarter

Vanguard S&P 500 ETF
1,824 shares (about $1.25M)
iShares MSCI Intl Quality Factor ETF
13,939 shares (about $690.68K)
Schwab U.S. Mid-Cap ETF
13,498 shares (about $497.67K)
Schwab US Dividend Equity ETF
11,657 shares (about $369.64K)
Broadcom
886 shares (about $334.69K)

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
$69,766,389$4,486,833 â–²6.9%860,67616.6%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$62,913,838$4,059,178 â–²6.9%715,90615.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$29,793,545$1,252,730 â–¼-4.0%43,3807.1%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$26,365,793$2,936,193 â–²12.5%295,5816.3%ETF
Apple Inc. stock logo
AAPL
Apple
$20,794,695$178,247 â–¼-0.8%71,8645.0%Technology
iShares High Yield Systematic Bond ETF stock logo
HYDB
iShares High Yield Systematic Bond ETF
$20,500,774$2,067,420 â–²11.2%438,3324.9%ETF
FSMD
Fidelity Small-Mid Multifactor ETF
$18,844,979$2,057,978 â–²12.3%356,5754.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$17,182,869$1,287,206 â–²8.1%23,3344.1%ETF
CLSE
Convergence Long/Short Equity ETF
$14,636,851$1,422,133 â–²10.8%428,7933.5%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$11,379,402$974,378 â–²9.4%100,8102.7%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$9,043,716$369,643 â–¼-3.9%285,2012.2%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$6,536,938$690,678 â–¼-9.6%131,9261.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,527,826$259,138 â–¼-5.4%6,0631.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,458,198$20,515 â–¼-0.5%11,9521.1%Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$4,372,718$192,477 â–¼-4.2%14,4261.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,678,941$279,732 â–¼-7.1%18,3860.9%Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$3,345,695$1,312 â–²0.0%5,1010.8%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,066,141$26,075 â–²0.9%19,4020.7%ETF
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$2,924,846$325,932 â–²12.5%64,0010.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,679,588$9,007 â–¼-0.3%5,3550.6%Finance
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$2,371,415$1,959,642 â–²475.9%28,7030.6%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$2,302,451$1,842,290 â–²400.4%84,0000.5%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$2,130,826$5,812 â–¼-0.3%7,3320.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,040,667$2,383 â–²0.1%8,5620.5%Consumer Discretionary
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$2,031,353$5,962 â–¼-0.3%38,5020.5%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$1,925,195$767 â–¼0.0%7,5300.5%Energy
Fidelity D&D Bancorp Inc. stock logo
FDBC
Fidelity D&D Bancorp
$1,863,6150.0%36,2430.4%Finance
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$1,840,435$193,156 â–¼-9.5%18,7230.4%ETF
Schwab Fundamental U.S. Small Company ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company ETF
$1,767,641$227,520 â–¼-11.4%46,4440.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,687,8670.0%1,5850.4%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,672,427$14,082 â–¼-0.8%2,9690.4%Communication Services
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$1,641,3300.0%27,0000.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,585,005$73,007 â–²4.8%7,2730.4%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$1,579,973$117,780 â–¼-6.9%17,4390.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,498,382$593 â–²0.0%10,1030.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,497,7000.0%20.4%Finance
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$1,469,232$1,360 â–¼-0.1%1,0800.3%Industrials
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,395,729$1,265,455 â–²971.4%11,6780.3%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,394,184$174,273 â–¼-11.1%2,4000.3%Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,382,4130.0%7,2560.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,293,310$969,983 â–²300.0%16,0520.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$1,284,426$142,733 â–¼-10.0%22,2720.3%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,267,406$497,671 â–¼-28.2%34,3750.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,247,035$43,295 â–¼-3.4%3,3700.3%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$1,204,0290.0%3,5010.3%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$1,109,1560.0%1,7310.3%ETF
PPL Corporation stock logo
PPL
PPL
$975,489$9,088 â–²0.9%26,8360.2%Utilities
VanEck IG Floating Rate ETF stock logo
FLTR
VanEck IG Floating Rate ETF
$973,334$84,026 â–¼-7.9%38,0060.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$971,538$22,789 â–²2.4%8100.2%Healthcare
NYLI Merger Arbitrage ETF stock logo
MNA
NYLI Merger Arbitrage ETF
$958,025$65,043 â–¼-6.4%26,2620.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$901,6640.0%1,2040.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$870,790$1,072 â–¼-0.1%2,4370.2%Communication Services
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$833,2810.0%13,5270.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$806,738$18,493 â–¼-2.2%10,2080.2%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$770,915$1,231 â–¼-0.2%3,1310.2%Finance
PROFICIENT AUTO LOGISTICS IN
$759,417$335,999 â–²79.4%111,5150.2%COM
Alphabet Inc. stock logo
GOOG
Alphabet
$742,586$353 â–²0.0%2,1020.2%Communication Services
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$741,8200.0%5,4260.2%Energy
W.P. Carey Inc. stock logo
WPC
W.P. Carey
$717,717$9,009 â–²1.3%10,0380.2%Real Estate
Chubb Limited stock logo
CB
Chubb
$708,3980.0%2,0790.2%Finance
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$685,572$748 â–²0.1%15,5710.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$670,452$18,419 â–¼-2.7%1,8200.2%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$663,952$19,858 â–¼-2.9%9,2280.2%Consumer Staples
CALAMOS ETF TR
$617,2020.0%12,0000.1%CONVERTIBLE EQTY
Analog Devices, Inc. stock logo
ADI
Analog Devices
$614,819$90,555 â–¼-12.8%1,5480.1%Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$606,393$161,854 â–¼-21.1%7,8640.1%ETF
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$583,938$48,949 â–¼-7.7%7,7900.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$578,911$308,762 â–¼-34.8%7,8860.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$547,738$334,687 â–¼-37.9%1,4500.1%Technology
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$540,8340.0%2,4450.1%ETF
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$521,145$22,632 â–¼-4.2%17,8230.1%ETF
WALMART INC
$516,466$70,221 â–²15.7%4,5600.1%COM
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$510,641$222,193 â–¼-30.3%2,1580.1%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$509,985$72,726 â–¼-12.5%2,8190.1%Consumer Staples
GE VERNOVA INC
$499,3160.0%4250.1%COM
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$485,0300.0%7,6940.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$469,276$332 â–²0.1%2,8310.1%Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$450,7780.0%3,5080.1%Healthcare
RTX Corporation stock logo
RTX
RTX
$444,3480.0%2,3420.1%Industrials
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$442,932$369,110 â–²500.0%5,1420.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$441,630$82,017 â–¼-15.7%1,0500.1%Consumer Discretionary
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$438,1650.0%2,6620.1%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$415,3430.0%1,3560.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$405,208$6,351 â–²1.6%1,5950.1%Healthcare
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$398,4850.0%1,8160.1%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$395,413$24,642 â–¼-5.9%9,3390.1%Communication Services
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$389,9940.0%12,5400.1%ETF
American Express Company stock logo
AXP
American Express
$386,958$1,691 â–¼-0.4%1,1440.1%Finance
VanEck Short Muni ETF stock logo
SMB
VanEck Short Muni ETF
$377,606$35 â–²0.0%21,7640.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$372,336$4,257 â–²1.2%1,1370.1%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$369,190$18,491 â–¼-4.8%3,5540.1%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$364,5480.0%7,1410.1%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$363,9080.0%7620.1%Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$362,492$362,492 â–²New Holding4750.1%Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$358,744$58,924 â–¼-14.1%5,0350.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$351,634$118,485 â–¼-25.2%5,8910.1%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$347,232$305 â–²0.1%10,2610.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$344,957$51 â–²0.0%6,8200.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$338,226$3,364 â–¼-1.0%9050.1%Industrials
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$335,838$205,827 â–¼-38.0%9,1960.1%ETF

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