LIBERTY SQUARE WEALTH PARTNERS LLC Portfolio Holdings - 13F Filings | 13F Fund Database
LIBERTY SQUARE WEALTH PARTNERS LLC 13F Holdings
CIK 0002057655 · BETHLEHEM, PA
As of Sep 30, 2025, LIBERTY SQUARE WEALTH PARTNERS LLC reported
146 positions worth $324.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 66,140 | $40.5M | 12.50% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 564,503 | $38.0M | 11.72% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 461,042 | $36.1M | 11.15% |
| APPLE INC | AAPL | Technology | 74,533 |
|
9.0M5.86% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 401,236 |
7.7M | 5.47% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 426,664 |
1.6M | 3.60% |
| ISHARES HIGH YIELD SYSTEMATIC BOND ETF | HYDB | — | 208,583 |
0.0M | 3.08% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 15,546 | $9.3M | 2.88% |
| INVESCO S&P MIDCAP QUALITY ETF | XMHQ | — | 60,861 | $6.4M | 1.97% |
| MICROSOFT CORP | MSFT | Technology | 12,143 | $6.3M | 1.94% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,634 | $5.1M | 1.57% |
| FIDELITY COVINGTON TRUST | FSMD | — | 114,184 | $5.0M | 1.55% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 19,602 | $5.0M | 1.54% |
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF | FNDA | — | 141,856 | $4.4M | 1.36% |
| TRUST FOR PROFESSIONAL MANAG | CLSE | — | 161,016 | $4.2M | 1.29% |
| NVIDIA CORP | NVDA | Technology | 19,815 | $3.7M | 1.14% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 117,102 | $3.5M | 1.07% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,577 | $2.8M | 0.87% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 19,821 | $2.8M | 0.86% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 32,128 | $2.4M | 0.74% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 29,289 | $2.3M | 0.71% |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | IGV | — | 19,180 | $2.2M | 0.68% |
| META PLATFORMS INC | META | Communication Services | 2,980 | $2.2M | 0.68% |
| VANGUARD S&P 500 GROWTH INDEX FUND | VOOG | — | 5,018 | $2.2M | 0.67% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 17,674 | $2.2M | 0.67% |