LIBERTY SQUARE WEALTH PARTNERS LLC — 13F holdings
LIBERTY SQUARE WEALTH PARTNERS LLC reported 140 holdings worth $420M in its 13F filing for Q2 2026, filed August 10, 2026.
Largest positions
- RDVY FIRST TR EXCHANGE TRADED FD — $69.8M (16.6%)
- SPYM SPDR SERIES TRUST — $62.9M (15.0%)
- VOO VANGUARD INDEX FDS — $29.8M (7.1%)
- AVDE AMERICAN CENTY ETF TR — $26.4M (6.3%)
- AAPL APPLE INC — $20.8M (5.0%)
- HYDB ISHARES TR — $20.5M (4.9%)
- FSMD FIDELITY COVINGTON TRUST — $18.8M (4.5%)
- QQQ Invesco Qqq Tr — $17.2M (4.1%)
- CLSE TRUST FOR PROFESSIONAL MANAG — $14.6M (3.5%)
- XMHQ INVESCO EXCHANGE TRADED FD T — $11.4M (2.7%)