Q2 2026 13F · SEC CIK 2057655

Liberty Square Wealth Partners LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $419.9M
Reported positions: 139
Holdings vs S&P 500, 3 yrs: —
Assets under management: $567.8M

Liberty Square Wealth Partners LLC is a wealth manager that reported 139 positions worth $419.9M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were First Tr Exchange Traded Fd (RDVY, 16.6%), Spdr Series Trust (SPLG, 15.0%), Vanguard Index Fds (VOO, 7.1%).

Liberty Square Wealth Partners LLC holdings largest 50 of 139 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Liberty Square Wealth Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
RDVYFirst Tr Exchange Traded Fd	16.6%	15.3%	860,676	+6.9%	$69.8M
SPLGSpdr Series Trust	15.0%	14.3%	715,906	+6.9%	$62.9M
VOOVanguard Index Fds	7.1%	7.5%	43,380	-4.0%	$29.8M
AVDEAvantis International Equity ETF	6.3%	6.2%	295,581	+12.5%	$26.4M
AAPLApple Inc	5.0%	5.1%	71,864	-0.8%	$20.8M
HYDBIshares Tr	4.9%	5.1%	438,332	+11.2%	$20.5M
FSMDFidelity Covington Trust	4.5%	4.0%	356,575	+12.3%	$18.8M
QQQInvesco Qqq Tr	4.1%	3.5%	23,334	+8.1%	$17.2M
CLSETrust for Professional Manag	3.5%	3.0%	428,793	+10.8%	$14.6M
XMHQInvesco Exchange Traded Fd T	2.7%	2.7%	100,810	+9.4%	$11.4M
SCHDSchwab Strategic Tr	2.2%	2.5%	285,201	-3.9%	$9.0M
IQLTIshares Tr	1.6%	1.9%	131,926	-9.6%	$6.5M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.2%	6,063	-5.4%	$4.5M
MSFTMicrosoft Corp	1.1%	1.2%	11,952	-0.5%	$4.5M
VBVanguard Index Fds	1.0%	1.1%	14,426	-4.2%	$4.4M
NVDANvidia Corporation	0.9%	1.0%	18,386	-7.1%	$3.7M
SMHVaneck ETF Trust	0.8%	0.5%	5,101	+0.0%	$3.3M
VYMVanguard Whitehall Fds	0.7%	0.8%	19,402	+0.9%	$3.1M
DIVOAmplify ETF Tr	0.7%	0.7%	64,001	+12.5%	$2.9M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	5,355	-0.3%	$2.7M
VOOGVanguard Admiral Fds Inc	0.6%	0.6%	28,703	+475.9%	$2.4M
HDVIshares Tr	0.5%	0.6%	84,000	+400.4%	$2.3M
IWYIshares Tr	0.5%	0.5%	7,332	-0.3%	$2.1M
AMZNAmazon Com Inc	0.5%	0.5%	8,562	+0.1%	$2.0M
FNDFSchwab Strategic Tr	0.5%	0.5%	38,502	-0.3%	$2.0M
MPCMarathon Petroleum	0.5%	0.5%	7,530	-0.0%	$1.9M
FDBCFidelity D & D Bancorp Inc	0.4%	0.4%	36,243	+0.0%	$1.9M
IMCGIshares Tr	0.4%	0.5%	18,723	-9.5%	$1.8M
FNDASchwab Strategic Tr	0.4%	0.5%	46,444	-11.4%	$1.8M
CATCaterpillar Inc	0.4%	0.3%	1,585	+0.0%	$1.7M
METAMeta Platforms Inc	0.4%	0.5%	2,969	-0.8%	$1.7M
SPYVState Street Spdr Portfolio S&p 500 Valu	0.4%	0.4%	27,000	+0.0%	$1.6M
VTVVanguard Index Fds	0.4%	0.4%	7,273	+4.8%	$1.6M
IGVIshares Tr	0.4%	0.4%	17,439	-6.9%	$1.6M
IJRIshares Tr	0.4%	0.3%	10,103	+0.0%	$1.5M
BRK-ABerkshire Hathaway Inc Del	0.4%	0.4%	2	+0.0%	$1.5M
GWWWw Grainger Inc	0.3%	0.3%	1,080	-0.1%	$1.5M
VGTVanguard World Fd	0.3%	—	11,678	—	$1.4M
AMDAdvanced Micro Devices Inc	0.3%	—	2,400	—	$1.4M
XLKSelect Sector Spdr Tr	0.3%	0.3%	7,256	+0.0%	$1.4M
VOVanguard Index Fds	0.3%	0.3%	16,052	+300.0%	$1.3M
SPSMSpdr Series Trust	0.3%	0.3%	22,272	-10.0%	$1.3M
SCHMSchwab Strategic Tr	0.3%	0.4%	34,375	-28.2%	$1.3M
VTIVanguard Index Fds	0.3%	0.3%	3,370	-3.4%	$1.2M
VVVanguard Index Fds	0.3%	0.3%	3,501	+0.0%	$1.2M
SOXXIshares Tr	0.3%	—	1,731	—	$1.1M
PPLPpl Corp	0.2%	0.3%	26,836	+0.9%	$975K
FLTRVaneck ETF Trust	0.2%	0.3%	38,006	-7.9%	$973K
LLYEli Lilly & Co	0.2%	—	810	—	$972K
MNANylim ETF Tr	0.2%	0.3%	26,262	-6.4%	$958K

What Liberty Square Wealth Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VOOG Vanguard Admiral Fds Inc+475.9% shares
HDV Ishares Tr+400.4% shares
VO Vanguard Index Fds+300.0% shares
DIVO Amplify ETF Tr+12.5% shares
AVDE Avantis International Equity ETF+12.5% shares
FSMD Fidelity Covington Trust+12.3% shares
HYDB Ishares Tr+11.2% shares
CLSE Trust for Professional Manag+10.8% shares

Reduced

SCHM Schwab Strategic Tr-28.2% shares
FNDA Schwab Strategic Tr-11.4% shares
SPSM Spdr Series Trust-10.0% shares
IQLT Ishares Tr-9.6% shares
IMCG Ishares Tr-9.5% shares
FLTR Vaneck ETF Trust-7.9% shares
NVDA Nvidia Corporation-7.1% shares
IGV Ishares Tr-6.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$419.9M	139
Q1 2026	$358.4M	140
Q4 2025	$350.6M	144
Q3 2025	$324.0M	145
Q2 2025	$289.4M	146
Q1 2025	$262.0M	144
Q4 2024	$274.1M	151

Questions about Liberty Square Wealth Partners LLC's portfolio

What stocks does Liberty Square Wealth Partners LLC own?

Liberty Square Wealth Partners LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 139 positions worth $419.9M. The largest are First Tr Exchange Traded Fd (RDVY) at 16.6%, Spdr Series Trust (SPLG) at 15.0%, Vanguard Index Fds (VOO) at 7.1%, Avantis International Equity ETF (AVDE) at 6.3% and Apple Inc (AAPL) at 5.0%.

What did Liberty Square Wealth Partners LLC buy last quarter?

In Q2 2026, Liberty Square Wealth Partners LLC added Vanguard Admiral Fds Inc (VOOG) (+475.9% shares), Ishares Tr (HDV) (+400.4% shares) and Vanguard Index Fds (VO) (+300.0% shares), compared with its Q1 2026 filing.

What did Liberty Square Wealth Partners LLC sell last quarter?

In Q2 2026, Liberty Square Wealth Partners LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vanguard Bd Index Fds (BND), cut from its top 50 Vanguard Scottsdale Fds (VCSH), cut from its top 50 Spdr Gold Tr (GLD), Schwab Strategic Tr (SCHM) (-28.2% shares), Schwab Strategic Tr (FNDA) (-11.4% shares) and Spdr Series Trust (SPSM) (-10.0% shares), compared with its Q1 2026 filing.

When is Liberty Square Wealth Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Liberty Square Wealth Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Liberty Square Wealth Partners LLC manage?

Liberty Square Wealth Partners LLC reported $567.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $419.9M.