Liberty Square Wealth Partners LLC
- SEC CIK
- 0002057655
- Latest filing
- Aug 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 24, 2025. Long positions only.
- Positions
- 154
- No filing for Q3 2024
- Portfolio value
- $274.1M
- No filing for Q3 2024
Liberty Square Wealth Partners LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 73,343 | $41.1M | 15.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 364,664 | $26.2M | 9.5% | – | – | – |
| AAPLApple Inc. | Stock | 73,948 | $18.1M | 6.6% | – | – | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 273,995 | $17.2M | 6.3% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 582,967 | $16.2M | 5.9% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 311,852 | $12.5M | 4.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,227 | $6.58M | 2.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 26,409 | $6.55M | 2.4% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 217,164 | $6.27M | 2.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 12,779 | $5.22M | 1.9% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,473 | $4.56M | 1.7% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 54,810 | $3.98M | 1.5% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 107,321 | $3.24M | 1.2% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 69,770 | $3.19M | 1.2% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 29,841 | $2.99M | 1.1% | – | – | – |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 88,697 | $2.97M | 1.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 19,292 | $2.68M | 1.0% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,545 | $2.66M | 1.0% | – | – | History |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 69,535 | $2.54M | 0.9% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 41,547 | $2.34M | 0.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 3,131 | $2.31M | 0.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 9,415 | $2.15M | 0.8% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 33,590 | $2.15M | 0.8% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 18,125 | $2.12M | 0.8% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 19,375 | $2.07M | 0.8% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 8,199 | $1.99M | 0.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,936 | $1.92M | 0.7% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 49,039 | $1.75M | 0.6% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 21,514 | $1.71M | 0.6% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,350 | $1.65M | 0.6% | – | – | – |
| FDBCFidelity D & D Bancorp Inc | COM | 36,414 | $1.62M | 0.6% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,267 | $1.48M | 0.5% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.44M | 0.5% | – | – | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 27,000 | $1.42M | 0.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,958 | $1.40M | 0.5% | – | – | – |
| LOWLowes Companies Inc | Stock | 5,311 | $1.34M | 0.5% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 27,773 | $1.27M | 0.5% | – | – | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 48,694 | $1.24M | 0.5% | – | – | – |
| FSKFS KKR Capital Corp | COM | 51,906 | $1.23M | 0.4% | – | – | History |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 19,136 | $1.18M | 0.4% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 7,530 | $1.18M | 0.4% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,597 | $1.17M | 0.4% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,463 | $1.13M | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,045 | $1.12M | 0.4% | – | – | – |
| GWWW.W. Grainger, Inc. | Stock | 1,080 | $1.11M | 0.4% | – | – | History |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 22,968 | $1.09M | 0.4% | – | – | – |
| WMTWalmart Inc. | Stock | 10,235 | $1.06M | 0.4% | – | – | History |
| PGProcter & Gamble Co | Stock | 6,527 | $1.06M | 0.4% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 3,350 | $1.03M | 0.4% | – | – | History |
| PPLPPL Corp | COM | 30,299 | $1.02M | 0.4% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,628 | $997.4K | 0.4% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,516 | $989.5K | 0.4% | – | – | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 2,568 | $987.5K | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,540 | $982.8K | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,098 | $932.2K | 0.3% | – | – | – |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 21,468 | $884.9K | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,674 | $881.6K | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,775 | $837.6K | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 2,139 | $761.1K | 0.3% | – | – | History |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 21,562 | $752.7K | 0.3% | – | – | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 16,838 | $708.2K | 0.3% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 24,129 | $699.0K | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 6,414 | $694.3K | 0.3% | – | – | History |
| MOAltria Group, Inc. | Stock | 12,997 | $692.6K | 0.3% | – | – | History |
| WPCW. P. Carey Inc. | COM | 11,099 | $651.4K | 0.2% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 7,949 | $651.3K | 0.2% | – | – | – |
| GISGeneral Mills Inc | Stock | 10,695 | $629.3K | 0.2% | – | – | History |
| iShares Tr464288166 | AGENCY BOND ETF | 5,635 | $610.4K | 0.2% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 3,131 | $607.1K | 0.2% | – | – | History |
| LLYEli Lilly & Co | Stock | 704 | $594.4K | 0.2% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 3,765 | $566.5K | 0.2% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,326 | $552.1K | 0.2% | – | – | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 31,857 | $546.7K | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 1,546 | $546.2K | 0.2% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 1,973 | $534.3K | 0.2% | – | – | History |
| CBChubb Ltd | Stock | 2,019 | $534.1K | 0.2% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,941 | $529.4K | 0.2% | – | – | – |
| SYYSysco Corp | Stock | 7,380 | $524.7K | 0.2% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 820 | $524.7K | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,166 | $498.5K | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 11,641 | $477.2K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 2,000 | $466.1K | 0.2% | – | – | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,441 | $456.8K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,413 | $447.0K | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 2,379 | $444.6K | 0.2% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 3,580 | $426.6K | 0.2% | – | – | History |
| HONHoneywell International Inc | COM | 2,084 | $422.5K | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 2,709 | $420.8K | 0.2% | – | – | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,503 | $419.2K | 0.2% | – | – | – |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 20,534 | $418.3K | 0.2% | – | – | – |
| NOWServiceNow, Inc. | Stock | 405 | $399.6K | 0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 3,677 | $396.5K | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 15,160 | $392.2K | 0.1% | – | – | History |
| OBDCBlue Owl Capital Corp | COM | 25,111 | $386.5K | 0.1% | – | – | History |
| BABoeing Co | Stock | 2,094 | $386.2K | 0.1% | – | – | History |
| iShares Semiconductor ETF464287523 | ETF | 1,731 | $386.1K | 0.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,029 | $375.6K | 0.1% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,536 | $374.4K | 0.1% | – | – | – |
| Calamos ETF Tr12811T308 | CONVERTIBLE EQTY | 11,700 | $372.2K | 0.1% | – | – | – |
| AXPAmerican Express Co | Stock | 1,193 | $371.1K | 0.1% | – | – | History |