LIBERTY SQUARE WEALTH PARTNERS LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$289.5M
Holdings
147
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (147 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $44.2M |
SPYMSPDR SERIES TRUST | $26.8M |
RDVYFIRST TR EXCHANGE TRADED FD | $26.2M |
IQLTISHARES TR | $16.6M |
AAPLAPPLE INC | $15.5M |
SCHDSCHWAB STRATEGIC TR | $14.6M |
NDQINVESCO QQQ TR | $7.9M |
MSFTMICROSOFT CORP | $6.1M |
VBVANGUARD INDEX FDS | $6.0M |
FNDASCHWAB STRATEGIC TR | $5.4M |
HYDBISHARES TR | $4.8M |
SCHMSCHWAB STRATEGIC TR | $4.7M |
SPYSPDR S&P 500 ETF TR | $4.5M |
XMHQINVESCO EXCHANGE TRADED FD T | $4.4M |
BNDVANGUARD BD INDEX FDS | $3.2M |
NVDANVIDIA CORPORATION | $3.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.7M |
MNANEW YORK LIFE INVESTMENTS ET | $2.6M |
SPSMSPDR SERIES TRUST | $2.6M |
VYMVANGUARD WHITEHALL FDS | $2.4M |
METAMETA PLATFORMS INC | $2.2M |
HDVISHARES TR | $2.1M |
HYLBDBX ETF TR | $2.1M |
IGVISHARES TR | $2.1M |
ACIOETF SER SOLUTIONS | $2.0M |
FNDFSCHWAB STRATEGIC TR | $1.9M |
IWYISHARES TR | $1.9M |
IJHISHARES TR | $1.9M |
AMZNAMAZON COM INC | $1.9M |
VGLTVANGUARD SCOTTSDALE FDS | $1.8M |
IMCGISHARES TR | $1.7M |
VOOGVANGUARD ADMIRAL FDS INC | $1.7M |
FDBCFIDELITY D & D BANCORP INC | $1.7M |
VWOVANGUARD INTL EQUITY INDEX F | $1.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.5M |
VIGVANGUARD SPECIALIZED FUNDS | $1.4M |
SPYVSPDR SERIES TRUST | $1.4M |
IJRISHARES TR | $1.3M |
MPCMARATHON PETE CORP | $1.3M |
SMHVANECK ETF TRUST | $1.2M |
FLTRVANECK ETF TRUST | $1.2M |
VTVVANGUARD INDEX FDS | $1.2M |
VOVANGUARD INDEX FDS | $1.1M |
GWWGRAINGER W W INC | $1.1M |
JHMMJOHN HANCOCK EXCHANGE TRADED | $1.1M |
IUSBISHARES TR | $1.1M |
FSKFS KKR CAP CORP | $1.1M |
ADPAUTOMATIC DATA PROCESSING IN | $1.0M |
PPLPPL CORP | $1.0M |
VVVANGUARD INDEX FDS | $1.0M |
VCSHVANGUARD SCOTTSDALE FDS | $997K |
XLKSELECT SECTOR SPDR TR | $934K |
VEAVANGUARD TAX-MANAGED FDS | $875K |
DIVOAMPLIFY ETF TR | $864K |
VTIVANGUARD INDEX FDS | $839K |
IVVISHARES TR | $803K |
MOALTRIA GROUP INC | $759K |
WPCWP CAREY INC | $694K |
XOMEXXON MOBIL CORP | $691K |
4I1PHILIP MORRIS INTL INC | $686K |
EFAISHARES TR | $682K |
XLRESELECT SECTOR SPDR TR | $681K |
LLYELI LILLY & CO | $655K |
ANGLVANECK ETF TRUST | $651K |
CATCATERPILLAR INC | $635K |
DJPBARCLAYS BANK PLC | $627K |
CBCHUBB LIMITED | $585K |
PNCPNC FINL SVCS GROUP INC | $584K |
AGZISHARES TR | $567K |
IWFISHARES TR | $563K |
SMBVANECK ETF TRUST | $561K |
AVGOBROADCOM INC | $551K |
VGTVANGUARD WORLD FD | $544K |
DIVBISHARES TR | $524K |
CLSETRUST FOR PROFESSIONAL MANAG | $515K |
TSLATESLA INC | $513K |
WMTWALMART INC | $495K |
BACVERIZON COMMUNICATIONS INC | $489K |
NOWSERVICENOW INC | $488K |
TMUST-MOBILE US INC | $470K |
TAT&T INC | $455K |
VUGVANGUARD INDEX FDS | $454K |
GOOGLALPHABET INC | $425K |
SOXXISHARES TR | $413K |
ADIANALOG DEVICES INC | $411K |
IWNISHARES TR | $395K |
AQLTISHARES TR | $387K |
SUBISHARES TR | $386K |
VOTVANGUARD INDEX FDS | $386K |
CVRTCALAMOS ETF TR | $385K |
PLTRPALANTIR TECHNOLOGIES INC | $384K |
AMDADVANCED MICRO DEVICES INC | $381K |
GOOGALPHABET INC | $381K |
AXPAMERICAN EXPRESS CO | $381K |
CVXCHEVRON CORP NEW | $377K |
IFRAISHARES TR | $376K |
QUALISHARES TR | $371K |
FLOTISHARES TR | $364K |
ZSZSCALER INC | $364K |
OBDCBLUE OWL CAPITAL CORPORATION | $360K |
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