LIBERTY SQUARE WEALTH PARTNERS LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 78.2%; sector active share 71.3% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
139 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.1% | $353,274,569 |
| Technology | 8.0% | $33,600,359 |
| Financial Services | 2.5% | $10,502,614 |
| Industrials | 1.4% | $5,862,405 |
| Communication Services | 1.0% | $4,271,069 |
| Consumer Cyclical | 0.8% | $3,252,487 |
| Energy | 0.7% | $3,136,303 |
| Consumer Defensive | 0.5% | $1,931,333 |
| Healthcare | 0.4% | $1,827,398 |
| Utilities | 0.3% | $1,196,637 |
| Real Estate | 0.2% | $1,001,247 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +67,212 | 84,000 | $2,302,440 | ||
| RDVY | First Trust Rising Dividend Achievers ETF | +55,352 | 860,676 | $69,766,396 | |
| PAL | Proficient Auto Logistics, Inc | +49,339 | 111,515 | $759,417 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +46,190 | 715,906 | $62,913,819 | |
| HYDB | iShares High Yield Systematic Bond ETF | +44,204 | 438,332 | $20,500,787 | |
| CLSE | Convergence Long/Short Equity ETF | +41,662 | 428,793 | $14,636,849 | |
| FSMD | Fidelity Small-Mid Multifactor ETF | +38,940 | 356,575 | $18,844,988 | |
| AVDE | Avantis International Equity ETF | +32,917 | 295,581 | $26,365,825 | |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | +23,719 | 28,703 | $2,371,441 | |
| VO | VANGUARD MID-CAP INDEX FUND | +12,039 | 16,052 | $1,293,309 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +10,588 | 11,678 | $1,395,754 | |
| XMHQ | Victory Portfolios II | +8,632 | 100,810 | $11,379,432 | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | +7,132 | 64,001 | $2,924,845 | |
| VUG | VANGUARD GROWTH INDEX FUND | +4,285 | 5,142 | $442,931 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +2,593 | 3,241 | $284,916 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,748 | 23,334 | $17,183,157 | |
| BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | +1,500 | 11,339 | $328,944 | |
| VDE | VANGUARD ENERGY INDEX FUND | +710 | 2,206 | $331,186 | |
| WMT | Walmart Inc. | +620 | 4,560 | $516,465 | |
| VTV | VANGUARD VALUE INDEX FUND | +335 | 7,273 | $1,585,004 | |
| PPL | PPL Corp | +250 | 26,836 | $975,488 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | +165 | 19,402 | $3,066,098 | |
| WPC | W. P. Carey Inc. | +126 | 10,038 | $717,717 | |
| PLTR | Palantir Technologies Inc. | +29 | 2,844 | $331,809 | |
| JNJ | Johnson & Johnson | +25 | 1,595 | $405,082 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IQLT | iShares MSCI Intl Quality Factor ETF | −13,939 | 131,926 | $6,536,933 | |
| SCHM | Schwab U.S. Mid-Cap ETF | −13,498 | 34,375 | $1,267,406 | |
| SCHD | Schwab U.S. Dividend Equity ETF | −11,657 | 285,201 | $9,043,723 | |
| FSK | FS KKR Capital Corp | −9,800 | 23,226 | $243,873 | |
| FNDA | Schwab Strategic Trust | −5,978 | 46,444 | $1,767,658 | |
| HYLB | Xtrackers USD High Yield Corporate Bond ETF | −5,636 | 9,196 | $335,837 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | −4,206 | 7,886 | $578,911 | |
| FLTR | VanEck IG Floating Rate ETF | −3,281 | 38,006 | $973,333 | |
| VGLT | VANGUARD LONG-TERM TREASURY INDEX FUND | −2,785 | 5,002 | $276,010 | |
| — | −2,475 | 22,272 | $1,284,426 | ||
| IJH | iShares Core S&P Mid-Cap ETF | −2,099 | 7,864 | $606,393 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −1,985 | 5,891 | $351,633 | |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | −1,965 | 18,723 | $1,840,470 | |
| VOO | VANGUARD 500 INDEX FUND | −1,824 | 43,380 | $29,793,817 | |
| MNA | NYLIM Merger Arbitrage ETF | −1,783 | 26,262 | $958,037 | |
| NVDA | Nvidia Corp | −1,398 | 18,386 | $3,678,854 | |
| IGV | iShares Expanded Tech-Software Sector ETF | −1,300 | 17,439 | $1,579,973 | |
| VIG | Vanguard Specialized Funds | −939 | 2,158 | $510,625 | |
| AVGO | Broadcom Inc. | −886 | 1,450 | $547,737 | |
| VEA | Vanguard FTSE Developed Markets ETF | −827 | 5,035 | $358,743 | |
| ANGL | VanEck Fallen Angel High Yield Bond ETF | −774 | 17,823 | $521,144 | |
| JHMM | John Hancock Multifactor Mid Cap ETF | −653 | 7,790 | $583,938 | |
| VB | Vanguard Index Funds | −635 | 14,426 | $4,372,809 | |
| AAPL | Apple Inc. | −616 | 71,864 | $20,794,567 | |
| VZ | Verizon Communications Inc | −582 | 9,339 | $395,413 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADP | Automatic Data Processing Inc | 3,428 | $696,501 | |
| MOAT | VanEck Morningstar Wide Moat ETF | 3,279 | $317,079 | |
| IUSB | iShares Core Universal USD Bond ETF | 6,127 | $283,006 | |
| HMOP | Hartford Municipal Opportunities ETF | 6,598 | $255,606 | |
| KO | Coca Cola Co | 3,010 | $228,910 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RDVY |
First Trust Rising Dividend Achievers ETF
|
Added | 860,676 | $69,766,396 | 16.62% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 715,906 | $62,913,819 | 14.98% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 43,380 | $29,793,817 | 7.10% | |
| AVDE |
Avantis International Equity ETF
|
Added | 295,581 | $26,365,825 | 6.28% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 71,864 | $20,794,567 | 4.95% | |
| HYDB |
iShares High Yield Systematic Bond ETF
|
Added | 438,332 | $20,500,787 | 4.88% | |
| FSMD |
Fidelity Small-Mid Multifactor ETF
|
Added | 356,575 | $18,844,988 | 4.49% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 23,334 | $17,183,157 | 4.09% | |
| CLSE |
Convergence Long/Short Equity ETF
|
Added | 428,793 | $14,636,849 | 3.49% | |
| XMHQ |
Victory Portfolios II
|
Added | 100,810 | $11,379,432 | 2.71% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Reduced | 285,201 | $9,043,723 | 2.15% | |
| IQLT |
iShares MSCI Intl Quality Factor ETF
|
Reduced | 131,926 | $6,536,933 | 1.56% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 6,063 | $4,527,666 | 1.08% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,952 | $4,458,335 | 1.06% | |
| VB |
Vanguard Index Funds
|
Reduced | 14,426 | $4,372,809 | 1.04% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 18,386 | $3,678,854 | 0.88% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 5,101 | $3,345,694 | 0.80% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Added | 19,402 | $3,066,098 | 0.73% | |
| DIVO |
Amplify CWP Enhanced Dividend Income ETF
|
Added | 64,001 | $2,924,845 | 0.70% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 5,355 | $2,679,588 | 0.64% | |
| VOOG |
VANGUARD S&P 500 GROWTH INDEX FUND
|
Added | 28,703 | $2,371,441 | 0.56% | |
|
|
Added | 84,000 | $2,302,440 | 0.55% | ||
|
|
Reduced | 7,332 | $2,130,825 | 0.51% | ||
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,562 | $2,040,667 | 0.49% | |
| FNDF |
Schwab Fundamental International Equity ETF
|
Reduced | 38,502 | $2,031,365 | 0.48% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 7,530 | $1,925,195 | 0.46% | |
| FDBC |
Fidelity D & D Bancorp Inc
Financial Services
|
Held | 36,243 | $1,863,615 | 0.44% | |
| IMCG |
iShares Morningstar Mid-Cap Growth ETF
|
Reduced | 18,723 | $1,840,470 | 0.44% | |
| FNDA |
Schwab Strategic Trust
|
Reduced | 46,444 | $1,767,658 | 0.42% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,585 | $1,687,866 | 0.40% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,969 | $1,672,408 | 0.40% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
Held | 27,000 | $1,641,330 | 0.39% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 7,273 | $1,585,004 | 0.38% | |
| IGV |
iShares Expanded Tech-Software Sector ETF
|
Reduced | 17,439 | $1,579,973 | 0.38% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 10,103 | $1,498,375 | 0.36% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 2 | $1,497,700 | 0.36% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Reduced | 1,080 | $1,469,232 | 0.35% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 11,678 | $1,395,754 | 0.33% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,400 | $1,394,184 | 0.33% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Held | 7,256 | $1,382,413 | 0.33% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 16,052 | $1,293,309 | 0.31% | |
|
|
Reduced | 22,272 | $1,284,426 | 0.31% | ||
| SCHM |
Schwab U.S. Mid-Cap ETF
|
Reduced | 34,375 | $1,267,406 | 0.30% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 3,370 | $1,247,034 | 0.30% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Held | 3,501 | $1,204,028 | 0.29% | |
| SOXX |
iShares Semiconductor ETF
|
Held | 1,731 | $1,109,155 | 0.26% | |
| PPL |
PPL Corp
Utilities
|
Added | 26,836 | $975,488 | 0.23% | |
| FLTR |
VanEck IG Floating Rate ETF
|
Reduced | 38,006 | $973,333 | 0.23% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 810 | $971,538 | 0.23% | |
| MNA |
NYLIM Merger Arbitrage ETF
|
Reduced | 26,262 | $958,037 | 0.23% |
Showing the top 50 of 139 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.