LIBERTY SQUARE WEALTH PARTNERS LLC

CIK

2057655

Location

BETHLEHEM, PA

Portfolio Value

Micro $75,593,486

Diversification

Diversified

Filing Date

Global Rank

#5,875 / 8,232 ▲ 195

Top Industry

Consumer Electronics 31.8%

3Y Alpha vs SPY

-1.9%

Period ended 2 months ago

Filed May 7, 2026 · 38d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.8%

SPY

+23.4%

Annualised alpha

-1.9%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

60 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.3%

−1.2 pts

Top 5

56.8%

−1.7 pts

Top 10

69.3%

−1.1 pts

HHI

1,006

Diversified−20

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.9%	$30,176,415	12
Unclassified	23.6%	$17,810,534	4
Financial Services	9.8%	$7,423,994	11
Industrials	5.6%	$4,255,551	8
Communication Services	4.9%	$3,703,091	5
Energy	4.4%	$3,345,302	3
Consumer Cyclical	4.0%	$3,002,042	5
Consumer Defensive	2.9%	$2,160,103	5
Healthcare	2.0%	$1,533,285	3
Utilities	1.6%	$1,241,945	2
Real Estate	1.2%	$941,224	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+3,052	21,586	$12,459,007
GLD	Spdr Gold Trust	+1,250	1,870	$804,642
AVGO	Broadcom Inc.	+160	2,336	$723,015
RTX	RTX Corp	+119	2,342	$451,771
AMZN	Amazon Com Inc	+111	8,552	$1,781,125
JNJ	Johnson & Johnson	+106	1,570	$383,770
GEV	GE Vernova Inc.	+102	425	$370,982
CVX	Chevron Corp	+97	2,829	$585,320
ADP	Automatic Data Processing Inc	+78	3,428	$696,501
GOOGL	Alphabet Inc.	+76	2,440	$701,646
CB	Chubb Ltd	+60	2,079	$677,608
ADI	Analog Devices Inc	+51	1,776	$565,016
NOW	ServiceNow, Inc.	+31	2,421	$253,115
NVDA	Nvidia Corp	+27	19,784	$3,450,329
MRK	Merck & Co., Inc.	+23	3,508	$421,977
AMD	Advanced Micro Devices Inc	+13	2,700	$549,261
WPC	W. P. Carey Inc.	+11	9,912	$673,619
IBM	International Business Machines Corp	+9	948	$229,785
GE	General Electric Co	+9	914	$259,365
MCD	Mcdonalds Corp	+8	826	$256,712
HD	Home Depot, Inc.	+6	830	$272,978
AXP	American Express Co	+5	1,149	$347,549
PNC	Pnc Financial Services Group, Inc.	+5	3,136	$652,570
META	Meta Platforms, Inc.	+3	2,994	$1,712,957
MPC	Marathon Petroleum Corp	+3	7,533	$1,839,407
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
FSK	FS KKR Capital Corp	−10,110	33,026	$336,204
FSCO	FS Credit Opportunities Corp.	−6,000	28,356	$144,615
PPL	PPL Corp	−2,609	26,586	$1,015,585
AAPL	Apple Inc.	−2,326	72,480	$18,394,699
BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust	−2,200	9,839	$259,552
VZ	Verizon Communications Inc	−1,476	9,921	$498,034
SPY	Spdr S&P 500 ETF Trust	−1,441	6,410	$4,168,679
T	At&T Inc.	−1,176	12,965	$375,855
MO	Altria Group, Inc.	−549	9,504	$627,168
KO	Coca Cola Co	−483	3,010	$228,910
XOM	Exxon Mobil Corp	−426	5,426	$920,575
TSLA	Tesla, Inc.	−315	1,245	$462,828
WMT	Walmart Inc.	−276	3,940	$489,663
PM	Philip Morris International Inc.	−236	3,221	$532,560
BRK-B	Berkshire Hathaway Inc	−204	5,373	$2,574,741
JPM	Jpmorgan Chase & Co	−179	1,124	$330,635
PLTR	Palantir Technologies Inc.	−145	2,815	$411,778
MSFT	Microsoft Corp	−96	12,007	$4,444,631
CAT	Caterpillar Inc	−51	1,585	$1,122,909
PG	PROCTER & GAMBLE Co	−42	1,951	$281,802
RCL	Royal Caribbean Cruises Ltd	−7	830	$228,399
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PAL	Proficient Auto Logistics, Inc	62,176	$421,553
ED	Consolidated Edison Inc	2,000	$226,360
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	1,402	$273,263
ZS	Zscaler, Inc.	1,160	$260,907
CRWD	CrowdStrike Holdings, Inc.	475	$222,661
COF	Capital One Financial Corp	879	$213,034
SYK	Stryker Corp	586	$205,961
BA	Boeing Co	945	$205,178
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 positions · $75,593,486 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	72,480	-2,326	$18,394,699	−9.5%	24.33%
QQQ	Invesco Qqq Trust, Series 1	Added	21,586	+3,052	$12,459,007	+9.4%	16.48%
MSFT	Microsoft Corp Technology	Reduced	12,007	-96	$4,444,631	−24.1%	5.88%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,410	-1,441	$4,168,679	−22.1%	5.51%
NVDA	Nvidia Corp Technology	Added	19,784	+27	$3,450,329	−6.4%	4.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,373	-204	$2,574,741	−8.2%	3.41%
MPC	Marathon Petroleum Corp Energy	Added	7,533	+3	$1,839,407	+50.2%	2.43%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,552	+111	$1,781,125	−8.6%	2.36%
META	Meta Platforms, Inc. Communication Services	Added	2,994	+3	$1,712,957	−13.2%	2.27%
FDBC	Fidelity D & D Bancorp Inc Financial Services	Held	36,243	0	$1,568,597	−0.6%	2.08%
GWW	W.W. Grainger, Inc. Industrials	Added	1,081	+1	$1,179,165	+8.2%	1.56%
CAT	Caterpillar Inc Industrials	Reduced	1,585	-51	$1,122,909	+19.8%	1.49%
PPL	PPL Corp Utilities	Reduced	26,586	-2,609	$1,015,585	−0.7%	1.34%
XOM	Exxon Mobil Corp Energy	Reduced	5,426	-426	$920,575	+30.7%	1.22%
GLD	Spdr Gold Trust	Added	1,870	+1,250	$804,642	+227.5%	1.06%
LLY	ELI LILLY & Co Healthcare	Added	791	+1	$727,538	−14.3%	0.96%
AVGO	Broadcom Inc. Technology	Added	2,336	+160	$723,015	−4.0%	0.96%
GOOGL	Alphabet Inc. Communication Services	Added	2,440	+76	$701,646	−5.2%	0.93%
ADP	Automatic Data Processing Inc Technology	Added	3,428	+78	$696,501	−19.2%	0.92%
CB	Chubb Ltd Financial Services	Added	2,079	+60	$677,608	+7.5%	0.90%
WPC	W. P. Carey Inc. Real Estate	Added	9,912	+11	$673,619	+5.7%	0.89%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	3,136	+5	$652,570	−0.1%	0.86%
MO	Altria Group, Inc. Consumer Defensive	Reduced	9,504	-549	$627,168	+8.2%	0.83%
CVX	Chevron Corp Energy	Added	2,829	+97	$585,320	+40.6%	0.77%
ADI	Analog Devices Inc Technology	Added	1,776	+51	$565,016	+20.8%	0.75%
AMD	Advanced Micro Devices Inc Technology	Added	2,700	+13	$549,261	−4.6%	0.73%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	3,221	-236	$532,560	−4.0%	0.70%
VZ	Verizon Communications Inc Communication Services	Reduced	9,921	-1,476	$498,034	+7.3%	0.66%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,940	-276	$489,663	+4.2%	0.65%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,245	-315	$462,828	−34.0%	0.61%
RTX	RTX Corp Industrials	Added	2,342	+119	$451,771	+10.8%	0.60%
MRK	Merck & Co., Inc. Healthcare	Added	3,508	+23	$421,977	+15.0%	0.56%
PAL	Proficient Auto Logistics, Inc Industrials	NEW	62,176	NEW	$421,553	NEW	0.56%
TMUS	T-Mobile US, Inc. Communication Services	Added	1,974	+1	$414,599	+3.5%	0.55%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,815	-145	$411,778	−21.7%	0.54%
JNJ	Johnson & Johnson Healthcare	Added	1,570	+106	$383,770	+26.7%	0.51%
IAU	Ishares Gold Trust	Held	4,290	0	$378,206	+8.6%	0.50%
T	At&T Inc. Communication Services	Reduced	12,965	-1,176	$375,855	+7.0%	0.50%
GEV	GE Vernova Inc. Industrials	Added	425	+102	$370,982	+75.7%	0.49%
AXP	American Express Co Financial Services	Added	1,149	+5	$347,549	−17.9%	0.46%
FSK	FS KKR Capital Corp Financial Services	Reduced	33,026	-10,110	$336,204	−47.4%	0.44%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,124	-179	$330,635	−21.2%	0.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,951	-42	$281,802	−1.3%	0.37%
OBDC	Blue Owl Capital Corp Financial Services	Held	25,111	0	$277,727	−11.0%	0.37%
HD	Home Depot, Inc. Consumer Cyclical	Added	830	+6	$272,978	−3.7%	0.36%
EQIX	Equinix Inc Real Estate	Added	273	+1	$267,605	+28.4%	0.35%
BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust Financial Services	Reduced	9,839	-2,200	$259,552	−16.1%	0.34%
GE	General Electric Co Industrials	Added	914	+9	$259,365	−7.0%	0.34%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	762	0	$257,517	+11.2%	0.34%
MCD	Mcdonalds Corp Consumer Cyclical	Added	826	+8	$256,712	+2.7%	0.34%