LIBERTY SQUARE WEALTH PARTNERS LLC

CIK

2057655

Location

BETHLEHEM, PA

Portfolio Value

Micro $95,467,907

Diversification

Diversified

Filing Date

Global Rank

#6,246 / 8,700 ▼ 1918

Top Industry

Consumer Electronics 31.7%

Period ended 2 months ago

Filed Aug 10, 2026 · 34d

7 quarters · since Dec 2024

Portfolio Concentration

67 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.8%

+6.2 pts

Top 5

53.8%

−3.1 pts

Top 10

68.1%

−8.8 pts

HHI

939

Diversified+129

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.2%	$33,600,359	13
Unclassified	31.3%	$29,928,258	9
Financial Services	10.1%	$9,669,351	12
Industrials	5.9%	$5,653,465	9
Communication Services	4.5%	$4,271,069	5
Consumer Cyclical	3.4%	$3,252,487	5
Energy	3.3%	$3,136,303	3
Consumer Defensive	2.0%	$1,931,333	4
Healthcare	1.9%	$1,827,398	3
Utilities	1.3%	$1,196,637	2
Real Estate	1.0%	$1,001,247	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
PAL	Proficient Auto Logistics, Inc	+49,339	111,515	$759,417
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
WMT	Walmart Inc.	+620	4,560	$516,465
PPL	PPL Corp	+250	26,836	$975,488
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
LLY	ELI LILLY & Co	+19	810	$971,538
JPM	Jpmorgan Chase & Co	+13	1,137	$372,174
AMZN	Amazon Com Inc	+10	8,562	$2,040,667
CVX	Chevron Corp	+2	2,831	$469,266
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−412,116	46,444	$1,767,658
VB	Vanguard Morningstar Small-Cap ETF	−65,991	14,426	$4,372,809
FSK	FS KKR Capital Corp	−9,800	23,226	$243,873
NVDA	Nvidia Corp	−1,398	18,386	$3,678,854
VIG	Vanguard Dividend Appreciation ETF	−939	2,158	$510,625
AVGO	Broadcom Inc.	−886	1,450	$547,737
VEA	Vanguard FTSE Developed Markets ETF	−827	5,035	$358,743
AAPL	Apple Inc.	−616	71,864	$20,794,567
VZ	Verizon Communications Inc	−582	9,339	$395,413
—		−563	4,621	$213,212
T	At&T Inc.	−467	12,498	$258,708
PM	Philip Morris International Inc.	−402	2,819	$509,985
SPY	Spdr S&P 500 ETF Trust	−347	6,063	$4,527,666
PG	PROCTER & GAMBLE Co	−308	1,643	$240,929
AMD	Advanced Micro Devices Inc	−300	2,400	$1,394,184
MO	Altria Group, Inc.	−276	9,228	$663,954
ADI	Analog Devices Inc	−228	1,548	$614,819
TSLA	Tesla, Inc.	−195	1,050	$441,630
MSFT	Microsoft Corp	−55	11,952	$4,458,335
QCOM	Qualcomm Inc/De	−54	1,505	$278,108
IBM	International Business Machines Corp	−51	897	$252,245
GLD	Spdr Gold Trust	−50	1,820	$670,451
META	Meta Platforms, Inc.	−25	2,969	$1,672,408
BRK-B	Berkshire Hathaway Inc	−18	5,357	$4,177,288
RCL	Royal Caribbean Cruises Ltd	−16	814	$258,469
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	475	$362,491
GLW	Corning Inc /Ny	1,112	$284,038
BA	Boeing Co	933	$201,966
OTF	Blue Owl Technology Finance Corp.	13,558	$140,325
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AIRR	First Trust RBA American Industrial Renaissance ETF	805,324	$54,987,522
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	708,325	$53,248,896
AAXJ	iShares MSCI All Country Asia ex Japan ETF	652,686	$34,800,242
ACSG	American Century Small Cap Growth Insights ETF	262,664	$22,284,413
FBCG	Fidelity Blue Chip Growth ETF	317,635	$14,204,637
APCB	ActivePassive Core Bond ETF	387,131	$10,893,866
ABI	VictoryShares Pioneer Asset-Based Income ETF	94,823	$9,813,093
AFK	VanEck Africa Index ETF	90,024	$4,234,614
VIGI	Vanguard International Dividend Appreciation ETF	19,237	$2,848,999
—		26,585	$2,748,711
AIEQ	Amplify AI Powered Equity ETF	56,869	$2,550,574
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	22,810	$1,599,391
BNDW	Vanguard Total World Bond ETF	18,229	$1,258,825
—		24,747	$1,195,775
HFXI	NYLI FTSE International Equity Currency Neutral ETF	28,045	$1,019,435
BIV	Vanguard Intermediate-Term Bond ETF	12,092	$890,454
BLK	BlackRock, Inc.	13,527	$729,781
ADP	Automatic Data Processing Inc	3,428	$696,501
JDVI	John Hancock Disciplined Value International Select ETF	8,443	$566,694
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	14,832	$536,325
CAGE	Calamos Autocallable Growth ETF	12,000	$498,768
VEU	Vanguard FTSE All-World Ex-US ETF	7,876	$425,697
EDV	Vanguard World Funds Extended Duration ETF	3,234	$401,551
VCRM	Vanguard Core Tax-Exempt Bond ETF	6,819	$340,199
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	4,984	$338,654
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $95,467,907 total · filing declares 140 positions · $419,865,360 · as of Jun 30, 2026

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

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	71,864	-616	$20,794,567	+13.0%	21.78%
QQQ	Invesco Qqq Trust, Series 1	Added	23,334	+1,748	$17,183,157	+37.9%	18.00%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,063	-347	$4,527,666	+8.6%	4.74%
MSFT	Microsoft Corp Technology	Reduced	11,952	-55	$4,458,335	+0.3%	4.67%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	14,426	-65,991	$4,372,809	−87.6%	4.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,357	-18	$4,177,288	+4.1%	4.38%
NVDA	Nvidia Corp Technology	Reduced	18,386	-1,398	$3,678,854	+6.6%	3.85%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,562	+10	$2,040,667	+14.6%	2.14%
MPC	Marathon Petroleum Corp Energy	Reduced	7,530	-3	$1,925,195	+4.7%	2.02%
FDBC	Fidelity D & D Bancorp Inc Financial Services	Held	36,243	0	$1,863,615	+18.8%	1.95%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	46,444	-412,116	$1,767,658	−88.1%	1.85%
CAT	Caterpillar Inc Industrials	Held	1,585	0	$1,687,866	+50.3%	1.77%
META	Meta Platforms, Inc. Communication Services	Reduced	2,969	-25	$1,672,408	−2.4%	1.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,539	-2	$1,613,609	+23.7%	1.69%
GWW	W.W. Grainger, Inc. Industrials	Reduced	1,080	-1	$1,469,232	+24.6%	1.54%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,400	-300	$1,394,184	+153.8%	1.46%
PPL	PPL Corp Utilities	Added	26,836	+250	$975,488	−3.9%	1.02%
LLY	ELI LILLY & Co Healthcare	Added	810	+19	$971,538	+33.5%	1.02%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	3,131	-5	$770,914	+18.1%	0.81%
PAL	Proficient Auto Logistics, Inc Industrials	Added	111,515	+49,339	$759,417	+80.1%	0.80%
XOM	ExxonMobil Holdings Corp Energy	Held	5,426	0	$741,842	−19.4%	0.78%
WPC	W. P. Carey Inc. Real Estate	Added	10,038	+126	$717,717	+6.5%	0.75%
CB	Chubb Ltd Financial Services	Held	2,079	0	$708,398	+4.5%	0.74%
GLD	Spdr Gold Trust	Reduced	1,820	-50	$670,451	−16.7%	0.70%
MO	Altria Group, Inc. Consumer Defensive	Reduced	9,228	-276	$663,954	+5.9%	0.70%
ADI	Analog Devices Inc Technology	Reduced	1,548	-228	$614,819	+8.8%	0.64%
AVGO	Broadcom Inc. Technology	Reduced	1,450	-886	$547,737	−24.2%	0.57%
WMT	Walmart Inc. Consumer Defensive	Added	4,560	+620	$516,465	+5.5%	0.54%
VIG	Vanguard Dividend Appreciation ETF	Reduced	2,158	-939	$510,625	−23.3%	0.53%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,819	-402	$509,985	−4.2%	0.53%
GEV	GE Vernova Inc. Industrials	Held	425	0	$499,315	+34.6%	0.52%
CVX	Chevron Corp Energy	Added	2,831	+2	$469,266	−19.8%	0.49%
MRK	Merck & Co., Inc. Healthcare	Held	3,508	0	$450,778	+6.8%	0.47%
RTX	RTX Corp Industrials	Held	2,342	0	$444,347	−1.6%	0.47%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,050	-195	$441,630	−4.6%	0.46%
JNJ	Johnson & Johnson Healthcare	Added	1,595	+25	$405,082	+5.6%	0.42%
VZ	Verizon Communications Inc Communication Services	Reduced	9,339	-582	$395,413	−20.6%	0.41%
AXP	American Express Co Financial Services	Reduced	1,144	-5	$386,958	+11.3%	0.41%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,137	+13	$372,174	+12.6%	0.39%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	762	0	$363,908	+41.3%	0.38%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	475	NEW	$362,491	NEW	0.38%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	5,035	-827	$358,743	−4.5%	0.38%
GE	General Electric Co Industrials	Reduced	905	-9	$338,225	+30.4%	0.35%
PLTR	Palantir Technologies Inc. Technology	Added	2,844	+29	$331,809	−19.4%	0.35%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	1,973	-1	$330,931	−20.2%	0.35%
BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust Financial Services	Added	11,339	+1,500	$328,944	+26.7%	0.34%
IAU	Ishares Gold Trust	Held	4,290	0	$323,937	−14.3%	0.34%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	824	-6	$290,608	+6.5%	0.30%
GLW	Corning Inc /Ny Technology	NEW	1,112	NEW	$284,038	NEW	0.30%
EQIX	Equinix Inc Real Estate	Reduced	272	-1	$283,530	+6.0%	0.30%

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.