LIBERTY SQUARE WEALTH PARTNERS LLC

CIK

2057655

Location

BETHLEHEM, PA

Portfolio Value

Micro $75,593,486

Diversification

Diversified

Filing Date

Global Rank

#6,243 / 8,622 ▲ 65 · as of Mar 2026

Top Industry

Consumer Electronics 31.8%

3Y Alpha vs SPY

+0.4%

Period ended 4 months ago

Filed May 7, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+25.1%

SPY

+23.3%

Annualised alpha

+1.2%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

60 tracked 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	ExxonMobil Holdings 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 tracked positions · $75,593,486 total · filing declares 141 positions · $358,427,739 · 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	ExxonMobil Holdings 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%

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.