LIBERTY SQUARE WEALTH PARTNERS LLC
Filing Date
Global Rank
#6,223
/ 8,586
▲ 78
Top Industry
Consumer Electronics
31.8%
3Y Alpha vs SPY
-2.6%
Period ended 3 months ago
Filed May 7, 2026 · 40d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+22.2%
SPY
+25.8%
Annualised alpha
-2.6%
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, 2025Top 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 |
|---|---|---|
| Technology | 39.9% | $30,176,415 |
| Unclassified | 23.6% | $17,810,534 |
| Financial Services | 9.8% | $7,423,994 |
| Industrials | 5.6% | $4,255,551 |
| Communication Services | 4.9% | $3,703,091 |
| Energy | 4.4% | $3,345,302 |
| Consumer Cyclical | 4.0% | $3,002,042 |
| Consumer Defensive | 2.9% | $2,160,103 |
| Healthcare | 2.0% | $1,533,285 |
| Utilities | 1.6% | $1,241,945 |
| Real Estate | 1.2% | $941,224 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| GE | General Electric Co | +9 | 914 | $259,365 | |
| IBM | International Business Machines Corp | +9 | 948 | $229,785 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exited
6 positions
12 positions ·
$30,176,415 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 72,480 | $18,394,699 | 60.96% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 12,007 | $4,444,631 | 14.73% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 19,784 | $3,450,329 | 11.43% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,336 | $723,015 | 2.40% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 3,428 | $696,501 | 2.31% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 1,776 | $565,016 | 1.87% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,700 | $549,261 | 1.82% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 2,815 | $411,778 | 1.36% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 762 | $257,517 | 0.85% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 2,421 | $253,115 | 0.84% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 948 | $229,785 | 0.76% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 1,559 | $200,768 | 0.67% |