LIBERTY SQUARE WEALTH PARTNERS LLC
Sector Allocation
- Other81.3%$341.4M
- Technology8.7%$36.6M
- Financials5.3%$22.4M
- Industrials1.1%$4.7M
- Consumer Discretionary1.1%$4.5M
- Energy0.8%$3.1M
- Consumer Staples0.5%$1.9M
- Healthcare0.4%$1.8M
- Utilities0.3%$1.2M
- Real Estate0.2%$1.0M
AUM History
13fpro.ai/research/fund/liberty-square-wealth-partners-llc-2057655
Conviction and streaks
Concentrating · top 10 = 69.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- FIRST$69.8M
- SPDR$62.9M
- VANGUARD$29.8M
- AMERICAN$26.4M
AAPL
$20.8M- ISHARES$20.5M
- FIDELITY$18.8M
QQQ
$17.2M- TRUST$14.6M
IVZ
$11.4M- SCHWAB$9.0M
- ISHARES$6.5M
SPY
$4.5MMSFT
$4.5M- VANGUARD$4.4M
NVDA
$3.7M- VANECK$3.3M
- VANGUARD$3.1M
- AMPLIFY$2.9M
BRK.B
$2.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/liberty-square-wealth-partners-llc-2057655
LIBERTY SQUARE WEALTH PARTNERS LLC 13F holdings — Q2 2026
$419.9M portfolio (+17.1% QoQ) · 140 holdings · Q2 2026 13F · top 10 are 70% of the stock portfolio
- 1
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$69.8M
16.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR P500ETF
$62.9M
15.0% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - S&P 500 ETF SHS
$29.8M
7.1% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
AMERICAN CENTY ETF TR - INTL EQT ETF
$26.4M
6.3% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— $20.8M
5.0% of stocks
-0.8%This quarter+11.6%Since filed4+ qtrsHeld- 6
ISHARES TR - HIGH YLD SYSTM B
$20.5M
4.9% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
FIDELITY COVINGTON TRUST - SML MID MLTFCT
$18.8M
4.5% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— $17.2M
4.1% of stocks
+8%This quarter-1.2%Since filed4+ qtrsHeld- 9
TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG
$14.6M
3.5% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— $11.4M
2.7% of stocks
+9%This quarter-10.1%Since filed4+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $69.8M | 16.6% | +7% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR P500ETF | $62.9M | 15.0% | +7% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $29.8M | 7.1% | -4% | — | — | — | — | |
| 4 | AMERICAN CENTY ETF TR - INTL EQT ETF | $26.4M | 6.3% | +13% | — | — | — | — | |
| 5 | $20.8M | 5.0% | -0.8% | +11.6% | 4+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - HIGH YLD SYSTM B | $20.5M | 4.9% | +11% | — | — | — | — | |
| 7 | FIDELITY COVINGTON TRUST - SML MID MLTFCT | $18.8M | 4.5% | +12% | — | — | — | — | |
| 8 | $17.2M | 4.1% | +8% | -1.2% | 4+ qtrsAdded 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG | $14.6M | 3.5% | +11% | — | — | — | — | |
| 10 | $11.4M | 2.7% | +9% | -10.1% | 4+ qtrsAdded 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — LIBERTY SQUARE WEALTH PARTNERS LLC (Q2 2026)
140 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $9.0M | 2.1% | 285K | -4% | — | — | 13F |
| 12 | — | ISHARES TR - MSCI INTL QUALTYetf/fund | — | $6.5M | 1.6% | 132K | -10% | — | — | 13F |
| 13 | SPDR S&P 500 ETF TRUSTetf/fund | — | $4.5M | 1.1% | 6,063 | -5% | 4+ qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 14 | MICROSOFT CORP | Technology | $4.5M | 1.1% | 12K | -0.5% | 4+ qtrs | 79.8 | 13F | |
| 15 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $4.4M | 1.0% | 14K | -4% | — | — | 13F |
| 16 | NVIDIA CORP | Technology | $3.7M | 0.9% | 18K | -7% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund | — | $3.3M | 0.8% | 5,101 | +0.0% | — | — | 13F |
| 18 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $3.1M | 0.7% | 19K | +0.9% | — | — | 13F |
| 19 | — | AMPLIFY ETF TR - CWP ENHANCED DIVetf/fund | — | $2.9M | 0.7% | 64K | +13% | — | — | 13F |
| 20 | BERKSHIRE HATHAWAY INC | Financials | $2.7M | 0.6% | 5,355 | -0.3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX Fetf/fund | — | $2.4M | 0.6% | 29K | +476% | — | — | 13F |
| 22 | — | ISHARES TR - CORE HIGH DV ETFetf/fund | — | $2.3M | 0.6% | 84K | +400% | — | — | 13F |
| 23 | — | ISHARES TR - RUS TP200 GR ETFetf/fund | — | $2.1M | 0.5% | 7,332 | -0.3% | — | — | 13F |
| 24 | AMAZON COM INC | Consumer Discretionary | $2.0M | 0.5% | 8,562 | +0.1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $2.0M | 0.5% | 39K | -0.3% | — | — | 13F |
| 26 | $MPC | Marathon Petroleum Corp | Energy | $1.9M | 0.5% | 7,530 | -0.0% | |||
| 27 | $FDBC | FIDELITY D & D BANCORP INC | Financials | $1.9M | 0.4% | 36K | — | |||
| 28 | — | ISHARES TR - MRGSTR MD CP GRW | — | $1.8M | 0.4% | 19K | -9% | |||
| 29 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $1.8M | 0.4% | 46K | -11% | |||
| 30 | $CAT | CATERPILLAR INC | Industrials | $1.7M | 0.4% | 1,585 | — | |||
| 31 | $META | Meta Platforms, Inc. | Technology | $1.7M | 0.4% | 2,969 | -0.8% | |||
| 32 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $1.6M | 0.4% | 27K | — | |||
| 33 | — | VANGUARD INDEX FDS - VALUE ETF | — | $1.6M | 0.4% | 7,273 | +5% | |||
| 34 | — | ISHARES TR - EXPANDED TECH | — | $1.6M | 0.4% | 17K | -7% | |||
| 35 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.5M | 0.4% | 10K | +0.0% | |||
| 36 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.4% | 2 | — | |||
| 37 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $1.5M | 0.3% | 1,080 | -0.1% | |||
| 38 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.4M | 0.3% | 12K | +971% | |||
| 39 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.4M | 0.3% | 2,400 | -11% | |||
| 40 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.4M | 0.3% | 7,256 | — | |||
| 41 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $1.3M | 0.3% | 16K | +300% | |||
| 42 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $1.3M | 0.3% | 22K | -10% | |||
| 43 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $1.3M | 0.3% | 34K | -28% | |||
| 44 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.2M | 0.3% | 3,370 | -3% | |||
| 45 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $1.2M | 0.3% | 3,501 | — | |||
| 46 | — | ISHARES TR - ISHARES SEMICDTR | — | $1.1M | 0.3% | 1,731 | — | |||
| 47 | $PPL | PPL Corp | Utilities | $975K | 0.2% | 27K | +0.9% | |||
| 48 | — | VANECK ETF TRUST - IG FLOA RATE ETF | — | $973K | 0.2% | 38K | -8% | |||
| 49 | $LLY | ELI LILLY & Co | Healthcare | $972K | 0.2% | 810 | +2% | |||
| 50 | — | NEW YORK LIFE INVESTMENTS ET - MERGE ARBIT ETF | — | $958K | 0.2% | 26K | -6% | |||
| 51 | — | ISHARES TR - CORE S&P500 ETF | — | $902K | 0.2% | 1,204 | — | |||
| 52 | $GOOGL | Alphabet Inc. | Technology | $871K | 0.2% | 2,437 | -0.1% | |||
| 53 | — | ISHARES TR - CORE DIVID ETF | — | $833K | 0.2% | 14K | — | |||
| 54 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $807K | 0.2% | 10K | -2% | |||
| 55 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $771K | 0.2% | 3,131 | -0.2% | |||
| 56 | $PAL | Proficient Auto Logistics, Inc | Industrials | $759K | 0.2% | 112K | +79% | |||
| 57 | $GOOG | Alphabet Inc. | Technology | $743K | 0.2% | 2,102 | +0.0% | |||
| 58 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $742K | 0.2% | 5,426 | — | |||
| 59 | $WPC | W. P. Carey Inc. | Real Estate | $718K | 0.2% | 10K | +1% | |||
| 60 | $CB | Chubb Ltd | Financials | $708K | 0.2% | 2,079 | — | |||
| 61 | $STT | STATE STREET CORP | Financials | $686K | 0.2% | 16K | +0.1% | |||
| 62 | $GLD | SPDR GOLD TRUST | Financials | $670K | 0.2% | 1,820 | -3% | |||
| 63 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $664K | 0.2% | 9,228 | -3% | |||
| 64 | — | CALAMOS ETF TR - CONVERTIBLE EQTY | — | $617K | 0.1% | 12K | — | |||
| 65 | $ADI | ANALOG DEVICES INC | Technology | $615K | 0.1% | 1,548 | -13% | |||
| 66 | — | ISHARES TR - CORE S&P MCP ETF | — | $606K | 0.1% | 7,864 | -21% | |||
| 67 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | — | $584K | 0.1% | 7,790 | -8% | |||
| 68 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $579K | 0.1% | 7,886 | -35% | |||
| 69 | $AVGO | Broadcom Inc. | Technology | $548K | 0.1% | 1,450 | -38% | |||
| 70 | — | ISHARES TR - RUS 2000 VAL ETF | — | $541K | 0.1% | 2,445 | — | |||
| 71 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $521K | 0.1% | 18K | -4% | |||
| 72 | $WMT | Walmart Inc. | Consumer Staples | $516K | 0.1% | 4,560 | +16% | |||
| 73 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $511K | 0.1% | 2,158 | -30% | |||
| 74 | $PM | Philip Morris International Inc. | Consumer Staples | $510K | 0.1% | 2,819 | -12% | |||
| 75 | $GEV | GE Vernova Inc. | Industrials | $499K | 0.1% | 425 | — | |||
| 76 | — | ISHARES TR - US INFRASTRUC | — | $485K | 0.1% | 7,694 | — | |||
| 77 | $CVX | CHEVRON CORP | Energy | $469K | 0.1% | 2,831 | +0.1% | |||
| 78 | $MRK | Merck & Co., Inc. | Healthcare | $451K | 0.1% | 3,508 | — | |||
| 79 | $RTX | RTX Corp | Industrials | $444K | 0.1% | 2,342 | — | |||
| 80 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $443K | 0.1% | 5,142 | +500% | |||
| 81 | $TSLA | Tesla, Inc. | Consumer Discretionary | $442K | 0.1% | 1,050 | -16% | |||
| 82 | — | ISHARES TR - RUS MDCP VAL ETF | — | $438K | 0.1% | 2,662 | — | |||
| 83 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $415K | 0.1% | 1,356 | — | |||
| 84 | $JNJ | JOHNSON & JOHNSON | Healthcare | $405K | 0.1% | 1,595 | +2% | |||
| 85 | — | ISHARES TR - MSCI USA QLT FCT | — | $398K | 0.1% | 1,816 | — | |||
| 86 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $395K | 0.1% | 9,339 | -6% | |||
| 87 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $390K | 0.1% | 13K | — | |||
| 88 | $AXP | AMERICAN EXPRESS CO | Financials | $387K | 0.1% | 1,144 | -0.4% | |||
| 89 | — | VANECK ETF TRUST - VANECK SHRT MUNI | — | $378K | 0.1% | 22K | +0.0% | |||
| 90 | $JPM | JPMORGAN CHASE & CO | Financials | $372K | 0.1% | 1,137 | +1% | |||
| 91 | — | ISHARES TR - MSCI EAFE ETF | — | $369K | 0.1% | 3,554 | -5% | |||
| 92 | — | ISHARES TR - FLTG RATE NT ETF | — | $365K | 0.1% | 7,141 | — | |||
| 93 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $364K | 0.1% | 762 | — | |||
| 94 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $362K | 0.1% | 475 | New | |||
| 95 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $359K | 0.1% | 5,035 | -14% | |||
| 96 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $352K | 0.1% | 5,891 | -25% | |||
| 97 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $347K | 0.1% | 10K | +0.1% | |||
| 98 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $345K | 0.1% | 6,820 | +0.0% | |||
| 99 | $GE | GENERAL ELECTRIC CO | Industrials | $338K | 0.1% | 905 | -1.0% | |||
| 100 | — | DBX ETF TR - XTRACK USD HIGH | — | $336K | 0.1% | 9,196 | -38% | |||
| 101 | $PLTR | Palantir Technologies Inc. | Technology | $332K | 0.1% | 2,844 | +1% | |||
| 102 | — | VANGUARD WORLD FD - ENERGY ETF | — | $331K | 0.1% | 2,206 | +47% | |||
| 103 | $TMUS | T-Mobile US, Inc. | Communication Services | $331K | 0.1% | 1,973 | -0.1% | |||
| 104 | $BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | — | $329K | 0.1% | 11K | +15% | |||
| 105 | $IAU | ISHARES GOLD TRUST | Financials | $324K | 0.1% | 4,290 | — | |||
| 106 | $IVZ | Invesco Ltd. | Financials | $323K | 0.1% | 2,645 | — | |||
| 107 | — | ISHARES TR - FALN ANGLS USD | — | $310K | 0.1% | 11K | — | |||
| 108 | — | ISHARES TR - RUS MID CAP ETF | — | $301K | 0.1% | 2,728 | — | |||
| 109 | — | COLUMBIA ETF TR I - MULTI SEC MUNI | — | $301K | 0.1% | 14K | — | |||
| 110 | — | ISHARES TR - CORE DIV GRWTH | — | $296K | 0.1% | 3,899 | — | |||
| 111 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $291K | 0.1% | 824 | -0.7% | |||
| 112 | — | ISHARES TR - CORE MSCI EAFE | — | $286K | 0.1% | 2,965 | -4% | |||
| 113 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $285K | 0.1% | 3,241 | +400% | |||
| 114 | $GLW | CORNING INC /NY | Materials | $284K | 0.1% | 1,112 | New | |||
| 115 | $EQIX | EQUINIX INC | Real Estate | $284K | 0.1% | 272 | -0.4% | |||
| 116 | — | SPDR SERIES TRUST - ST STR CONV ETF | — | $280K | 0.1% | 2,597 | — | |||
| 117 | $QCOM | QUALCOMM INC/DE | Technology | $278K | 0.1% | 1,505 | -3% | |||
| 118 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | — | $276K | 0.1% | 5,002 | -36% | |||
| 119 | $OBDC | Blue Owl Capital Corp | Other | $273K | 0.1% | 25K | — | |||
| 120 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $262K | 0.1% | 572 | — | |||
| 121 | — | BLACKROCK ETF TRUST II - ISHAR INTER ETF | — | $261K | 0.1% | 11K | — | |||
| 122 | — | JANUS DETROIT STR TR - HENDERSN SML ETF | — | $259K | 0.1% | 2,559 | -5% | |||
| 123 | $T | AT&T INC. | Communication Services | $259K | 0.1% | 12K | -4% | |||
| 124 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $258K | 0.1% | 814 | -2% | |||
| 125 | $TTC | TORO CO | Industrials | $253K | 0.1% | 2,598 | -0.0% | |||
| 126 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $252K | 0.1% | 897 | -5% | |||
| 127 | $IVZ | Invesco Ltd. | Financials | $245K | 0.1% | 10K | — | |||
| 128 | $DJP | BARCLAYS BANK PLC | Financials | $244K | 0.1% | 5,582 | -7% | |||
| 129 | $FSK | FS KKR Capital Corp | Other | $244K | 0.1% | 23K | -30% | |||
| 130 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $241K | 0.1% | 1,643 | -16% | |||
| 131 | $NOW | ServiceNow, Inc. | Technology | $239K | 0.1% | 2,410 | -0.5% | |||
| 132 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | — | $229K | 0.1% | 9,012 | — | |||
| 133 | $ED | CONSOLIDATED EDISON INC | Utilities | $221K | 0.1% | 1,999 | -0.1% | |||
| 134 | $MCD | MCDONALDS CORP | Consumer Discretionary | $221K | 0.1% | 818 | -1.0% | |||
| 135 | — | ETF SER SOLUTIONS - APTUS COLLRD INV | — | $213K | 0.1% | 4,621 | -11% | |||
| 136 | $GTLS | CHART INDUSTRIES INC | Industrials | $209K | 0.1% | 1,000 | -0.1% | |||
| 137 | $BA | BOEING CO | Industrials | $202K | 0.1% | 933 | New | |||
| 138 | $FSCO | FS Credit Opportunities Corp. | Other | $141K | 0.0% | 28K | — | |||
| 139 | $OTF | Blue Owl Technology Finance Corp. | Other | $140K | 0.0% | 14K | New | |||
| 140 | $EEFT | EURONET WORLDWIDE, INC. | Financials | $9K | 0.0% | 11K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 4 new, 36 added to, 63 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (36)
- FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV+7%
now $69.8M
- SPDR SERIES TRUST - ST STR P500ETF+7%
now $62.9M
- AMERICAN CENTY ETF TR - INTL EQT ETF+13%
now $26.4M
- ISHARES TR - HIGH YLD SYSTM B+11%
now $20.5M
- FIDELITY COVINGTON TRUST - SML MID MLTFCT+12%
now $18.8M
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F+476%
now $2.4M
+30 more in the Excel export
Trimmed (63)
- VANGUARD INDEX FDS - S&P 500 ETF SHS-4%
now $29.8M
- ISHARES TR - MSCI INTL QUALTY-10%
now $6.5M
- SCHWAB STRATEGIC TR - US MID-CAP ETF-28%
now $1.3M
- SCHWAB STRATEGIC TR - US DIVIDEND EQ-4%
now $9.0M
$AVGOBroadcom Inc.-38%
now $548K · held 4+ qtrs
- VANGUARD BD INDEX FDS - TOTAL BND MRKT-35%
now $579K
+57 more in the Excel export
Holdings by quarter
Every 13F LIBERTY SQUARE WEALTH PARTNERS LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow LIBERTY SQUARE WEALTH PARTNERS?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LIBERTY SQUARE WEALTH PARTNERS's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+3.3%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter
Top 10 weight
70%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LIBERTY SQUARE WEALTH PARTNERS LLC disclosed 140 positions worth $419.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 4 new positions and exited 5 — including a new stake in $CRWD and a full exit from $ADP. The portfolio is most concentrated in Other (81.3% of disclosed assets). All figures are sourced directly from LIBERTY SQUARE WEALTH PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 2057655.
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