DOSSIER · 13F-HR · Q2 2026

LIBERTY SQUARE WEALTH PARTNERS LLC

$420M in tracked AUM across 140 positions as of Q2 2026.

LS
CIK 0002057655 · last filed Jun 30, 2026
Total AUM
$420M
as of Q2 2026
Holdings
140
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LIBERTY SQUARE WEALTH PARTNERS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RDVY
FIRST TR EXCHANGE TRADED FD
$70M861K16.6%
02
SPYM
SPDR SERIES TRUST
$63M716K15.0%
03
VOO
VANGUARD INDEX FDS
$30M43K7.1%
04
AVDE
AMERICAN CENTY ETF TR
$26M296K6.3%
05
AAPL
APPLE INC
$21M72K5.0%
06
HYDB
ISHARES TR
$21M438K4.9%
07
FSMD
FIDELITY COVINGTON TRUST
$19M357K4.5%
08
QQQ
INVESCO QQQ TR
$17M23K4.1%
09
CLSE
TRUST FOR PROFESSIONAL MANAG
$15M429K3.5%
10
XMHQ
INVESCO EXCHANGE TRADED FD T
$11M101K2.7%

Filing history

2026Q2Jun 30
$420M 17.1%
140 positionsView →
2026Q1Mar 31
$358M 2.2%
141 positionsView →
2025Q4Dec 31
$351M 8.2%
145 positionsView →
2025Q3Sep 30
$324M 11.9%
146 positionsView →
2025Q2Jun 30
$289M 10.4%
147 positionsLocked
2025Q1Mar 31
$262M 4.4%
147 positionsLocked
2024Q4Dec 31
$274M
154 positionsLocked