13F Insight
DOSSIER · 13F-HR · Q1 2026

LIBERTY SQUARE WEALTH PARTNERS LLC

LIBERTY SQUARE WEALTH's asset manager based in Chicago, IL — $358M in tracked AUM across 141 positions as of Q1 2026.

LS
LIBERTY SQUARE WEALTH·Chicago, IL·Asset Manager
CIK 0002057655 · last filed Mar 31, 2026
Total AUM
$358M
▼ 7.7%
vs prior
Holdings
141
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LIBERTY SQUARE WEALTH PARTNERS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
RDVY
FIRST TR EXCHANGE TRADED FD
$55M805K15.3%
02
SPYM
SPDR SERIES TRUST
$51M670K14.3%
03
VOO
VANGUARD INDEX FDS
$27M45K7.5%
04
AVDE
AMERICAN CENTY ETF TR
$22M263K6.2%
05
AAPL
APPLE INC
$18M72K5.1%
06
HYDB
ISHARES TR
$18M394K5.1%
07
FSMD
FIDELITY COVINGTON TRUST
$14M318K4.0%
08
QQQ
INVESCO QQQ TR
$12M22K3.5%
09
CLSE
TRUST FOR PROFESSIONAL MANAG
$11M387K3.0%
10
XMHQ
INVESCO EXCHANGE TRADED FD T
$10M92K2.7%

Filing history

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