DOSSIER · 13F-HR · Q2 2026
Liquid Strategies, LLC
$732M in tracked AUM across 7 positions as of Q2 2026.
LS
CIK 0001774727 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Liquid Strategies, LLC has undergone a radical transformation in its portfolio composition between the reporting periods ending June 30, 2025, and September 30, 2025. The total portfolio value contracted precipitously by 82.8%, decreasing from $457.51 million to $78.87 million. This reduction was driven by significant capital outflows or asset reallocations rather than market depreciation, evidenced by the liquidation of substantial equity and fixed-income pos...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.
Filing history
Showing 12 of 27