Liberty Square Wealth Partners Llc Portfolio Stock Holdings
Liberty Square Wealth Partners Llc disclosed 141 stock positions valued at approximately $358.4 million in its latest SEC 13F filing. The largest holdings include FIRST TR EXCHANGE TRADED FD, SPDR SERIES TRUST, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 141
- Portfolio Value
- $358.4M
Holdings by Sector
Liberty Square Wealth Partners Llc Portfolio Holdings in Q1 2026
138 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 15.34% | 805,324 | +69,304 | +9.42% | $54,987,489 |
| SPDR SERIES TRUST | SPLG | Other | 14.30% | 669,716 | +68,621 | +11.42% | $51,260,053 |
| VANGUARD INDEX FDS | VOO | Other | 7.54% | 45,204 | -3,788 | -7.73% | $27,011,896 |
| AMERICAN CENTY ETF TR | AVDE | Other | 6.22% | 262,664 | +44,601 | +20.45% | $22,284,451 |
| APPLE INC | AAPL | Technology | 5.13% | 72,480 | -2,326 | -3.11% | $18,394,783 |
| ISHARES TR | HYDB | Other | 5.12% | 394,128 | +64,924 | +19.72% | $18,334,855 |
| FIDELITY COVINGTON TRUST | FSMD | Other | 3.96% | 317,635 | +57,652 | +22.18% | $14,204,656 |
| INVESCO QQQ TR | QQQ | Other | 3.48% | 21,586 | +3,052 | +16.47% | $12,458,781 |
| TRUST FOR PROFESSIONAL MANAG | CLSE | Other | 3.04% | 387,131 | +72,602 | +23.08% | $10,893,866 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 2.66% | 92,178 | +9,664 | +11.71% | $9,528,473 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.54% | 296,858 | -23,745 | -7.41% | $9,107,615 |
| ISHARES TR | IQLT | Other | 1.88% | 145,865 | -20,981 | -12.58% | $6,743,361 |
| MICROSOFT CORP | MSFT | Technology | 1.24% | 12,007 | -96 | -0.79% | $4,444,765 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.16% | 6,410 | -1,441 | -18.35% | $4,168,730 |
| VANGUARD INDEX FDS | VB | Other | 1.10% | 15,061 | -1,455 | -8.81% | $3,944,873 |
| NVIDIA CORPORATION | NVDA | Technology | 0.96% | 19,784 | +27 | +0.14% | $3,450,385 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.79% | 19,237 | +50 | +0.26% | $2,848,995 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.72% | 5,373 | -204 | -3.66% | $2,574,742 |
| AMPLIFY ETF TR | DIVO | Other | 0.71% | 56,869 | +5,238 | +10.15% | $2,550,575 |
| ISHARES TR | HDV | Other | 0.64% | 16,788 | +10 | +0.06% | $2,278,531 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 0.57% | 4,984 | -62 | -1.23% | $2,031,740 |
| VANECK ETF TRUST | SMH | Other | 0.55% | 5,099 | +475 | +10.27% | $1,954,957 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.53% | 38,615 | -1,282 | -3.21% | $1,889,453 |
| MARATHON PETE CORP | MPC | Energy | 0.51% | 7,533 | +3 | +0.04% | $1,839,408 |
| ISHARES TR | IWY | Other | 0.51% | 7,352 | - | - | $1,829,472 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.50% | 8,552 | +111 | +1.32% | $1,781,125 |
| META PLATFORMS INC | META | Communication Services | 0.48% | 2,994 | +3 | +0.10% | $1,712,976 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.47% | 52,422 | -9,850 | -15.82% | $1,700,056 |
| ISHARES TR | IMCG | Other | 0.45% | 20,688 | -574 | -2.70% | $1,629,596 |
| FIDELITY D & D BANCORP INC | FDBC | Financial Services | 0.44% | 36,243 | - | - | $1,568,597 |
| SPDR SERIES TRUST | SPYV | Other | 0.43% | 27,000 | - | - | $1,527,660 |
| ISHARES TR | IGV | Other | 0.42% | 18,739 | -1,080 | -5.45% | $1,500,057 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.41% | 47,873 | -18,957 | -28.37% | $1,482,148 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.40% | 2 | - | - | $1,436,280 |
| VANGUARD INDEX FDS | VTV | Other | 0.38% | 6,938 | +465 | +7.18% | $1,361,236 |
| ISHARES TR | IJR | Other | 0.35% | 10,099 | -28 | -0.28% | $1,255,386 |
| SPDR SERIES TRUST | SPSM | Other | 0.33% | 24,747 | -2,877 | -10.41% | $1,195,775 |
| WW GRAINGER INC | GWW | Industrials | 0.33% | 1,081 | +1 | +0.09% | $1,179,166 |
| VANGUARD INDEX FDS | VO | Other | 0.32% | 4,013 | -56 | -1.38% | $1,152,453 |
| CATERPILLAR INC | CAT | Industrials | 0.31% | 1,585 | -51 | -3.12% | $1,122,909 |
| VANGUARD INDEX FDS | VTI | Other | 0.31% | 3,487 | -177 | -4.83% | $1,118,664 |
| VANECK ETF TRUST | FLTR | Other | 0.29% | 41,287 | +508 | +1.25% | $1,051,993 |
| VANGUARD INDEX FDS | VV | Other | 0.29% | 3,501 | -15 | -0.43% | $1,046,274 |
| NEW YORK LIFE INVESTMENTS ET | MNA | Other | 0.28% | 28,045 | -7,468 | -21.03% | $1,019,436 |
| PPL CORP | PPL | Utilities | 0.28% | 26,586 | -2,609 | -8.94% | $1,015,585 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.27% | 7,256 | -64 | -0.87% | $964,322 |
| EXXON MOBIL CORP | XOM | Energy | 0.26% | 5,426 | -426 | -7.28% | $920,541 |
| VANGUARD BD INDEX FDS | BND | Other | 0.25% | 12,092 | -4,182 | -25.70% | $890,455 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.23% | 10,442 | -1,466 | -12.31% | $827,737 |
| SPDR GOLD TR | GLD | Other | 0.22% | 1,870 | +1,250 | +201.61% | $804,642 |
| ISHARES TR | IVV | Other | 0.22% | 1,204 | -96 | -7.38% | $786,465 |
| VANGUARD WORLD FD | VGT | Other | 0.21% | 1,090 | - | - | $760,827 |
| ISHARES TR | DIVB | Other | 0.20% | 13,527 | +3,112 | +29.88% | $729,793 |
| ELI LILLY & CO | LLY | Healthcare | 0.20% | 791 | +1 | +0.13% | $727,538 |
| BROADCOM INC | AVGO | Technology | 0.20% | 2,336 | +160 | +7.35% | $723,015 |
| ALPHABET INC | GOOGL | Communication Services | 0.20% | 2,440 | +76 | +3.21% | $701,549 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.19% | 3,428 | +78 | +2.33% | $696,501 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.19% | 2,079 | +60 | +2.97% | $677,608 |
| WP CAREY INC | WPC | Real Estate | 0.19% | 9,912 | +11 | +0.11% | $673,620 |
| ISHARES TR | IJH | Other | 0.19% | 9,963 | -4,539 | -31.30% | $672,801 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.19% | 3,097 | -329 | -9.60% | $666,054 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.18% | 3,136 | +5 | +0.16% | $652,570 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.18% | 15,554 | -750 | -4.60% | $635,049 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.17% | 9,504 | -549 | -5.46% | $627,175 |
| ALPHABET INC | GOOG | Communication Services | 0.17% | 2,101 | -9 | -0.43% | $602,830 |
| CHEVRON CORPORATION | CVX | Energy | 0.16% | 2,829 | +97 | +3.55% | $585,354 |
| ISHARES TR | SOXX | Other | 0.16% | 1,731 | - | - | $568,910 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 0.16% | 8,443 | -207 | -2.39% | $566,694 |
| ANALOG DEVICES INC | ADI | Technology | 0.16% | 1,776 | +51 | +2.96% | $565,017 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.15% | 2,700 | +13 | +0.48% | $549,261 |
| DBX ETF TR | HYLB | Other | 0.15% | 14,832 | -6,020 | -28.87% | $536,325 |
| VANECK ETF TRUST | ANGL | Other | 0.15% | 18,597 | -793 | -4.09% | $534,106 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.15% | 3,221 | -236 | -6.83% | $532,560 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.14% | 9,921 | -1,476 | -12.95% | $498,034 |
| WALMART INC | WMT | Consumer Defensive | 0.14% | 3,940 | -276 | -6.55% | $489,663 |
| ISHARES TR | IWN | Other | 0.13% | 2,445 | - | - | $463,548 |
| TESLA INC | TSLA | Consumer Cyclical | 0.13% | 1,245 | -315 | -20.19% | $462,829 |
| RTX CORPORATION | RTX | Industrials | 0.13% | 2,342 | +119 | +5.35% | $451,772 |
| ISHARES TR | IFRA | Other | 0.12% | 7,694 | +50 | +0.65% | $440,097 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.12% | 7,787 | -3,752 | -32.52% | $431,050 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.12% | 7,876 | -5,492 | -41.08% | $425,672 |
| MERCK & CO INC | MRK | Healthcare | 0.12% | 3,508 | +23 | +0.66% | $421,977 |
| PROFICIENT AUTO LOGISTICS IN | PAL | Industrials | 0.12% | 62,176 | +62,176 | +100.00% | $421,553 |
| T-MOBILE US INC | TMUS | Communication Services | 0.12% | 1,974 | +1 | +0.05% | $414,599 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.11% | 2,815 | -145 | -4.90% | $411,778 |
| ISHARES TR | IWS | Other | 0.11% | 2,662 | - | - | $387,960 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.11% | 1,570 | +106 | +7.24% | $383,878 |
| ISHARES GOLD TR | IAU | Other | 0.11% | 4,290 | - | - | $378,206 |
| VANECK ETF TRUST | SMB | Other | 0.11% | 21,762 | -193 | -0.88% | $376,483 |
| AT&T INC | T | Communication Services | 0.10% | 12,965 | -1,176 | -8.32% | $375,855 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.10% | 5,862 | -1,439 | -19.71% | $375,637 |
| VANGUARD INDEX FDS | VUG | Other | 0.10% | 857 | - | - | $374,329 |
| GE VERNOVA INC | GEV | Utilities | 0.10% | 425 | +102 | +31.58% | $370,983 |
| ISHARES TR | FLOT | Other | 0.10% | 7,141 | - | - | $363,834 |
| ISHARES TR | EFA | Other | 0.10% | 3,732 | -2,936 | -44.03% | $362,489 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.10% | 12,540 | - | - | $349,239 |
| VANGUARD INDEX FDS | VOT | Other | 0.10% | 1,356 | - | - | $348,967 |
| ISHARES TR | QUAL | Other | 0.10% | 1,816 | - | - | $348,327 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.10% | 1,149 | +5 | +0.44% | $347,550 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.09% | 6,819 | +356 | +5.51% | $340,200 |