Liberty Atlantic Advisors LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$101.8M

Holdings

78

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (78 positions)

#StockSharesValue% PortfolioType
1
SFLRINNOVATOR ETFS TRUST
555,375$20.5M20.12%
2
QFLRINNOVATOR ETFS TRUST
381,952$13.1M12.86%
3
IFLRINNOVATOR ETFS TRUST
119,882$6.0M5.94%
4
RFLRINNOVATOR ETFS TRUST
147,963$4.2M4.15%
5
AGGISHARES TR
37,857$3.8M3.71%
6
JAAAJANUS DETROIT STR TR
64,788$3.3M3.22%
7
BINCBLACKROCK ETF TRUST II
53,285$2.8M2.76%
8
EJULINNOVATOR ETFS TRUST
93,838$2.8M2.73%
9
PJANINNOVATOR ETFS TRUST
57,999$2.7M2.68%
10
SHYISHARES TR
28,391$2.4M2.31%
11
SRLNSSGA ACTIVE ETF TR
55,645$2.3M2.26%
12
FALNISHARES TR
82,839$2.3M2.22%
13
MBBISHARES TR
20,854$2.0M1.95%
14
STIPISHARES TR
18,868$1.9M1.90%
15
LEMBISHARES INC
44,624$1.9M1.82%
16
PDECINNOVATOR ETFS TRUST
39,693$1.7M1.69%
17
EOCTINNOVATOR ETFS TRUST
48,159$1.5M1.50%
18
NVDANVIDIA CORPORATION
5,305$989K0.97%
19
BONDPIMCO ETF TR
9,927$923K0.91%
20
SPYMSPDR SERIES TRUST
11,270$904K0.89%
21
NDECINNOVATOR ETFS TRUST
31,530$874K0.86%
22
POCTINNOVATOR ETFS TRUST
19,154$841K0.83%
23
AAPLAPPLE INC
2,666$724K0.71%
24
VTIVANGUARD INDEX FDS
2,116$709K0.70%
25
PAPRINNOVATOR ETFS TRUST
17,970$702K0.69%
26
OMFLINVESCO EXCH TRD SLF IDX FD
11,434$698K0.69%
27
NJANINNOVATOR ETFS TRUST
12,400$681K0.67%
28
MSFTMICROSOFT CORP
1,262$610K0.60%
29
QQQMINVESCO EXCH TRADED FD TR II
2,364$597K0.59%
30
GOOGLALPHABET INC
1,860$582K0.57%
31
AMZNAMAZON COM INC
2,449$565K0.56%
32
PSEPINNOVATOR ETFS TRUST
12,132$530K0.52%
33
SPYVSPDR SERIES TRUST
9,313$529K0.52%
34
NOCTINNOVATOR ETFS TRUST
9,130$528K0.52%
35
PJUNINNOVATOR ETFS TRUST
12,310$515K0.51%
36
NDQINVESCO QQQ TR
836$513K0.50%
37
VWOVANGUARD INTL EQUITY INDEX F
9,437$507K0.50%
38
METAMETA PLATFORMS INC
745$491K0.48%
39
XLGINVESCO EXCHANGE TRADED FD T
7,937$470K0.46%
40
CWBSPDR SERIES TRUST
5,125$457K0.45%
41
PAUGINNOVATOR ETFS TRUST
10,562$456K0.45%
42
EAPRINNOVATOR ETFS TRUST
14,797$439K0.43%
43
ESGUISHARES TR
2,941$438K0.43%
44
VEAVANGUARD TAX-MANAGED FDS
6,892$430K0.42%
45
NAPRINNOVATOR ETFS TRUST
7,788$418K0.41%
46
IOCTINNOVATOR ETFS TRUST
11,948$416K0.41%
47
IJULINNOVATOR ETFS TRUST
11,976$401K0.39%
48
VOOVANGUARD INDEX FDS
638$400K0.39%
49
ZMARINNOVATOR ETFS TRUST
14,434$396K0.39%
50
GOOGALPHABET INC
1,255$393K0.39%
51
ISEPINNOVATOR ETFS TRUST
11,604$378K0.37%
52
PMARINNOVATOR ETFS TRUST
8,245$370K0.36%
53
PMAYINNOVATOR ETFS TRUST
9,313$368K0.36%
54
IMFLINVESCO EXCH TRD SLF IDX FD
11,828$352K0.35%
55
NSEPINNOVATOR ETFS TRUST
11,261$329K0.32%
56
IVVISHARES TR
478$327K0.32%
57
IDECINNOVATOR ETFS TRUST
9,678$312K0.31%
58
BRK/BBERKSHIRE HATHAWAY INC DEL
590$296K0.29%
59
JPMJPMORGAN CHASE & CO.
893$287K0.28%
60
EFVISHARES TR
4,007$286K0.28%
61
AVGOBROADCOM INC
781$270K0.27%
62
KDECINNOVATOR ETFS TRUST
10,604$270K0.27%
63
NJULINNOVATOR ETFS TRUST
3,688$267K0.26%
64
KJANINNOVATOR ETFS TRUST
5,993$248K0.24%
65
VEUVANGUARD INTL EQUITY INDEX F
3,335$245K0.24%
66
LMTLOCKHEED MARTIN CORP
503$243K0.24%
67
NJUNINNOVATOR ETFS TRUST
7,687$242K0.24%
68
KAPRINNOVATOR ETFS TRUST
6,635$233K0.23%
69
SPYSPDR S&P 500 ETF TR
336$229K0.22%
70
TMFCRBB FD INC
3,180$228K0.22%
71
KSEPINNOVATOR ETFS TRUST
7,952$221K0.22%
72
TSMTAIWAN SEMICONDUCTOR MFG LTD
707$215K0.21%
73
IYWISHARES TR
1,074$214K0.21%
74
ESGDISHARES TR
2,241$213K0.21%
75
IFRAISHARES TR
3,978$209K0.21%
76
NOWSERVICENOW INC
1,370$209K0.21%
77
ORCLORACLE CORP
1,071$208K0.20%
78
ICVTISHARES TR
2,053$202K0.20%