LIBERTY SQUARE WEALTH PARTNERS LLC
CIK: 0002057655SEC EDGAR →
Portfolio Value
$350.6M
Holdings
145
As of
Q4 2025
New Positions
145
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIRST TR EXCHANGE TRADED FD | 736,020 | $51.1M | 14.58% |
| 2 | SPDR SERIES TRUST | 601,095 | $48.2M | 13.75% |
| 3 | VANGUARD INDEX FDS | 48,992 | $30.7M | 8.76% |
| 4 | APPLE INC | 74,806 | $20.3M | 5.80% |
| 5 | AMERICAN CENTY ETF TR | 218,063 | $17.9M | 5.12% |
| 6 | ISHARES TR | 329,204 | $15.6M | 4.45% |
| 7 | FIDELITY COVINGTON TRUST | 259,983 | $11.5M | 3.27% |
| 8 | INVESCO QQQ TR | 18,534 | $11.4M | 3.25% |
| 9 | SCHWAB STRATEGIC TR | 320,603 | $8.8M | 2.51% |
| 10 | TRUST FOR PROFESSIONAL MANAG | 314,529 | $8.6M | 2.45% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (145)
$51.1M · 736K shares
$48.2M · 601K shares
$30.7M · 49K shares
$20.3M · 75K shares
$17.9M · 218K shares
$15.6M · 329K shares
$11.5M · 260K shares
$11.4M · 19K shares
$8.8M · 321K shares
$8.6M · 315K shares
$8.5M · 83K shares
$7.6M · 167K shares
$5.9M · 12K shares
$5.4M · 8K shares
$4.3M · 17K shares
$3.7M · 20K shares
$2.8M · 6K shares
$2.8M · 19K shares
$2.3M · 52K shares
$2.2M · 5K shares
$2.1M · 20K shares
$2.0M · 17K shares
$2.0M · 7K shares
$2.0M · 67K shares
$2.0M · 3K shares
$2.0M · 62K shares
$1.9M · 8K shares
$1.8M · 40K shares
$1.7M · 21K shares
$1.7M · 5K shares
$1.6M · 36K shares
$1.5M · 27K shares
$1.5M · 2 shares
$1.3M · 28K shares
$1.3M · 36K shares
$1.2M · 6K shares
$1.2M · 4K shares
$1.2M · 8K shares
$1.2M · 10K shares
$1.2M · 16K shares
$1.2M · 4K shares
$1.1M · 4K shares
$1.1M · 1K shares
$1.1M · 7K shares
$1.0M · 41K shares
$1.0M · 29K shares
$957K · 15K shares
$949K · 12K shares
$937K · 2K shares
$890K · 1K shares
$861K · 3K shares
$848K · 790 shares
$821K · 1K shares
$767K · 21K shares
$753K · 2K shares
$752K · 3K shares
$739K · 2K shares
$718K · 13K shares
$704K · 6K shares
$701K · 2K shares
$662K · 2K shares
$657K · 16K shares
$653K · 3K shares
$643K · 12K shares
$640K · 7K shares
$638K · 43K shares
$637K · 10K shares
$630K · 2K shares
$579K · 10K shares
$575K · 3K shares
$569K · 19K shares
$566K · 9K shares
$554K · 3K shares
$553K · 10K shares
$526K · 3K shares
$521K · 2K shares
$469K · 4K shares
$467K · 2K shares
$464K · 11K shares
$457K · 12K shares
$456K · 7K shares
$443K · 2K shares
$423K · 1K shares
$420K · 1K shares
$419K · 9K shares
$418K · 857 shares
$416K · 3K shares
$407K · 2K shares
$402K · 8K shares
$400K · 2K shares
$382K · 22K shares
$378K · 1K shares
$375K · 3K shares
$366K · 3K shares
$366K · 2K shares
$363K · 7K shares
$360K · 2K shares
$351K · 14K shares
$348K · 4K shares
$341K · 13K shares
$339K · 3K shares
$338K · 10K shares
$325K · 6K shares
$312K · 25K shares
$310K · 11K shares
$309K · 12K shares
$303K · 1K shares
$301K · 3K shares
$298K · 14K shares
$285K · 2K shares
$283K · 824 shares
$280K · 572 shares
$278K · 939 shares
$278K · 905 shares
$273K · 1K shares
$270K · 4K shares
$267K · 648 shares
$267K · 3K shares
$266K · 2K shares
$265K · 3K shares
$260K · 1K shares
$258K · 11K shares
$258K · 7K shares
$256K · 6K shares
$254K · 7K shares
$250K · 818 shares
$245K · 620 shares
$245K · 3K shares
$244K · 3K shares
$242K · 10K shares
$233K · 837 shares
$231K · 762 shares
$224K · 9K shares
$222K · 475 shares
$219K · 3K shares
$216K · 34K shares
$213K · 879 shares
$211K · 323 shares
$208K · 272 shares
$206K · 1K shares
$205K · 945 shares
$205K · 586 shares
$204K · 3K shares
$201K · 2K shares
$9K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 86 | $278.8M | 79.5% |
| Technology | 16 | $34.7M | 9.9% |
| Unknown | 10 | $17.7M | 5.0% |
| Industrials | 8 | $4.2M | 1.2% |
| Communication Services | 5 | $4.1M | 1.2% |
| Consumer Cyclical | 5 | $3.4M | 1.0% |
| Energy | 3 | $2.3M | 0.7% |
| Healthcare | 4 | $1.7M | 0.5% |
| Consumer Defensive | 4 | $1.6M | 0.4% |
| Utilities | 2 | $1.2M | 0.4% |
| Real Estate | 2 | $845K | 0.2% |