Liquid Strategies, LLC
CIK 1774727
13F filing for Q2 2026・No. 3,132
- Holdings
- US$732.28M
- Quarter change
- +US$266.8M
- Entries
- 7
- Net bought (estimate)
- +US$220.01M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 2
- Cut 1
- Added 6
- Corporate actions 0
- Unchanged 0
Largest holdings
7 stocks worth US$732.28M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFCOM | Added | 733,137 | US$503.53M | 68.76% |
| VANGUARD SHORT-TERM CORPORATECOM | Added | 769,472 | US$60.81M | 8.30% |
| ISHARES CORE U.S. AGGREGATE BOCOM | Cut | 485,509 | US$48.06M | 6.56% |
| MUBISHARES NATIONAL MUNI BOND ETFCOM | Added | 396,261 | US$42.65M | 5.82% |
| ISHARES CORE MSCI EAFE ETFCOM | Added | 347,344 | US$33.55M | 4.58% |
| ISHARES CORE S&P SMALL CAP ETFCOM | Added | 218,767 | US$32.45M | 4.43% |
| IEMGISHARES CORE MSCI EMERGING MARCOM | Added | 135,760 | US$11.25M | 1.54% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.