LIBERTY SQUARE WEALTH PARTNERS LLC
CIK 2057655
13F filing for Q2 2026・No. 4,354
- Holdings
- US$419.87M
- Quarter change
- +US$61.44M
- Entries
- 140
- Net bought (estimate)
- +US$12.46M
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 4
- Sold out 5
- Cut 64
- Added 33
- Corporate actions 0
- Unchanged 38
Largest holdings
139 stocks worth US$419.86M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | Added | 860,676 | US$69.77M | 16.62% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 715,906 | US$62.91M | 14.98% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 43,380 | US$29.79M | 7.10% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 295,581 | US$26.37M | 6.28% |
| AAPLAppleCOM | Cut | 71,864 | US$20.79M | 4.95% |
| ISHARES TRHIGH YLD SYSTM B | Added | 438,332 | US$20.5M | 4.88% |
| FIDELITY COVINGTON TRUSTSML MID MLTFCT | Added | 356,575 | US$18.84M | 4.49% |
| QQQInvesco QQQUNIT SER 1 | Added | 23,334 | US$17.18M | 4.09% |
| TRUST FOR PROFESSIONAL MANAGCONVERGENCE LNG | Added | 428,793 | US$14.64M | 3.49% |
| INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY | Added | 100,810 | US$11.38M | 2.71% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.