§ 13F · FUND PROFILE
LIBERTY SQUARE WEALTH PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $324M (13F)Positions · 146Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$907K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | 805K | $55M | 15.3% | +9% |
| 2 | SPYM | SPDR SERIES TRUST | 670K | $51M | 14.3% | +11% |
| 3 | VOO | VANGUARD INDEX FDS | 45K | $27M | 7.5% | −8% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 263K | $22M | 6.2% | +20% |
| 5 | AAPL | APPLE INC | 72K | $18M | 5.1% | −3% |
| 6 | HYDB | ISHARES TR | 394K | $18M | 5.1% | +20% |
| 7 | FSMD | FIDELITY COVINGTON TRUST | 318K | $14M | 4.0% | +22% |
| 8 | QQQ | INVESCO QQQ TR | 22K | $12M | 3.5% | +16% |
| 9 | CLSE | TRUST FOR PROFESSIONAL MANAG | 387K | $11M | 3.0% | +23% |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | 92K | $10M | 2.7% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIBERTY SIGNAL
AC read
LIBERTY SQUARE WEALTH PARTNERS LLC is a Other fund managing $324 million in assets. The fund runs a portfolio of 146 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed