§ 13F · FUND PROFILE
LIBERTY SQUARE WEALTH PARTNERS LLC.
AUM · $420M (13F)Positions · 140Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$989K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | 861K | $70M | 16.6% | +7% |
| 2 | SPYM | SPDR SERIES TRUST | 716K | $63M | 15.0% | +7% |
| 3 | VOO | VANGUARD INDEX FDS | 43K | $30M | 7.1% | −4% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 296K | $26M | 6.3% | +13% |
| 5 | AAPL | APPLE INC | 72K | $21M | 5.0% | −1% |
| 6 | HYDB | ISHARES TR | 438K | $21M | 4.9% | +11% |
| 7 | FSMD | FIDELITY COVINGTON TRUST | 357K | $19M | 4.5% | +12% |
| 8 | QQQ | INVESCO QQQ TR | 23K | $17M | 4.1% | +8% |
| 9 | CLSE | TRUST FOR PROFESSIONAL MANAG | 429K | $15M | 3.5% | +11% |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | 101K | $11M | 2.7% | +9% |
§ 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 $420 million in assets. The fund runs a portfolio of 140 positions.
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