§ 13F · FUND PROFILE
LIBERTY SQUARE WEALTH PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $289.5T (13F)Positions · 147Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | 736K | $51.1T | 14.6% | +30% |
| 2 | SPYM | SPDR SERIES TRUST | 601K | $48.2T | 13.8% | +30% |
| 3 | VOO | VANGUARD INDEX FDS | 49K | $30.7T | 8.8% | −26% |
| 4 | AAPL | APPLE INC | 75K | $20.3T | 5.8% | ±0% |
| 5 | AVDE | AMERICAN CENTY ETF TR | 218K | $18.0T | 5.1% | +645% |
| 6 | HYDB | ISHARES TR | 329K | $15.6T | 4.4% | +58% |
| 7 | FSMD | FIDELITY COVINGTON TRUST | 260K | $11.5T | 3.3% | +128% |
| 8 | QQQ | INVESCO QQQ TR | 19K | $11.4T | 3.2% | +19% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 321K | $8.8T | 2.5% | −25% |
| 10 | CLSE | TRUST FOR PROFESSIONAL MANAG | 315K | $8.6T | 2.5% | +95% |
§ 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 $289455.8 trillion in assets. The fund runs a portfolio of 147 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed