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Size ($ in 1000's)
At 09/30/2025: $323,975
At 06/30/2025: $289,457Liberty Square Wealth Partners LLC AUM history
Liberty Square Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Liberty Square Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Liberty Square Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Liberty Square Wealth Partners LLC.
In the Liberty Square Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Liberty Square Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Liberty Square Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
66,140 |
-11,693 |
$40,503 | | VOO | 66,140 | -11,693 | $40,503 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
564,503 |
+147,022 |
$37,968 | | RDVY | 564,503 | +147,022 | $37,968 | | SPDR SERIES TRUST (SPLG) |
461,042 |
+92,450 |
$36,118 | | SPLG | 461,042 | +92,450 | $36,118 | | APPLE INC |
74,533 |
-826 |
$18,978 | | AAPL | 74,533 | -826 | $18,978 | | ISHARES TR (IQLT) |
401,236 |
+16,452 |
$17,731 | | IQLT | 401,236 | +16,452 | $17,731 | | SCHWAB STRATEGIC TR |
426,664 |
-126,045 |
$11,648 | | SCHD | 426,664 | -126,045 | $11,648 | | ISHARES TR (HYDB) |
208,583 |
+107,731 |
$9,980 | | HYDB | 208,583 | +107,731 | $9,980 | | INVESCO QQQ TR |
15,546 |
+1,162 |
$9,333 | | QQQ | 15,546 | +1,162 | $9,333 | | INVESCO EXCHANGE TRADED FD T (XMHQ) |
60,861 |
+16,042 |
$6,388 | | XMHQ | 60,861 | +16,042 | $6,388 | | MICROSOFT CORP |
12,143 |
-123 |
$6,289 | | MSFT | 12,143 | -123 | $6,289 | | SPDR S&P 500 ETF TR (SPY) |
7,634 |
+377 |
$5,086 | | SPY | 7,634 | +377 | $5,086 | | FIDELITY COVINGTON TRUST |
114,184 |
+114,184 |
$5,025 | | FSMD | 114,184 | +114,184 | $5,025 | | VANGUARD INDEX FDS (VB) |
19,602 |
-5,563 |
$4,984 | | VB | 19,602 | -5,563 | $4,984 | | SCHWAB STRATEGIC TR |
141,856 |
-46,813 |
$4,420 | | FNDA | 141,856 | -46,813 | $4,420 |  BERKSHIRE HATHAWAY INC DEL |
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$4,312 | | BRK.B | 5,577 | UNCH | $2,804 | | BRK.A | 2 | UNCH | $1,508 | | TRUST FOR PROFESSIONAL MANAG |
161,016 |
+138,959 |
$4,193 | | CLSE | 161,016 | +138,959 | $4,193 | | NVIDIA CORPORATION |
19,815 |
+123 |
$3,697 | | NVDA | 19,815 | +123 | $3,697 | | SCHWAB STRATEGIC TR |
117,102 |
-50,689 |
$3,471 | | SCHM | 117,102 | -50,689 | $3,471 | | VANGUARD WHITEHALL FDS (VYM) |
19,821 |
+1,799 |
$2,794 | | VYM | 19,821 | +1,799 | $2,794 | | VANGUARD BD INDEX FDS (BND) |
32,128 |
-11,552 |
$2,389 | | BND | 32,128 | -11,552 | $2,389 | | AMERICAN CENTY ETF TR (AVDE) |
29,289 |
+29,289 |
$2,311 | | AVDE | 29,289 | +29,289 | $2,311 | | ISHARES TR (IGV) |
19,180 |
-145 |
$2,206 | | IGV | 19,180 | -145 | $2,206 | | META PLATFORMS INC |
2,980 |
+1 |
$2,189 | | META | 2,980 | +1 | $2,189 | | VANGUARD ADMIRAL FDS INC (VOOG) |
5,018 |
+728 |
$2,185 | | VOOG | 5,018 | +728 | $2,185 | | ISHARES TR (HDV) |
17,674 |
-475 |
$2,164 | | HDV | 17,674 | -475 | $2,164 | | ISHARES TR (IWY) |
7,332 |
-429 |
$2,006 | | IWY | 7,332 | -429 | $2,006 | | SPDR SERIES TRUST (SPSM) |
43,178 |
-17,330 |
$2,000 | | SPSM | 43,178 | -17,330 | $2,000 | | AMAZON COM INC |
8,543 |
+52 |
$1,876 | | AMZN | 8,543 | +52 | $1,876 | | NEW YORK LIFE INVESTMENTS ET |
52,166 |
-22,044 |
$1,873 | | MNA | 52,166 | -22,044 | $1,873 | | SCHWAB STRATEGIC TR |
41,466 |
-7,078 |
$1,781 | | FNDF | 41,466 | -7,078 | $1,781 | | ISHARES TR (IMCG) |
21,256 |
+5 |
$1,759 | | IMCG | 21,256 | +5 | $1,759 | | ISHARES TR (IJH) |
26,276 |
-4,208 |
$1,715 | | IJH | 26,276 | -4,208 | $1,715 | | FIDELITY D & D BANCORP INC |
36,243 |
-171 |
$1,589 | | FDBC | 36,243 | -171 | $1,589 | | DBX ETF TR (HYLB) |
41,703 |
-15,829 |
$1,548 | | HYLB | 41,703 | -15,829 | $1,548 | | VANECK ETF TRUST (SMH) |
4,624 |
+251 |
$1,509 | | SMH | 4,624 | +251 | $1,509 | | AMPLIFY ETF TR (DIVO) |
33,648 |
+13,339 |
$1,500 | | DIVO | 33,648 | +13,339 | $1,500 | | SPDR SERIES TRUST (SPYV) |
27,000 |
UNCH |
$1,494 | | SPYV | 27,000 | UNCH | $1,494 | | MARATHON PETE CORP |
7,530 |
UNCH |
$1,451 | | MPC | 7,530 | UNCH | $1,451 | | VANGUARD SPECIALIZED FUNDS (VIG) |
6,185 |
-791 |
$1,335 | | VIG | 6,185 | -791 | $1,335 | | VANGUARD INTL EQUITY INDEX F (VWO) |
24,591 |
-8,046 |
$1,332 | | VWO | 24,591 | -8,046 | $1,332 | | ISHARES TR (IJR) |
11,085 |
-486 |
$1,317 | | IJR | 11,085 | -486 | $1,317 | | ETF SER SOLUTIONS (ACIO) |
29,721 |
-17,783 |
$1,291 | | ACIO | 29,721 | -17,783 | $1,291 | | VANGUARD SCOTTSDALE FDS (VGLT) |
22,525 |
-9,801 |
$1,281 | | VGLT | 22,525 | -9,801 | $1,281 | | VANGUARD INDEX FDS (VTV) |
6,527 |
-40 |
$1,217 | | VTV | 6,527 | -40 | $1,217 | | VANGUARD INDEX FDS (VTI) |
3,679 |
+917 |
$1,207 | | VTI | 3,679 | +917 | $1,207 | | VANGUARD INDEX FDS (VO) |
4,078 |
UNCH |
$1,198 | | VO | 4,078 | UNCH | $1,198 | | VANECK ETF TRUST (FLTR) |
45,432 |
-1,106 |
$1,162 | | FLTR | 45,432 | -1,106 | $1,162 | | PPL CORP |
30,195 |
UNCH |
$1,122 | | PPL | 30,195 | UNCH | $1,122 | | VANGUARD INDEX FDS (VV) |
3,516 |
UNCH |
$1,082 | | VV | 3,516 | UNCH | $1,082 | | SELECT SECTOR SPDR TR (XLK) |
3,688 |
UNCH |
$1,040 | | XLK | 3,688 | UNCH | $1,040 |
See Full List: All Stocks Held By Liberty Square Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Liberty Square Wealth Partners LLC
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