Filed: 11/6/2025ACC: 0001951757-25-001294
📋 What this filing means
LIBERTY SQUARE WEALTH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 146 equity positions with a total reported market value of $323.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
146
Positions
$323.97M
Total AUM (reported)
4.12M
Total Shares
Allocation by class
COM$55.24M17.1%
S&P 500 ETF SHS$40.50M12.5%
RISNG DIVD ACHIV$37.97M11.7%
PORTFOLIO S&P500$36.12M11.1%
MSCI INTL QUALTY$17.73M5.5%
US DIVIDEND EQ$11.65M3.6%
HIGH YLD SYSTM B$9.98M3.1%
Portfolio Concentration
Top 3$114.59M35.4%
4–10$80.35M24.8%
11–25$49.92M15.4%
Rest$79.12M24.4%
Top 3 weight
35.4%
Top 10 weight
60.2%
Voting Authority Distribution
Total shares with voting rights: 4.12M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole146
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings146
Rows:
VANGUARD INDEX FDS
SOLEShares66.14K
TypeSH
Market value$40.50M
12.50%
Sole
0.00
Shared
0.00
None
66.14K
FIRST TR EXCHANGE TRADED FD
SOLEShares564.50K
TypeSH
Market value$37.97M
11.72%
Sole
0.00
Shared
0.00
None
564.50K
SPDR SERIES TRUST
SOLEShares461.04K
TypeSH
Market value$36.12M
11.15%
Sole
0.00
Shared
0.00
None
461.04K
APPLE INC
SOLEShares74.53K
TypeSH
Market value$18.98M
5.86%
Sole
0.00
Shared
0.00
None
74.53K
ISHARES TR
SOLEShares401.24K
TypeSH
Market value$17.73M
5.47%
Sole
0.00
Shared
0.00
None
401.24K
SCHWAB STRATEGIC TR
SOLEShares426.66K
TypeSH
Market value$11.65M
3.60%
Sole
0.00
Shared
0.00
None
426.66K
ISHARES TR
SOLEShares208.58K
TypeSH
Market value$9.98M
3.08%
Sole
0.00
Shared
0.00
None
208.58K
INVESCO QQQ TR
SOLEShares15.55K
TypeSH
Market value$9.33M
2.88%
Sole
0.00
Shared
0.00
None
15.55K
INVESCO EXCHANGE TRADED FD T
SOLEShares60.86K
TypeSH
Market value$6.39M
1.97%
Sole
0.00
Shared
0.00
None
60.86K
MICROSOFT CORP
SOLEShares12.14K
TypeSH
Market value$6.29M
1.94%
Sole
0.00
Shared
0.00
None
12.14K
SPDR S&P 500 ETF TR
SOLEShares7.63K
TypeSH
Market value$5.09M
1.57%
Sole
0.00
Shared
0.00
None
7.63K
FIDELITY COVINGTON TRUST
SOLEShares114.18K
TypeSH
Market value$5.03M
1.55%
Sole
0.00
Shared
0.00
None
114.18K
VANGUARD INDEX FDS
SOLEShares19.60K
TypeSH
Market value$4.98M
1.54%
Sole
0.00
Shared
0.00
None
19.60K
SCHWAB STRATEGIC TR
SOLEShares141.86K
TypeSH
Market value$4.42M
1.36%
Sole
0.00
Shared
0.00
None
141.86K
TRUST FOR PROFESSIONAL MANAG
SOLEShares161.02K
TypeSH
Market value$4.19M
1.29%
Sole
0.00
Shared
0.00
None
161.02K
NVIDIA CORPORATION
SOLEShares19.82K
TypeSH
Market value$3.70M
1.14%
Sole
0.00
Shared
0.00
None
19.82K
SCHWAB STRATEGIC TR
SOLEShares117.10K
TypeSH
Market value$3.47M
1.07%
Sole
0.00
Shared
0.00
None
117.10K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.58K
TypeSH
Market value$2.80M
0.87%
Sole
0.00
Shared
0.00
None
5.58K
VANGUARD WHITEHALL FDS
SOLEShares19.82K
TypeSH
Market value$2.79M
0.86%
Sole
0.00
Shared
0.00
None
19.82K
VANGUARD BD INDEX FDS
SOLEShares32.13K
TypeSH
Market value$2.39M
0.74%
Sole
0.00
Shared
0.00
None
32.13K
AMERICAN CENTY ETF TR
SOLEShares29.29K
TypeSH
Market value$2.31M
0.71%
Sole
0.00
Shared
0.00
None
29.29K
ISHARES TR
SOLEShares19.18K
TypeSH
Market value$2.21M
0.68%
Sole
0.00
Shared
0.00
None
19.18K
META PLATFORMS INC
SOLEShares2.98K
TypeSH
Market value$2.19M
0.68%
Sole
0.00
Shared
0.00
None
2.98K
VANGUARD ADMIRAL FDS INC
SOLEShares5.02K
TypeSH
Market value$2.19M
0.67%
Sole
0.00
Shared
0.00
None
5.02K
ISHARES TR
SOLEShares17.67K
TypeSH
Market value$2.16M
0.67%
Sole
0.00
Shared
0.00
None
17.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 66.14K | SH | $40.50M 12.50% | 0.00 | 0.00 | 66.14K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 564.50K | SH | $37.97M 11.72% | 0.00 | 0.00 | 564.50K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 461.04K | SH | $36.12M 11.15% | 0.00 | 0.00 | 461.04K |
APPLE INCSOLE | COM | 74.53K | SH | $18.98M 5.86% | 0.00 | 0.00 | 74.53K |
ISHARES TRSOLE | MSCI INTL QUALTY | 401.24K | SH | $17.73M 5.47% | 0.00 | 0.00 | 401.24K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 426.66K | SH | $11.65M 3.60% | 0.00 | 0.00 | 426.66K |
ISHARES TRSOLE | HIGH YLD SYSTM B | 208.58K | SH | $9.98M 3.08% | 0.00 | 0.00 | 208.58K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 15.55K | SH | $9.33M 2.88% | 0.00 | 0.00 | 15.55K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 60.86K | SH | $6.39M 1.97% | 0.00 | 0.00 | 60.86K |
MICROSOFT CORPSOLE | COM | 12.14K | SH | $6.29M 1.94% | 0.00 | 0.00 | 12.14K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.63K | SH | $5.09M 1.57% | 0.00 | 0.00 | 7.63K |
FIDELITY COVINGTON TRUSTSOLE | SML MID MLTFCT | 114.18K | SH | $5.03M 1.55% | 0.00 | 0.00 | 114.18K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 19.60K | SH | $4.98M 1.54% | 0.00 | 0.00 | 19.60K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 141.86K | SH | $4.42M 1.36% | 0.00 | 0.00 | 141.86K |
TRUST FOR PROFESSIONAL MANAGSOLE | CONVERGENCE LNG | 161.02K | SH | $4.19M 1.29% | 0.00 | 0.00 | 161.02K |
NVIDIA CORPORATIONSOLE | COM | 19.82K | SH | $3.70M 1.14% | 0.00 | 0.00 | 19.82K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 117.10K | SH | $3.47M 1.07% | 0.00 | 0.00 | 117.10K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.58K | SH | $2.80M 0.87% | 0.00 | 0.00 | 5.58K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 19.82K | SH | $2.79M 0.86% | 0.00 | 0.00 | 19.82K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 32.13K | SH | $2.39M 0.74% | 0.00 | 0.00 | 32.13K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 29.29K | SH | $2.31M 0.71% | 0.00 | 0.00 | 29.29K |
ISHARES TRSOLE | EXPANDED TECH | 19.18K | SH | $2.21M 0.68% | 0.00 | 0.00 | 19.18K |
META PLATFORMS INCSOLE | CL A | 2.98K | SH | $2.19M 0.68% | 0.00 | 0.00 | 2.98K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 5.02K | SH | $2.19M 0.67% | 0.00 | 0.00 | 5.02K |
ISHARES TRSOLE | CORE HIGH DV ETF | 17.67K | SH | $2.16M 0.67% | 0.00 | 0.00 | 17.67K |
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