LIBERTY SQUARE WEALTH PARTNERS LLC

Filed: 8/10/2026ACC: 0001951757-26-001202

📋 What this filing means

LIBERTY SQUARE WEALTH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 140 equity positions with a total reported market value of $419.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

140

Positions

$419.87M

Total AUM (reported)

5.06M

Total Shares

Allocation by class

RISNG DIVD ACHIV$69.77M16.6%

ST STR P500ETF$62.91M15.0%

COM$56.61M13.5%

S&P 500 ETF SHS$29.79M7.1%

INTL EQT ETF$26.37M6.3%

HIGH YLD SYSTM B$20.50M4.9%

SML MID MLTFCT$18.84M4.5%

Portfolio Concentration

Top 3$162.47M38.7%

4–10$129.71M30.9%

11–25$55.51M13.2%

Rest$72.17M17.2%

Top 3 weight

38.7%

Top 10 weight

69.6%

Voting Authority Distribution

Total shares with voting rights: 5.06M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.06M

% of voting shares100.0%

Investment Discretion (by position count)

Sole140

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings140

Rows:

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares860.68K

TypeSH

Market value$69.77M

16.62%

Sole

0.00

Shared

0.00

None

860.68K

SPDR SERIES TRUST

SOLE

ST STR P500ETF

Shares715.91K

TypeSH

Market value$62.91M

14.98%

Sole

0.00

Shared

0.00

None

715.91K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares43.38K

TypeSH

Market value$29.79M

7.10%

Sole

0.00

Shared

0.00

None

43.38K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares295.58K

TypeSH

Market value$26.37M

6.28%

Sole

0.00

Shared

0.00

None

295.58K

APPLE INC

SOLE

COM

Shares71.86K

TypeSH

Market value$20.79M

4.95%

Sole

0.00

Shared

0.00

None

71.86K

ISHARES TR

SOLE

HIGH YLD SYSTM B

Shares438.33K

TypeSH

Market value$20.50M

4.88%

Sole

0.00

Shared

0.00

None

438.33K

FIDELITY COVINGTON TRUST

SOLE

SML MID MLTFCT

Shares356.57K

TypeSH

Market value$18.84M

4.49%

Sole

0.00

Shared

0.00

None

356.57K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares23.33K

TypeSH

Market value$17.18M

4.09%

Sole

0.00

Shared

0.00

None

23.33K

TRUST FOR PROFESSIONAL MANAG

SOLE

CONVERGENCE LNG

Shares428.79K

TypeSH

Market value$14.64M

3.49%

Sole

0.00

Shared

0.00

None

428.79K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP QUALITY

Shares100.81K

TypeSH

Market value$11.38M

2.71%

Sole

0.00

Shared

0.00

None

100.81K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares285.20K

TypeSH

Market value$9.04M

2.15%

Sole

0.00

Shared

0.00

None

285.20K

ISHARES TR

SOLE

MSCI INTL QUALTY

Shares131.93K

TypeSH

Market value$6.54M

1.56%

Sole

0.00

Shared

0.00

None

131.93K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares6.06K

TypeSH

Market value$4.53M

1.08%

Sole

0.00

Shared

0.00

None

6.06K

MICROSOFT CORP

SOLE

COM

Shares11.95K

TypeSH

Market value$4.46M

1.06%

Sole

0.00

Shared

0.00

None

11.95K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares14.43K

TypeSH

Market value$4.37M

1.04%

Sole

0.00

Shared

0.00

None

14.43K

NVIDIA CORPORATION

SOLE

COM

Shares18.39K

TypeSH

Market value$3.68M

0.88%

Sole

0.00

Shared

0.00

None

18.39K

VANECK ETF TRUST

SOLE

SEMICONDUCTR ETF

Shares5.10K

TypeSH

Market value$3.35M

0.80%

Sole

0.00

Shared

0.00

None

5.10K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares19.40K

TypeSH

Market value$3.07M

0.73%

Sole

0.00

Shared

0.00

None

19.40K

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares64K

TypeSH

Market value$2.92M

0.70%

Sole

0.00

Shared

0.00

None

64K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares5.36K

TypeSH

Market value$2.68M

0.64%

Sole

0.00

Shared

0.00

None

5.36K

VANGUARD ADMIRAL FDS INC

SOLE

500 GRTH IDX F

Shares28.70K

TypeSH

Market value$2.37M

0.56%

Sole

0.00

Shared

0.00

None

28.70K

ISHARES TR

SOLE

CORE HIGH DV ETF

Shares84K

TypeSH

Market value$2.30M

0.55%

Sole

0.00

Shared

0.00

None

84K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares7.33K

TypeSH

Market value$2.13M

0.51%

Sole

0.00

Shared

0.00

None

7.33K

AMAZON COM INC

SOLE

COM

Shares8.56K

TypeSH

Market value$2.04M

0.49%

Sole

0.00

Shared

0.00

None

8.56K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares38.50K

TypeSH

Market value$2.03M

0.48%

Sole

0.00

Shared

0.00

None

38.50K

Issuer	Class	Shares	Type	Value / Portfolio %	None
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	860.68K	SH	$69.77M 16.62%	860.68K
SPDR SERIES TRUSTSOLE	ST STR P500ETF	715.91K	SH	$62.91M 14.98%	715.91K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	43.38K	SH	$29.79M 7.10%	43.38K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	295.58K	SH	$26.37M 6.28%	295.58K
APPLE INCSOLE	COM	71.86K	SH	$20.79M 4.95%	71.86K
ISHARES TRSOLE	HIGH YLD SYSTM B	438.33K	SH	$20.50M 4.88%	438.33K
FIDELITY COVINGTON TRUSTSOLE	SML MID MLTFCT	356.57K	SH	$18.84M 4.49%	356.57K
INVESCO QQQ TRSOLE	UNIT SER 1	23.33K	SH	$17.18M 4.09%	23.33K
TRUST FOR PROFESSIONAL MANAGSOLE	CONVERGENCE LNG	428.79K	SH	$14.64M 3.49%	428.79K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP QUALITY	100.81K	SH	$11.38M 2.71%	100.81K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	285.20K	SH	$9.04M 2.15%	285.20K
ISHARES TRSOLE	MSCI INTL QUALTY	131.93K	SH	$6.54M 1.56%	131.93K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	6.06K	SH	$4.53M 1.08%	6.06K
MICROSOFT CORPSOLE	COM	11.95K	SH	$4.46M 1.06%	11.95K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	14.43K	SH	$4.37M 1.04%	14.43K
NVIDIA CORPORATIONSOLE	COM	18.39K	SH	$3.68M 0.88%	18.39K
VANECK ETF TRUSTSOLE	SEMICONDUCTR ETF	5.10K	SH	$3.35M 0.80%	5.10K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	19.40K	SH	$3.07M 0.73%	19.40K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	64K	SH	$2.92M 0.70%	64K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	5.36K	SH	$2.68M 0.64%	5.36K
VANGUARD ADMIRAL FDS INCSOLE	500 GRTH IDX F	28.70K	SH	$2.37M 0.56%	28.70K
ISHARES TRSOLE	CORE HIGH DV ETF	84K	SH	$2.30M 0.55%	84K
ISHARES TRSOLE	RUS TP200 GR ETF	7.33K	SH	$2.13M 0.51%	7.33K
AMAZON COM INCSOLE	COM	8.56K	SH	$2.04M 0.49%	8.56K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	38.50K	SH	$2.03M 0.48%	38.50K

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