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Liberty Square Wealth Partners - Q2 2026 13F Filings

LI

Liberty Square Wealth Partners LLC

CIK: 0002057655
Address: Pennsylvania Bethlehem 1525 Valley Center Pkwy Suite 120
$419.87 M
Portfolio Value
140
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/10/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. RDVY First Trust Rising Dividend Achievers Etf
+$4.49 M
2. SPLG Spdr Portfolio S&P 500 Etf
+$4.06 M
3. AVDE Avantis International Equity Etf
+$2.94 M
4. HYDB Ishares High Yield Systematic Bond Etf
+$2.07 M
5. FSMD Fidelity Small-Mid Multifactor Etf
+$2.06 M

Top Sells

Q2 2026
1. VOO Vanguard S&P 500 Etf
−$1.25 M
2. ADP Automatic Data Processing
−$696,501
3. IQLT Ishares Msci Intl Quality Factor Etf
−$690,677.95
4. SCHM Schwab Us Mid-Cap Etf
−$497,671.16
5. SCHD Schwab Us Dividend Equity Etf
−$369,643.15

Asset Allocation

Stocks/ETFs
+17.14%
$419.86 M 100.00%
Options
$0 0.00%
Debt
+0.14%
$9,334 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Liberty Square Wealth Partners Q2 2026 Filing Summary

Liberty Square Wealth Partners LLC filed its 13F report for Q2 2026 on August 10, 2026. The portfolio totaled 419.87 M reflecting a +17.14% change from the prior quarter, spanning 140 assets. The top 10 holdings comprised 69.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Liberty Square Wealth Partners’s Q2 2026 Filing

Liberty Square Wealth Partners submitted their Form 13F-HR for the Q2 2026 period on 08/10/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Liberty Square Wealth Partners reported a managed portfolio value of 419.87 M, consisting of 140 individual positions.

This page displays the raw filing documents. To see which stocks Liberty Square Wealth Partners bought or sold during Q2 2026, please visit Liberty Square Wealth Partners's Portfolio Analysis page.