Liberty Square Wealth Partners

BETHLEHEM, PAfiles as LIBERTY SQUARE WEALTH PARTNERS LLC

$420m in 139 US stocks at the end of 30 June 2026. The top 10 are 69.6% of the money. It changed about 4.9% of the portfolio this quarter.

Value

$420m

Stocks

139

Top 10 share

69.6%

Turnover

4.9%

What changed this quarter

New

Bought for the first time this quarter.

CrowdStrike HoldingsCRWD
<0.1% of the fund
CorningGLW
<0.1% of the fund
BoeingBA
<0.1% of the fund
Blue Owl Technology FinanceOTF
<0.1% of the fund

Added

Bought more of a stock they already held.

First TR Exchange Traded FDRDVY
16.6% of the fund
+7%
Spdr Series TrustSPYM
15.0% of the fund
+7%
American Centy ETF TRAVDE
6.3% of the fund
+13%
Ishares TRHYDB
4.9% of the fund
+11%
Fidelity Covington TrustFSMD
4.5% of the fund
+12%
Invesco QQQ TRQQQ
4.1% of the fund
+8%
Trust FOR Professional ManagCLSE
3.5% of the fund
+11%
Invesco Exchange Traded FD TXMHQ
2.7% of the fund
+9%
Amplify ETF TRDIVO
0.7% of the fund
+13%
Vanguard Index FDSVTV
0.4% of the fund
+5%
Vanguard World FDVGT
0.3% of the fund
+34%
Eli LillyLLY
0.2% of the fund
+2%
Proficient Auto LogisticsPAL
0.2% of the fund
+79%
WalmartWMT
0.1% of the fund
+16%
Vanguard World FDVDE
<0.1% of the fund
+47%
BlackRock Utilities, Infrastructure & Power Opportunities TrustBUI
<0.1% of the fund
+15%

Cut

Sold some of their stake.

Vanguard Index FDSVOO
7.1% of the fund
-4%
Schwab Strategic TRSCHD
2.2% of the fund
-4%
Ishares TRIQLT
1.6% of the fund
-10%
State STR Spdr S&P 500 ETF TSPY
1.1% of the fund
-5%
Vanguard Index FDSVB
1.0% of the fund
-4%
NvidiaNVDA
0.9% of the fund
-7%
Vanguard Admiral FDSVOOG
0.6% of the fund
-4%
Ishares TRIMCG
0.4% of the fund
-10%
Schwab Strategic TRFNDA
0.4% of the fund
-11%
Ishares TRIGV
0.4% of the fund
-7%
Advanced Micro DevicesAMD
0.3% of the fund
-11%
Spdr Series TrustSPSM
0.3% of the fund
-10%
Schwab Strategic TRSCHM
0.3% of the fund
-28%
Vanguard Index FDSVTI
0.3% of the fund
-3%
Vaneck ETF TrustFLTR
0.2% of the fund
-8%
New York Life Investments ETMNA
0.2% of the fund
-6%
Vanguard Scottsdale FDSVCSH
0.2% of the fund
-2%
Spdr Gold TRGLD
0.2% of the fund
-3%
Altria GroupMO
0.2% of the fund
-3%
Analog DevicesADI
0.1% of the fund
-13%
Ishares TRIJH
0.1% of the fund
-21%
John Hancock Exchange TradedJHMM
0.1% of the fund
-8%
Vanguard BD Index FDSBND
0.1% of the fund
-35%
BroadcomAVGO
0.1% of the fund
-38%
Vaneck ETF TrustANGL
0.1% of the fund
-4%

Sold out

Sold their entire stake.

Automatic Data ProcessingADP
-100%
Vaneck ETF TrustMOAT
-100%
Ishares TRIUSB
-100%
Hartford FDS Exchange TradedHMOP
-100%
Coca-ColaKO
-100%

Holdings

First TR Exchange Traded FDRDVY
Share
16.6%
Value
$70m
Shares
860,676
+7%
Spdr Series TrustSPYM
Share
15.0%
Value
$63m
Shares
715,906
+7%
Vanguard Index FDSVOO
Share
7.1%
Value
$30m
Shares
43,380
-4%
American Centy ETF TRAVDE
Share
6.3%
Value
$26m
Shares
295,581
+13%
AppleAAPL
Share
5.0%
Value
$21m
Shares
71,864
Held
Ishares TRHYDB
Share
4.9%
Value
$21m
Shares
438,332
+11%
Fidelity Covington TrustFSMD
Share
4.5%
Value
$19m
Shares
356,575
+12%
Invesco QQQ TRQQQ
Share
4.1%
Value
$17m
Shares
23,334
+8%
Trust FOR Professional ManagCLSE
Share
3.5%
Value
$15m
Shares
428,793
+11%
Invesco Exchange Traded FD TXMHQ
Share
2.7%
Value
$11m
Shares
100,810
+9%
Schwab Strategic TRSCHD
Share
2.2%
Value
$9m
Shares
285,201
-4%
Ishares TRIQLT
Share
1.6%
Value
$7m
Shares
131,926
-10%
State STR Spdr S&P 500 ETF TSPY
Share
1.1%
Value
$5m
Shares
6,063
-5%
MicrosoftMSFT
Share
1.1%
Value
$4m
Shares
11,952
Held
Vanguard Index FDSVB
Share
1.0%
Value
$4m
Shares
14,426
-4%
NvidiaNVDA
Share
0.9%
Value
$4m
Shares
18,386
-7%
Vaneck ETF TrustSMH
Share
0.8%
Value
$3m
Shares
5,101
Held
Vanguard Whitehall FDSVYM
Share
0.7%
Value
$3m
Shares
19,402
Held
Amplify ETF TRDIVO
Share
0.7%
Value
$3m
Shares
64,001
+13%
Berkshire HathawayBRK-B
Share
0.6%
Value
$3m
Shares
5,355
Held
Vanguard Admiral FDSVOOG
Share
0.6%
Value
$2m
Shares
28,703
-4%
Ishares TRHDV
Share
0.5%
Value
$2m
Shares
84,000
Held
Ishares TRIWY
Share
0.5%
Value
$2m
Shares
7,332
Held
Amazon.comAMZN
Share
0.5%
Value
$2m
Shares
8,562
Held
Schwab Strategic TRFNDF
Share
0.5%
Value
$2m
Shares
38,502
Held
Marathon PetroleumMPC
Share
0.5%
Value
$2m
Shares
7,530
Held
Fidelity D & D BancorpFDBC
Share
0.4%
Value
$2m
Shares
36,243
Held
Ishares TRIMCG
Share
0.4%
Value
$2m
Shares
18,723
-10%
Schwab Strategic TRFNDA
Share
0.4%
Value
$2m
Shares
46,444
-11%
CaterpillarCAT
Share
0.4%
Value
$2m
Shares
1,585
Held
Meta PlatformsMETA
Share
0.4%
Value
$2m
Shares
2,969
Held
Spdr Series TrustSPYV
Share
0.4%
Value
$2m
Shares
27,000
Held
Vanguard Index FDSVTV
Share
0.4%
Value
$2m
Shares
7,273
+5%
Ishares TRIGV
Share
0.4%
Value
$2m
Shares
17,439
-7%
Ishares TRIJR
Share
0.4%
Value
$1m
Shares
10,103
Held
Berkshire Hathaway INC DELBRK-A
Share
0.4%
Value
$1m
Shares
2
Held
W.W. GraingerGWW
Share
0.3%
Value
$1m
Shares
1,080
Held
Vanguard World FDVGT
Share
0.3%
Value
$1m
Shares
11,678
+34%
Advanced Micro DevicesAMD
Share
0.3%
Value
$1m
Shares
2,400
-11%
Select Sector Spdr TRXLK
Share
0.3%
Value
$1m
Shares
7,256
Held
Vanguard Index FDSVO
Share
0.3%
Value
$1m
Shares
16,052
Held
Spdr Series TrustSPSM
Share
0.3%
Value
$1m
Shares
22,272
-10%
Schwab Strategic TRSCHM
Share
0.3%
Value
$1m
Shares
34,375
-28%
Vanguard Index FDSVTI
Share
0.3%
Value
$1m
Shares
3,370
-3%
Vanguard Index FDSVV
Share
0.3%
Value
$1m
Shares
3,501
Held
Ishares TRSOXX
Share
0.3%
Value
$1m
Shares
1,731
Held
PPLPPL
Share
0.2%
Value
$975,489
Shares
26,836
Held
Vaneck ETF TrustFLTR
Share
0.2%
Value
$973,334
Shares
38,006
-8%
Eli LillyLLY
Share
0.2%
Value
$971,538
Shares
810
+2%
New York Life Investments ETMNA
Share
0.2%
Value
$958,025
Shares
26,262
-6%
Ishares TRIVV
Share
0.2%
Value
$901,664
Shares
1,204
Held
AlphabetGOOGL
Share
0.2%
Value
$870,790
Shares
2,437
Held
Ishares TRDIVB
Share
0.2%
Value
$833,281
Shares
13,527
Held
Vanguard Scottsdale FDSVCSH
Share
0.2%
Value
$806,738
Shares
10,208
-2%
PNC Financial Services GroupPNC
Share
0.2%
Value
$770,915
Shares
3,131
Held
Proficient Auto LogisticsPAL
Share
0.2%
Value
$759,417
Shares
111,515
+79%
AlphabetGOOG
Share
0.2%
Value
$742,586
Shares
2,102
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$741,820
Shares
5,426
Held
W. P. CareyWPC
Share
0.2%
Value
$717,717
Shares
10,038
Held
ChubbCB
Share
0.2%
Value
$708,398
Shares
2,079
Held
Select Sector Spdr TRXLRE
Share
0.2%
Value
$685,572
Shares
15,571
Held
Spdr Gold TRGLD
Share
0.2%
Value
$670,452
Shares
1,820
-3%
Altria GroupMO
Share
0.2%
Value
$663,952
Shares
9,228
-3%
Calamos ETF TRCVRT
Share
0.1%
Value
$617,202
Shares
12,000
Held
Analog DevicesADI
Share
0.1%
Value
$614,819
Shares
1,548
-13%
Ishares TRIJH
Share
0.1%
Value
$606,393
Shares
7,864
-21%
John Hancock Exchange TradedJHMM
Share
0.1%
Value
$583,938
Shares
7,790
-8%
Vanguard BD Index FDSBND
Share
0.1%
Value
$578,911
Shares
7,886
-35%
BroadcomAVGO
Share
0.1%
Value
$547,738
Shares
1,450
-38%
Ishares TRIWN
Share
0.1%
Value
$540,834
Shares
2,445
Held
Vaneck ETF TrustANGL
Share
0.1%
Value
$521,145
Shares
17,823
-4%
WalmartWMT
Share
0.1%
Value
$516,466
Shares
4,560
+16%
Vanguard Specialized FundsVIG
Share
0.1%
Value
$510,641
Shares
2,158
-30%
Philip Morris InternationalPM
Share
0.1%
Value
$509,985
Shares
2,819
-12%
GE VernovaGEV
Share
0.1%
Value
$499,316
Shares
425
Held
Ishares TRIFRA
Share
0.1%
Value
$485,030
Shares
7,694
Held
ChevronCVX
Share
0.1%
Value
$469,276
Shares
2,831
Held
MerckMRK
Share
0.1%
Value
$450,778
Shares
3,508
Held
RTXRTX
Share
0.1%
Value
$444,348
Shares
2,342
Held
Vanguard Index FDSVUG
Share
0.1%
Value
$442,932
Shares
5,142
Held
TeslaTSLA
Share
0.1%
Value
$441,630
Shares
1,050
-16%
Ishares TRIWS
Share
0.1%
Value
$438,165
Shares
2,662
Held
Vanguard Index FDSVOT
Share
<0.1%
Value
$415,343
Shares
1,356
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$405,208
Shares
1,595
Held
Ishares TRQUAL
Share
<0.1%
Value
$398,485
Shares
1,816
Held
Verizon CommunicationsVZ
Share
<0.1%
Value
$395,413
Shares
9,339
-6%
Schwab Strategic TRFNDX
Share
<0.1%
Value
$389,994
Shares
12,540
Held
American ExpressAXP
Share
<0.1%
Value
$386,958
Shares
1,144
Held
Vaneck ETF TrustSMB
Share
<0.1%
Value
$377,606
Shares
21,764
Held
JPMorgan ChaseJPM
Share
<0.1%
Value
$372,336
Shares
1,137
Held
Ishares TREFA
Share
<0.1%
Value
$369,190
Shares
3,554
-5%
Ishares TRFLOT
Share
<0.1%
Value
$364,548
Shares
7,141
Held
Taiwan Semiconductor ManufacturingTSM
Share
<0.1%
Value
$363,908
Shares
762
Held
CrowdStrike HoldingsCRWD
Share
<0.1%
Value
$362,492
Shares
475
New
Vanguard Tax-Managed FDSVEA
Share
<0.1%
Value
$358,744
Shares
5,035
-14%
Vanguard Intl Equity Index FVWO
Share
<0.1%
Value
$351,634
Shares
5,891
-25%
Schwab Strategic TRSCHG
Share
<0.1%
Value
$347,232
Shares
10,261
Held
Vanguard MUN BD FDSVTEB
Share
<0.1%
Value
$344,957
Shares
6,820
Held
General ElectricGE
Share
<0.1%
Value
$338,226
Shares
905
Held
DBX ETF TRHYLB
Share
<0.1%
Value
$335,838
Shares
9,196
-38%

Company	Share of fund	Value	Shares	Change
First TR Exchange Traded FDRDVY	16.6%	$70m	860,676	+7%
Spdr Series TrustSPYM	15.0%	$63m	715,906	+7%
Vanguard Index FDSVOO	7.1%	$30m	43,380	-4%
American Centy ETF TRAVDE	6.3%	$26m	295,581	+13%
AppleAAPL	5.0%	$21m	71,864	Held
Ishares TRHYDB	4.9%	$21m	438,332	+11%
Fidelity Covington TrustFSMD	4.5%	$19m	356,575	+12%
Invesco QQQ TRQQQ	4.1%	$17m	23,334	+8%
Trust FOR Professional ManagCLSE	3.5%	$15m	428,793	+11%
Invesco Exchange Traded FD TXMHQ	2.7%	$11m	100,810	+9%
Schwab Strategic TRSCHD	2.2%	$9m	285,201	-4%
Ishares TRIQLT	1.6%	$7m	131,926	-10%
State STR Spdr S&P 500 ETF TSPY	1.1%	$5m	6,063	-5%
MicrosoftMSFT	1.1%	$4m	11,952	Held
Vanguard Index FDSVB	1.0%	$4m	14,426	-4%
NvidiaNVDA	0.9%	$4m	18,386	-7%
Vaneck ETF TrustSMH	0.8%	$3m	5,101	Held
Vanguard Whitehall FDSVYM	0.7%	$3m	19,402	Held
Amplify ETF TRDIVO	0.7%	$3m	64,001	+13%
Berkshire HathawayBRK-B	0.6%	$3m	5,355	Held
Vanguard Admiral FDSVOOG	0.6%	$2m	28,703	-4%
Ishares TRHDV	0.5%	$2m	84,000	Held
Ishares TRIWY	0.5%	$2m	7,332	Held
Amazon.comAMZN	0.5%	$2m	8,562	Held
Schwab Strategic TRFNDF	0.5%	$2m	38,502	Held
Marathon PetroleumMPC	0.5%	$2m	7,530	Held
Fidelity D & D BancorpFDBC	0.4%	$2m	36,243	Held
Ishares TRIMCG	0.4%	$2m	18,723	-10%
Schwab Strategic TRFNDA	0.4%	$2m	46,444	-11%
CaterpillarCAT	0.4%	$2m	1,585	Held
Meta PlatformsMETA	0.4%	$2m	2,969	Held
Spdr Series TrustSPYV	0.4%	$2m	27,000	Held
Vanguard Index FDSVTV	0.4%	$2m	7,273	+5%
Ishares TRIGV	0.4%	$2m	17,439	-7%
Ishares TRIJR	0.4%	$1m	10,103	Held
Berkshire Hathaway INC DELBRK-A	0.4%	$1m	2	Held
W.W. GraingerGWW	0.3%	$1m	1,080	Held
Vanguard World FDVGT	0.3%	$1m	11,678	+34%
Advanced Micro DevicesAMD	0.3%	$1m	2,400	-11%
Select Sector Spdr TRXLK	0.3%	$1m	7,256	Held
Vanguard Index FDSVO	0.3%	$1m	16,052	Held
Spdr Series TrustSPSM	0.3%	$1m	22,272	-10%
Schwab Strategic TRSCHM	0.3%	$1m	34,375	-28%
Vanguard Index FDSVTI	0.3%	$1m	3,370	-3%
Vanguard Index FDSVV	0.3%	$1m	3,501	Held
Ishares TRSOXX	0.3%	$1m	1,731	Held
PPLPPL	0.2%	$975,489	26,836	Held
Vaneck ETF TrustFLTR	0.2%	$973,334	38,006	-8%
Eli LillyLLY	0.2%	$971,538	810	+2%
New York Life Investments ETMNA	0.2%	$958,025	26,262	-6%
Ishares TRIVV	0.2%	$901,664	1,204	Held
AlphabetGOOGL	0.2%	$870,790	2,437	Held
Ishares TRDIVB	0.2%	$833,281	13,527	Held
Vanguard Scottsdale FDSVCSH	0.2%	$806,738	10,208	-2%
PNC Financial Services GroupPNC	0.2%	$770,915	3,131	Held
Proficient Auto LogisticsPAL	0.2%	$759,417	111,515	+79%
AlphabetGOOG	0.2%	$742,586	2,102	Held
ExxonMobil HoldingsXOM	0.2%	$741,820	5,426	Held
W. P. CareyWPC	0.2%	$717,717	10,038	Held
ChubbCB	0.2%	$708,398	2,079	Held
Select Sector Spdr TRXLRE	0.2%	$685,572	15,571	Held
Spdr Gold TRGLD	0.2%	$670,452	1,820	-3%
Altria GroupMO	0.2%	$663,952	9,228	-3%
Calamos ETF TRCVRT	0.1%	$617,202	12,000	Held
Analog DevicesADI	0.1%	$614,819	1,548	-13%
Ishares TRIJH	0.1%	$606,393	7,864	-21%
John Hancock Exchange TradedJHMM	0.1%	$583,938	7,790	-8%
Vanguard BD Index FDSBND	0.1%	$578,911	7,886	-35%
BroadcomAVGO	0.1%	$547,738	1,450	-38%
Ishares TRIWN	0.1%	$540,834	2,445	Held
Vaneck ETF TrustANGL	0.1%	$521,145	17,823	-4%
WalmartWMT	0.1%	$516,466	4,560	+16%
Vanguard Specialized FundsVIG	0.1%	$510,641	2,158	-30%
Philip Morris InternationalPM	0.1%	$509,985	2,819	-12%
GE VernovaGEV	0.1%	$499,316	425	Held
Ishares TRIFRA	0.1%	$485,030	7,694	Held
ChevronCVX	0.1%	$469,276	2,831	Held
MerckMRK	0.1%	$450,778	3,508	Held
RTXRTX	0.1%	$444,348	2,342	Held
Vanguard Index FDSVUG	0.1%	$442,932	5,142	Held
TeslaTSLA	0.1%	$441,630	1,050	-16%
Ishares TRIWS	0.1%	$438,165	2,662	Held
Vanguard Index FDSVOT	<0.1%	$415,343	1,356	Held
Johnson & JohnsonJNJ	<0.1%	$405,208	1,595	Held
Ishares TRQUAL	<0.1%	$398,485	1,816	Held
Verizon CommunicationsVZ	<0.1%	$395,413	9,339	-6%
Schwab Strategic TRFNDX	<0.1%	$389,994	12,540	Held
American ExpressAXP	<0.1%	$386,958	1,144	Held
Vaneck ETF TrustSMB	<0.1%	$377,606	21,764	Held
JPMorgan ChaseJPM	<0.1%	$372,336	1,137	Held
Ishares TREFA	<0.1%	$369,190	3,554	-5%
Ishares TRFLOT	<0.1%	$364,548	7,141	Held
Taiwan Semiconductor ManufacturingTSM	<0.1%	$363,908	762	Held
CrowdStrike HoldingsCRWD	<0.1%	$362,492	475	New
Vanguard Tax-Managed FDSVEA	<0.1%	$358,744	5,035	-14%
Vanguard Intl Equity Index FVWO	<0.1%	$351,634	5,891	-25%
Schwab Strategic TRSCHG	<0.1%	$347,232	10,261	Held
Vanguard MUN BD FDSVTEB	<0.1%	$344,957	6,820	Held
General ElectricGE	<0.1%	$338,226	905	Held
DBX ETF TRHYLB	<0.1%	$335,838	9,196	-38%

Showing the largest 100 of 139.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 45.1% since 30 June 2025.

Where the money is

Technology8.0%

Financial services1.7%

Industrials1.3%

Media & telecom1.0%

Retail & consumer0.8%

Energy0.7%

Everyday goods0.5%

Health care0.4%

Utilities0.3%

Real estate0.2%

Other85.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.