LIBERTY SQUARE WEALTH PARTNERS LLC: 13F holdings
CIK 20576552026Q2
| Positions | 140 |
|---|
| Reported value | $419.9m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 140 (-1 vs prior quarter) |
|---|
| Reported value | $419.9m (+17.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RDVY FIRST TR EXCHANGE TRADED FD | 860,676 | $69.8m | 16.6% |
| SPYM SPDR SERIES TRUST | 715,906 | $62.9m | 15.0% |
| VOO VANGUARD INDEX FDS | 43,380 | $29.8m | 7.1% |
| AVDE AMERICAN CENTY ETF TR | 295,581 | $26.4m | 6.3% |
| AAPL APPLE INC | 71,864 | $20.8m | 5.0% |
| HYDB ISHARES TR | 438,332 | $20.5m | 4.9% |
| FSMD FIDELITY COVINGTON TRUST | 356,575 | $18.8m | 4.5% |
| QQQ INVESCO QQQ TR | 23,334 | $17.2m | 4.1% |
| TRUST FOR PROFESSIONAL MANAG | 428,793 | $14.6m | 3.5% |
| XMHQ INVESCO EXCHANGE TRADED FD T | 100,810 | $11.4m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2057655")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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