Liberty Square Wealth Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 24, 2025), Liberty Square Wealth Partners LLC reported 151 stock positions worth $274.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 15.0% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 9.5%) and Apple (AAPL, 6.6%).
- Most Recent 13F
- Q2 2026
- Location
- BETHLEHEM, PA
- CIK
- 0002057655
- Portfolio Value
- $274.1M (Q4 2024)
- SEC Filing
- 0001951757-25-000275 ↗ filed Feb 24, 2025
Holdings Value
Holdings 151 stocks · $274.1M
| VOO Vanguard S&P 500 ETF | 15.01% | 73,343 | $41.1M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 9.54% | 364,664 | $26.2M | — |
| AAPL Apple Inc. | 6.60% | 73,948 | $18.1M | — |
| RDVY First Trust Rising Dividend | 6.26% | 273,995 | $17.2M | — |
| SCHD Schwab US DVD Equity ETF | 5.91% | 582,967 | $16.2M | — |
| IQLT iShares MSCI International Q | 4.58% | 311,852 | $12.5M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.40% | 12,227 | $6.6M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.39% | 26,409 | $6.5M | — |
| SCHM Schwab US Mid Cap ETF | 2.29% | 217,164 | $6.3M | — |
| MSFT Microsoft Corp. | 1.90% | 12,779 | $5.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.66% | 7,473 | $4.6M | — |
| BND Vanguard Total Bond Market | 1.45% | 54,810 | $4.0M | — |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.18% | 107,321 | $3.2M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 1.16% | 69,770 | $3.2M | — |
| XMHQ Invesco S&P Midcap Qual ETF | 1.09% | 29,841 | $3.0M | — |
| MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 1.08% | 88,697 | $3.0M | — |
| NVDA Nvidia Corp. | 0.98% | 19,292 | $2.7M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.97% | 5,545 | $2.7M | — |
| HYLB Xtrackers Usd High Yield Cor | 0.93% | 69,535 | $2.5M | — |
| VGLT Vanguard Long-Term Treasury | 0.86% | 41,547 | $2.3M | — |
| META Meta Platforms Inc. Class A | 0.84% | 3,131 | $2.3M | — |
| AMZN Amazon.com Inc. | 0.79% | 9,415 | $2.2M | — |
| IJH iShares Core S&P Midcap ETF | 0.78% | 33,590 | $2.1M | — |
| HDV iShares Core High Dividend E | 0.77% | 18,125 | $2.1M | — |
| IGV iShares Expanded Tech-Softwa | 0.75% | 19,375 | $2.1M | — |
| IWY iShares Russell Top 200 Grow | 0.72% | 8,199 | $2.0M | — |
| VWO Vanguard Ftse Emerging Marke | 0.70% | 41,936 | $1.9M | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.64% | 49,039 | $1.8M | — |
| IMCG iShares Morningstar Mid-Cap | 0.62% | 21,514 | $1.7M | — |
| VYM Vanguard High DVD Yield ETF | 0.60% | 12,350 | $1.7M | — |
| FDBC Fidelity D&D Bancorp Inc. | 0.59% | 36,414 | $1.6M | — |
| VIG Vanguard Dividend Apprec ETF | 0.54% | 7,267 | $1.5M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.52% | 2 | $1.4M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.52% | 27,000 | $1.4M | — |
| IJR iShares Core S&P Small-Cap E | 0.51% | 11,958 | $1.4M | — |
| LOW Lowe's Cos Inc. | 0.49% | 5,311 | $1.3M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.46% | 27,773 | $1.3M | — |
| FLTR Vaneck Ig Floating Rate ETF | 0.45% | 48,694 | $1.2M | — |
| FSK FS KKR Capital Corp. | 0.45% | 51,906 | $1.2M | — |
| JHMM John Hancock Multi Fact Mid | 0.43% | 19,136 | $1.2M | — |
| MPC Marathon Petroleum Corp. | 0.43% | 7,530 | $1.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.43% | 6,597 | $1.2M | — |
| SMH Vaneck Semiconductor ETF | 0.41% | 4,463 | $1.1M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.41% | 4,045 | $1.1M | — |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.41% | 1,080 | $1.1M | — |
| HYDB iShares High Yield Systemati | 0.40% | 22,968 | $1.1M | — |
| WMT Walmart Inc. | 0.39% | 10,235 | $1.1M | — |
| PG The Procter & Gamble Co. | 0.39% | 6,527 | $1.1M | — |
| ADP Automatic Data Processing | 0.38% | 3,350 | $1.0M | — |
| PPL PPL Corp. | 0.37% | 30,299 | $1.0M | — |
| IVV iShares Core S&P 500 ETF | 0.36% | 1,628 | $997K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.36% | 3,516 | $990K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.36% | 2,568 | $988K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.36% | 12,540 | $983K | — |
| VEA Vanguard Ftse Developed ETF | 0.34% | 18,098 | $932K | — |
| ACIO Aptus Collared Invest Opp | 0.32% | 21,468 | $885K | — |
| XLK SS Technology Select Sector | 0.32% | 3,674 | $882K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 2,775 | $838K | — |
| TSLA Tesla Inc. | 0.28% | 2,139 | $761K | — |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.27% | 21,562 | $753K | — |
| XLRE SS Real Estate Select Sector | 0.26% | 16,838 | $708K | — |
| ANGL Vaneck Fallen Angel High YLD | 0.26% | 24,129 | $699K | — |
| XOM Exxon Mobil Corp. | 0.25% | 6,414 | $694K | — |
| MO Altria Group Inc. | 0.25% | 12,997 | $693K | — |
| WPC WP Carey Inc. | 0.24% | 11,099 | $651K | — |
| EFA iShares MSCI Eafe ETF | 0.24% | 7,949 | $651K | — |
| GIS General Mills Inc. | 0.23% | 10,695 | $629K | — |
| AGZ iShares Agency Bond ETF | 0.22% | 5,635 | $610K | — |
| PNC PNC Financial Services Group | 0.22% | 3,131 | $607K | — |
| LLY Eli Lilly & Co. | 0.22% | 704 | $594K | — |
| PM Philip Morris International | 0.21% | 3,765 | $566K | — |
| IWF iShares Russell 1000 Growth | 0.20% | 1,326 | $552K | — |
| SMB Vaneck Short Muni ETF | 0.20% | 31,857 | $547K | — |
| CAT Caterpillar Inc. | 0.20% | 1,546 | $546K | — |
| TMUS T-Mobile US Inc. | 0.20% | 1,973 | $534K | — |
| CB Chubb Ltd. | 0.19% | 2,019 | $534K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.19% | 1,941 | $529K | — |
| SYY Sysco Corp. | 0.19% | 7,380 | $525K | — |
| VGT Vanguard Info Tech ETF | 0.19% | 820 | $525K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 1,166 | $499K | — |
| VZ Verizon Communications Inc. | 0.17% | 11,641 | $477K | — |
| AVGO Broadcom Inc. | 0.17% | 2,000 | $466K | — |
| IWS iShares Russell Mid-Cap Valu | 0.17% | 3,441 | $457K | — |
| GOOGL Alphabet Inc. Class A | 0.16% | 2,413 | $447K | — |
| GOOG Alphabet Inc. Class C | 0.16% | 2,379 | $445K | — |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 3,580 | $427K | — |
| HON Honeywell International Inc. | 0.15% | 2,084 | $423K | — |
| CVX Chevron Corp. | 0.15% | 2,709 | $421K | — |
| IWN iShares Russell 2000 Value E | 0.15% | 2,503 | $419K | — |
| MUST Columbia Multi-Sect Muni Inc. | 0.15% | 20,534 | $418K | — |
| NOW ServiceNow Inc. | 0.15% | 405 | $400K | — |
| SPGP Invesco S&P 500 Garp ETF | 0.14% | 3,677 | $396K | — |
| T AT&T Inc. | 0.14% | 15,160 | $392K | — |
| OBDC Blue Owl Capital Corp. | 0.14% | 25,111 | $386K | — |
| BA The Boeing Co. | 0.14% | 2,094 | $386K | — |
| SOXX iShares Semiconductor ETF | 0.14% | 1,731 | $386K | — |
| QUAL iShares MSCI USA Quality Fac | 0.14% | 2,029 | $376K | — |
| SUB iShares Short-Term National | 0.14% | 3,536 | $374K | — |
| CVRT Calamos Conv Eqty Alt ETF | 0.14% | 11,700 | $372K | — |
| AXP American Express Co. | 0.14% | 1,193 | $371K | — |
Other holdings (3): bonds, preferreds, convertibles and warrants · $51K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOOKING HOLDINGS INC (BKNG 0.75 05/01/25) | NOTE 0.750% 5/0 · principal | 11,000 | $29K | — |
| SOUTHWEST AIRLINES CO (LUV 1.25 05/01/25) | NOTE 1.250% 5/0 · principal | 11,000 | $11K | — |
| EURONET WORLDWIDE INC (EEFT 0.75 03/15/49) | NOTE 0.750% 3/1 · principal | 11,000 | $11K | — |
Total filed on the 13F, all lines: $274.1M.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 139 | $419.9M | RDVY, SPYM, VOO, AVDE, AAPL |
| Q1 2026 | 140 | $358.4M | RDVY, SPYM, VOO, AVDE, AAPL |
| Q4 2025 | 144 | $350.6M | RDVY, SPYM, VOO, AAPL, AVDE |
| Q3 2025 | 145 | $324.0M | VOO, RDVY, SPYM, AAPL, IQLT |
| Q2 2025 | 146 | $289.4M | VOO, SPYM, RDVY, IQLT, AAPL |
| Q1 2025 | 144 | $262.0M | VOO, SPYM, RDVY, AAPL, SCHD |
| Q4 2024 | 151 | $274.1M | VOO, SPYM, AAPL, RDVY, SCHD |