Liberty Square Wealth Partners LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Liberty Square Wealth Partners LLC reported 144 stock positions worth $262.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 14.7% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 9.3%) and First Trust Rising Dividend (RDVY, 7.1%). Compared with Q4 2024, it opened 2 new positions, sold out of 9, added to 33 and reduced 33. The biggest buy was First Trust Rising Dividend (RDVY, shares +16%) and the biggest sale Schwab US Mid Cap ETF (SCHM, shares −6%).

Most Recent 13F
Q2 2026
Location
BETHLEHEM, PA
CIK
0002057655
Portfolio Value
$262.0M (Q1 2025)
SEC Filing
0001951757-25-000475 ↗ filed Apr 29, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2024: $274.1M Q4 2024 Q1 2025: $262.0M $262.0M Q1 2025 Q2 2025: $289.4M Q2 2025 Q3 2025: $324.0M Q3 2025 Q4 2025: $350.6M Q4 2025 Q1 2026: $358.4M Q1 2026 Q2 2026: $419.9M Q2 2026

Holdings 144 stocks · $262.0M
VOO Vanguard S&P 500 ETF 14.75% 75,189 $38.6M Add +2.5%
SPYM Ste STR SPDR PT S&P 500 ETF 9.26% 369,156 $24.3M Add +1.2%
RDVY First Trust Rising Dividend 7.13% 318,985 $18.7M Add +16.4%
AAPL Apple Inc. 6.44% 75,991 $16.9M Add +2.8%
SCHD Schwab US DVD Equity ETF 6.00% 562,042 $15.7M Reduce -3.6%
IQLT iShares MSCI International Q 5.01% 330,746 $13.1M Add +6.1%
QQQ Invesco QQQ Trust Series 1 2.32% 12,982 $6.1M Add +6.2%
VB Vanguard Most SM-Cap ETF-Usd 2.22% 26,243 $5.8M Reduce -0.6%
SCHM Schwab US Mid Cap ETF 2.04% 203,532 $5.3M Reduce -6.3%
MSFT Microsoft Corp. 1.78% 12,454 $4.7M Reduce -2.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.55% 7,253 $4.1M Reduce -2.9%
BND Vanguard Total Bond Market 1.42% 50,827 $3.7M Reduce -7.3%
FNDA Schwab Fndmntl US SM Co. ETF 1.34% 128,152 $3.5M Add +19.4%
XMHQ Invesco S&P Midcap Qual ETF 1.17% 33,587 $3.1M Add +12.6%
BRK.B Berkshire Hathaway Inc. Class B 1.13% 5,545 $3.0M No change
MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 1.13% 85,984 $2.9M Reduce -3.1%
SPSM SS SPDR P S&P 600 Small Cap 1.02% 65,756 $2.7M Reduce -5.8%
HYLB Xtrackers Usd High Yield Cor 0.91% 65,747 $2.4M Reduce -5.5%
VYM Vanguard High DVD Yield ETF 0.90% 18,213 $2.3M Add +47.5%
VGLT Vanguard Long-Term Treasury 0.85% 38,536 $2.2M Reduce -7.3%
HDV iShares Core High Dividend E 0.84% 18,136 $2.2M Add +0.1%
NVDA Nvidia Corp. 0.83% 20,092 $2.2M Add +4.2%
HYDB iShares High Yield Systemati 0.77% 43,073 $2.0M Add +87.5%
IJH iShares Core S&P Midcap ETF 0.75% 33,885 $2.0M Add +0.9%
VWO Vanguard Ftse Emerging Marke 0.72% 41,477 $1.9M Reduce -1.1%
META Meta Platforms Inc. Class A 0.69% 3,123 $1.8M Reduce -0.3%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.68% 49,039 $1.8M No change
IGV iShares Expanded Tech-Softwa 0.67% 19,875 $1.8M Add +2.6%
AMZN Amazon.com Inc. 0.66% 9,155 $1.7M Reduce -2.8%
IWY iShares Russell Top 200 Grow 0.66% 8,199 $1.7M No change
BRK.A Berkshire Hathaway Inc. Class A 0.61% 2 $1.6M No change
IMCG iShares Morningstar Mid-Cap 0.59% 21,518 $1.5M Add +0.0%
FDBC Fidelity D&D Bancorp Inc. 0.58% 36,414 $1.5M No change
VIG Vanguard Dividend Apprec ETF 0.53% 7,146 $1.4M Reduce -1.7%
SPYV SS SPDR P S&P 500 Value ETF 0.53% 27,000 $1.4M No change
ACIO Aptus Collared Invest Opp 0.50% 33,565 $1.3M Add +56.4%
IJR iShares Core S&P Small-Cap E 0.48% 12,063 $1.3M Add +0.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.48% 27,140 $1.3M Reduce -2.3%
LOW Lowe's Cos Inc. 0.47% 5,311 $1.2M No change
FLTR Vaneck Ig Floating Rate ETF 0.46% 47,492 $1.2M Reduce -2.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.43% 6,567 $1.1M Reduce -0.5%
PG The Procter & Gamble Co. 0.42% 6,527 $1.1M No change
FSK FS KKR Capital Corp. 0.42% 52,508 $1.1M Add +1.2%
MPC Marathon Petroleum Corp. 0.42% 7,530 $1.1M No change
PPL PPL Corp. 0.42% 30,299 $1.1M No change
JHMM John Hancock Multi Fact Mid 0.41% 18,623 $1.1M Reduce -2.7%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.41% 1,080 $1.1M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.40% 4,078 $1.1M Add +0.8%
VOOG Vanguard S&P 500 Growth ETF 0.40% 3,126 $1.0M Add +21.7%
ADP Automatic Data Processing 0.39% 3,350 $1.0M No change
VCSH Vanguard S/T Corp. Bond ETF 0.38% 12,540 $990K No change
SMH Vaneck Semiconductor ETF 0.36% 4,463 $944K No change
IVV iShares Core S&P 500 ETF 0.36% 1,665 $936K Add +2.3%
VEA Vanguard Ftse Developed ETF 0.35% 18,256 $928K Add +0.9%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.34% 3,516 $904K No change
WMT Walmart Inc. 0.34% 10,235 $899K No change
MO Altria Group Inc. 0.30% 12,921 $775K Reduce -0.6%
XOM Exxon Mobil Corp. 0.29% 6,414 $763K No change
VTI VG Morningstar TS MKT ETF-US 0.29% 2,775 $763K No change
XLK SS Technology Select Sector 0.29% 3,688 $761K Add +0.4%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 0.27% 20,102 $710K Reduce -6.8%
WPC WP Carey Inc. 0.27% 11,009 $695K Reduce -0.8%
XLRE SS Real Estate Select Sector 0.26% 16,466 $689K Reduce -2.2%
EFA iShares MSCI Eafe ETF 0.25% 7,949 $650K No change
ANGL Vaneck Fallen Angel High YLD 0.24% 22,239 $642K Reduce -7.8%
GIS General Mills Inc. 0.24% 10,695 $639K No change
CB Chubb Ltd. 0.23% 2,019 $610K No change
LLY Eli Lilly & Co. 0.23% 726 $600K Add +3.1%
PM Philip Morris International 0.23% 3,765 $598K No change
AGZ iShares Agency Bond ETF 0.22% 5,173 $566K Reduce -8.2%
SMB Vaneck Short Muni ETF 0.21% 32,509 $557K Add +2.0%
SYY Sysco Corp. 0.21% 7,380 $554K No change
PNC PNC Financial Services Group 0.21% 3,131 $550K No change
CAT Caterpillar Inc. 0.21% 1,636 $540K Add +5.8%
TMUS T-Mobile US Inc. 0.20% 1,973 $526K No change
VZ Verizon Communications Inc. 0.19% 10,976 $498K Reduce -5.7%
DIVB iShares Core Dividend ETF 0.19% 10,000 $485K New
TSLA Tesla Inc. 0.18% 1,851 $480K Reduce -13.5%
IWF iShares Russell 1000 Growth 0.18% 1,326 $479K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.18% 1,941 $475K No change
CVX Chevron Corp. 0.17% 2,701 $452K Reduce -0.3%
VGT Vanguard Info Tech ETF 0.17% 820 $445K No change
HON Honeywell International Inc. 0.17% 2,084 $441K No change
IWS iShares Russell Mid-Cap Valu 0.17% 3,441 $433K No change
T AT&T Inc. 0.16% 15,185 $429K Add +0.2%
MUST Columbia Multi-Sect Muni Inc. 0.16% 20,534 $413K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.15% 1,091 $405K Reduce -6.4%
SUB iShares Short-Term National 0.15% 3,630 $383K Add +2.7%
NOW ServiceNow Inc. 0.14% 475 $378K Add +17.3%
IWN iShares Russell 2000 Value E 0.14% 2,503 $378K No change
GOOGL Alphabet Inc. Class A 0.14% 2,413 $373K No change
OBDC Blue Owl Capital Corp. 0.14% 25,111 $368K No change
SPGP Invesco S&P 500 Garp ETF 0.14% 3,677 $367K No change
GOOG Alphabet Inc. Class C 0.14% 2,349 $367K Reduce -1.3%
FLOT iShares Floating Rate Bond E 0.14% 7,141 $365K No change
BA The Boeing Co. 0.14% 2,094 $357K No change
MRK Merck & Co. Inc. 0.14% 3,961 $356K No change
IEFA iShares Core MSCI Eafe ETF 0.13% 4,638 $351K No change
QUAL iShares MSCI USA Quality Fac 0.13% 2,029 $347K No change
IFRA iShares US Infrastructure 0.13% 7,644 $345K No change
CVRT Calamos Conv Eqty Alt ETF 0.13% 12,000 $343K Add +2.6%
KO The Coca-Cola Co. 0.13% 4,783 $343K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.13% 6,787 $337K No change
AVGO Broadcom Inc. 0.13% 2,000 $335K No change
SOXX iShares Semiconductor ETF 0.12% 1,731 $326K No change
AXP American Express Co. 0.12% 1,193 $321K No change
QCOM Qualcomm Inc. 0.12% 1,999 $307K No change
FALN iShares Fallen Angels ETF 0.12% 11,373 $305K No change
HD Home Depot Inc. 0.12% 824 $302K No change
RTX RTX Corp. 0.11% 2,223 $294K No change
JNJ Johnson & Johnson 0.11% 1,764 $293K Reduce -6.9%
MOAT Vaneck Morningstar Wide Moat 0.11% 3,279 $289K No change
JPM JPMorgan Chase & Co. 0.11% 1,175 $288K No change
BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU 0.11% 12,460 $282K Add +10.4%
AMP Ameriprise Financial Inc. 0.11% 577 $279K No change
AMD Advanced Micro Devices 0.11% 2,687 $276K Reduce -13.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 1,081 $269K No change
CWB SS SPDR BB Conv Sec ETF 0.10% 3,505 $269K Reduce -3.3%
FNDX Schwab Fndmntl US LRG Co. ETF 0.10% 11,295 $267K No change
IAU iShares Gold Trust 0.10% 4,436 $262K No change
MCD McDonald's Corp. 0.10% 828 $259K No change
FSCO FS Credit Opportunities Corp. 0.10% 35,959 $254K Add +5.0%
SCHG Schwab US Large-Cap Growth 0.10% 10,000 $250K No change
WFC Wells Fargo & Co. 0.09% 3,465 $249K No change
HYMB SS SPDR N Ice HY Muni ETF 0.09% 9,690 $244K No change
DGRO iShares Core Dividend Growth 0.09% 3,899 $241K No change
PZA Invesco National Amt-Free Mu 0.09% 10,437 $240K No change
GLD SPDR Gold Shares 0.09% 830 $239K No change
IWR iShares Russell Mid-Cap ETF 0.09% 2,782 $237K No change
APD Air Products & Chemicals Inc. 0.09% 788 $232K No change
PLTR Palantir Technologies Inc. Class A 0.09% 2,730 $230K Reduce -23.7%
ZS Zscaler Inc. 0.09% 1,160 $230K No change
IEF iShares 7-10 Year Treasury B 0.09% 2,401 $229K No change
UPS United Parcel Service Class B 0.09% 2,078 $229K No change
MMM 3M Co. 0.08% 1,513 $222K No change
EQIX Equinix Inc. 0.08% 272 $222K No change
ED Consolidated Edison Inc. 0.08% 1,999 $221K New
UNH Unitedhealth Group Inc. 0.08% 422 $221K No change
SYK Stryker Corp. 0.08% 586 $218K No change
PFXF Vaneck Pref Sec X-Financials 0.08% 13,014 $218K No change
IGEB iShares Investment Grade SYS 0.08% 4,805 $216K No change
ADBE Adobe Inc. 0.08% 546 $209K No change
IWD iShares Russell 1000 Value E 0.08% 1,082 $204K No change
F Ford Motor Co. filed as FORD MTR CO 0.05% 11,902 $119K Add +3.9%
Other holdings (3): bonds, preferreds, convertibles and warrants · $49K (not counted above)
SecurityClassShares / PrincipalValueChange
BOOKING HOLDINGS INC (BKNG 0.75 05/01/25) NOTE 0.750% 5/0 · principal 11,000$27KNo change
SOUTHWEST AIRLINES CO (LUV 1.25 05/01/25) NOTE 1.250% 5/0 · principal 11,000$11KNo change
EURONET WORLDWIDE INC (EEFT 0.75 03/15/49) NOTE 0.750% 3/1 · principal 11,000$11KNo change

Total filed on the 13F, all lines: $262.1M.

Portfolio Sells Q4 2024 → Q1 2025
SCHM Schwab US Mid Cap ETF Reduce -6.3% 2.04% −0.25
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.6% 2.22% −0.17
META Meta Platforms Inc. Class A Reduce -0.3% 0.69% −0.15
SPSM SS SPDR P S&P 600 Small Cap Reduce -5.8% 1.02% −0.14
AMZN Amazon.com Inc. Reduce -2.8% 0.66% −0.12
MSFT Microsoft Corp. Reduce -2.5% 1.78% −0.12
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.9% 1.55% −0.11
TSLA Tesla Inc. Reduce -13.5% 0.18% −0.09
ORCL Oracle Corp. Sold out 0.00% −0.09
CAVA Cava Group Inc. Sold out 0.00% −0.09
BX Blackstone Inc. Sold out 0.00% −0.08
MGK Vngrd Mrgstr MG CP GR ETF-Ui Sold out 0.00% −0.08
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.08
CPAY Corpay Inc. Sold out 0.00% −0.08
TTC Toro Co. Sold out 0.00% −0.08
RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −0.08
JSMD Janus Small Mid Cap GR Alp Sold out 0.00% −0.07
PLTR Palantir Technologies Inc. Class A Reduce -23.7% 0.09% −0.07
VUG Vanguard Mrngstar GR ETF-Sui Reduce -6.4% 0.15% −0.03
BND Vanguard Total Bond Market Reduce -7.3% 1.42% −0.03
JHMM John Hancock Multi Fact Mid Reduce -2.7% 0.41% −0.02
AMD Advanced Micro Devices Reduce -13.8% 0.11% −0.02
GOOG Alphabet Inc. Class C Reduce -1.3% 0.14% −0.02
HYLB Xtrackers Usd High Yield Cor Reduce -5.5% 0.91% −0.02
VIG Vanguard Dividend Apprec ETF Reduce -1.7% 0.53% −0.01
ANGL Vaneck Fallen Angel High YLD Reduce -7.8% 0.24% −0.01
VGLT Vanguard Long-Term Treasury Reduce -7.3% 0.85% −0.01
AGZ iShares Agency Bond ETF Reduce -8.2% 0.22% −0.01
CWB SS SPDR BB Conv Sec ETF Reduce -3.3% 0.10% −0.01
DJP Ipath Bloomberg Commodity Inc. Reduce -6.8% 0.27% −0.00
JNJ Johnson & Johnson Reduce -6.9% 0.11% +0.00
XLRE SS Real Estate Select Sector Reduce -2.2% 0.26% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.5% 0.43% +0.01
FLTR Vaneck Ig Floating Rate ETF Reduce -2.5% 0.46% +0.01
VWO Vanguard Ftse Emerging Marke Reduce -1.1% 0.72% +0.01
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -2.3% 0.48% +0.02
VZ Verizon Communications Inc. Reduce -5.7% 0.19% +0.02
CVX Chevron Corp. Reduce -0.3% 0.17% +0.02
WPC WP Carey Inc. Reduce -0.8% 0.27% +0.03
MNA Nylim Merger Arbtrage ETF-Ui Reduce -3.1% 1.13% +0.04
MO Altria Group Inc. Reduce -0.6% 0.30% +0.04
SCHD Schwab US DVD Equity ETF Reduce -3.6% 6.00% +0.09

Portfolio Buys Q4 2024 → Q1 2025
RDVY First Trust Rising Dividend Add +16.4% 7.13% +0.86
IQLT iShares MSCI International Q Add +6.1% 5.01% +0.43
HYDB iShares High Yield Systemati Add +87.5% 0.77% +0.38
VYM Vanguard High DVD Yield ETF Add +47.5% 0.90% +0.29
DIVB iShares Core Dividend ETF New 0.19% +0.19
ACIO Aptus Collared Invest Opp Add +56.4% 0.50% +0.17
FNDA Schwab Fndmntl US SM Co. ETF Add +19.4% 1.34% +0.16
ED Consolidated Edison Inc. New 0.08% +0.08
XMHQ Invesco S&P Midcap Qual ETF Add +12.6% 1.17% +0.08
HDV iShares Core High Dividend E Add +0.1% 0.84% +0.07
VOOG Vanguard S&P 500 Growth ETF Add +21.7% 0.40% +0.04
T AT&T Inc. Add +0.2% 0.16% +0.02
VEA Vanguard Ftse Developed ETF Add +0.9% 0.35% +0.01
SMB Vaneck Short Muni ETF Add +2.0% 0.21% +0.01
BUI Blckrck Util Infra & PWR Opp Add +10.4% 0.11% +0.01
LLY Eli Lilly & Co. Add +3.1% 0.23% +0.01
FSCO FS Credit Opportunities Corp. Add +5.0% 0.10% +0.01
SUB iShares Short-Term National Add +2.7% 0.15% +0.01
CAT Caterpillar Inc. Add +5.8% 0.21% +0.01
F Ford Motor Co. Add +3.9% 0.05% +0.01
NOW ServiceNow Inc. Add +17.3% 0.14% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.8% 0.40% −0.00
CVRT Calamos Conv Eqty Alt ETF Add +2.6% 0.13% −0.00
IVV iShares Core S&P 500 ETF Add +2.3% 0.36% −0.01
IJH iShares Core S&P Midcap ETF Add +0.9% 0.75% −0.03
IJR iShares Core S&P Small-Cap E Add +0.9% 0.48% −0.03
FSK FS KKR Capital Corp. Add +1.2% 0.42% −0.03
XLK SS Technology Select Sector Add +0.4% 0.29% −0.03
IMCG iShares Morningstar Mid-Cap Add +0.0% 0.59% −0.04
QQQ Invesco QQQ Trust Series 1 Add +6.2% 2.32% −0.08
IGV iShares Expanded Tech-Softwa Add +2.6% 0.67% −0.08
NVDA Nvidia Corp. Add +4.2% 0.83% −0.15
AAPL Apple Inc. Add +2.8% 6.44% −0.16
VOO Vanguard S&P 500 ETF Add +2.5% 14.75% −0.26
SPYM Ste STR SPDR PT S&P 500 ETF Add +1.2% 9.26% −0.28

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 139$419.9MRDVY, SPYM, VOO, AVDE, AAPL
Q1 2026 140$358.4MRDVY, SPYM, VOO, AVDE, AAPL
Q4 2025 144$350.6MRDVY, SPYM, VOO, AAPL, AVDE
Q3 2025 145$324.0MVOO, RDVY, SPYM, AAPL, IQLT
Q2 2025 146$289.4MVOO, SPYM, RDVY, IQLT, AAPL
Q1 2025 144$262.0MVOO, SPYM, RDVY, AAPL, SCHD
Q4 2024 151$274.1MVOO, SPYM, AAPL, RDVY, SCHD