Liberty Square Wealth Partners LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Liberty Square Wealth Partners LLC reported 145 stock positions worth $324.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.5% of the portfolio, followed by First Trust Rising Dividend (RDVY, 11.7%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 11.1%). Compared with Q2 2025, it opened 6 new positions, sold out of 7, added to 31 and reduced 52. The biggest buy was First Trust Rising Dividend (RDVY, shares +35%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −15%).

Most Recent 13F
Q2 2026
Location
BETHLEHEM, PA
CIK
0002057655
Portfolio Value
$324.0M (Q3 2025)
SEC Filing
0001951757-25-001294 ↗ filed Nov 6, 2025

Holdings Value

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

Holdings 145 stocks · $324.0M
VOO Vanguard S&P 500 ETF 12.50% 66,140 $40.5M Reduce -15.0%
RDVY First Trust Rising Dividend 11.72% 564,503 $38.0M Add +35.2%
SPYM Ste STR SPDR PT S&P 500 ETF 11.15% 461,042 $36.1M Add +25.1%
AAPL Apple Inc. 5.86% 74,533 $19.0M Reduce -1.1%
IQLT iShares MSCI International Q 5.47% 401,236 $17.7M Add +4.3%
SCHD Schwab US DVD Equity ETF 3.60% 426,664 $11.6M Reduce -22.8%
HYDB iShares High Yield Systemati 3.08% 208,583 $10.0M Add +106.8%
QQQ Invesco QQQ Trust Series 1 2.88% 15,546 $9.3M Add +8.1%
XMHQ Invesco S&P Midcap Qual ETF 1.97% 60,861 $6.4M Add +35.8%
MSFT Microsoft Corp. 1.94% 12,143 $6.3M Reduce -1.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.57% 7,634 $5.1M Add +5.2%
FSMD Fidelity Small-Mid Multifact 1.55% 114,184 $5.0M New
VB Vanguard Most SM-Cap ETF-Usd 1.54% 19,602 $5.0M Reduce -22.1%
FNDA Schwab Fndmntl US SM Co. ETF 1.36% 141,856 $4.4M Reduce -24.8%
CLSE Convergence Long/Short Eqy 1.29% 161,016 $4.2M Add +630.0%
NVDA Nvidia Corp. 1.14% 19,815 $3.7M Add +0.6%
SCHM Schwab US Mid Cap ETF 1.07% 117,102 $3.5M Reduce -30.2%
BRK.B Berkshire Hathaway Inc. Class B 0.87% 5,577 $2.8M No change
VYM Vanguard High DVD Yield ETF 0.86% 19,821 $2.8M Add +10.0%
BND Vanguard Total Bond Market 0.74% 32,128 $2.4M Reduce -26.4%
AVDE Avantis International Equity 0.71% 29,289 $2.3M New
IGV iShares Expanded Tech-Softwa 0.68% 19,180 $2.2M Reduce -0.8%
META Meta Platforms Inc. Class A 0.68% 2,980 $2.2M Add +0.0%
VOOG Vanguard S&P 500 Growth ETF 0.67% 5,018 $2.2M Add +17.0%
HDV iShares Core High Dividend E 0.67% 17,674 $2.2M Reduce -2.6%
IWY iShares Russell Top 200 Grow 0.62% 7,332 $2.0M Reduce -5.5%
SPSM SS SPDR P S&P 600 Small Cap 0.62% 43,178 $2.0M Reduce -28.6%
AMZN Amazon.com Inc. 0.58% 8,543 $1.9M Add +0.6%
MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.58% 52,166 $1.9M Reduce -29.7%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.55% 41,466 $1.8M Reduce -14.6%
IMCG iShares Morningstar Mid-Cap 0.54% 21,256 $1.8M Add +0.0%
IJH iShares Core S&P Midcap ETF 0.53% 26,276 $1.7M Reduce -13.8%
FDBC Fidelity D&D Bancorp Inc. 0.49% 36,243 $1.6M Reduce -0.5%
HYLB Xtrackers Usd High Yield Cor 0.48% 41,703 $1.5M Reduce -27.5%
SMH Vaneck Semiconductor ETF 0.47% 4,624 $1.5M Add +5.7%
BRK.A Berkshire Hathaway Inc. Class A 0.47% 2 $1.5M No change
DIVO Amplify CWP Enhan Divid ETF 0.46% 33,648 $1.5M Add +65.7%
SPYV SS SPDR P S&P 500 Value ETF 0.46% 27,000 $1.5M No change
MPC Marathon Petroleum Corp. 0.45% 7,530 $1.5M No change
VIG Vanguard Dividend Apprec ETF 0.41% 6,185 $1.3M Reduce -11.3%
VWO Vanguard Ftse Emerging Marke 0.41% 24,591 $1.3M Reduce -24.6%
IJR iShares Core S&P Small-Cap E 0.41% 11,085 $1.3M Reduce -4.2%
ACIO Aptus Collared Invest Opp 0.40% 29,721 $1.3M Reduce -37.4%
VGLT Vanguard Long-Term Treasury 0.40% 22,525 $1.3M Reduce -30.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.38% 6,527 $1.2M Reduce -0.6%
VTI VG Morningstar TS MKT ETF-US 0.37% 3,679 $1.2M Add +33.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.37% 4,078 $1.2M No change
FLTR Vaneck Ig Floating Rate ETF 0.36% 45,432 $1.2M Reduce -2.4%
PPL PPL Corp. 0.35% 30,195 $1.1M No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.33% 3,516 $1.1M No change
XLK SS Technology Select Sector 0.32% 3,688 $1.0M No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.32% 1,080 $1.0M No change
ADP Automatic Data Processing 0.30% 3,350 $983K No change
VCSH Vanguard S/T Corp. Bond ETF 0.29% 11,920 $953K Reduce -4.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.28% 19,392 $906K Reduce -18.2%
JHMM John Hancock Multi Fact Mid 0.27% 13,714 $887K Reduce -23.9%
IVV iShares Core S&P 500 ETF 0.27% 1,300 $870K Add +0.5%
VEA Vanguard Ftse Developed ETF 0.24% 13,181 $790K Reduce -14.1%
CAT Caterpillar Inc. 0.24% 1,636 $781K No change
XOM Exxon Mobil Corp. 0.22% 6,446 $727K Add +0.5%
MO Altria Group Inc. 0.22% 10,966 $724K Reduce -15.3%
FSK FS KKR Capital Corp. 0.22% 48,037 $717K Reduce -7.9%
TSLA Tesla Inc. 0.22% 1,590 $707K Reduce -1.5%
AVGO Broadcom Inc. 0.22% 2,118 $699K Add +5.9%
WPC WP Carey Inc. 0.21% 10,202 $689K Reduce -8.3%
XLRE SS Real Estate Select Sector 0.21% 16,283 $686K Reduce -0.9%
EFA iShares MSCI Eafe ETF 0.21% 7,288 $680K Reduce -4.5%
LLY Eli Lilly & Co. 0.20% 840 $641K No change
PNC PNC Financial Services Group 0.19% 3,131 $629K No change
VGT Vanguard Info Tech ETF 0.19% 821 $613K Add +0.1%
PM Philip Morris International 0.19% 3,765 $611K No change
GOOGL Alphabet Inc. Class A 0.18% 2,417 $587K Add +0.1%
ANGL Vaneck Fallen Angel High YLD 0.18% 19,390 $576K Reduce -12.8%
SMB Vaneck Short Muni ETF 0.18% 33,029 $575K Add +1.6%
CB Chubb Ltd. 0.18% 2,019 $570K No change
GOOG Alphabet Inc. Class C 0.17% 2,257 $550K Add +5.0%
DIVB iShares Core Dividend ETF 0.17% 10,415 $544K No change
PLTR Palantir Technologies Inc. Class A 0.17% 2,960 $540K Add +5.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.17% 10,704 $536K Add +57.7%
VZ Verizon Communications Inc. 0.15% 11,388 $500K Add +0.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.15% 988 $474K Reduce -4.6%
TMUS T-Mobile US Inc. 0.15% 1,973 $472K No change
ROP Roper Technologies Inc. 0.15% 943 $470K New
SOXX iShares Semiconductor ETF 0.14% 1,731 $469K No change
IWN iShares Russell 2000 Value E 0.14% 2,503 $443K No change
NOW ServiceNow Inc. 0.14% 478 $440K Add +0.6%
CVRT Calamos Conv Eqty Alt ETF 0.13% 12,000 $436K No change
AMD Advanced Micro Devices 0.13% 2,687 $435K No change
WMT Walmart Inc. 0.13% 4,216 $435K Reduce -16.7%
ADI Analog Devices Inc. 0.13% 1,725 $424K No change
JPM JPMorgan Chase & Co. 0.13% 1,303 $411K Add +10.9%
CVX Chevron Corp. 0.13% 2,632 $409K No change
IFRA iShares US Infrastructure 0.12% 7,644 $404K No change
T AT&T Inc. 0.12% 14,283 $403K Reduce -9.2%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.12% 1,356 $398K No change
AXP American Express Co. 0.12% 1,193 $396K No change
QUAL iShares MSCI USA Quality Fac 0.12% 2,029 $395K No change
ORCL Oracle Corp. 0.12% 1,402 $394K Add +9.4%
SUB iShares Short-Term National 0.12% 3,630 $388K No change
RTX RTX Corp. 0.11% 2,223 $372K No change
IWS iShares Russell Mid-Cap Valu 0.11% 2,662 $372K No change
FLOT iShares Floating Rate Bond E 0.11% 7,141 $365K No change
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 0.11% 10,179 $361K Reduce -44.8%
ZS Zscaler Inc. 0.11% 1,160 $348K No change
HD Home Depot Inc. 0.10% 824 $334K No change
MRK Merck & Co. Inc. 0.10% 3,961 $332K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.10% 12,540 $330K Add +11.0%
MOAT Vaneck Morningstar Wide Moat 0.10% 3,279 $325K No change
IAU iShares Gold Trust 0.10% 4,436 $323K No change
OBDC Blue Owl Capital Corp. 0.10% 25,111 $321K No change
SCHG Schwab US Large-Cap Growth 0.10% 10,034 $320K No change
FALN iShares Fallen Angels ETF 0.10% 11,373 $316K No change
BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU 0.10% 12,039 $315K Reduce -0.9%
PG The Procter & Gamble Co. 0.09% 1,993 $306K Reduce -9.9%
SPGP Invesco S&P 500 Garp ETF 0.09% 2,645 $301K No change
MUST Columbia Multi-Sect Muni Inc. 0.09% 14,459 $297K No change
GLD SPDR Gold Shares 0.09% 830 $295K No change
AMP Ameriprise Financial Inc. 0.09% 572 $281K Reduce -0.9%
RCL Royal Caribbean Cruises Ltd. 0.08% 849 $275K Reduce -5.3%
GE General Electric filed as GE AEROSPACE 0.08% 905 $272K No change
JNJ Johnson & Johnson 0.08% 1,464 $272K Reduce -7.5%
IWR iShares Russell Mid-Cap ETF 0.08% 2,782 $269K No change
QCOM Qualcomm Inc. 0.08% 1,609 $268K Reduce -19.5%
DGRO iShares Core Dividend Growth 0.08% 3,899 $265K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 939 $265K Reduce -2.2%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.08% 647 $260K No change
IEFA iShares Core MSCI Eafe ETF 0.08% 2,965 $259K Reduce -36.1%
MCD McDonald's Corp. 0.08% 828 $252K No change
CWB SS SPDR BB Conv Sec ETF 0.08% 2,752 $249K Reduce -4.2%
PZA Invesco National Amt-Free Mu 0.07% 10,437 $241K No change
FSCO FS Credit Opportunities Corp. 0.07% 34,257 $237K No change
CRWD CrowdStrike Holdings Inc. Class A 0.07% 475 $233K No change
KO The Coca-Cola Co. 0.07% 3,493 $232K Reduce -27.0%
HYMB SS SPDR N Ice HY Muni ETF 0.07% 9,012 $225K Reduce -7.0%
JSMD Janus Small Mid Cap GR Alp 0.07% 2,672 $223K No change
VC Visteon Corp. 0.07% 1,860 $223K New
SYK Stryker Corp. 0.07% 586 $217K No change
APD Air Products & Chemicals Inc. 0.07% 788 $215K No change
EQIX Equinix Inc. 0.07% 272 $213K No change
TSM Taiwan Semiconductor-SP ADR 0.07% 762 $213K New
BA The Boeing Co. 0.06% 955 $206K No change
AGZ iShares Agency Bond ETF 0.06% 1,838 $203K Reduce -64.5%
ED Consolidated Edison Inc. 0.06% 1,999 $201K No change
GTLS Chart Industries Inc. 0.06% 1,000 $200K New
F Ford Motor Co. filed as FORD MTR CO 0.04% 10,012 $120K Reduce -7.3%
Other holdings (1): bonds, preferreds, convertibles and warrants · $10K (not counted above)
SecurityClassShares / PrincipalValueChange
EURONET WORLDWIDE INC (EEFT 0.75 03/15/49) NOTE 0.750% 3/1 · principal 11,000$10KNo change

Total filed on the 13F, all lines: $324.0M.

Portfolio Sells Q2 2025 → Q3 2025
VOO Vanguard S&P 500 ETF Reduce -15.0% 12.50% −2.77
SCHD Schwab US DVD Equity ETF Reduce -22.8% 3.60% −1.46
SCHM Schwab US Mid Cap ETF Reduce -30.2% 1.07% −0.55
VB Vanguard Most SM-Cap ETF-Usd Reduce -22.1% 1.54% −0.52
FNDA Schwab Fndmntl US SM Co. ETF Reduce -24.8% 1.36% −0.50
BND Vanguard Total Bond Market Reduce -26.4% 0.74% −0.37
MNA Nylim Merger Arbtrage ETF-Ui Reduce -29.7% 0.58% −0.33
ACIO Aptus Collared Invest Opp Reduce -37.4% 0.40% −0.28
SPSM SS SPDR P S&P 600 Small Cap Reduce -28.6% 0.62% −0.27
HYLB Xtrackers Usd High Yield Cor Reduce -27.5% 0.48% −0.26
VGLT Vanguard Long-Term Treasury Reduce -30.3% 0.40% −0.23
IWF iShares Russell 1000 Growth Sold out 0.00% −0.19
MSFT Microsoft Corp. Reduce -1.0% 1.94% −0.17
FSK FS KKR Capital Corp. Reduce -7.9% 0.22% −0.15
VWO Vanguard Ftse Emerging Marke Reduce -24.6% 0.41% −0.15
AGZ iShares Agency Bond ETF Reduce -64.5% 0.06% −0.13
IJH iShares Core S&P Midcap ETF Reduce -13.8% 0.53% −0.12
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -14.6% 0.55% −0.12
JHMM John Hancock Multi Fact Mid Reduce -23.9% 0.27% −0.11
DJP Ipath Bloomberg Commodity Inc. Reduce -44.8% 0.11% −0.11
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -18.2% 0.28% −0.10
FDBC Fidelity D&D Bancorp Inc. Reduce -0.5% 0.49% −0.09
VIG Vanguard Dividend Apprec ETF Reduce -11.3% 0.41% −0.08
DIS The Walt Disney Co. Sold out 0.00% −0.08
PFXF Vaneck Pref Sec X-Financials Sold out 0.00% −0.08
IGEB iShares Investment Grade SYS Sold out 0.00% −0.08
ADBE Adobe Inc. Sold out 0.00% −0.07
IWD iShares Russell 1000 Value E Sold out 0.00% −0.07
IEF iShares 7-10 Year Treasury B Sold out 0.00% −0.07
HDV iShares Core High Dividend E Reduce -2.6% 0.67% −0.07
VEA Vanguard Ftse Developed ETF Reduce -14.1% 0.24% −0.06
IEFA iShares Core MSCI Eafe ETF Reduce -36.1% 0.08% −0.05
FLTR Vaneck Ig Floating Rate ETF Reduce -2.4% 0.36% −0.05
VCSH Vanguard S/T Corp. Bond ETF Reduce -4.9% 0.29% −0.05
IGV iShares Expanded Tech-Softwa Reduce -0.8% 0.68% −0.05
ANGL Vaneck Fallen Angel High YLD Reduce -12.8% 0.18% −0.05
KO The Coca-Cola Co. Reduce -27.0% 0.07% −0.05
IWY iShares Russell Top 200 Grow Reduce -5.5% 0.62% −0.04
MO Altria Group Inc. Reduce -15.3% 0.22% −0.04
WMT Walmart Inc. Reduce -16.7% 0.13% −0.04
T AT&T Inc. Reduce -9.2% 0.12% −0.03
IJR iShares Core S&P Small-Cap E Reduce -4.2% 0.41% −0.03
QCOM Qualcomm Inc. Reduce -19.5% 0.08% −0.03
PG The Procter & Gamble Co. Reduce -9.9% 0.09% −0.03
WPC WP Carey Inc. Reduce -8.3% 0.21% −0.03
EFA iShares MSCI Eafe ETF Reduce -4.5% 0.21% −0.03
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.6% 0.38% −0.03
XLRE SS Real Estate Select Sector Reduce -0.9% 0.21% −0.02
AMP Ameriprise Financial Inc. Reduce -0.9% 0.09% −0.02
IBM Intl Business Machines Corp. Reduce -2.2% 0.08% −0.02

Portfolio Buys Q2 2025 → Q3 2025
RDVY First Trust Rising Dividend Add +35.2% 11.72% +2.67
SPYM Ste STR SPDR PT S&P 500 ETF Add +25.1% 11.15% +1.89
FSMD Fidelity Small-Mid Multifact New 1.55% +1.55
HYDB iShares High Yield Systemati Add +106.8% 3.08% +1.43
CLSE Convergence Long/Short Eqy Add +630.0% 1.29% +1.12
AVDE Avantis International Equity New 0.71% +0.71
XMHQ Invesco S&P Midcap Qual ETF Add +35.8% 1.97% +0.45
DIVO Amplify CWP Enhan Divid ETF Add +65.7% 0.46% +0.16
ROP Roper Technologies Inc. New 0.15% +0.15
QQQ Invesco QQQ Trust Series 1 Add +8.1% 2.88% +0.14
VOOG Vanguard S&P 500 Growth ETF Add +17.0% 0.67% +0.09
VTI VG Morningstar TS MKT ETF-US Add +33.2% 0.37% +0.08
VC Visteon Corp. New 0.07% +0.07
NVDA Nvidia Corp. Add +0.6% 1.14% +0.07
TSM Taiwan Semiconductor-SP ADR New 0.07% +0.07
GTLS Chart Industries Inc. New 0.06% +0.06
VTEB Vanguard Tax-Exempt Bond ETF Add +57.7% 0.17% +0.05
SMH Vaneck Semiconductor ETF Add +5.7% 0.47% +0.04
GOOG Alphabet Inc. Class C Add +5.0% 0.17% +0.04
GOOGL Alphabet Inc. Class A Add +0.1% 0.18% +0.03
PLTR Palantir Technologies Inc. Class A Add +5.0% 0.17% +0.03
VYM Vanguard High DVD Yield ETF Add +10.0% 0.86% +0.03
AVGO Broadcom Inc. Add +5.9% 0.22% +0.03
ORCL Oracle Corp. Add +9.4% 0.12% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +5.2% 1.57% +0.02
JPM JPMorgan Chase & Co. Add +10.9% 0.13% +0.01
FNDX Schwab Fndmntl US LRG Co. ETF Add +11.0% 0.10% +0.01
VGT Vanguard Info Tech ETF Add +0.1% 0.19% +0.00
IVV iShares Core S&P 500 ETF Add +0.5% 0.27% −0.01
VZ Verizon Communications Inc. Add +0.8% 0.15% −0.01
XOM Exxon Mobil Corp. Add +0.5% 0.22% −0.01
SMB Vaneck Short Muni ETF Add +1.6% 0.18% −0.02
NOW ServiceNow Inc. Add +0.6% 0.14% −0.03
IMCG iShares Morningstar Mid-Cap Add +0.0% 0.54% −0.05
AMZN Amazon.com Inc. Add +0.6% 0.58% −0.06
META Meta Platforms Inc. Class A Add +0.0% 0.68% −0.08
IQLT iShares MSCI International Q Add +4.3% 5.47% −0.27

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