FBInvestor
Funds / Liquid Strategies, LLC
Institutional Fund

Liquid Strategies, LLC

Atlanta, GACIK 17747275 filings on record

Portfolio Value
$465.48M
Q1 2026
Holdings
9
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+1.3%
from $459.39M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds57.6%
  • Vanguard Scottsdale Fds12.4%
  • Ishares Tr10.6%
  • Ishares Tr7.6%
  • Ishares Tr5.7%
  • Ishares Tr4.0%
  • Other2.1%

Portfolio Holdings

9 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds448.4K$267.96M57.6%22.9KReduced
2Vanguard Scottsdale Fds729.4K$57.82M12.4%+97.7KAdded
3Ishares Tr499.1K$49.55M10.6%+170.3KAdded
4Ishares Tr331.9K$35.23M7.6%+7.3KAdded
5Ishares Tr292.3K$26.46M5.7%+30.6KAdded
6Ishares Tr149.3K$18.56M4.0%+15.4KAdded
7Ishares Inc94.9K$6.62M1.4%+7.0KAdded
8Vanguard Intl Equity Index F34.8K$2.87M0.6%+34.8KNew
9Ishares Tr8.2K$415.9K0.1%0Held