Institutional Fund
Liberty Square Wealth Partners LLC
Bethlehem, PACIK 20576555 filings on record
Portfolio Value
$358.42M
Q1 2026
Holdings
140
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+2.2%
from $350.60M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- First Tr Exchange Traded Fd15.3%
- Spdr Series Trust14.3%
- Vanguard Index Fds7.5%
- American Centy ETF Tr6.2%
- Apple Inc5.1%
- Ishares Tr5.1%
- Other46.4%
Portfolio Holdings
140 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange Traded Fd | 805.3K | $54.99M | 15.3% | +69.3K | Added |
| 2 | Spdr Series Trust | 669.7K | $51.26M | 14.3% | +68.6K | Added |
| 3 | Vanguard Index Fds | 45.2K | $27.01M | 7.5% | −3.8K | Reduced |
| 4 | American Centy ETF Tr | 262.7K | $22.28M | 6.2% | +44.6K | Added |
| 5 | Apple Inc | 72.5K | $18.39M | 5.1% | −2.3K | Reduced |
| 6 | Ishares Tr | 394.1K | $18.33M | 5.1% | +64.9K | Added |
| 7 | Fidelity Covington Trust | 317.6K | $14.20M | 4.0% | +57.7K | Added |
| 8 | Invesco Qqq Tr | 21.6K | $12.46M | 3.5% | +3.1K | Added |
| 9 | Trust For Professional Manag | 387.1K | $10.89M | 3.0% | +72.6K | Added |
| 10 | Invesco Exchange Traded Fd T | 92.2K | $9.53M | 2.7% | +9.7K | Added |
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