StockDriftsStockDriftsTop 50 Liberty Square Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | 16.62% | 860.7K | $69.8M | +6.87%(+55.35K) | $63.84(+30.84%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 14.98% | 715.9K | $62.9M | +6.90%(+46.19K) | $73.13(+24.49%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.1% | 43.4K | $29.8M | -4.04%(-1.82K) | $533.29(+33.33%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 6.28% | 295.6K | $26.4M | +12.53%(+32.92K) | $81.21(+15.65%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.95% | 71.9K | $20.8M | -0.85%(-616) | $232.47(+31.92%) | 2026-06-30 | |
| HYDB | ISHARES TR | 4.88% | 438.3K | $20.5M | +11.22%(+44.20K) | $47.33(-2.01%) | 2026-06-30 | |
| FSMD | FIDELITY COVINGTON TRUST | 4.49% | 356.6K | $18.8M | +12.26%(+38.94K) | $44.14(+18.18%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.09% | 23.3K | $17.2M | +8.10%(+1.75K) | $541.20(+33.19%) | 2026-06-30 | |
| CLSE | TRUST FOR PROFESSIONAL MANAG | 3.49% | 428.8K | $14.6M | +10.76%(+41.66K) | $26.40(+27.42%) | 2026-06-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.71% | 100.8K | $11.4M | +9.36%(+8.63K) | $101.34(+17.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.78% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.76% |
Liberty Square Wealth Partners LLC reports $419.87M in US-listed equity holdings across 140 positions in its most recent 13F filing. Its largest disclosed positions are RDVY (16.6%), SPYM (15.0%) and VOO (7.1%). The top 20 holdings account for 80.23% of reported assets. Its disclosed equity book has returned +24.78% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Liberty Square Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2057655). View Liberty Square Wealth Partners LLC’s 13F filings on SEC