1y return+21.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $125 against $127 in the S&P 500.2
Liberty Square Wealth Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RDVYFirst Tr Exchange Traded Fd | $69.8M | 16.6% | +6.9% |
| SPYMSpdr Series Trust | $62.9M | 15.0% | +6.9% |
| VOOVanguard Index Fds | $29.8M | 7.1% | −4.0% |
| AVDEAmerican Centy Etf Tr | $26.4M | 6.3% | +12.5% |
| AAPLApple Inc | $20.8M | 5.0% | |
| HYDBIshares Tr | $20.5M | 4.9% | +11.2% |
| FSMDFidelity Covington Trust | $18.8M | 4.5% | +12.3% |
| QQQInvesco Qqq Tr | $17.2M | 4.1% | +8.1% |
| CLSETrust For Professional Manag | $14.6M | 3.5% | +10.8% |
| XMHQInvesco Exchange Traded Fd T | $11.4M | 2.7% | +9.4% |
| SCHDSchwab Strategic Tr | $9.0M | 2.2% | −3.9% |
| IQLTIshares Tr | $6.5M | 1.6% | −9.6% |
| SPYState Str Spdr S&p 500 Etf T | $4.5M | 1.1% | −5.4% |
| MSFTMicrosoft Corp | $4.5M | 1.1% | |
| VBVanguard Index Fds | $4.4M | 1.0% | −4.2% |
| NVDANvidia Corporation | $3.7M | 0.9% | −7.1% |
| SMHVaneck Etf Trust | $3.3M | 0.8% | |
| VYMVanguard Whitehall Fds | $3.1M | 0.7% | |
| DIVOAmplify Etf Tr | $2.9M | 0.7% | +12.5% |
| BRK/BBerkshire Hathaway Inc Del | $2.7M | 0.6% | |
| VOOGVanguard Admiral Fds Inc | $2.4M | 0.6% | −4.0% |
| HDVIshares Tr | $2.3M | 0.5% | |
| IWYIshares Tr | $2.1M | 0.5% | |
| AMZNAmazon Com Inc | $2.0M | 0.5% | |
| FNDFSchwab Strategic Tr | $2.0M | 0.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2024 | +380.9% | $1.4M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $1.7M |
| SMHVaneck Etf Trust | December 31, 2024 | +170.8% | $3.3M |
| MPCMarathon Pete Corp | December 31, 2024 | +83.3% | $1.9M |
| XLKSelect Sector Spdr Tr | December 31, 2024 | +63.9% | $1.4M |
| FNDFSchwab Strategic Tr | December 31, 2024 | +58.9% | $2.0M |
| VGTVanguard World Fd | December 31, 2024 | +53.8% | $1.4M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $3.7M |
| CLSETrust For Professional Manag | June 30, 2025 | +46.1% | $14.6M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $17.2M |
Sold off last quarter
- ADPAutomatic Data Processing In was $697K
- MOATVaneck Etf Trust was $317K
- IUSBIshares Tr was $283K
- HMOPHartford Fds Exchange Traded was $256K
- KOCoca Cola Co was $229K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.6% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −3.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Liberty Square Wealth Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2057655&type=13F-HR&dateb=&owner=include&count=40CIK 2057655
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2057655/000195175726001202/Filed August 10, 2026 · accession 0001951757-26-001202