account_balance
Investment manager · 13F filer · SEC CIK 2057655
Liberty Square Wealth Partners LLC
Reported value$431Mas of Sep 30, 2026
Positions134 7 new, 13 sold out
Top 10 weight71.0%RDVY alone is 16%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
RDVYFirst Tr Exchange Traded Fd
16.4%Added +5%
SPYMSPDR Series Trust
15.8%Added +6%
AVDEAmerican Centy ETF Tr
6.9%Added +11%
VOOVanguard Index FDS
6.6%Trimmed −7%
AAPLApple Inc.
5.5%
HYDBiShares Tr
5.1%Added +12%
FSMDFidelity Covington Trust
4.4%Added +8%
QQQInvesco QQQ Tr
3.9%Trimmed −2%
CLSETrust for Professional Manag
3.8%Added +13%
IMCBiShares Tr
2.7%New
SCHDSchwab Strategic Tr
2.1%
RDVYFirst Tr Exchange Traded Fd
16.4%Added +5%
SPYMSPDR Series Trust
15.8%Added +6%
AVDEAmerican Centy ETF Tr
6.9%
VOOVanguard Index FDS
6.6%
AAPLApple Inc.
5.5%
HYDBiShares Tr
5.1%
FSMDFidelity Covington Trust
4.4%
QQQ3.9%
CLSE3.8%
IMCB
SCHD2.1%
MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RDVY First Tr Exchange Traded Fd 16.4% Added +5%
SPYM SPDR Series Trust 15.8% Added +6%
AVDE American Centy ETF Tr 6.9% Added +11%
VOO Vanguard Index FDS 6.6% Trimmed −7%
AAPL Apple Inc. 5.5% HeldHYDB iShares Tr 5.1% Added +12%
FSMD Fidelity Covington Trust 4.4% Added +8%
QQQ Invesco QQQ Tr 3.9% Trimmed −2%
CLSE Trust for Professional Manag 3.8% Added +13%
IMCB iShares Tr 2.7% New
SCHD Schwab Strategic Tr 2.1% Trimmed −4%
MSFT Microsoft Corp 1.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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