LIBERTY SQUARE WEALTH PARTNERS LLC

CIK 0002057655 • 6 13F filings • Apr 29, 2025 – Aug 10, 2026

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Filer information

Filed by: LIBERTY SQUARE WEALTH PARTNERS LLC, Chief Compliance Officer
Address: 1525 VALLEY CENTER PKWY, SUITE 120, BETHLEHEM, PA, 18017
Phone: (610) 865-5803
AUM: $350.6M

AUM over time

$419.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $350.6M141 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$575K	0.2%Prev: 0.1%	2,687 SH	Increased
ALPHABET INC	CAP STK CL A	$740K	0.2%Prev: 0.2%	2,364 SH	Increased-53 SH
ALPHABET INC	CAP STK CL C	$662K	0.2%Prev: 0.2%	2,110 SH	Increased-147 SH
ALTRIA GROUP INC	COM	$580K	0.2%Prev: 0.2%	10,053 SH	Decreased-913 SH
AMAZON COM INC	COM	$1.9M	0.6%Prev: 0.6%	8,441 SH	Increased-102 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$18.0M	5.1%Prev: 0.7%	218,063 SH	Increased+188,774 SH
AMERICAN EXPRESS CO	COM	$423K	0.1%Prev: 0.1%	1,144 SH	Increased-49 SH
AMERIPRISE FINL INC	COM	$280K	0.1%Prev: 0.1%	572 SH	Decreased
AMPLIFY ETF TR	CWP ENHANCED DIV	$2.3M	0.7%Prev: 0.5%	51,631 SH	Increased+17,983 SH
ANALOG DEVICES INC	COM	$468K	0.1%Prev: 0.1%	1,725 SH	Increased
APPLE INC	COM	$20.3M	5.8%Prev: 5.9%	74,806 SH	Increased+273 SH
AT&T INC	COM	$351K	0.1%Prev: 0.1%	14,141 SH	Decreased-142 SH
AUTOMATIC DATA PROCESSING IN	COM	$862K	0.2%Prev: 0.3%	3,350 SH	Decreased
BARCLAYS BANK PLC	DJUBS CMDT ETN36	$255K	0.1%Prev: 0.1%	6,780 SH	Decreased-3,399 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.4%Prev: 0.5%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	0.8%Prev: 0.9%	5,577 SH	Decreased
BLACKROCK ETF TRUST II	ISHARES INTERMED	$259K	0.1%	10,758 SH	New
BLACKROCK UTILS INFRASTRUCTU	COM	$309K	0.1%Prev: 0.1%	12,039 SH	Decreased
BLUE OWL CAPITAL CORPORATION	COM	$312K	0.1%Prev: 0.1%	25,111 SH	Decreased
BOEING CO	COM	$205K	0.1%Prev: 0.1%	945 SH	Decreased-10 SH
BROADCOM INC	COM	$753K	0.2%Prev: 0.2%	2,176 SH	Increased+58 SH
CALAMOS ETF TR	CONVERTIBLE EQTY	$457K	0.1%Prev: 0.1%	12,000 SH	Increased
CAPITAL ONE FINL CORP	COM	$213K	0.1%	879 SH	New
CATERPILLAR INC	COM	$937K	0.3%Prev: 0.2%	1,636 SH	Increased
CHART INDS INC	COM	$206K	0.1%Prev: 0.1%	1,000 SH	Increased
CHEVRON CORP NEW	COM	$416K	0.1%Prev: 0.1%	2,732 SH	Increased+100 SH
CHUBB LIMITED	COM	$630K	0.2%Prev: 0.2%	2,019 SH	Increased
COCA COLA CO	COM	$244K	0.1%Prev: 0.1%	3,493 SH	Increased
COLUMBIA ETF TR I	MULTI SEC MUNI	$298K	0.1%Prev: 0.1%	14,459 SH	Increased
CROWDSTRIKE HLDGS INC	CL A	$223K	0.1%Prev: 0.1%	475 SH	Decreased
DBX ETF TR	XTRACK USD HIGH	$768K	0.2%Prev: 0.5%	20,852 SH	Decreased-20,851 SH
ELI LILLY & CO	COM	$849K	0.2%Prev: 0.2%	790 SH	Increased-50 SH
EQUINIX INC	COM	$208K	0.1%Prev: 0.1%	272 SH	Decreased
ETF SER SOLUTIONS	APTUS COLLRD INV	$256K	0.1%Prev: 0.4%	5,864 SH	Decreased-23,857 SH
EURONET WORLDWIDE INC	NOTE 0.750% 3/1	$10K	0.0%Prev: 0.0%	11,000 PRN	Increased
EXXON MOBIL CORP	COM	$704K	0.2%Prev: 0.2%	5,852 SH	Decreased-594 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$11.5M	3.3%Prev: 1.6%	259,983 SH	Increased+145,799 SH
FIDELITY D & D BANCORP INC	COM	$1.6M	0.4%Prev: 0.5%	36,243 SH	Decreased
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$51.1M	14.6%Prev: 11.7%	736,020 SH	Increased+171,517 SH
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$216K	0.1%Prev: 0.1%	34,356 SH	Decreased+99 SH
FS KKR CAP CORP	COM	$639K	0.2%Prev: 0.2%	43,136 SH	Decreased-4,901 SH
GE AEROSPACE	COM NEW	$279K	0.1%Prev: 0.1%	905 SH	Increased
GE VERNOVA INC	COM	$211K	0.1%	323 SH	New
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$258K	0.1%	6,598 SH	New
HOME DEPOT INC	COM	$284K	0.1%Prev: 0.1%	824 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$278K	0.1%Prev: 0.1%	939 SH	Increased
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$242K	0.1%Prev: 0.1%	10,437 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$301K	0.1%Prev: 0.1%	2,645 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$8.5M	2.4%Prev: 2.0%	82,514 SH	Increased+21,653 SH
INVESCO QQQ TR	UNIT SER 1	$11.4M	3.2%Prev: 2.9%	18,534 SH	Increased+2,988 SH
ISHARES GOLD TR	ISHARES NEW	$348K	0.1%Prev: 0.1%	4,290 SH	Increased-146 SH
ISHARES TR	AGENCY BOND ETF	$201K	0.1%Prev: 0.1%	1,825 SH	Decreased-13 SH
ISHARES TR	CORE DIV GRWTH	$271K	0.1%Prev: 0.1%	3,899 SH	Increased
ISHARES TR	CORE DIVID ETF	$554K	0.2%Prev: 0.2%	10,415 SH	Increased
ISHARES TR	CORE HIGH DV ETF	$2.0M	0.6%Prev: 0.7%	16,778 SH	Decreased-896 SH
ISHARES TR	CORE MSCI EAFE	$265K	0.1%Prev: 0.1%	2,965 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$957K	0.3%Prev: 0.5%	14,502 SH	Decreased-11,774 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.3%Prev: 0.4%	10,127 SH	Decreased-958 SH
ISHARES TR	CORE S&P500 ETF	$890K	0.3%Prev: 0.3%	1,300 SH	Increased
ISHARES TR	CORE UNIVRSL USD	$419K	0.1%	9,005 SH	New
ISHARES TR	EXPANDED TECH	$2.1M	0.6%Prev: 0.7%	19,819 SH	Decreased+639 SH
ISHARES TR	FALN ANGLS USD	$310K	0.1%Prev: 0.1%	11,373 SH	Decreased
ISHARES TR	FLTG RATE NT ETF	$363K	0.1%Prev: 0.1%	7,141 SH	Decreased
ISHARES TR	HIGH YLD SYSTM B	$15.6M	4.4%Prev: 3.1%	329,204 SH	Increased+120,621 SH
ISHARES TR	ISHARES SEMICDTR	$521K	0.1%Prev: 0.1%	1,731 SH	Increased
ISHARES TR	MRGSTR MD CP GRW	$1.7M	0.5%Prev: 0.5%	21,262 SH	Decreased+6 SH
ISHARES TR	MSCI EAFE ETF	$640K	0.2%Prev: 0.2%	6,668 SH	Decreased-620 SH
ISHARES TR	MSCI INTL QUALTY	$7.6M	2.2%Prev: 5.5%	166,846 SH	Decreased-234,390 SH
ISHARES TR	MSCI USA QLT FCT	$361K	0.1%Prev: 0.1%	1,816 SH	Decreased-213 SH
ISHARES TR	RUS 2000 VAL ETF	$443K	0.1%Prev: 0.1%	2,445 SH	Increased-58 SH
ISHARES TR	RUS MDCP VAL ETF	$375K	0.1%Prev: 0.1%	2,662 SH	Increased
ISHARES TR	RUS MID CAP ETF	$268K	0.1%Prev: 0.1%	2,782 SH	Decreased
ISHARES TR	RUS TP200 GR ETF	$2.0M	0.6%Prev: 0.6%	7,352 SH	Increased+20 SH
ISHARES TR	US INFRASTRUC	$402K	0.1%Prev: 0.1%	7,644 SH	Decreased
JANUS DETROIT STR TR	HENDERSN SML ETF	$219K	0.1%Prev: 0.1%	2,690 SH	Decreased+18 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$566K	0.2%Prev: 0.3%	8,650 SH	Decreased-5,064 SH
JOHNSON & JOHNSON	COM	$303K	0.1%Prev: 0.1%	1,464 SH	Increased
JPMORGAN CHASE & CO.	COM	$420K	0.1%Prev: 0.1%	1,303 SH	Increased
MARATHON PETE CORP	COM	$1.2M	0.3%Prev: 0.4%	7,530 SH	Decreased
MCDONALDS CORP	COM	$250K	0.1%Prev: 0.1%	818 SH	Decreased-10 SH
MERCK & CO INC	COM	$367K	0.1%Prev: 0.1%	3,485 SH	Increased-476 SH
META PLATFORMS INC	CL A	$2.0M	0.6%Prev: 0.7%	2,991 SH	Decreased+11 SH
MICROSOFT CORP	COM	$5.9M	1.7%Prev: 1.9%	12,103 SH	Decreased-40 SH
NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$1.3M	0.4%Prev: 0.6%	35,513 SH	Decreased-16,653 SH
NVIDIA CORPORATION	COM	$3.7M	1.1%Prev: 1.1%	19,757 SH	Decreased-58 SH
ORACLE CORP	COM	$273K	0.1%Prev: 0.1%	1,402 SH	Decreased
PALANTIR TECHNOLOGIES INC	CL A	$526K	0.2%Prev: 0.2%	2,960 SH	Decreased
PHILIP MORRIS INTL INC	COM	$555K	0.2%Prev: 0.2%	3,457 SH	Decreased-308 SH
PNC FINL SVCS GROUP INC	COM	$654K	0.2%Prev: 0.2%	3,131 SH	Increased
PPL CORP	COM	$1.0M	0.3%Prev: 0.3%	29,195 SH	Decreased-1,000 SH
PROCTER AND GAMBLE CO	COM	$286K	0.1%Prev: 0.1%	1,993 SH	Decreased
QUALCOMM INC	COM	$267K	0.1%Prev: 0.1%	1,559 SH	Decreased-50 SH
ROYAL CARIBBEAN GROUP	COM	$233K	0.1%Prev: 0.1%	837 SH	Decreased-12 SH
RTX CORPORATION	COM	$408K	0.1%Prev: 0.1%	2,223 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.8M	0.5%Prev: 0.5%	39,897 SH	Increased-1,569 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$341K	0.1%Prev: 0.1%	12,540 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.0M	0.6%Prev: 1.4%	62,272 SH	Decreased-79,584 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$8.8M	2.5%Prev: 3.6%	320,603 SH	Decreased-106,061 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$338K	0.1%Prev: 0.1%	10,374 SH	Increased+340 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.0M	0.6%Prev: 1.1%	66,830 SH	Decreased-50,272 SH
SELECT SECTOR SPDR TR	STATE STREET REA	$658K	0.2%	16,304 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.1M	0.3%	7,320 SH	New
SERVICENOW INC	COM	$366K	0.1%Prev: 0.1%	2,390 SH	Decreased+1,912 SH
SPDR GOLD TR	GOLD SHS	$246K	0.1%Prev: 0.1%	620 SH	Decreased-210 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.4M	1.5%Prev: 1.6%	7,851 SH	Increased+217 SH
SPDR SERIES TRUST	STATE STREET SPD	$51.5M	14.7%	667,483 SH	New
STRYKER CORPORATION	COM	$206K	0.1%Prev: 0.1%	586 SH	Decreased
T-MOBILE US INC	COM	$401K	0.1%Prev: 0.1%	1,973 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$232K	0.1%Prev: 0.1%	762 SH	Increased
TESLA INC	COM	$702K	0.2%Prev: 0.2%	1,560 SH	Decreased-30 SH
TORO CO	COM	$205K	0.1%	2,598 SH	New
TRUST FOR PROFESSIONAL MANAG	CONVERGENCE LNG	$8.6M	2.5%Prev: 1.3%	314,529 SH	Increased+153,513 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$569K	0.2%Prev: 0.2%	19,390 SH	Decreased
VANECK ETF TRUST	IG FLOATING RATE	$1.0M	0.3%Prev: 0.4%	40,779 SH	Decreased-4,653 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$340K	0.1%Prev: 0.1%	3,279 SH	Increased
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.7M	0.5%Prev: 0.5%	4,624 SH	Increased
VANECK ETF TRUST	VANECK SHRT MUNI	$382K	0.1%Prev: 0.2%	21,955 SH	Decreased-11,074 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$2.2M	0.6%Prev: 0.7%	5,046 SH	Increased+28 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.2M	0.3%Prev: 0.7%	16,274 SH	Decreased-15,854 SH
VANGUARD INDEX FDS	GROWTH ETF	$418K	0.1%Prev: 0.1%	857 SH	Decreased-131 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.1M	0.3%Prev: 0.3%	3,516 SH	Increased
VANGUARD INDEX FDS	MCAP GR IDXVIP	$379K	0.1%Prev: 0.1%	1,356 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$1.2M	0.3%Prev: 0.4%	4,069 SH	Decreased-9 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$30.7M	8.8%Prev: 12.5%	48,992 SH	Decreased-17,148 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.3M	1.2%Prev: 1.5%	16,516 SH	Decreased-3,086 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.4%Prev: 0.4%	3,664 SH	Increased-15 SH
VANGUARD INDEX FDS	VALUE ETF	$1.2M	0.4%Prev: 0.4%	6,473 SH	Increased-54 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$719K	0.2%Prev: 0.4%	13,368 SH	Decreased-11,223 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$325K	0.1%Prev: 0.2%	6,463 SH	Decreased-4,241 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$644K	0.2%Prev: 0.4%	11,539 SH	Decreased-10,986 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$949K	0.3%Prev: 0.3%	11,908 SH	Decreased-12 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$753K	0.2%Prev: 0.4%	3,426 SH	Decreased-2,759 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$456K	0.1%Prev: 0.2%	7,301 SH	Decreased-5,880 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.8M	0.8%Prev: 0.9%	19,187 SH	Decreased-634 SH
VANGUARD WORLD FD	INF TECH ETF	$822K	0.2%Prev: 0.2%	1,090 SH	Increased+269 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$267K	0.1%Prev: 0.1%	648 SH	Increased+1 SH
VERIZON COMMUNICATIONS INC	COM	$464K	0.1%Prev: 0.2%	11,397 SH	Decreased+9 SH
WALMART INC	COM	$470K	0.1%Prev: 0.1%	4,216 SH	Increased
WP CAREY INC	COM	$637K	0.2%Prev: 0.2%	9,901 SH	Decreased-301 SH
WW GRAINGER INC	COM	$1.1M	0.3%	1,080 SH	New
ZSCALER INC	COM	$261K	0.1%Prev: 0.1%	1,160 SH	Decreased

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $215K
CONSOLIDATED EDISON INC — $201K
FORD MTR CO — $120K
GRAINGER W W INC — $1.0M
ISHARES TR — $906K
ISHARES TR — $388K
ROPER TECHNOLOGIES INC — $470K
SELECT SECTOR SPDR TR — $686K
SELECT SECTOR SPDR TR — $1.0M
SPDR SERIES TRUST — $249K
SPDR SERIES TRUST — $225K
SPDR SERIES TRUST — $36.1M
SPDR SERIES TRUST — $2.0M
SPDR SERIES TRUST — $1.5M
VISTEON CORP — $223K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001951757-26-000420	$350.6M	View
Nov 6, 2025	Q3 2025	13F-HR	0001951757-25-001294	$324.0M	View
Aug 10, 2026	Q2 2026