Liberty Square Wealth Partners LLC Portfolio Holdings

Liberty Square Wealth Partners LLC

  • $289 Billion
  • Q2 2025

Liberty Square Wealth Partners LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $289 Billion distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $44.2B, Spdr Portfolio S&P 500 ETF (Ma with a value of $26.8B, First Trust Rising Dividend Ac with a value of $26.2B, Ishares Msci Intl Quality Fact with a value of $16.6B, and Apple Inc. with a value of $15.5B.

Examining the 13F form we can see an increase of $27.4B in the current position value, from $262B to 289B.

Liberty Square Wealth Partners LLC is based out at Bethlehem, PA

Below you can find more details about Liberty Square Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $289 Billion
ETFs: $230 Billion
Technology: $28.6 Billion
Financial Services: $9.8 Billion
Communication Services: $4.65 Billion
Industrials: $3.55 Billion
Consumer Cyclical: $3.32 Billion
Consumer Defensive: $2.63 Billion
Energy: $2.32 Billion
Other: $3.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.2 Billion 15.27% of portfolio
77,833
Q2 2025 Added 3.52%
$0
$26.8 Billion 9.26% of portfolio
368,592
Q2 2025 Reduced 0.15%
$0
$26.2 Billion 9.05% of portfolio
417,481
Q2 2025 Added 30.88%
$0
$16.6 Billion 5.75% of portfolio
384,784
Q2 2025 Added 16.34%
$3.69T
$15.5 Billion 5.34% of portfolio
75,359
Q2 2025 Reduced 0.83%
$0
$14.6 Billion 5.06% of portfolio
552,709
Q2 2025 Reduced 1.66%
$0
$7.93 Billion 2.74% of portfolio
14,384
Q2 2025 Added 10.8%
$3.89T
$6.1 Billion 2.11% of portfolio
12,266
Q2 2025 Reduced 1.51%
$0
$5.96 Billion 2.06% of portfolio
25,165
Q2 2025 Reduced 4.11%
$0
$5.41 Billion 1.87% of portfolio
188,669
Q2 2025 Added 47.22%
$0
$4.79 Billion 1.65% of portfolio
100,852
Q2 2025 Added 134.14%
$0
$4.71 Billion 1.63% of portfolio
167,791
Q2 2025 Reduced 17.56%
$0
$4.48 Billion 1.55% of portfolio
7,257
Q2 2025 Added 0.06%
$0
$4.4 Billion 1.52% of portfolio
44,819
Q2 2025 Added 33.44%
$0
$3.22 Billion 1.11% of portfolio
43,680
Q2 2025 Reduced 14.06%
$455B
$3.11 Billion 1.07% of portfolio
19,692
Q2 2025 Reduced 1.99%
$0
$2.62 Billion 0.9% of portfolio
74,210
Q2 2025 Reduced 13.69%
$0
$2.58 Billion 0.89% of portfolio
60,508
Q2 2025 Reduced 7.98%
$0
$2.4 Billion 0.83% of portfolio
18,022
Q2 2025 Reduced 1.05%
$1.71T
$2.2 Billion 0.76% of portfolio
2,979
Q2 2025 Reduced 4.61%
$0
$2.12 Billion 0.73% of portfolio
19,325
Q2 2025 Reduced 2.77%
$0
$2.13 Billion 0.73% of portfolio
18,149
Q2 2025 Added 0.07%
$0
$2.12 Billion 0.73% of portfolio
57,532
Q2 2025 Reduced 12.49%
$0
$1.97 Billion 0.68% of portfolio
47,504
Q2 2025 Added 41.53%
$0
$1.94 Billion 0.67% of portfolio
48,544
Q2 2025 Reduced 1.01%
$0
$1.91 Billion 0.66% of portfolio
7,761
Q2 2025 Reduced 5.34%
$0
$1.89 Billion 0.65% of portfolio
30,484
Q2 2025 Reduced 10.04%
$2.27T
$1.86 Billion 0.64% of portfolio
8,491
Q2 2025 Reduced 7.25%
$0
$1.81 Billion 0.63% of portfolio
32,326
Q2 2025 Reduced 16.11%
$0
$1.7 Billion 0.59% of portfolio
4,290
Q2 2025 Added 37.24%
$0
$1.7 Billion 0.59% of portfolio
21,251
Q2 2025 Reduced 1.24%
$228M
$1.68 Billion 0.58% of portfolio
36,414
Q4 2024 New
$0
$1.61 Billion 0.56% of portfolio
32,637
Q2 2025 Reduced 21.31%
$419B
$1.46 Billion 0.5% of portfolio
2
Q4 2024 New
$0
$1.41 Billion 0.49% of portfolio
27,000
Q4 2024 New
$0
$1.43 Billion 0.49% of portfolio
6,976
Q2 2025 Reduced 2.38%
$0
$1.26 Billion 0.44% of portfolio
11,571
Q2 2025 Reduced 4.08%
$80.2B
$1.25 Billion 0.43% of portfolio
7,530
Q4 2024 New
$0
$1.22 Billion 0.42% of portfolio
4,373
Q2 2025 Reduced 2.02%
$0
$1.19 Billion 0.41% of portfolio
46,538
Q2 2025 Reduced 2.01%
$0
$1.16 Billion 0.4% of portfolio
6,567
Q1 2025 Reduced 0.45%
$0
$1.14 Billion 0.39% of portfolio
4,078
Q1 2025 Added 0.82%
$48B
$1.12 Billion 0.39% of portfolio
1,080
Q4 2024 New
$0
$1.1 Billion 0.38% of portfolio
18,013
Q2 2025 Reduced 3.28%
$0
$1.1 Billion 0.38% of portfolio
23,707
Q2 2025 Reduced 12.65%
$0
$1.08 Billion 0.37% of portfolio
52,181
Q2 2025 Reduced 0.62%
$127B
$1.03 Billion 0.36% of portfolio
3,350
Q4 2024 New
$26.8B
$1.02 Billion 0.35% of portfolio
30,195
Q2 2025 Reduced 0.34%
$0
$1 Billion 0.35% of portfolio
3,516
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $289 Billion
  • Prior Value $262 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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