Liberty Square Wealth Partners LLC ETFs

Liberty Square Wealth Partners LLC

$289 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DIVB Ishares Tr U S Divid & Buyback	$0	$524 Million 0.18% of portfolio	10,415	Q2 2025 Added 4.15%
VUG Vanguard Growth ETF	$0	$454 Million 0.16% of portfolio	1,036	Q2 2025 Reduced 5.04%
SOXX Ishares Semiconductor ETF	$0	$413 Million 0.14% of portfolio	1,731	Q4 2024 New
IWN Ishares Russell2000 Val ETF	$0	$395 Million 0.14% of portfolio	2,503	Q4 2024 New
IEFA Ishares Tr	$0	$387 Million 0.13% of portfolio	4,638	Q4 2024 New
SUB Ishares Short Term National Mu	$0	$386 Million 0.13% of portfolio	3,630	Q1 2025 Added 2.66%
VOT Vanguard Mid Cap Growth Index	$0	$386 Million 0.13% of portfolio	1,356	Q2 2025 Reduced 30.14%
IFRA Ishares Tr	$0	$376 Million 0.13% of portfolio	7,644	Q4 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$371 Million 0.13% of portfolio	2,029	Q4 2024 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$364 Million 0.13% of portfolio	7,141	Q4 2024 New
IWS Ishares Russell Midcap Value E	$0	$352 Million 0.12% of portfolio	2,662	Q2 2025 Reduced 22.64%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$333 Million 0.11% of portfolio	6,787	Q4 2024 New
FALN Ishares Tr Fallen Angels Usd B	$0	$309 Million 0.11% of portfolio	11,373	Q4 2024 New
MOAT Vaneck Morningstar Wide Moat E	$0	$308 Million 0.11% of portfolio	3,279	Q4 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$293 Million 0.1% of portfolio	10,034	Q2 2025 Added 0.34%
MUST Columbia ETF Tr I Multi Sector	$0	$291 Million 0.1% of portfolio	14,459	Q2 2025 Reduced 29.59%
SPGP Invesco Exchange Traded Fd Tr	$0	$285 Million 0.1% of portfolio	2,645	Q2 2025 Reduced 28.07%
FNDX Schwab Fundamental U S Large C	$0	$277 Million 0.1% of portfolio	11,295	Q4 2024 New
IAU Ishares Gold Trust	$61.6B	$277 Million 0.1% of portfolio	4,436	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$256 Million 0.09% of portfolio	2,782	Q4 2024 New
GLD Spdr Gold Trust	$122B	$253 Million 0.09% of portfolio	830	Q4 2024 New
DGRO Ishares Core Dividend Growth E	$0	$249 Million 0.09% of portfolio	3,899	Q4 2024 New
HYMB Spdr Nuveen Bloomberg High Yie	$0	$240 Million 0.08% of portfolio	9,690	Q4 2024 New
CWB Spdr Bloomberg Convertible Sec	$0	$237 Million 0.08% of portfolio	2,873	Q2 2025 Reduced 18.03%
MGK Vanguard Mega Cap Growth ETF	$0	$237 Million 0.08% of portfolio	647	Q2 2025 New
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$234 Million 0.08% of portfolio	10,437	Q4 2024 New
PFXF Vaneck ETF Tr Preferred Securi	$0	$223 Million 0.08% of portfolio	13,014	Q4 2024 New
IGEB Ishares Tr Edge Invt Grade Enh	$0	$218 Million 0.08% of portfolio	4,805	Q4 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$210 Million 0.07% of portfolio	1,082	Q4 2024 New
IEF Ishares Barclays	$0	$209 Million 0.07% of portfolio	2,183	Q2 2025 Reduced 9.08%
JSMD Janus Detr Str Tr Henderson Sm	$0	$207 Million 0.07% of portfolio	2,672	Q2 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Square Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Square Wealth Partners LLC with notifications on news.