Liberty Square Wealth Partners LLC Portfolio Holdings

Liberty Square Wealth Partners LLC

  • $324 Billion
  • Q3 2025

Liberty Square Wealth Partners LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $324 Billion distributed in 146 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 $40.5B, First Trust Rising Dividend Ac with a value of $38B, Spdr Portfolio S&P 500 ETF (Ma with a value of $36.1B, Apple Inc. with a value of $19B, and Ishares Msci Intl Quality Fact with a value of $17.7B.

Examining the 13F form we can see an increase of $34.5B in the current position value, from $289B to 324B.

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 $324 Billion
ETFs: $255 Billion
Technology: $33.2 Billion
Financial Services: $9.54 Billion
Communication Services: $4.7 Billion
Industrials: $4.31 Billion
Consumer Cyclical: $3.79 Billion
Energy: $2.59 Billion
Consumer Defensive: $2.31 Billion
Other: $3.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.5 Billion 12.5% of portfolio
66,140
Q3 2025 Reduced 15.02%
$0
$38 Billion 11.72% of portfolio
564,503
Q3 2025 Added 35.22%
$0
$36.1 Billion 11.15% of portfolio
461,042
Q3 2025 Added 25.08%
$4.38T
$19 Billion 5.86% of portfolio
74,533
Q3 2025 Reduced 1.1%
$0
$17.7 Billion 5.47% of portfolio
401,236
Q3 2025 Added 4.28%
$0
$11.6 Billion 3.6% of portfolio
426,664
Q3 2025 Reduced 22.8%
$0
$9.98 Billion 3.08% of portfolio
208,583
Q3 2025 Added 106.82%
$0
$9.33 Billion 2.88% of portfolio
15,546
Q3 2025 Added 8.08%
$0
$6.39 Billion 1.97% of portfolio
60,861
Q3 2025 Added 35.79%
$3.8T
$6.29 Billion 1.94% of portfolio
12,143
Q3 2025 Reduced 1.0%
$0
$5.09 Billion 1.57% of portfolio
7,634
Q3 2025 Added 5.19%
$0
$5.03 Billion 1.55% of portfolio
114,184
Q3 2025 New
$0
$4.98 Billion 1.54% of portfolio
19,602
Q3 2025 Reduced 22.11%
$0
$4.42 Billion 1.36% of portfolio
141,856
Q3 2025 Reduced 24.81%
Trust For Professional Manag
-
$4.19 Billion 1.29% of portfolio
-
Q3 2025 Added 630.0%
$474B
$3.7 Billion 1.14% of portfolio
19,815
Q3 2025 Added 0.62%
$662B
$2.8 Billion 0.87% of portfolio
5,577
Q2 2025 Added 0.58%
$0
$2.79 Billion 0.86% of portfolio
19,821
Q3 2025 Added 9.98%
$0
$2.39 Billion 0.74% of portfolio
32,128
Q3 2025 Reduced 26.45%
$0
$2.31 Billion 0.71% of portfolio
29,289
Q3 2025 New
$0
$2.21 Billion 0.68% of portfolio
19,180
Q3 2025 Reduced 0.75%
$1.37T
$2.19 Billion 0.68% of portfolio
2,980
Q3 2025 Added 0.03%
$0
$2.16 Billion 0.67% of portfolio
17,674
Q3 2025 Reduced 2.62%
$0
$2.19 Billion 0.67% of portfolio
5,018
Q3 2025 Added 16.97%
$0
$2.01 Billion 0.62% of portfolio
7,332
Q3 2025 Reduced 5.53%
$0
$2 Billion 0.62% of portfolio
43,178
Q3 2025 Reduced 28.64%
$0
$1.87 Billion 0.58% of portfolio
52,166
Q3 2025 Reduced 29.7%
$2.39T
$1.88 Billion 0.58% of portfolio
8,543
Q3 2025 Added 0.61%
$0
$1.78 Billion 0.55% of portfolio
41,466
Q3 2025 Reduced 14.58%
$0
$1.76 Billion 0.54% of portfolio
21,256
Q3 2025 Added 0.02%
$0
$1.71 Billion 0.53% of portfolio
26,276
Q3 2025 Reduced 13.8%
$246M
$1.59 Billion 0.49% of portfolio
36,243
Q3 2025 Reduced 0.47%
$0
$1.55 Billion 0.48% of portfolio
41,703
Q3 2025 Reduced 27.51%
$0
$1.51 Billion 0.47% of portfolio
4,624
Q3 2025 Added 5.74%
$458B
$1.51 Billion 0.47% of portfolio
2
Q4 2024 New
$0
$1.5 Billion 0.46% of portfolio
33,648
Q3 2025 Added 65.68%
$0
$1.49 Billion 0.46% of portfolio
27,000
Q4 2024 New
$99.7B
$1.45 Billion 0.45% of portfolio
7,530
Q4 2024 New
$0
$1.33 Billion 0.41% of portfolio
6,185
Q3 2025 Reduced 11.34%
$0
$1.32 Billion 0.41% of portfolio
11,085
Q3 2025 Reduced 4.2%
$0
$1.33 Billion 0.41% of portfolio
24,591
Q3 2025 Reduced 24.65%
$0
$1.29 Billion 0.4% of portfolio
29,721
Q3 2025 Reduced 37.43%
$0
$1.28 Billion 0.4% of portfolio
22,525
Q3 2025 Reduced 30.32%
$0
$1.22 Billion 0.38% of portfolio
6,527
Q3 2025 Reduced 0.61%
$0
$1.2 Billion 0.37% of portfolio
4,078
Q1 2025 Added 0.82%
$0
$1.21 Billion 0.37% of portfolio
3,679
Q3 2025 Added 33.2%
$0
$1.16 Billion 0.36% of portfolio
45,432
Q3 2025 Reduced 2.38%
$27.1B
$1.12 Billion 0.35% of portfolio
30,195
Q2 2025 Reduced 0.34%
$0
$1.08 Billion 0.33% of portfolio
3,516
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $324 Billion
  • Prior Value $289 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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