Liquid Strategies, LLC Portfolio Holdings

Liquid Strategies, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $457 Million distributed in 7 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 $299M, Vanguard Sht Term Corp Bd ETF with a value of $49.3M, Ishares Core U.S. Aggregate Bo with a value of $48.1M, Ishares National Muni Bond ETF with a value of $26.6M, and Ishares Tr with a value of $16.7M.

Examining the 13F form we can see an decrease of $73.7M in the current position value, from $531M to 457M.

Liquid Strategies, LLC is based out at Atlanta, GA

Below you can find more details about Liquid Strategies, LLC portfolio as well as his latest detailed transactions.