Liquid Strategies, LLC Portfolio Holdings

Liquid Strategies, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $485 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 $327M, Vanguard Sht Term Corp Bd ETF with a value of $51.9M, Ishares Core U.S. Aggregate Bo with a value of $35.3M, Ishares National Muni Bond ETF with a value of $28M, and Ishares Tr with a value of $21.5M.

Examining the 13F form we can see an increase of $27.5M in the current position value, from $457M to 485M.

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.