LIBERTY SQUARE WEALTH PARTNERS LLC

Q3 2025 13F-HR Holdings

Location
Bethlehem, PA
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
146
Total value ($000)
$323,971
Net value change ($000)
+34,515 (11.9%)
New positions
6
Sold out positions
7
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RDVY 11,775 45.0%
SPYM 9,325 34.8%
HYDB 5,192 108.4%
FSMD 5,025 NEW
CLSE 3,678 714.2%
AAPL 3,517 22.7%
AVDE 2,311 NEW
XMHQ 1,985 45.1%
QQQ 1,398 17.6%
IQLT 1,101 6.6%
Top Reduces (Value $000, Stocks/ETFs)
VOO -3,709 -8.4%
SCHD -2,999 -20.5%
SCHM -1,236 -26.3%
FNDA -985 -18.2%
VB -980 -16.4%
BND -827 -25.7%
MNA -744 -28.4%
ACIO -676 -34.4%
SPSM -578 -22.4%
HYLB -576 -27.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type