LIBERTY SQUARE WEALTH PARTNERS LLC

Q4 2025 13F-HR Holdings

Location
Bethlehem, PA
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
145
Total value ($000)
$350,607
Net value change ($000)
+26,636 (8.2%)
New positions
5
Sold out positions
6
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AVDE 15,640 676.8%
RDVY 13,163 34.7%
SPYM 12,102 33.5%
FSMD 6,448 128.3%
HYDB 5,608 56.2%
CLSE 4,403 105.0%
XMHQ 2,063 32.3%
QQQ 2,053 22.0%
AAPL 1,359 7.2%
DIVO 798 53.2%
Top Reduces (Value $000, Stocks/ETFs)
IQLT -10,148 -57.2%
VOO -9,778 -24.1%
SCHD -2,854 -24.5%
FNDA -2,458 -55.6%
SCHM -1,461 -42.1%
BND -1,184 -49.6%
ACIO -1,035 -80.2%
HYLB -780 -50.4%
IJH -758 -44.2%
VB -724 -14.5%
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