LIBERTY SQUARE WEALTH PARTNERS LLC

Q1 2026 13F-HR Holdings

Location
Bethlehem, PA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$358,428
Net value change ($000)
+7,821 (2.2%)
New positions
3
Sold out positions
6
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 4,333 24.1%
RDVY 3,856 7.5%
SPYM 3,040 6.3%
HYDB 2,747 17.6%
FSMD 2,732 23.8%
CLSE 2,298 26.7%
XMHQ 1,077 12.7%
QQQ 1,073 9.4%
MPC 614 50.1%
GLD 559 227.2%
Top Reduces (Value $000, Stocks/ETFs)
VOO -3,713 -12.1%
AAPL -1,942 -9.5%
MSFT -1,408 -24.1%
SPY -1,185 -22.1%
IQLT -840 -11.1%
IGV -595 -28.4%
SCHM -528 -26.3%
VB -315 -7.4%
BND -315 -26.1%
FSK -303 -47.4%
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