LIBERTY SQUARE WEALTH PARTNERS LLC

Q2 2026 13F-HR Holdings

Location
Bethlehem, PA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$419,865
Net value change ($000)
+61,437 (17.1%)
New positions
4
Sold out positions
5
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 14,779 26.9%
SPYM 11,654 22.7%
QQQ 4,724 37.9%
FSMD 4,640 32.7%
AVDE 4,082 18.3%
CLSE 3,743 34.4%
VOO 2,782 10.3%
AAPL 2,400 13.0%
HYDB 2,166 11.8%
XMHQ 1,851 19.4%
Top Reduces (Value $000, Stocks/ETFs)
ADP -697 -100.0%
MOAT -317 -100.0%
BND -311 -34.9%
IUSB -283 -100.0%
HMOP -256 -100.0%
KO -229 -100.0%
SCHM -215 -14.5%
IQLT -206 -3.1%
HYLB -200 -37.3%
XOM -179 -19.4%
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