Liquid Strategies, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 732,277
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 7 | 732,277 | 13F-HR | Liquid Strategies, LLC |
| Q1 2026 | 5/1/2026 | 9 | 465,479 | 13F-HR | Liquid Strategies, LLC |
| Q4 2025 | 1/27/2026 | 8 | 459,388 | 13F-HR | Liquid Strategies, LLC |
| Q3 2025 | 10/24/2025 | 7 | 485,561 | 13F-HR | Liquid Strategies, LLC |
| Q2 2025 | 7/29/2025 | 7 | 457,514 | 13F-HR | Liquid Strategies, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 732.3 K | 100.0% | 266.8 K | 0 | 266.8 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
732,277
Holdings
7
QoQ value change ($000)
266,798
(57.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.