LIBERTY SQUARE WEALTH PARTNERS LLC
All 13F Filings
- Location
- Bethlehem, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 419,865
- Description
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- 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 | 8/10/2026 | 140 | 419,865 | 13F-HR | LIBERTY SQUARE WEALTH PARTNERS LLC |
| Q1 2026 | 5/7/2026 | 141 | 358,428 | 13F-HR | LIBERTY SQUARE WEALTH PARTNERS LLC |
| Q4 2025 | 2/11/2026 | 145 | 350,607 | 13F-HR | LIBERTY SQUARE WEALTH PARTNERS LLC |
| Q3 2025 | 11/6/2025 | 146 | 323,971 | 13F-HR | LIBERTY SQUARE WEALTH PARTNERS LLC |
| Q2 2025 | 7/29/2025 | 147 | 289,456 | 13F-HR | LIBERTY SQUARE WEALTH PARTNERS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 99.47 K | 23.7% | 13.24 K | 0 | 13.24 K |
| ETFs | 320 K | 76.2% | 48.19 K | 0 | 48.19 K |
| Debt | 374 | 0.1% | 1 | 0 | 1 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
419,865
Holdings
140
QoQ value change ($000)
61,437
(17.1%)
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.