Liberty Square Wealth Partners LLC holds a focused book of 140 stocks worth $419.9M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Crowdstrike Holdings Inc - A and trimmed Vanguard S&P 500 ETF. Their largest long position is First Trust Rising Dividend at 17% of the equity book. Cloning the disclosed picks since 2025 would be +18% (+22.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.8 points over this window.
Growth of $10,000 cloning Liberty Square Wealth Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Liberty Square Wealth Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| IFP Advisors, Inc | 80 / 80 | $1.5B |
| MORGAN STANLEY | 79 / 80 | $537.0B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $164.3B |
| ROYAL BANK OF CANADA | 79 / 80 | $149.6B |
| Allworth Financial LP | 79 / 80 | $9.3B |
| Integrated Wealth Concepts LLC | 79 / 80 | $4.6B |
| Arax Advisory Partners | 79 / 80 | $4.6B |
| JPMORGAN CHASE & CO | 78 / 80 | $510.3B |
Ranked by how many of Liberty Square Wealth Partners LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | First TR Exchange Traded FD RISNG DIVD ACHIV | $69.8M | 860.7K | 16.6% | ▲+6.9% Added · +55K sh | |
| 2 | SPDR Series Trust ST STR P500ETF | $62.9M | 715.9K | 15.0% | ▲+6.9% Added · +46K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $29.8M | 43.4K | 7.1% | ▼−4.0% Reduced · −2K sh | |
| 4 | American Centy ETF TR INTL EQT ETF | $26.4M | 295.6K | 6.3% | ▲+13% Added · +33K sh | |
| 5 | Apple Inc COM | $20.8M | 71.9K | 5.0% | ▼−0.8% Reduced · −616 sh | |
| 6 | Ishares TR HIGH YLD SYSTM B | $20.5M | 438.3K | 4.9% | ▲+11% Added · +44K sh | |
| 7 | Fidelity Covington Trust SML MID MLTFCT | $18.8M | 356.6K | 4.5% | ▲+12% Added · +39K sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $17.2M | 23.3K | 4.1% | ▲+8.1% Added · +2K sh | |
| 9 | Trust For Professional Manag CONVERGENCE LNG | $14.6M | 428.8K | 3.5% | ▲+11% Added · +42K sh | |
| 10 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $11.4M | 100.8K | 2.7% | ▲+9.4% Added · +9K sh | |
| 11 | Schwab Strategic TR US DIVIDEND EQ | $9.0M | 285.2K | 2.2% | ▼−3.9% Reduced · −12K sh | |
| 12 | Ishares TR MSCI INTL QUALTY | $6.5M | 131.9K | 1.6% | ▼−9.6% Reduced · −14K sh | |
| 13 | State STR SPDR S&P 500 ETF T TR UNIT | $4.5M | 6.1K | 1.1% | ▼−5.4% Reduced · −347 sh | |
| 14 | Microsoft Corp COM | $4.5M | 12.0K | 1.1% | ▼−0.5% Reduced · −55 sh | |
| 15 | Vanguard Index FDS SMALL CP ETF | $4.4M | 14.4K | 1.0% | ▼−4.2% Reduced · −635 sh | |
| 16 | Nvidia Corporation COM | $3.7M | 18.4K | 0.9% | ▼−7.1% Reduced · −1K sh | |
| 17 | Vaneck ETF Trust SEMICONDUCTR ETF | $3.3M | 5.1K | 0.8% | ▲~0% Added · +2 sh | |
| 18 | Vanguard Whitehall FDS HIGH DIV YLD | $3.1M | 19.4K | 0.7% | ▲+0.8% Added · +165 sh | |
| 19 | Amplify ETF TR CWP ENHANCED DIV | $2.9M | 64.0K | 0.7% | ▲+13% Added · +7K sh | |
| 20 | Berkshire Hathaway Inc Del CL B NEW | $2.7M | 5.4K | 0.6% | ▼−0.3% Reduced · −18 sh | |
| 21 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $2.4M | 28.7K | 0.6% | ▲+476% Added · +24K sh | |
| 22 | Ishares TR CORE HIGH DV ETF | $2.3M | 84.0K | 0.5% | ▲+400% Added · +67K sh | |
| 23 | Ishares TR RUS TP200 GR ETF | $2.1M | 7.3K | 0.5% | ▼−0.3% Reduced · −20 sh | |
| 24 | Amazon Com Inc COM | $2.0M | 8.6K | 0.5% | ▲+0.1% Added · +10 sh | |
| 25 | Schwab Strategic TR FUNDAMENTAL INTL | $2.0M | 38.5K | 0.5% | ▼−0.3% Reduced · −113 sh | |
| 26 | Marathon Pete Corp COM | $1.9M | 7.5K | 0.5% | ▼~0% Reduced · −3 sh | |
| 27 | Fidelity D & D Bancorp Inc COM | $1.9M | 36.2K | 0.4% | —Held | |
| 28 | Ishares TR MRGSTR MD CP GRW | $1.8M | 18.7K | 0.4% | ▼−9.5% Reduced · −2K sh | |
| 29 | Schwab Strategic TR FUNDAMENTAL US S | $1.8M | 46.4K | 0.4% | ▼−11% Reduced · −6K sh | |
| 30 | Caterpillar Inc COM | $1.7M | 1.6K | 0.4% | —Held | |
| 31 | Meta Platforms Inc CL A | $1.7M | 3.0K | 0.4% | ▼−0.8% Reduced · −25 sh | |
| 32 | SPDR Series Trust ST STR P500VAL | $1.6M | 27.0K | 0.4% | —Held | |
| 33 | Vanguard Index FDS VALUE ETF | $1.6M | 7.3K | 0.4% | ▲+4.8% Added · +335 sh | |
| 34 | Ishares TR EXPANDED TECH | $1.6M | 17.4K | 0.4% | ▼−6.9% Reduced · −1K sh | |
| 35 | Ishares TR CORE S&P SCP ETF | $1.5M | 10.1K | 0.4% | ▲~0% Added · +4 sh | |
| 36 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.4% | —Held | |
| 37 | WW Grainger Inc COM | $1.5M | 1.1K | 0.3% | ▼−0.1% Reduced · −1 sh | |
| 38 | Vanguard World FD INF TECH ETF | $1.4M | 11.7K | 0.3% | ▲11× Added · +11K sh | |
| 39 | Advanced Micro Devices Inc COM | $1.4M | 2.4K | 0.3% | ▼−11% Reduced · −300 sh | |
| 40 | Select Sector SPDR TR ST STR TECHN ETF | $1.4M | 7.3K | 0.3% | —Held | |
| 41 | Vanguard Index FDS MID CAP ETF | $1.3M | 16.1K | 0.3% | ▲+300% Added · +12K sh | |
| 42 | SPDR Series Trust ST STR SP600 SML | $1.3M | 22.3K | 0.3% | ▼−10% Reduced · −2K sh | |
| 43 | Schwab Strategic TR US MID-CAP ETF | $1.3M | 34.4K | 0.3% | ▼−28% Reduced · −13K sh | |
| 44 | Vanguard Index FDS TOTAL STK MKT | $1.2M | 3.4K | 0.3% | ▼−3.4% Reduced · −117 sh | |
| 45 | Vanguard Index FDS LARGE CAP ETF | $1.2M | 3.5K | 0.3% | —Held | |
| 46 | Ishares TR ISHARES SEMICDTR | $1.1M | 1.7K | 0.3% | —Held | |
| 47 | PPL Corp COM | $975K | 26.8K | 0.2% | ▲+0.9% Added · +250 sh | |
| 48 | Vaneck ETF Trust IG FLOA RATE ETF | $973K | 38.0K | 0.2% | ▼−7.9% Reduced · −3K sh | |
| 49 | Eli Lilly & Co COM | $972K | 810 | 0.2% | ▲+2.4% Added · +19 sh | |
| 50 | New York Life Investments Et MERGE ARBIT ETF | $958K | 26.3K | 0.2% | ▼−6.3% Reduced · −2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2057655/holdings"
Use Arkolith to show LIBERTY SQUARE WEALTH PARTNERS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.