LIBERTY SQUARE WEALTH PARTNERS LLC

Period ended Sep 30, 2026 · Latest filing Nov 12, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values

Sep 30, 2026: $430,903,609

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

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View top holdings values

FIRST TR EXCHANGE TRADED FD · RISNG DIVD ACHIV · 33738R506 · shares: $70,653,223
SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $67,907,888
AMERICAN CENTY ETF TR · INTL EQT ETF · 025072703 · shares: $29,663,705
VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $28,254,503
APPLE INC · COM · 037833100 · shares: $23,747,625
ISHARES TR · HIGH YLD SYSTM B · 46435G250 · shares: $22,017,381
FIDELITY COVINGTON TRUST · SML MID MLTFCT · 316092527 · shares: $18,854,267
INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $16,895,341
TRUST FOR PROFESSIONAL MANAG · CONVERGENCE LNG · 89834G760 · shares: $16,426,133
ISHARES TR · MRGSTR MD CP ETF · 464288208 · shares: $11,468,501

Reported holdings

134 reported entries

Issuer	Class	CUSIP	Type	Shares / principal	Reported value (USD)
SERVICENOW INC	COM	81762P102	—	2,410 shares	$322,964
T-MOBILE US INC	COM	872590104	—	1,973 shares	$321,757
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	46137V431	—	2,645 shares	$314,279
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	—	4,352 shares	$307,295
AT&T INC	COM	00206R102	—	12,498 shares	$304,951
VANGUARD WORLD FD	MRNGSTR MEGA CAP	921910816	—	3,241 shares	$300,319
ISHARES TR	FALN ANGLS USD	46435G474	—	11,373 shares	$294,902
ISHARES TR	CORE DIV GRWTH	46434V621	—	3,899 shares	$293,946
ISHARES TR	RUS MID CAP ETF	464287499	—	2,728 shares	$291,105
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	922042858	—	4,861 shares	$288,306
BLACKROCK UTILS INFRASTRUCTU	COM	09248D104	—	11,339 shares	$282,681
GE AEROSPACE	COM NEW	369604301	—	905 shares	$282,622
AMERIPRISE FINL INC	COM	03076C106	—	572 shares	$281,624
COLUMBIA ETF TR I	MULTI SEC MUNI	19761L607	—	14,459 shares	$276,456
EQUINIX INC	COM	29444U700	—	272 shares	$275,150
BARCLAYS BANK PLC	DJUBS CMDT ETN36	06738C778	—	5,260 shares	$270,995
SPDR SERIES TRUST	ST STR CONV ETF	78464A359	—	2,597 shares	$262,764
TORO CO	COM	891092108	—	2,598 shares	$250,499
BLACKROCK ETF TRUST II	ISHAR INTER ETF	092528207	—	10,758 shares	$246,251
CLOUDFLARE INC	CL A COM	18915M107	—	671 shares	$233,025
ZSCALER INC	COM	98980G102	—	1,160 shares	$231,327
JANUS DETROIT STR TR	HENDERSN SML ETF	47103U209	—	2,559 shares	$228,514
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	46138E537	—	10,437 shares	$223,247
QUALCOMM INC	COM	747525103	—	1,202 shares	$221,216
CORPAY INC	COM SHS	219948106	—	568 shares	$220,725
PROCTER & GAMBLE CO	COM	742718109	—	1,493 shares	$216,903
ROYAL CARIBBEAN GROUP	COM	V7780T103	—	796 shares	$211,625
SPDR SERIES TRUST	ST NUVE HIGH ETF	78464A284	—	9,012 shares	$211,512
WEDBUSH SER TR	DAN IVE REVO ETF	947913109	—	5,000 shares	$205,250
CONSOLIDATED EDISON INC	COM	209115104	—	1,999 shares	$204,318
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	—	3,146 shares	$200,998
BLUE OWL CAPITAL CORPORATION	COM	69121K104	—	15,000 shares	$157,350
BLUE OWL TECHNOLOGY FIN CORP	COMMON STOCK	095924106	—	13,558 shares	$133,004
EURONET WORLDWIDE INC	NOTE 0.750% 3/1	298736AL3	—	11,000 principal	$9,673