Liberty Square Wealth Partners LLC ETF holdings
Bethlehem, PA
Reported $354.1M in 79 ETFs in its Form 13F for June 30, 2026.
ETF value
$354.1M
ETFs held
79
Change from prior quarter
+18.6%
With price moves
ETFs as a share of its 13F
84.3%
of $419.9M
Top 10 of 79 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| RDVY | First Trust Rising Dividend Achievers ETF | $69.8M | 860,676 | +55,352 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $62.9M | 715,906 | +46,190 shares |
| VOO | Vanguard S&P 500 ETF | $29.8M | 43,380 | −1,824 shares |
| AVDE | Avantis International Equity ETF | $26.4M | 295,581 | +32,917 shares |
| HYDB | iShares High Yield Systematic Bond ETF | $20.5M | 438,332 | +44,204 shares |
| FSMD | Fidelity Small-Mid Multifactor ETF | $18.8M | 356,575 | +38,940 shares |
| QQQ | Invesco QQQ Trust | $17.2M | 23,334 | +1,748 shares |
| CLSE | Convergence Long/Short Equity ETF | $14.6M | 428,793 | +41,662 shares |
| XMHQ | Invesco S&P MidCap Quality ETF | $11.4M | 100,810 | +8,632 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $9.0M | 285,201 | −11,657 shares |
69 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002057655. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Liberty Square Wealth Partners LLC own?
Liberty Square Wealth Partners LLC reported 79 ETF positions worth $354.1M in its Form 13F for June 30, 2026. The largest was RDVY, at $69.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.