Liberty Square Wealth Partners LLC

13F filer · CIK 0002057655

Reported Aug 10, 2026

Net seller this quarter

13F portfolio value$420MU.S. long equity reported on 13F

Positions704 new · 2 closed

Net flow last quarter-$6.46KBuys minus sells

Top 10 positions weight15.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202670 positions
AAPLApple Inc.	$20.8M	4.95%	0.00%	-0.9%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$17.2M	4.09%	Not reported	+8.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$4.53M	1.08%	Not reported	-5.4%	Q4 2024
MSFTMicrosoft Corp	$4.46M	1.06%	0.00%	-0.5%	Q4 2024
NVDANvidia Corp	$3.68M	0.88%	0.00%	-7.1%	Q4 2024
SMHMarket Vectors ETF Trust	$3.35M	0.80%	Not reported	0.0%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.07M	0.73%	Not reported	+0.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.68M	0.64%	Not reported	-0.3%	Q4 2024
AMZNAmazon Com Inc	$2.04M	0.49%	0.00%	+0.1%	Q4 2024
FNDFSchwab Strategic Trust	$2.03M	0.48%	Not reported	-0.3%	Q4 2024
MPCMarathon Petroleum Corp	$1.93M	0.46%	0.00%	0.0%	Q4 2024
FDBCFidelity D & D Bancorp Inc	$1.86M	0.44%	0.62%	Not reported	Q4 2024
CATCaterpillar Inc	$1.69M	0.40%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$1.67M	0.40%	Not reported	-0.8%	Q4 2024
BRK.ABerkshire Hathaway Inc	$1.5M	0.36%	Not reported	Not reported	Q4 2024
GWWW.W. Grainger, Inc.	$1.47M	0.35%	0.00%	-0.1%	Q4 2024
AMDAdvanced Micro Devices Inc	$1.39M	0.33%	0.00%	-11.1%	Q4 2024
PPLPPL Corp	$975K	0.23%	0.00%	+0.9%	Q4 2024
LLYELI LILLY & Co	$972K	0.23%	0.00%	+2.4%	Q4 2024
GOOGLAlphabet Inc.	$871K	0.21%	0.00%	-0.1%	Q4 2024
PNCPNC Financial Services Group, Inc.	$771K	0.18%	0.00%	-0.2%	Q4 2024
PALProficient Auto Logistics, Inc	$759K	0.18%	0.40%	+79.4%	Q1 2026
GOOGAlphabet Inc.	$743K	0.18%	Not reported	+0.1%	Q4 2024
XOMExxonMobil Holdings Corp	$742K	0.18%	0.00%	Not reported	Q4 2024
WPCW. P. Carey Inc.	$718K	0.17%	0.00%	+1.3%	Q4 2024
CBChubb Ltd	$708K	0.17%	0.00%	Not reported	Q4 2024
GLDSPDR Gold Trust	$670K	0.16%	0.00%	-2.7%	Q4 2024
MOAltria Group, Inc.	$664K	0.16%	0.00%	-2.9%	Q4 2024
ADIAnalog Devices Inc	$615K	0.15%	0.00%	-12.8%	Q2 2025
AVGOBroadcom Inc.	$548K	0.13%	0.00%	-37.9%	Q4 2024
WMTWalmart Inc.	$516K	0.12%	0.00%	+15.7%	Q4 2024
PMPhilip Morris International Inc.	$510K	0.12%	0.00%	-12.5%	Q4 2024
GEVGE Vernova Inc.	$499K	0.12%	0.00%	Not reported	Q4 2025
CVXChevron Corp	$469K	0.11%	0.00%	+0.1%	Q4 2024
MRKMerck & Co., Inc.	$451K	0.11%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$444K	0.11%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$442K	0.11%	0.00%	-15.7%	Q4 2024
IWSImageware Systems Inc	$438K	0.10%	Not reported	Not reported	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$415K	0.10%	Not reported	Not reported	Q4 2024
JNJJohnson & Johnson	$405K	0.10%	0.00%	+1.6%	Q4 2024
VZVerizon Communications Inc	$395K	0.09%	0.00%	-5.9%	Q4 2024
AXPAmerican Express Co	$387K	0.09%	0.00%	-0.4%	Q4 2024
JPMJPMorgan Chase & Co	$372K	0.09%	0.00%	+1.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$364K	0.09%	0.00%	Not reported	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$362K	0.09%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$338K	0.08%	0.00%	-1.0%	Q2 2025
PLTRPalantir Technologies Inc.	$332K	0.08%	0.00%	+1.0%	Q4 2024
TMUST-Mobile US, Inc.	$331K	0.08%	0.00%	-0.1%	Q4 2024
BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust	$329K	0.08%	Not reported	+15.3%	Q4 2024
IAUIshares Gold Trust	$324K	0.08%	0.00%	Not reported	Q4 2024

Q1 2026Reported May 7, 202668 positions
AAPLApple Inc.	$18.4M	5.13%	0.00%	-3.1%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$12.5M	3.48%	Not reported	+16.5%	Q4 2024
MSFTMicrosoft Corp	$4.44M	1.24%	0.00%	-0.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$4.17M	1.16%	Not reported	-18.4%	Q4 2024
NVDANvidia Corp	$3.45M	0.96%	0.00%	+0.1%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.85M	0.79%	Not reported	+0.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.57M	0.72%	Not reported	-3.7%	Q4 2024
SMHMarket Vectors ETF Trust	$1.95M	0.55%	Not reported	+10.3%	Q4 2024
FNDFSchwab Strategic Trust	$1.89M	0.53%	Not reported	-3.2%	Q4 2024
MPCMarathon Petroleum Corp	$1.84M	0.51%	0.00%	0.0%	Q4 2024
AMZNAmazon Com Inc	$1.78M	0.50%	0.00%	+1.3%	Q4 2024
METAMeta Platforms, Inc.	$1.71M	0.48%	Not reported	+0.1%	Q4 2024
FDBCFidelity D & D Bancorp Inc	$1.57M	0.44%	0.62%	Not reported	Q4 2024
BRK.ABerkshire Hathaway Inc	$1.44M	0.40%	Not reported	Not reported	Q4 2024
GWWW.W. Grainger, Inc.	$1.18M	0.33%	0.00%	+0.1%	Q4 2024
CATCaterpillar Inc	$1.12M	0.31%	0.00%	-3.1%	Q4 2024
PPLPPL Corp	$1.02M	0.28%	0.00%	-8.9%	Q4 2024
XOMExxonMobil Holdings Corp	$921K	0.26%	0.00%	-7.3%	Q4 2024
GLDSPDR Gold Trust	$805K	0.22%	0.00%	+201.6%	Q4 2024
LLYELI LILLY & Co	$728K	0.20%	0.00%	+0.1%	Q4 2024
AVGOBroadcom Inc.	$723K	0.20%	0.00%	+7.4%	Q4 2024
GOOGLAlphabet Inc.	$702K	0.20%	0.00%	+3.2%	Q4 2024
ADPAutomatic Data Processing Inc	$697K	0.19%	0.00%	+2.3%	Q4 2024
CBChubb Ltd	$678K	0.19%	0.00%	+3.0%	Q4 2024
WPCW. P. Carey Inc.	$674K	0.19%	0.00%	+0.1%	Q4 2024
PNCPNC Financial Services Group, Inc.	$653K	0.18%	0.00%	+0.2%	Q4 2024
MOAltria Group, Inc.	$627K	0.17%	0.00%	-5.5%	Q4 2024
GOOGAlphabet Inc.	$603K	0.17%	Not reported	-0.4%	Q4 2024
CVXChevron Corp	$585K	0.16%	0.00%	+3.6%	Q4 2024
ADIAnalog Devices Inc	$565K	0.16%	0.00%	+3.0%	Q2 2025
AMDAdvanced Micro Devices Inc	$549K	0.15%	0.00%	+0.5%	Q4 2024
PMPhilip Morris International Inc.	$533K	0.15%	0.00%	-6.8%	Q4 2024
VZVerizon Communications Inc	$498K	0.14%	0.00%	-13.0%	Q4 2024
WMTWalmart Inc.	$490K	0.14%	0.00%	-6.6%	Q4 2024
TSLATesla, Inc.	$463K	0.13%	0.00%	-20.2%	Q4 2024
RTXRTX Corp	$452K	0.13%	0.00%	+5.4%	Q4 2024
MRKMerck & Co., Inc.	$422K	0.12%	0.00%	+0.7%	Q4 2024
PALProficient Auto Logistics, Inc	$422K	0.12%	0.22%	New	Q1 2026
TMUST-Mobile US, Inc.	$415K	0.12%	0.00%	+0.1%	Q4 2024
PLTRPalantir Technologies Inc.	$412K	0.11%	0.00%	-4.9%	Q4 2024
IWSImageware Systems Inc	$388K	0.11%	Not reported	Not reported	Q4 2024
JNJJohnson & Johnson	$384K	0.11%	0.00%	+7.2%	Q4 2024
IAUIshares Gold Trust	$378K	0.11%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$376K	0.10%	0.00%	-8.3%	Q4 2024
GEVGE Vernova Inc.	$371K	0.10%	0.00%	+31.6%	Q4 2025
VOTVan Kampen Municipal Opportunity Trust II	$349K	0.10%	Not reported	Not reported	Q4 2024
AXPAmerican Express Co	$348K	0.10%	0.00%	+0.4%	Q4 2024
FSKFS KKR Capital Corp	$336K	0.09%	0.01%	-23.4%	Q4 2024
JPMJPMorgan Chase & Co	$331K	0.09%	0.00%	-13.7%	Q4 2024
DJPBarclays Bank PLC	$288K	0.08%	Not reported	-11.7%	Q4 2024

Q4 2025Reported Feb 11, 202672 positions
AAPLApple Inc.	$20.3M	5.80%	0.00%	+0.4%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$11.4M	3.25%	Not reported	+19.2%	Q4 2024
MSFTMicrosoft Corp	$5.85M	1.67%	0.00%	-0.3%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$5.35M	1.53%	Not reported	+2.8%	Q4 2024
NVDANvidia Corp	$3.68M	1.05%	0.00%	-0.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.8M	0.80%	Not reported	Not reported	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.75M	0.79%	Not reported	-3.2%	Q4 2024
METAMeta Platforms, Inc.	$1.97M	0.56%	Not reported	+0.4%	Q4 2024
AMZNAmazon Com Inc	$1.95M	0.56%	0.00%	-1.2%	Q4 2024
FNDFSchwab Strategic Trust	$1.8M	0.51%	Not reported	-3.8%	Q4 2024
SMHMarket Vectors ETF Trust	$1.67M	0.47%	Not reported	Not reported	Q4 2024
FDBCFidelity D & D Bancorp Inc	$1.58M	0.45%	0.65%	Not reported	Q4 2024
BRK.ABerkshire Hathaway Inc	$1.51M	0.43%	Not reported	Not reported	Q4 2024
MPCMarathon Petroleum Corp	$1.22M	0.35%	0.00%	Not reported	Q4 2024
GWWW.W. Grainger, Inc.	$1.09M	0.31%	0.00%	Not reported	Q4 2024
PPLPPL Corp	$1.02M	0.29%	0.00%	-3.3%	Q4 2024
CATCaterpillar Inc	$937K	0.27%	0.00%	Not reported	Q4 2024
ADPAutomatic Data Processing Inc	$862K	0.25%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$849K	0.24%	0.00%	-6.0%	Q4 2024
AVGOBroadcom Inc.	$753K	0.21%	0.00%	+2.7%	Q4 2024
GOOGLAlphabet Inc.	$740K	0.21%	0.00%	-2.2%	Q4 2024
XOMExxonMobil Holdings Corp	$704K	0.20%	0.00%	-9.2%	Q4 2024
TSLATesla, Inc.	$702K	0.20%	0.00%	-1.9%	Q4 2024
GOOGAlphabet Inc.	$662K	0.19%	Not reported	-6.5%	Q4 2024
PNCPNC Financial Services Group, Inc.	$654K	0.19%	0.00%	Not reported	Q4 2024
FSKFS KKR Capital Corp	$639K	0.18%	0.02%	-10.2%	Q4 2024
WPCW. P. Carey Inc.	$637K	0.18%	0.00%	-3.0%	Q4 2024
CBChubb Ltd	$630K	0.18%	0.00%	Not reported	Q4 2024
MOAltria Group, Inc.	$580K	0.17%	0.00%	-8.3%	Q4 2024
AMDAdvanced Micro Devices Inc	$575K	0.16%	0.00%	Not reported	Q4 2024
PMPhilip Morris International Inc.	$555K	0.16%	0.00%	-8.2%	Q4 2024
PLTRPalantir Technologies Inc.	$526K	0.15%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$470K	0.13%	0.00%	Not reported	Q4 2024
ADIAnalog Devices Inc	$468K	0.13%	0.00%	Not reported	Q2 2025
VZVerizon Communications Inc	$464K	0.13%	0.00%	+0.1%	Q4 2024
AXPAmerican Express Co	$423K	0.12%	0.00%	-4.1%	Q4 2024
JPMJPMorgan Chase & Co	$420K	0.12%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$416K	0.12%	0.00%	+3.8%	Q4 2024
RTXRTX Corp	$408K	0.12%	0.00%	Not reported	Q4 2024
TMUST-Mobile US, Inc.	$401K	0.11%	0.00%	Not reported	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$379K	0.11%	Not reported	Not reported	Q4 2024
IWSImageware Systems Inc	$375K	0.11%	Not reported	Not reported	Q4 2024
MRKMerck & Co., Inc.	$367K	0.10%	0.00%	-12.0%	Q4 2024
NOWServiceNow, Inc.	$366K	0.10%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$351K	0.10%	0.00%	-1.0%	Q4 2024
IAUIshares Gold Trust	$348K	0.10%	0.00%	-3.3%	Q4 2024
OBDCBlue Owl Capital Corp	$312K	0.09%	0.01%	Not reported	Q4 2024
BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust	$309K	0.09%	Not reported	Not reported	Q4 2024
JNJJohnson & Johnson	$303K	0.09%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$286K	0.08%	0.00%	Not reported	Q4 2024

Q3 2025Reported Nov 6, 202574 positions
AAPLApple Inc.	$19M	5.86%	0.00%	-1.1%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$9.33M	2.88%	Not reported	+8.1%	Q4 2024
MSFTMicrosoft Corp	$6.29M	1.94%	0.00%	-1.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$5.09M	1.57%	Not reported	+5.2%	Q4 2024
NVDANvidia Corp	$3.7M	1.14%	0.00%	+0.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.8M	0.87%	Not reported	Not reported	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.79M	0.86%	Not reported	+10.0%	Q4 2024
METAMeta Platforms, Inc.	$2.19M	0.68%	Not reported	0.0%	Q4 2024
AMZNAmazon Com Inc	$1.88M	0.58%	0.00%	+0.6%	Q4 2024
FNDFSchwab Strategic Trust	$1.78M	0.55%	Not reported	-14.6%	Q4 2024
FDBCFidelity D & D Bancorp Inc	$1.59M	0.49%	0.63%	-0.5%	Q4 2024
SMHMarket Vectors ETF Trust	$1.51M	0.47%	Not reported	+5.7%	Q4 2024
BRK.ABerkshire Hathaway Inc	$1.51M	0.47%	Not reported	Not reported	Q4 2024
MPCMarathon Petroleum Corp	$1.45M	0.45%	0.00%	Not reported	Q4 2024
PPLPPL Corp	$1.12M	0.35%	0.00%	Not reported	Q4 2024
GWWW.W. Grainger, Inc.	$1.03M	0.32%	0.00%	Not reported	Q4 2024
ADPAutomatic Data Processing Inc	$983K	0.30%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$781K	0.24%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$727K	0.22%	0.00%	+0.5%	Q4 2024
MOAltria Group, Inc.	$724K	0.22%	0.00%	-15.3%	Q4 2024
FSKFS KKR Capital Corp	$717K	0.22%	0.02%	-7.9%	Q4 2024
TSLATesla, Inc.	$707K	0.22%	0.00%	-1.5%	Q4 2024
AVGOBroadcom Inc.	$699K	0.22%	0.00%	+5.9%	Q4 2024
WPCW. P. Carey Inc.	$689K	0.21%	0.00%	-8.4%	Q4 2024
LLYELI LILLY & Co	$641K	0.20%	0.00%	Not reported	Q4 2024
PNCPNC Financial Services Group, Inc.	$629K	0.19%	0.00%	Not reported	Q4 2024
PMPhilip Morris International Inc.	$611K	0.19%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$587K	0.18%	0.00%	+0.1%	Q4 2024
CBChubb Ltd	$570K	0.18%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$550K	0.17%	Not reported	+5.0%	Q4 2024
PLTRPalantir Technologies Inc.	$540K	0.17%	0.00%	+5.0%	Q4 2024
VZVerizon Communications Inc	$500K	0.15%	0.00%	+0.8%	Q4 2024
TMUST-Mobile US, Inc.	$472K	0.15%	0.00%	Not reported	Q4 2024
ROPRoper Technologies Inc	$470K	0.15%	0.00%	New	Q3 2025
NOWServiceNow, Inc.	$440K	0.14%	0.00%	+0.6%	Q4 2024
AMDAdvanced Micro Devices Inc	$435K	0.13%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$435K	0.13%	0.00%	-16.7%	Q4 2024
ADIAnalog Devices Inc	$424K	0.13%	0.00%	Not reported	Q2 2025
JPMJPMorgan Chase & Co	$411K	0.13%	0.00%	+10.9%	Q4 2024
CVXChevron Corp	$409K	0.13%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$403K	0.12%	0.00%	-9.2%	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$398K	0.12%	Not reported	Not reported	Q4 2024
AXPAmerican Express Co	$396K	0.12%	0.00%	Not reported	Q4 2024
ORCLOracle Corp	$394K	0.12%	0.00%	+9.5%	Q4 2024
RTXRTX Corp	$372K	0.11%	0.00%	Not reported	Q4 2024
IWSImageware Systems Inc	$372K	0.11%	Not reported	Not reported	Q4 2024
DJPBarclays Bank PLC	$361K	0.11%	Not reported	-44.8%	Q4 2024
ZSZscaler, Inc.	$348K	0.11%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$334K	0.10%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$332K	0.10%	0.00%	Not reported	Q4 2024

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