Liberty Square Wealth Partners
Liberty Square Wealth Partners reported 139 stocks worth $420M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are RDVY (16.6%), SPYM (15.0%) and VOO (7.1%). Compared with Q1 2026, the fund opened new positions in CRWD, added to RDVY, SPYM and AVDE, trimmed VOO, AAPL and SCHD and sold out of ADP, MOAT and IUSB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RDVY First TR Exchange Traded FD | $69.8M | 16.6% | 861K | +55K (+7%) | 7 of 7 | |
| 2 |  SPYM Spdr Series Trust | $62.9M | 15.0% | 716K | +46K (+7%) | 7 of 7 | |
| 3 |  VOO Vanguard S&P 500 ETF | $29.8M | 7.1% | 43K | −1,824 (−4%) | 7 of 7 | |
| 4 |  AVDE American Centy ETF TR | $26.4M | 6.3% | 296K | +33K (+13%) | 4 of 7 | |
| 5 |  AAPL Apple Inc | $20.8M | 5.0% | 72K | −616 (−1%) | 7 of 7 | |
| 6 |  HYDB Ishares TR | $20.5M | 4.9% | 438K | +44K (+11%) | 7 of 7 | |
| 7 |  FSMD Fidelity Small-Mid Multifactor ETF | $18.8M | 4.5% | 357K | +39K (+12%) | 4 of 7 | |
| 8 |  QQQ Invesco Qqq TR | $17.2M | 4.1% | 23K | +1,748 (+8%) | 7 of 7 | |
| 9 |  CLSE Trust for Professional Manag | $14.6M | 3.5% | 429K | +42K (+11%) | 5 of 7 | |
| 10 |  XMHQ Invesco S&P | $11.4M | 2.7% | 101K | +8,632 (+9%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Liberty Square Wealth Partners 13F FAQ
What does Liberty Square Wealth Partners own?
Liberty Square Wealth Partners reported 139 stocks worth $420M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are RDVY (16.6%), SPYM (15.0%) and VOO (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did Liberty Square Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 29 added to, 57 trimmed and 5 sold out. New positions include CRWD. It sold all of ADP, MOAT and IUSB.
When will Liberty Square Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Liberty Square Wealth Partners's portfolio worth?
The Q2 2026 filing reports $420M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.