Liberty Square Wealth Partners LLC
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$358.4M
Holdings
142
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RDVY
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
15.3%
02
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 3.8k shares)
14.3%
03
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 5.7% (7.3k → 6.9k shares)
7.5%
04
$AVDE
AMERICAN CENTY ETF TR
Q1 2026: Increased +33.8% (60.9k → 81.4k shares)
6.2%
05
$AAPL
APPLE INC
Q1 2026: Sold 11.8% (23.2k → 20.4k shares)
5.1%
06
$HYDB
ISHARES TR
Held since at least Q1 2024
5.1%
07
$FSMD
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
4.0%
08
$NDQ
INVESCO QQQ TR
Q4 2025: New position (394 shares)
3.5%
09
$CLSE
TRUST FOR PROFESSIONAL MANAG
Held since at least Q1 2024
3.0%
10
$XMHQ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:32 UTC.