Liquid Strategies, LLC

ATLANTA, GA · CIK 1774727 · 13F filing filed 2026-07-28

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityLIQUID STRATEGIES, LLC (US)

Others nearbyAtlanta, GA

$732.3m reported value +57.3% vs Q1 2026

7positions

100.0%in top 10

0 new 6 added 1 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	733,137	$503.5m68.76%	68.76%	Added +284.7k	+284,704 63.5%
2	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	769,472	$60.8m8.30%	8.30%	Added +40.1k	+40,112 5.5%
3	ISHARES TR CORE US AGGBD ET AGG	AGG	485,509	$48.1m6.56%	6.56%	Reduced -13.6k	-13,610 -2.7%
4	ISHARES TR NATIONAL MUN ETF MUB	MUB	396,261	$42.6m5.82%	5.82%	Added +64.4k	+64,403 19.4%
5	ISHARES TR CORE MSCI EAFE IEFA	IEFA	347,344	$33.5m4.58%	4.58%	Added +55.1k	+55,069 18.8%
6	ISHARES TR CORE S&P SCP ETF IJR	IJR	218,767	$32.4m4.43%	4.43%	Added +69.4k	+69,440 46.5%
7	ISHARES INC CORE MSCI EMKT IEMG	IEMG	135,760	$11.2m1.54%	1.54%	Added +40.9k	+40,883 43.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD INTL EQUITY INDEX F VGK	VGK	34,830	$2.9m34.8k shares
ISHARES TR ICSH	ICSH	8,215	$415.9k8.2k shares