LIBERTY SQUARE WEALTH PARTNERS LLC

BETHLEHEM, PA · CIK 2057655 · 13F filing filed 2026-08-10

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.

Others nearbyBethlehem, PA

$419.9m reported value +17.1% vs Q1 2026

140positions

69.6%in top 10

4 new 33 added 64 reduced 5 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	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	860,676	$69.8m16.62%	16.62%	Added +55.4k	+55,352 6.9%
2	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	715,906	$62.9m14.98%	14.98%	Added +46.2k	+46,190 6.9%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	43,380	$29.8m7.10%	7.10%	Reduced -1.8k	-1,824 -4.0%
4	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	295,581	$26.4m6.28%	6.28%	Added +32.9k	+32,917 12.5%
5	APPLE INC COM AAPL	AAPL	71,864	$20.8m4.95%	4.95%	Reduced -616	-616 -0.8%
6	ISHARES TR HIGH YLD SYSTM B HYDB	HYDB	438,332	$20.5m4.88%	4.88%	Added +44.2k	+44,204 11.2%
7	FIDELITY COVINGTON TRUST SML MID MLTFCT FSMD	FSMD	356,575	$18.8m4.49%	4.49%	Added +38.9k	+38,940 12.3%
8	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	23,334	$17.2m4.09%	4.09%	Added +1.7k	+1,748 8.1%
9	TRUST FOR PROFESSIONAL MANAG CONVERGENCE LNG CLSE	CLSE	428,793	$14.6m3.49%	3.49%	Added +41.7k	+41,662 10.8%
10	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	100,810	$11.4m2.71%	2.71%	Added +8.6k	+8,632 9.4%
11	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	285,201	$9.0m2.15%	2.15%	Reduced -11.7k	-11,657 -3.9%
12	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	131,926	$6.5m1.56%	1.56%	Reduced -13.9k	-13,939 -9.6%
13	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,063	$4.5m1.08%	1.08%	Reduced -347	-347 -5.4%
14	MICROSOFT CORP COM MSFT	MSFT	11,952	$4.5m1.06%	1.06%	Reduced -55	-55 -0.5%
15	VANGUARD INDEX FDS SMALL CP ETF VB	VB	14,426	$4.4m1.04%	1.04%	Reduced -635	-635 -4.2%
16	NVIDIA CORPORATION COM NVDA	NVDA	18,386	$3.7m0.88%	0.88%	Reduced -1.4k	-1,398 -7.1%
17	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	5,101	$3.3m0.80%	0.80%	Added +2	+2 0.0%
18	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	19,402	$3.1m0.73%	0.73%	Added +165	+165 0.9%
19	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	64,001	$2.9m0.70%	0.70%	Added +7.1k	+7,132 12.5%
20	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,355	$2.7m0.64%	0.64%	Reduced -18	-18 -0.3%
21	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	28,703	$2.4m0.56%	0.56%	Reduced -1.2k	-1,201 -4.0%
22	ISHARES TR CORE HIGH DV ETF HDV	HDV	84,000	$2.3m0.55%	0.55%	Added +60	+60 0.1%
23	ISHARES TR RUS TP200 GR ETF IWY	IWY	7,332	$2.1m0.51%	0.51%	Reduced -20	-20 -0.3%
24	AMAZON COM INC COM AMZN	AMZN	8,562	$2.0m0.49%	0.49%	Added +10	+10 0.1%
25	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	38,502	$2.0m0.48%	0.48%	Reduced -113	-113 -0.3%
26	MARATHON PETE CORP COM MPC	MPC	7,530	$1.9m0.46%	0.46%	Reduced -3	-3 -0.0%
27	FIDELITY D & D BANCORP INC COM FDBC	FDBC	36,243	$1.9m0.44%	0.44%	Unchanged
28	ISHARES TR MRGSTR MD CP GRW IMCG	IMCG	18,723	$1.8m0.44%	0.44%	Reduced -2.0k	-1,965 -9.5%
29	SCHWAB STRATEGIC TR FUNDAMENTAL US S FNDA	FNDA	46,444	$1.8m0.42%	0.42%	Reduced -6.0k	-5,978 -11.4%
30	CATERPILLAR INC COM CAT	CAT	1,585	$1.7m0.40%	0.40%	Unchanged
31	META PLATFORMS INC CL A META	META	2,969	$1.7m0.40%	0.40%	Reduced -25	-25 -0.8%
32	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	27,000	$1.6m0.39%	0.39%	Unchanged
33	VANGUARD INDEX FDS VALUE ETF VTV	VTV	7,273	$1.6m0.38%	0.38%	Added +335	+335 4.8%
34	ISHARES TR EXPANDED TECH IGV	IGV	17,439	$1.6m0.38%	0.38%	Reduced -1.3k	-1,300 -6.9%
35	ISHARES TR CORE S&P SCP ETF IJR	IJR	10,103	$1.5m0.36%	0.36%	Added +4	+4 0.0%
36	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.36%	0.36%	Unchanged
37	GRAINGER W W INC COM GWW	GWW	1,080	$1.5m0.35%	0.35%	Reduced -1	-1 -0.1%
38	VANGUARD WORLD FD INF TECH ETF VGT	VGT	11,678	$1.4m0.33%	0.33%	Added +3.0k	+2,958 33.9%
39	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,400	$1.4m0.33%	0.33%	Reduced -300	-300 -11.1%
40	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	7,256	$1.4m0.33%	0.33%	Unchanged
41	VANGUARD INDEX FDS MID CAP ETF VO	VO	16,052	$1.3m0.31%	0.31%	Unchanged
42	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	22,272	$1.3m0.31%	0.31%	Reduced -2.5k	-2,475 -10.0%
43	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	34,375	$1.3m0.30%	0.30%	Reduced -13.5k	-13,498 -28.2%
44	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,370	$1.2m0.30%	0.30%	Reduced -117	-117 -3.4%
45	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	3,501	$1.2m0.29%	0.29%	Unchanged
46	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	1,731	$1.1m0.26%	0.26%	Unchanged
47	PPL CORP COM PPL	PPL	26,836	$975.5k0.23%	0.23%	Added +250	+250 0.9%
48	VANECK ETF TRUST IG FLOATING RATE FLTR	FLTR	38,006	$973.3k0.23%	0.23%	Reduced -3.3k	-3,281 -8.0%
49	ELI LILLY & CO COM LLY	LLY	810	$971.5k0.23%	0.23%	Added +19	+19 2.4%
50	INDEXIQ ETF TR IQ MRGR ARB ETF MNA	MNA	26,262	$958.0k0.23%	0.23%	Reduced -1.8k	-1,783 -6.4%
51	ISHARES TR CORE S&P500 ETF IVV	IVV	1,204	$901.7k0.21%	0.21%	Unchanged
52	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,437	$870.8k0.21%	0.21%	Reduced -3	-3 -0.1%
53	ISHARES TR CORE DIVID ETF DIVB	DIVB	13,527	$833.3k0.20%	0.20%	Unchanged
54	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	10,208	$806.7k0.19%	0.19%	Reduced -234	-234 -2.2%
55	PNC FINL SVCS GROUP INC COM PNC	PNC	3,131	$770.9k0.18%	0.18%	Reduced -5	-5 -0.2%
56	PROFICIENT AUTO LOGISTICS IN COM PAL	PAL	111,515	$759.4k0.18%	0.18%	Added +49.3k	+49,339 79.3%
57	ALPHABET INC CAP STK CL C GOOG	GOOG	2,102	$742.6k0.18%	0.18%	Added +1	+1 0.1%
58	EXXON MOBIL CORP COM XOM	XOM	5,426	$741.8k0.18%	0.18%	Unchanged
59	WP CAREY INC COM WPC	WPC	10,038	$717.7k0.17%	0.17%	Added +126	+126 1.3%
60	CHUBB LIMITED COM CB	CB	2,079	$708.4k0.17%	0.17%	Unchanged
61	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	15,571	$685.6k0.16%	0.16%	Added +17	+17 0.1%
62	SPDR GOLD TR GOLD SHS GLD	GLD	1,820	$670.5k0.16%	0.16%	Reduced -50	-50 -2.7%
63	ALTRIA GROUP INC COM MO	MO	9,228	$664.0k0.16%	0.16%	Reduced -276	-276 -2.9%
64	CALAMOS ETF TR CONVERTIBLE EQTY CVRT	CVRT	12,000	$617.2k0.15%	0.15%	Unchanged
65	ANALOG DEVICES INC COM ADI	ADI	1,548	$614.8k0.15%	0.15%	Reduced -228	-228 -12.8%
66	ISHARES TR CORE S&P MCP ETF IJH	IJH	7,864	$606.4k0.14%	0.14%	Reduced -2.1k	-2,099 -21.1%
67	JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI JHMM	JHMM	7,790	$583.9k0.14%	0.14%	Reduced -653	-653 -7.7%
68	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	7,886	$578.9k0.14%	0.14%	Reduced -4.2k	-4,206 -34.8%
69	BROADCOM INC COM AVGO	AVGO	1,450	$547.7k0.13%	0.13%	Reduced -886	-886 -37.9%
70	ISHARES TR RUS 2000 VAL ETF IWN	IWN	2,445	$540.8k0.13%	0.13%	Unchanged
71	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	17,823	$521.1k0.12%	0.12%	Reduced -774	-774 -4.2%
72	WALMART INC COM WMT	WMT	4,560	$516.5k0.12%	0.12%	Added +620	+620 15.7%
73	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,158	$510.6k0.12%	0.12%	Reduced -939	-939 -30.3%
74	PHILIP MORRIS INTL INC COM PM	PM	2,819	$510.0k0.12%	0.12%	Reduced -402	-402 -12.5%
75	GE VERNOVA INC COM GEV	GEV	425	$499.3k0.12%	0.12%	Unchanged
76	ISHARES TR US INFRASTRUC IFRA	IFRA	7,694	$485.0k0.12%	0.12%	Unchanged
77	CHEVRON CORP NEW COM CVX	CVX	2,831	$469.3k0.11%	0.11%	Added +2	+2 0.1%
78	MERCK & CO INC COM MRK	MRK	3,508	$450.8k0.11%	0.11%	Unchanged
79	RTX CORPORATION COM RTX	RTX	2,342	$444.3k0.11%	0.11%	Unchanged
80	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,142	$442.9k0.11%	0.11%	Unchanged
81	TESLA INC COM TSLA	TSLA	1,050	$441.6k0.11%	0.11%	Reduced -195	-195 -15.7%
82	ISHARES TR RUS MDCP VAL ETF IWS	IWS	2,662	$438.2k0.10%	0.10%	Unchanged
83	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	1,356	$415.3k0.10%	0.10%	Unchanged
84	JOHNSON & JOHNSON COM JNJ	JNJ	1,595	$405.2k0.10%	0.10%	Added +25	+25 1.6%
85	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	1,816	$398.5k0.09%	0.09%	Unchanged
86	VERIZON COMMUNICATIONS INC COM VZ	VZ	9,339	$395.4k0.09%	0.09%	Reduced -582	-582 -5.9%
87	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	12,540	$390.0k0.09%	0.09%	Unchanged
88	AMERICAN EXPRESS CO COM AXP	AXP	1,144	$387.0k0.09%	0.09%	Reduced -5	-5 -0.4%
89	VANECK ETF TRUST VANECK SHRT MUNI SMB	SMB	21,764	$377.6k0.09%	0.09%	Added +2	+2 0.0%
90	JPMORGAN CHASE & CO COM JPM	JPM	1,137	$372.3k0.09%	0.09%	Added +13	+13 1.2%
91	ISHARES TR MSCI EAFE ETF EFA	EFA	3,554	$369.2k0.09%	0.09%	Reduced -178	-178 -4.8%
92	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	7,141	$364.5k0.09%	0.09%	Unchanged
93	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	762	$363.9k0.09%	0.09%	Unchanged
94	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	475	$362.5k0.09%	0.09%	New
95	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	5,035	$358.7k0.09%	0.09%	Reduced -827	-827 -14.1%
96	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	5,891	$351.6k0.08%	0.08%	Reduced -2.0k	-1,985 -25.2%
97	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	10,261	$347.2k0.08%	0.08%	Added +9	+9 0.1%
98	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	6,820	$345.0k0.08%	0.08%	Added +1	+1 0.0%
99	GE AEROSPACE COM NEW GE	GE	905	$338.2k0.08%	0.08%	Reduced -9	-9 -1.0%
100	DBX ETF TR XTRACK USD HIGH HYLB	HYLB	9,196	$335.8k0.08%	0.08%	Reduced -5.6k	-5,636 -38.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AUTOMATIC DATA PROCESSING IN ADP	ADP	3,428	$696.5k3.4k shares
VANECK ETF TRUST MOAT	MOAT	3,279	$317.1k3.3k shares
ISHARES TR IUSB	IUSB	6,127	$283.0k6.1k shares
HARTFORD FDS EXCHANGE TRADED HMOP	HMOP	6,598	$255.6k6.6k shares
COCA COLA CO KO	KO	3,010	$228.9k3.0k shares