13F Filings History of LIBERTY SQUARE WEALTH PARTNERS LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$350,607,247
Signature - Title
Allen Hamilton - Chief Compliance Officer
Location
Bethlehem, PA
Summary
This page shows a list of all the recent 13F filings made by LIBERTY SQUARE WEALTH PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LIBERTY SQUARE WEALTH PARTNERS LLC reported 145 stock holdings with total value $350,607,247 as of Q4 2025. Top holdings included RDVY, SPYM, VOO, AAPL, and AVDE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 145 $350,607,247 +$62,414,220 -$40,743,266 +$21,670,954 RDVY, SPYM, VOO, AAPL, AVDE 13F-HR 11 Feb 2026, 09:00
Q3 2025 146 $323,971,197 +$39,709,450 -$25,245,738 +$14,463,712 VOO, RDVY, SPLG, AAPL, IQLT 13F-HR 06 Nov 2025, 16:53
Q2 2025 147 $289,455,837 +$21,094,932 -$11,695,074 +$9,399,858 VOO, SPLG, RDVY, IQLT, AAPL 13F-HR 29 Jul 2025, 17:18
Q1 2025 147 $262,094,853 +$9,803,635 -$4,456,891 +$5,346,744 VOO, SPLG, RDVY, AAPL, SCHD 13F-HR 29 Apr 2025, 16:33
Q4 2024 154 $273,466,707 $0 $0 $0 VOO, SPLG, AAPL, RDVY, SCHD 13F-HR 24 Feb 2025, 12:13