LIBERTY SQUARE WEALTH PARTNERS LLC - Portfolio overview

LIBERTY SQUARE WEALTH PARTNERS LLC has 152 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. RDVY - FIRST TR EXCHANGE TRADED FD, 13.83%
2. SPYM - SPDR SERIES TRUST, 12.89%
3. SPLG - SPDR SERIES TRUST, 9.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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