LIBERTY SQUARE WEALTH PARTNERS LLC

13F filer, CIK 2057655, BETHLEHEM, PA

LIBERTY SQUARE WEALTH PARTNERS LLC reported $262,094,853 across 147 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-29. Its ten largest share positions make up 56.94% of the portfolio.

Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001951757-25-000475

Period: 2025-03-31
Reported value: $262M
Holdings: 147
Top 10 weight: 56.94%
New: 2
Sold out: 9

Largest buys vs the previous quarter

Security	Shares change	Approx. value
RDVYadded	+44,990	$2.63M
VOOadded	+1,846	$949K
HYDBadded	+20,105	$947K
VYMadded	+5,863	$756K
IQLTadded	+18,894	$750K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SCHDreduced	-20,925	-$585K
SCHMreduced	-13,632	-$357K
BNDreduced	-3,983	-$293K
ORCLexited	-1,433	-$250K
CAVAexited	-1,800	-$236K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001951757-25-000475, largest first. % of portfolio is the value over $262,094,853, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VOOVANGUARD INDEX FDS	75,189	$38.6M	14.74%	+1,846	Timeline
SPYMSPDR SERIES TRUST	369,156	$24.3M	9.26%	+4,492	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	318,985	$18.7M	7.12%	+44,990	Timeline
AAPLAPPLE INC	75,991	$16.9M	6.44%	+2,043	Timeline
SCHDSCHWAB STRATEGIC TR	562,042	$15.7M	6%	-20,925	Timeline
IQLTISHARES TR	330,746	$13.1M	5.01%	+18,894	Timeline
QQQINVESCO QQQ TR	12,982	$6.09M	2.32%	+755	Timeline
VBVANGUARD INDEX FDS	26,243	$5.82M	2.22%	-166	Timeline
SCHMSCHWAB STRATEGIC TR	203,532	$5.33M	2.03%	-13,632	Timeline
MSFTMICROSOFT CORP	12,454	$4.68M	1.78%	-325	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	7,253	$4.06M	1.55%	-220	Timeline
BNDVANGUARD BD INDEX FDS	50,827	$3.73M	1.42%	-3,983	Timeline
FNDASCHWAB STRATEGIC TR	128,152	$3.51M	1.34%	+20,831	Timeline
XMHQINVESCO EXCHANGE TRADED FD T	33,587	$3.07M	1.17%	+3,746	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,545	$2.95M	1.13%	0	Timeline
MNANYLIM ETF TR	85,984	$2.95M	1.13%	-2,713	Timeline
SPSMSPDR SERIES TRUST	65,756	$2.68M	1.02%	-4,014	Timeline
HYLBDBX ETF TR	65,747	$2.38M	0.91%	-3,788	Timeline
VYMVANGUARD WHITEHALL FDS	18,213	$2.35M	0.9%	+5,863	Timeline
VGLTVANGUARD SCOTTSDALE FDS	38,536	$2.22M	0.85%	-3,011	Timeline
HDVISHARES TR	18,136	$2.2M	0.84%	+11	Timeline
NVDANVIDIA CORPORATION	20,092	$2.18M	0.83%	+800	Timeline
HYDBISHARES TR	43,073	$2.03M	0.77%	+20,105	Timeline
IJHISHARES TR	33,885	$1.98M	0.75%	+295	Timeline
VWOVANGUARD INTL EQUITY INDEX F	41,477	$1.88M	0.72%	-459	Timeline
METAMETA PLATFORMS INC	3,123	$1.8M	0.69%	-8	Timeline
FNDFSCHWAB STRATEGIC TR	49,039	$1.77M	0.68%	0	Timeline
IGVISHARES TR	19,875	$1.77M	0.67%	+500	Timeline
AMZNAMAZON COM INC	9,155	$1.74M	0.66%	-260	Timeline
IWYISHARES TR	8,199	$1.73M	0.66%	0	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	2	$1.6M	0.61%	0	Timeline
IMCGISHARES TR	21,518	$1.54M	0.59%	+4	Timeline
FDBCFIDELITY D & D BANCORP INC	36,414	$1.52M	0.58%	0	Timeline
VIGVANGUARD SPECIALIZED FUNDS	7,146	$1.39M	0.53%	-121	Timeline
SPYVSPDR SERIES TRUST	27,000	$1.38M	0.53%	0	Timeline
ACIOETF SER SOLUTIONS	33,565	$1.3M	0.5%	+12,097	Timeline
IJRISHARES TR	12,063	$1.26M	0.48%	+105	Timeline
IUSBISHARES TR	27,140	$1.25M	0.48%	-633	Timeline
LOWLOWES COS INC	5,311	$1.24M	0.47%	0	Timeline
FLTRVANECK ETF TRUST	47,492	$1.21M	0.46%	-1,202	Timeline
VTVVANGUARD INDEX FDS	6,567	$1.13M	0.43%	-30	Timeline
PGPROCTER & GAMBLE CO	6,527	$1.11M	0.42%	0	Timeline
FSKFS KKR CAP CORP	52,508	$1.1M	0.42%	+602	Timeline
MPCMARATHON PETE CORP	7,530	$1.1M	0.42%	0	Timeline
PPLPPL CORP	30,299	$1.09M	0.42%	0	Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	18,623	$1.07M	0.41%	-513	Timeline
GWWWW GRAINGER INC	1,080	$1.07M	0.41%	0	Timeline
VOVANGUARD INDEX FDS	4,078	$1.05M	0.4%	+33	Timeline
VOOGVANGUARD ADMIRAL FDS INC	3,126	$1.05M	0.4%	+558	Timeline
ADPAUTOMATIC DATA PROCESSING IN	3,350	$1.02M	0.39%	0	Timeline
VCSHVANGUARD SCOTTSDALE FDS	12,540	$990K	0.38%	0	Timeline
SMHVANECK ETF TRUST	4,463	$944K	0.36%	0	Timeline
IVVISHARES TR	1,665	$936K	0.36%	+37	Timeline
VEAVANGUARD TAX-MANAGED FDS	18,256	$928K	0.35%	+158	Timeline
VVVANGUARD INDEX FDS	3,516	$904K	0.34%	0	Timeline
WMTWALMART INC	10,235	$899K	0.34%	0	Timeline
MOALTRIA GROUP INC	12,921	$775K	0.3%	-76	Timeline
XOMEXXON MOBIL CORP	6,414	$763K	0.29%	0	Timeline
VTIVANGUARD INDEX FDS	2,775	$763K	0.29%	0	Timeline
XLKSELECT SECTOR SPDR TR	3,688	$761K	0.29%	+14	Timeline
DJPBARCLAYS BANK PLC	20,102	$710K	0.27%	-1,460	Timeline
WPCWP CAREY INC	11,009	$695K	0.27%	-90	Timeline
XLRESELECT SECTOR SPDR TR	16,466	$689K	0.26%	-372	Timeline
EFAISHARES TR	7,949	$650K	0.25%	0	Timeline
ANGLVANECK ETF TRUST	22,239	$642K	0.24%	-1,890	Timeline
GISGENERAL MILLS INC	10,695	$639K	0.24%	0	Timeline
CBCHUBB LIMITED	2,019	$610K	0.23%	0	Timeline
LLYELI LILLY & CO	726	$600K	0.23%	+22	Timeline
PMPHILIP MORRIS INTL INC	3,765	$598K	0.23%	0	Timeline
AGZISHARES TR	5,173	$566K	0.22%	-462	Timeline
SMBVANECK ETF TRUST	32,509	$557K	0.21%	+652	Timeline
SYYSYSCO CORP	7,380	$554K	0.21%	0	Timeline
PNCPNC FINL SVCS GROUP INC	3,131	$550K	0.21%	0	Timeline
CATCATERPILLAR INC	1,636	$540K	0.21%	+90	Timeline
TMUST-MOBILE US INC	1,973	$526K	0.2%	0	Timeline
VZVERIZON COMMUNICATIONS INC	10,976	$498K	0.19%	-665	Timeline
DIVBISHARES TR	10,000	$485K	0.19%	new	Timeline
TSLATESLA INC	1,851	$480K	0.18%	-288	Timeline
IWFISHARES TR	1,326	$479K	0.18%	0	Timeline
VOTVANGUARD INDEX FDS	1,941	$475K	0.18%	0	Timeline
CVXCHEVRON CORPORATION	2,701	$452K	0.17%	-8	Timeline
VGTVANGUARD WORLD FD	820	$445K	0.17%	0	Timeline
HONHONEYWELL INTL INC	2,084	$441K	0.17%	0	Timeline
IWSISHARES TR	3,441	$433K	0.17%	0	Timeline
TAT&T INC	15,185	$429K	0.16%	+25	Timeline
MUSTCOLUMBIA ETF TR I	20,534	$413K	0.16%	0	Timeline
VUGVANGUARD INDEX FDS	1,091	$405K	0.15%	-75	Timeline
SUBISHARES TR	3,630	$383K	0.15%	+94	Timeline
NOWSERVICENOW INC	475	$378K	0.14%	+70	Timeline
IWNISHARES TR	2,503	$378K	0.14%	0	Timeline
GOOGLALPHABET INC	2,413	$373K	0.14%	0	Timeline
OBDCBLUE OWL CAPITAL CORPORATION	25,111	$368K	0.14%	0	Timeline
SPGPINVESCO EXCHANGE TRADED FD T	3,677	$367K	0.14%	0	Timeline
GOOGALPHABET INC	2,349	$367K	0.14%	-30	Timeline
FLOTISHARES TR	7,141	$365K	0.14%	0	Timeline
BABOEING CO	2,094	$357K	0.14%	0	Timeline
MRKMERCK & CO INC	3,961	$356K	0.14%	0	Timeline
IEFAISHARES TR	4,638	$351K	0.13%	0	Timeline
QUALISHARES TR	2,029	$347K	0.13%	0	Timeline
IFRAISHARES TR	7,644	$345K	0.13%	0	Timeline
CVRTCALAMOS ETF TR	12,000	$343K	0.13%	+300	Timeline
KOCOCA COLA CO	4,783	$343K	0.13%	0	Timeline
VTEBVANGUARD MUN BD FDS	6,787	$337K	0.13%	0	Timeline
AVGOBROADCOM INC	2,000	$335K	0.13%	0	Timeline
SOXXISHARES TR	1,731	$326K	0.12%	0	Timeline
AXPAMERICAN EXPRESS CO	1,193	$321K	0.12%	0	Timeline
QCOMQUALCOMM INC	1,999	$307K	0.12%	0	Timeline
FALNISHARES TR	11,373	$305K	0.12%	0	Timeline
HDHOME DEPOT INC	824	$302K	0.12%	0	Timeline
RTXRTX CORPORATION	2,223	$294K	0.11%	0	Timeline
JNJJOHNSON & JOHNSON	1,764	$293K	0.11%	-130	Timeline
MOATVANECK ETF TRUST	3,279	$289K	0.11%	0	Timeline
JPMJPMORGAN CHASE & CO	1,175	$288K	0.11%	0	Timeline
BUIBLACKROCK UTILS INFRASTRUCTU	12,460	$282K	0.11%	+1,172	Timeline
AMPAMERIPRISE FINL INC	577	$279K	0.11%	0	Timeline
AMDADVANCED MICRO DEVICES INC	2,687	$276K	0.11%	-430	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,081	$269K	0.1%	0	Timeline
CWBSPDR SERIES TRUST	3,505	$269K	0.1%	-121	Timeline
FNDXSCHWAB STRATEGIC TR	11,295	$267K	0.1%	0	Timeline
IAUISHARES GOLD TR	4,436	$262K	0.1%	0	Timeline
MCDMCDONALDS CORP	828	$259K	0.1%	0	Timeline
FSCOFS CREDIT OPPORTUNITIES CORP	35,959	$254K	0.1%	+1,702	Timeline
SCHGSCHWAB STRATEGIC TR	10,000	$250K	0.1%	0	Timeline
WFCWELLS FARGO & CO	3,465	$249K	0.09%	0	Timeline
HYMBSPDR SERIES TRUST	9,690	$244K	0.09%	0	Timeline
DGROISHARES TR	3,899	$241K	0.09%	0	Timeline
PZAINVESCO EXCH TRADED FD TR II	10,437	$240K	0.09%	0	Timeline
GLDSPDR GOLD TR	830	$239K	0.09%	0	Timeline
IWRISHARES TR	2,782	$237K	0.09%	0	Timeline
APDAIR PRODUCTS AND CHEMICALS I	788	$232K	0.09%	0	Timeline
PLTRPALANTIR TECHNOLOGIES INC	2,730	$230K	0.09%	-850	Timeline
ZSZSCALER INC	1,160	$230K	0.09%	0	Timeline
IEFISHARES TR	2,401	$229K	0.09%	0	Timeline
UPSUNITED PARCEL SVCS INC	2,078	$229K	0.09%	0	Timeline
MMM3M CO	1,513	$222K	0.08%	0	Timeline
EQIXEQUINIX INC	272	$222K	0.08%	0	Timeline
EDCONSOLIDATED EDISON INC	1,999	$221K	0.08%	new	Timeline
UNHUNITEDHEALTH GROUP INC	422	$221K	0.08%	0	Timeline
SYKSTRYKER CORPORATION	586	$218K	0.08%	0	Timeline
PFXFVANECK ETF TRUST	13,014	$218K	0.08%	0	Timeline
IGEBISHARES TR	4,805	$216K	0.08%	0	Timeline
ADBEADOBE INC	546	$209K	0.08%	0	Timeline
IWDISHARES TR	1,082	$204K	0.08%	0	Timeline
FFORD MTR CO	11,902	$119K	0.05%	+451	Timeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

Security	Type	Amount	Value
BOOKING HOLDINGS INCBOOKING HOLDINGS INC NOTE 0.750% 5/0	principal	11,000	$26.9K
SOUTHWEST AIRLS COSOUTHWEST AIRLS CO NOTE 1.250% 5/0	principal	11,000	$11K
EURONET WORLDWIDE INCEURONET WORLDWIDE INC NOTE 0.750% 3/1	principal	11,000	$10.7K

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
ORCLORACLE CORP	1,433	$250K	shares
CAVACAVA GROUP INC	1,800	$236K	shares
BXBLACKSTONE INC	1,412	$233K	shares
MGKVANGUARD WORLD FD	646	$231K	shares
CRWDCROWDSTRIKE HLDGS INC	475	$215K	shares
CPAYCORPAY INC	568	$214K	shares
TTCTORO CO	2,598	$209K	shares
RCLROYAL CARIBBEAN GROUP	788	$207K	shares
JSMDJANUS DETROIT STR TR	2,672	$204K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001951757-25-000475	base		2025-04-29	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC