LIBERTY SQUARE WEALTH PARTNERS LLC
•CIK: 2057655•Filing: Q4 2025
**LIBERTY SQUARE WEALTH PARTNERS LLC** manages $351M across a diversified portfolio of 145 positions. The fund exhibits significant concentration in technology and dividend-focused equities, highlighted by top holdings such as RDVY at $51.1M and SPYM at $48.2M. Further notable allocations include VOO ($30.7M) and AAPL ($20.3M), suggesting a core strategy blending broad market exposure with high-conviction sector bets. This structure points toward a tactical approach emphasizing income generation and growth potential within established market leaders.
Total AUM
$350.6M
QoQ Performance
+8.2%
Positions
96
Top 10 Concentration
63.9%
Latest Filing
Q4 2025
Top Holdings Allocation
RDVY
SPYM
VOO
AAPL
AVDE
RDVY14.6%
SPYM13.8%
VOO8.8%
AAPL5.8%
AVDE5.1%
HYDB4.4%
FSMD3.3%
NDQ3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.4%
ETF10.5%
Technology10.1%
Financial1.8%
Consumer1.1%
Energy0.6%
Industrial0.5%
Healthcare0.4%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW5 new positions
↑27 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024