Parimal Patel

Liquid Strategies, Llc

Assets Managed

$465.479M

Holdings

Last Quarter

2026 - Q1

Filed Date

2mo 26d ago

Growth Rate

1.33%(2Q avg: -2.03%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Liquid Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 9 positions.

Assets under management

The assets under management (AUM) of Liquid Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 465.479M in assets, with a quarterly growth rate of 1.33% and a 2-quarter average growth rate of -2.03%. The portfolio is managed by Parimal Patel, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VOO Vanguard S&p 500 Etf Recent Activity Decreased -4.85%	57.57%	$267.961M 448,433 shares@ $597.55 avg price	Decreased -4.85%
VCSH Vanguard S T Corp Bond Etf Recent Activity Increased 15.47%	12.43%	$57.816M 729,360 shares@ $79.27 avg price	Increased 15.47%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 51.79%	10.65%	$49.548M 499,119 shares@ $99.27 avg price	Increased 51.79%
MUB Ishares National Muni Bond E Recent Activity Increased 2.24%	7.57%	$35.227M 331,858 shares@ $106.16 avg price	Increased 2.24%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 11.71%	5.69%	$26.46M 292,275 shares@ $90.54 avg price	Increased 11.71%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 11.48%	3.99%	$18.563M 149,327 shares@ $124.31 avg price	Increased 11.48%
IEMG Ishares Core Msci Emerging Recent Activity Increased 7.99%	1.43%	$6.618M 94,877 shares@ $69.76 avg price	Increased 7.99%
VGK Vanguard Ftse Europe Etf Recent Activity New Position	0.62%	$2.871M 34,830 shares@ $82.44 avg price	New Position
ICSH Ishares Ult Stba Etf Usd Inc Recent Activity	0.09%	$415,851 8,215 shares@ $50.63 avg price

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