Sign In
test

Allen Hamilton

Liberty Square Wealth Partners Llc

Assets Managed
$358.428M
Holdings
141
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
2.24%(2Q avg: 5.23%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Liberty Square Wealth Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 141 positions.

Assets under management

The assets under management (AUM) of Liberty Square Wealth Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 358.428M in assets, with a quarterly growth rate of 2.24% and a 2-quarter average growth rate of 5.23%. The portfolio is managed by Allen Hamilton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RDVY
First Trust Rising Dividend
Recent Activity
Increased 9.42%
15.35%
$54.987M
805,324 shares@ $68.28 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 11.42%
14.31%
$51.26M
669,716 shares@ $76.54 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -7.73%
7.54%
$27.012M
45,204 shares@ $597.56 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 20.46%
6.22%
$22.284M
262,664 shares@ $84.85 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.1%
5.14%
$18.395M
72,480 shares@ $253.8 avg price
HYDB
Ishares High Yield Systemati
Recent Activity
Increased 19.73%
5.12%
$18.335M
394,128 shares@ $46.53 avg price
FSMD
Fidelity Small-mid Multifact
Recent Activity
Increased 22.18%
3.97%
$14.205M
317,635 shares@ $44.73 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 16.47%
3.48%
$12.459M
21,586 shares@ $577.17 avg price
CLSE
Convergence Long Short Eqy
Recent Activity
Increased 23.09%
3.04%
$10.894M
387,131 shares@ $28.14 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 11.72%
2.66%
$9.528M
92,178 shares@ $103.38 avg price

1-10 of 141