LIBERTY SQUARE WEALTH PARTNERS LLC

CIK 0002057655 · Q2 2026

13F Equity AUM

$419.9M

+17.1% QoQ

Positions

140

-1 QoQ

AUM Rank

#5,474

Top 44%

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 49.9%Top 10: 69.6%Top 20: 80.2%

RDVY16.6%

SPYM15.0%

VOO7.1%

AVDE6.3%

AAPL5.0%

HYDB4.9%

FSMD4.5%

NDQ4.1%

CLSE3.5%

XMHQ2.7%

Others (130)30.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services86.2%

Technology8.0%

Other5.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 140Median: 0.13%Avg: 0.71%

0–0.5%

117(18.2%)

0.5–1%

8(5.4%)

1–3%

6(9.6%)

3–5%

5(21.9%)

5%+

4(45.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 140vs 20 funds

0%Low

140

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New4Increased36Decreased63Exited5

New Positions

CRWD0.1%

+475

GLW0.1%

+1K

BA0.1%

+933

OTF0.0%

+14K

Increased

HDV0.6%

+67K(+400%)

RDVY16.6%

+55K(+7%)

PAL0.2%

+49K(+79%)

SPYM15.0%

+46K(+7%)

HYDB4.9%

+44K(+11%)

CLSE3.5%

+42K(+11%)

FSMD4.5%

+39K(+12%)

AVDE6.3%

+33K(+13%)

VOOG0.6%

+24K(+476%)

VO0.3%

+12K(+300%)

Decreased

IQLT1.6%

-13,939(-10%)

SCHM0.3%

-13,498(-28%)

SCHD2.1%

-11,657(-4%)

FSK0.1%

-9,800(-30%)

FNDA0.4%

-5,978(-11%)

HYLB0.1%

-5,636(-38%)

BND0.1%

-4,206(-35%)

FLTR0.2%

-3,281(-8%)

VGLT0.1%

-2,785(-36%)

SPSM0.3%

-2,475(-10%)

Exited

-3,428

-3,279

-6,127

-6,598

-3,010

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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