Liberty Square Wealth Partners LLC
Liberty Square Wealth Partners LLC reported 140 holdings worth US$420M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Liberty Square Wealth Partners LLC reported 140 holdings worth US$420M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Berkshire Hathaway Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 140
- Value as reported
- US$420M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 71,864 | US$20.8M | 5.0% |
| Microsoft Corp. | 11,952 | US$4.46M | 1.1% |
| Berkshire Hathaway Inc. | 8,348 | US$4.18M | 0.99% |
| Nvidia Corporation | 18,386 | US$3.68M | 0.88% |
| Amazon.com, Inc. | 8,562 | US$2.04M | 0.49% |
| Marathon Petroleum Corporation | 7,530 | US$1.93M | 0.46% |
| Fidelity D & D Bancorp, Inc. | 36,243 | US$1.86M | 0.44% |
| Caterpillar, Inc. | 1,585 | US$1.69M | 0.40% |
| Meta Platforms, Inc. | 2,969 | US$1.67M | 0.40% |
| Alphabet Inc (google) Class C | 4,515 | US$1.61M | 0.38% |
| W.w. Grainger, Inc. | 1,080 | US$1.47M | 0.35% |
| Advanced Micro Devices Inc | 2,400 | US$1.39M | 0.33% |
| Ppl Corporation | 26,836 | US$975K | 0.23% |
| Eli Lilly And Company | 810 | US$972K | 0.23% |
| Pnc Financial Services Group, Inc. (the) | 3,131 | US$771K | 0.18% |
| Proficient Auto Logistics, Inc. | 112K | US$759K | 0.18% |
| Exxon Mobil Corporation | 5,426 | US$742K | 0.18% |
| W. P. Carey Inc. Reit | 10,038 | US$718K | 0.17% |
| Altria Group, Inc. | 9,228 | US$664K | 0.16% |
| Analog Devices, Inc. | 1,548 | US$615K | 0.15% |
| Broadcom Inc. | 1,450 | US$548K | 0.13% |
| Walmart Inc. | 4,560 | US$516K | 0.12% |
| Philip Morris International Inc | 2,819 | US$510K | 0.12% |
| Ge Vernova Inc. | 425 | US$499K | 0.12% |
| Chevron Corporation | 2,831 | US$469K | 0.11% |
| Merck & Company, Inc. | 3,508 | US$451K | 0.11% |
| Rtx Corporation | 2,342 | US$444K | 0.11% |
| Tesla, Inc. | 1,050 | US$442K | 0.11% |
| Johnson & Johnson | 1,595 | US$405K | 0.10% |
| Verizon Communications Inc. | 9,339 | US$395K | 0.09% |
| American Express Company | 1,144 | US$387K | 0.09% |
| Jp Morgan Chase & Co. | 1,137 | US$372K | 0.09% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 762 | US$364K | 0.09% |
| Crowdstrike Holdings, Inc. | 475 | US$362K | 0.09% |
| Ge Aerospace | 905 | US$338K | 0.08% |
| Palantir Technologies Inc. | 2,844 | US$332K | 0.08% |
| T-mobile Us, Inc. | 1,973 | US$331K | 0.08% |
| Home Depot, Inc. (the) | 824 | US$291K | 0.07% |
| Corning Incorporated | 1,112 | US$284K | 0.07% |
| Equinix, Inc. | 272 | US$284K | 0.07% |
| Qualcomm Incorporated | 1,505 | US$278K | 0.07% |
| Blue Owl Capital Corporation | 25,111 | US$273K | 0.07% |
| Ameriprise Financial, Inc. | 572 | US$262K | 0.06% |
| At&t Inc. | 12,498 | US$259K | 0.06% |
| Toro Company (the) | 2,598 | US$253K | 0.06% |
| International Business Machines Corporation | 897 | US$252K | 0.06% |
| Fs Kkr Capital Corp. | 23,226 | US$244K | 0.06% |
| Procter & Gamble Company (the) | 1,643 | US$241K | 0.06% |
| Servicenow, Inc. | 2,410 | US$239K | 0.06% |
| Consolidated Edison, Inc. | 1,999 | US$221K | 0.05% |
| Mcdonald's Corporation | 818 | US$221K | 0.05% |
| Chart Industries, Inc. | 1,000 | US$209K | 0.05% |
| Boeing Company (the) | 933 | US$202K | 0.05% |
| Blue Owl Technology Finance Corp. | 13,558 | US$140K | 0.03% |
| Coca-cola Company (the) | 0 | US$0 | 0.00% |
| Automatic Data Processing, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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