Holdings
Liberty Square Wealth Partners LLC
As of Jun 30, 2026, Liberty Square Wealth Partners LLC reported 54 positions worth US$64.3M. Largest: Apple Inc, Microsoft Corp. and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 71,864 | US$20.8M | −616 | Jun 30, 2026 |
| Microsoft Corp. | 11,952 | US$4.46M | −55 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 8,348 | US$4.18M | −22 | Jun 30, 2026 |
| Nvidia Corporation | 18,386 | US$3.68M | −1,398 | Jun 30, 2026 |
| Amazon.com, Inc. | 8,562 | US$2.04M | +10 | Jun 30, 2026 |
| Marathon Petroleum Corporation | 7,530 | US$1.93M | −3 | Jun 30, 2026 |
| Fidelity D & D Bancorp, Inc. | 36,243 | US$1.86M | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 1,585 | US$1.69M | no change | Jun 30, 2026 |
| Meta Platforms, Inc. | 2,969 | US$1.67M | −25 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,515 | US$1.61M | −21 | Jun 30, 2026 |