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Liberty Square Wealth Partners LLC
Liberty Square Wealth Partners LLC is a Registered Investment Advisor (RIA) based in Bethlehem, Pennsylvania. Founded in the Commonwealth of Pennsylvania, the firm provides investment advisory and related services to clients nationally. As of 2025, the firm has approximately 4 financial advisors, supports over 1,400 clients, and manages nearly $476 million in assets under management (AUM). Liberty Square Wealth Partners specializes in financial planning, portfolio management for individuals and small businesses, and pension consulting services, serving a diverse set of private and institutional investors.
Investment Strategy
Liberty Square Wealth Partners employs a client-centric investment advisory approach, focusing on individualized financial planning and portfolio management tailored to each client’s unique financial goals. The firm manages diversified portfolios composed of ETFs and equities, with top holdings often in broad-market index funds and select large-cap companies. Its investment strategy emphasizes diversification and regular portfolio reviews to manage risk and seize growth opportunities. Liberty Square Wealth Partners also consults on pension strategies and crafts investment solutions for both individuals and small business clients.
Latest 13F Filing Activity
Liberty Square Wealth Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 146 equity positions with a total 13F market value of $289M. The fund increased holdings in First TR Exchange Traded FD, Vanguard Index FDS, Ishares TR among other positions. Liberty Square Wealth Partners LLC reduced exposure to Apple Inc., Lowes Cos Inc., Schwab Strategic TR among others.
Top Holdings
Equity Positions (146)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 15.27% | $44.2M | 77,833 | $539.21 | $568.03 | +$5.6M |
S SPLG | SPDR SERIES TRUST | 9.26% | $26.8M | 368,592 | $68.90 | $72.69 | +$2.5M |
R RDVY | FIRST TR EXCHANGE TRADED FD | 9.05% | $26.2M | 417,481 | $59.92 | $62.74 | +$7.5M |
I IQLT | ISHARES TR | 5.75% | $16.6M | 384,784 | $38.10 | $43.22 | +$3.5M |
A AAPL | APPLE INC | 5.34% | $15.5M | 75,359 | $249.66 | $205.17 | -$1.4M |
Industry Allocation
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