Titelia

Holdings of LIBERTY SQUARE WEALTH PARTNERS LLC

126 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 71.3 % of the equity sleeve

Sector breakdown

  • Funds 17.6 %
  • Technology 9.1 %
  • Financials 1.7 %
  • Communication 1.3 %
  • Industrials 1.3 %
  • Consumer discretionary 0.9 %
  • Energy 0.9 %
  • Consumer staples 0.7 %
  • Health care 0.5 %
  • Utilities 0.4 %
  • Real estate 0.1 %
  • Unattributed 65.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US125324.3M $99.92 %
2TW1257.5K $0.08 %

Positions

RankCompanySharesValueWeight
1First Trust Rising Dividend Achievers ETF 805,32455M $
2SPDR Series Trust 669,71651.3M $
3Vanguard S&P 500 ETF 45,20427M $
4Avantis International Equity ETF 262,66422.3M $
5Apple Inc 72,48018.4M $
6iShares Trust 394,12818.3M $
7Invesco QQQ Trust Series 1 21,58612.5M $
8Trust For Professional Managers 387,13110.9M $
9Schwab US Dividend Equity ETF 296,8589.1M $
10iShares MSCI International Quality Factor ETF 145,8656.7M $
11Microsoft Corp 12,0074.4M $
12State Street SPDR S&P 500 ETF Trust 6,4104.2M $
13Vanguard Small-Cap ETF 15,0613.9M $
14NVIDIA Corp 19,7843.5M $
15Vanguard High Dividend Yield E 19,2372.8M $
16Berkshire Hathaway Inc 5,3732.6M $
17iShares Core High Dividend ETF 16,7882.3M $
18Vanguard S&P 500 Growth ETF 4,9842M $
19VanEck Semiconductor ETF 5,0992M $
20Schwab Fundamental International Equity Etf 38,6151.9M $
21Marathon Petroleum Corp 7,5331.8M $
22iShares Russell Top 200 Growth 7,3521.8M $
23Amazon.com Inc 8,5521.8M $
24Meta Platforms Inc 2,9941.7M $
25Fidelity D&D Bancorp Inc 36,2431.6M $
26SPDR Series Trust 27,0001.5M $
27ISHARES TRUST 18,7391.5M $
28Berkshire Hathaway Inc 21.4M $
29Vanguard Value ETF 6,9381.4M $
30iShares Core S&P Small-Cap ETF 10,0991.3M $
31SPDR Series Trust 24,7471.2M $
32WW Grainger Inc 1,0811.2M $
33Vanguard Mid-Cap ETF 4,0131.2M $
34Caterpillar Inc 1,5851.1M $
35Vanguard Total Stock Market ETF 3,4871.1M $
36VanEck IG Floating Rate ETF 41,2871.1M $
37Vanguard Large-Cap ETF 3,5011M $
38NYLI Merger Arbitrage ETF 28,0451M $
39PPL Corp 26,5861M $
40SELECT SECTOR SPDR TRUST (THE) 7,256964.3K $
41Exxon Mobil Corp 5,426920.5K $
42Vanguard Total Bond Market ETF 12,092890.5K $
43VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 10,442827.7K $
44SPDR Gold Shares 1,870804.6K $
45iShares Core S&P 500 ETF 1,204786.5K $
46Vanguard Information Technology ETF 1,090760.8K $
47iShares Trust 13,527729.8K $
48Eli Lilly & Co 791727.5K $
49Broadcom Inc 2,336723K $
50Alphabet Inc 2,440701.5K $
51Automatic Data Processing Inc 3,428696.5K $
52WP Carey Inc 9,912673.6K $
53iShares Core S&P Mid-Cap ETF 9,963672.8K $
54VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 3,097666.1K $
55PNC Financial Services Group Inc/The 3,136652.6K $
56Select Sector Spdr Trust 15,554635K $
57Altria Group, Inc. 9,504627.2K $
58Alphabet Inc 2,101602.8K $
59Chevron Corp 2,829585.4K $
60iShares Trust 1,731568.9K $
61JOHN HANCOCK MULTI-FACTOR MID JOHN HANCOCK MULTI FACT MID 8,443566.7K $
62Analog Devices Inc 1,776565K $
63Advanced Micro Devices Inc 2,700549.3K $
64DBX ETF Trust 14,832536.3K $
65VanEck Fallen Angel High Yield 18,597534.1K $
66Philip Morris International Inc. 3,221532.6K $
67Verizon Communications Inc 9,921498K $
68Walmart Inc 3,940489.7K $
69iShares Russell 2000 Value ETF 2,445463.5K $
70Tesla Inc 1,245462.8K $
71RTX Corp 2,342451.8K $
72iShares U.S. Infrastructure ETF 7,694440.1K $
73Vanguard Scottsdale Funds 7,787431.1K $
74Vanguard International Equity Index Funds 7,876425.7K $
75Merck & Co Inc 3,508422K $
76Proficient Auto Logistics Inc 62,176421.6K $
77T-Mobile US Inc 1,974414.6K $
78Palantir Technologies Inc 2,815411.8K $
79iShares Russell Mid-Cap Value 2,662388K $
80Johnson & Johnson 1,570383.9K $
81Ishares Gold Trust 4,290378.2K $
82AT&T Inc 12,965375.9K $
83Vanguard FTSE Developed Markets ETF 5,862375.6K $
84Vanguard Growth ETF 857374.3K $
85GE Vernova Inc 425371K $
86iShares Trust 7,141363.8K $
87iShares MSCI EAFE ETF 3,732362.5K $
88Schwab Fundamental U.S. Large Company ETF 12,540349.2K $
89Vanguard Mid-Cap Growth ETF 1,356349K $
90iShares Trust 1,816348.3K $
91American Express Co 1,149347.6K $
92Vanguard Tax-Exempt Bond Index ETF 6,819340.2K $
93FS KKR Capital Corp 33,026336.2K $
94JPMorgan Chase & Co 1,124330.8K $
95VanEck Morningstar Wide Moat ETF 3,279317.1K $
96ISHARES TRUST 11,373303.9K $
97Schwab Strategic Trust 10,252298.6K $
98iPath Bloomberg Commodity Index Total Return ETN 5,989288.3K $
99Invesco Exchange-Traded Fund Trust 2,645284.7K $
100iShares Trust 6,127283K $