Titelia

Holdings of LIBERTY SQUARE WEALTH PARTNERS LLC

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Net assets
-
Positions
126 in 2 countries
Top ten
71.3 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Procter & Gamble Co/The 1,951281.8K $
102iShares Core MSCI EAFE ETF 3,097280.4K $
103Blue Owl Capital Corp 25,111277.7K $
104iShares Core Dividend Growth ETF 3,899273.6K $
105Home Depot Inc/The 830273K $
106Equinix Inc 273267.6K $
107iShares Trust 2,728265.2K $
108BlackRock Utilities, Infrastructure & Power Opportunities Trust 9,839259.6K $
109General Electric Co 914259.4K $
110VANGUARD ENERGY ETF VANGUARD ENERGY ETF 1,496258.9K $
111Taiwan Semiconductor Manufacturing Co Ltd 762257.5K $
112McDonald's Corp. 826256.7K $
113Ameriprise Financial Inc 572254.2K $
114ServiceNow Inc 2,421253.1K $
115Toro Co/The 2,599242.9K $
116Invesco National AMT-Free Municipal Bond ETF 10,437239.8K $
117Vanguard Mega Cap Growth ETF 648238.3K $
118SPDR Series Trust 2,597237.7K $
119International Business Machines Corp. 948229.8K $
120Coca-Cola Co/The 3,010228.9K $
121Consolidated Edison Inc 2,000226.4K $
122State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 9,012223.5K $
123ETF Series Solutions 5,184217.5K $
124Chart Industries Inc 1,001207K $
125QUALCOMM Inc 1,559200.8K $
126FS Credit Opportunities Corp 28,356144.6K $

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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

  • United States 99.9 %
  • Taiwan 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States125324.3M $99.92 %
2Taiwan1257.5K $0.08 %
Cite this page

Titelia. "Holdings of LIBERTY SQUARE WEALTH PARTNERS LLC". https://titelia.com/en/funds/US13F2057655