Institutional filer · SEC 13F · Q4 2024
LIBERTY SQUARE WEALTH PARTNERS LLC
The reported 13F portfolio of LIBERTY SQUARE WEALTH PARTNERS LLC (CIK 2057655) - top holdings, how concentrated the book is, and what changed last quarter.
- $274.1M
- Reported book
- 154
- Positions
- #155
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, LIBERTY SQUARE WEALTH PARTNERS LLC ranks #155 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $274.1M across 154 positions, a moderately concentrated portfolio.
- $274.1M
- reported 13F value
- 154
- disclosed positions
- 15.0%
- in VANGUARD INDEX FDS
- #155
- of 360 filers
Top-5 share 43.3% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, LIBERTY SQUARE WEALTH PARTNERS LLC ranks #155 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where LIBERTY SQUARE WEALTH PARTNERS LLC sits by disclosed position count
LIBERTY SQUARE WEALTH PARTNERS LLC reports 154 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
LIBERTY SQUARE WEALTH PARTNERS LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
154 142nd of 360 higher than 218 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
LIBERTY SQUARE WEALTH PARTNERS LLC reports $0.27B across 154 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2057655 · Q4 2024 $274M book
BOOK-MID · POS-FOCUS · CONC-HEAVY · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #155/360
- POS-FOCUS 154 names
- CONC-HEAVY 43% top-5
- LEAD-DOM 15.0% VANGUARD INDEX FDS
- PHOTO-FINISH ALEXANDER LABRUNERIE…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: ALEXANDER LABRUNERIE & CO., INC.
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · LIBERTY SQUARE WEALTH PARTNERS LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$274.1M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $41.1M | 15.0% |
| 2 | SPDR SER TR | $26.2M | 9.5% |
| 3 | APPLE INC | $18.1M | 6.6% |
| 4 | FIRST TR EXCHANGE-TRADED FD | $17.2M | 6.3% |
| 5 | SCHWAB STRATEGIC TR | $16.2M | 5.9% |
| 6 | ISHARES TR | $12.5M | 4.6% |
| 7 | INVESCO QQQ TR | $6.6M | 2.4% |
| 8 | VANGUARD INDEX FDS | $6.5M | 2.4% |
| 9 | SCHWAB STRATEGIC TR | $6.3M | 2.3% |
| 10 | MICROSOFT CORP | $5.2M | 1.9% |
| 11 | SPDR S&P 500 ETF TR | $4.6M | 1.7% |
| 12 | VANGUARD BD INDEX FDS | $4.0M | 1.4% |
| 13 | SCHWAB STRATEGIC TR | $3.2M | 1.2% |
| 14 | SPDR SER TR | $3.2M | 1.2% |
| 15 | INVESCO EXCHANGE TRADED FD T | $3.0M | 1.1% |
| 16 | NEW YORK LIFE INVESTMENTS ET | $3.0M | 1.1% |
| 17 | NVIDIA CORPORATION | $2.7M | 1.0% |
| 18 | BERKSHIRE HATHAWAY INC DEL | $2.7M | 1.0% |
| 19 | DBX ETF TR | $2.5M | 0.9% |
| 20 | VANGUARD SCOTTSDALE FDS | $2.3M | 0.9% |
| 21 | META PLATFORMS INC | $2.3M | 0.8% |
| 22 | AMAZON COM INC | $2.2M | 0.8% |
| 23 | ISHARES TR | $2.1M | 0.8% |
| 24 | ISHARES TR | $2.1M | 0.8% |
| 25 | ISHARES TR | $2.1M | 0.8% |
Latest Quarter Trades · Q4 2024
New positions (154)
Frequently Asked Questions
- How big is LIBERTY SQUARE WEALTH PARTNERS LLC's 13F portfolio?
- LIBERTY SQUARE WEALTH PARTNERS LLC reports $274.1M of long US-equity positions across 154 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does LIBERTY SQUARE WEALTH PARTNERS LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, LIBERTY SQUARE WEALTH PARTNERS LLC ranks #155 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is LIBERTY SQUARE WEALTH PARTNERS LLC's largest position?
- LIBERTY SQUARE WEALTH PARTNERS LLC's largest reported position is VANGUARD INDEX FDS at $41.1M, about 15.0% of its reported book as of Q4 2024.
- What did LIBERTY SQUARE WEALTH PARTNERS LLC trade last quarter?
- In its Q4 2024 filing, LIBERTY SQUARE WEALTH PARTNERS LLC opened 154 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for LIBERTY SQUARE WEALTH PARTNERS LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($274.1M here).
Similar holding count
Nearest filers by number of disclosed positions (154 here).
Using this filing
- The rankings sort every tracked filer the same way LIBERTY SQUARE WEALTH PARTNERS LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- ALEXANDER LABRUNERIE & CO., INC. reported the nearest book value ($268.4M) this quarter, a useful scale comparison for LIBERTY SQUARE WEALTH PARTNERS LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.