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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002057655

LIBERTY SQUARE WEALTH PARTNERS LLC

BETHLEHEM, PA · File #028-25407

Latest AUM
$350.6M
Positions
145
Top-10 Concentration
71.8%
Filings
5

Sector Allocation

Technology
9.8%$34.2M
Financials
7.4%$26.0M
Healthcare
0.5%$1.7M
Industrials
0.4%$1.6M
Energy
0.4%$1.3M
Real Estate
0.1%$208,396

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1FIRST TR EXCHANGE TRADED FD33738R506736,020$51.1M16.38%
2SPDR SERIES TRUST78464A854601,095$48.2M15.44%
3VANGUARD INDEX FDS92290836348,992$30.7M9.84%
4APPLE INCAAPL74,806$20.3M6.51%
5AMERICAN CENTY ETF TR025072703218,063$18.0M5.75%
6ISHARES TR46435G250329,204$15.6M4.99%
7FIDELITY COVINGTON TRUST316092527259,983$11.5M3.67%
8INVESCO QQQ TRIVZ18,534$11.4M3.65%
9SCHWAB STRATEGIC TR808524797320,603$8.8M2.82%
10TRUST FOR PROFESSIONAL MANAG89834G760314,529$8.6M2.75%
11INVESCO EXCHANGE TRADED FD TIVZ82,514$8.5M2.71%
12ISHARES TR46434V456166,846$7.6M2.43%
13MICROSOFT CORPMSFT12,103$5.9M1.87%
14SPDR S&P 500 ETF TRSPY7,851$5.4M1.71%
15VANGUARD INDEX FDS92290875116,516$4.3M1.36%
16NVIDIA CORPORATIONNVDA19,757$3.7M1.18%
17BERKSHIRE HATHAWAY INC DELBRK-A5,577$2.8M0.90%
18VANGUARD WHITEHALL FDS92194640619,187$2.8M0.88%
19AMPLIFY ETF TR03210840951,631$2.3M0.74%
20VANGUARD ADMIRAL FDS INC9219325055,046$2.2M0.72%