LIBERTY SQUARE WEALTH PARTNERS LLC
Q4 2024 Form 13-F
BETHLEHEM, PENNSYLVANIA
CIK 0002057655
· CRD 332476
· SEC-registered investment adviser
$274.1M Reported Value Total
LIBERTY SQUARE WEALTH PARTNERS LLC reports 0 total accounts under management (AUM). There are 0 discretionary accounts , and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-05-15
Reported value
$274.1M
Quarter over quarter
0.0%
Holdings
151
Top-10 concentration
56.9%
Key People
Form ADV owners & control persons
Gerald Anthony Camera
MANAGING MEMBER
Allen Stuart Hamilton
MANAGING MEMBER
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Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | February 24, 2025 |
| Form | 13F-HR |
| Reported value | $274.1M |
| Positions | 151 |
| Change in reported value | First reported quarter |
| Top-10 concentration | 56.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 10, 2026
|
139 | $419.9M |
|
Q1 2026 13F
Filed May 7, 2026
|
140 | $358.4M |
|
Q4 2025 13F
Filed Feb 11, 2026
|
144 | $350.6M |
|
Q3 2025 13F
Filed Nov 6, 2025
|
145 | $324.0M |
|
Q2 2025 13F
Filed Jul 29, 2025
|
146 | $289.5M |
|
Q1 2025 13F
Filed Apr 29, 2025
|
144 | $262.1M |
|
Q4 2024 13F
Filed Feb 24, 2025
|
151 | $274.1M |
Top 20 holdings · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | $41.1M | 15.0% |
| 2 | SPYM SPDR SER TR | $26.2M | 9.54% |
| 3 | AAPL APPLE INC | $18.1M | 6.6% |
| 4 | RDVY FIRST TR EXCHANGE-TRADED FD | $17.2M | 6.26% |
| 5 | SCHD SCHWAB STRATEGIC TR | $16.2M | 5.91% |
| 6 | IQLT ISHARES TR | $12.5M | 4.58% |
| 7 | QQQ INVESCO QQQ TR | $6.6M | 2.4% |
| 8 | VB VANGUARD INDEX FDS | $6.5M | 2.39% |
| 9 | SCHM SCHWAB STRATEGIC TR | $6.3M | 2.29% |
| 10 | MSFT MICROSOFT CORP | $5.2M | 1.9% |
| 11 | SPY SPDR S&P 500 ETF TR | $4.6M | 1.66% |
| 12 | BND VANGUARD BD INDEX FDS | $4.0M | 1.45% |
| 13 | FNDA SCHWAB STRATEGIC TR | $3.2M | 1.18% |
| 14 | SPSM SPDR SER TR | $3.2M | 1.16% |
| 15 | XMHQ INVESCO EXCHANGE TRADED FD T | $3.0M | 1.09% |
| 16 | MNA NEW YORK LIFE INVESTMENTS ET | $3.0M | 1.08% |
| 17 | NVDA NVIDIA CORPORATION | $2.7M | 0.98% |
| 18 | BRK-B BERKSHIRE HATHAWAY INC DEL | $2.7M | 0.97% |
| 19 | HYLB DBX ETF TR | $2.5M | 0.93% |
| 20 | VGLT VANGUARD SCOTTSDALE FDS | $2.3M | 0.86% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.