LIBERTY SQUARE WEALTH PARTNERS LLC
Q3 2025 Form 13-F
BETHLEHEM, PENNSYLVANIA
CIK 0002057655
· CRD 332476
· SEC-registered investment adviser
$324.0M Reported Value Total
LIBERTY SQUARE WEALTH PARTNERS LLC reports 1,482 total accounts under management (AUM). There are 1,482 discretionary accounts valued at $476,000,000, 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
$324.0M
Quarter over quarter
+7.0%
Holdings
145
Top-10 concentration
60.2%
Key People
Form ADV owners & control persons
Gerald Anthony Camera
MANAGING MEMBER
Allen Stuart Hamilton
MANAGING MEMBER
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13F Metrics
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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | November 06, 2025 |
| Form | 13F-HR |
| Reported value | $324.0M |
| Positions | 145 |
| Change in reported value | +11.9% |
| New positions | 6 |
| Exited positions | 7 |
| Position turnover | 8.6% |
| Top-10 concentration | 60.2% |
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 · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | $40.5M | 12.5% |
| 2 | RDVY FIRST TR EXCHANGE TRADED FD | $38.0M | 11.72% |
| 3 | SPYM SPDR SERIES TRUST | $36.1M | 11.15% |
| 4 | AAPL APPLE INC | $19.0M | 5.86% |
| 5 | IQLT ISHARES TR | $17.7M | 5.47% |
| 6 | SCHD SCHWAB STRATEGIC TR | $11.6M | 3.6% |
| 7 | HYDB ISHARES TR | $10.0M | 3.08% |
| 8 | QQQ INVESCO QQQ TR | $9.3M | 2.88% |
| 9 | XMHQ INVESCO EXCHANGE TRADED FD T | $6.4M | 1.97% |
| 10 | MSFT MICROSOFT CORP | $6.3M | 1.94% |
| 11 | SPY SPDR S&P 500 ETF TR | $5.1M | 1.57% |
| 12 | FSMD FIDELITY COVINGTON TRUST | $5.0M | 1.55% |
| 13 | VB VANGUARD INDEX FDS | $5.0M | 1.54% |
| 14 | FNDA SCHWAB STRATEGIC TR | $4.4M | 1.36% |
| 15 | CLSE TRUST FOR PROFESSIONAL MANAG | $4.2M | 1.29% |
| 16 | NVDA NVIDIA CORPORATION | $3.7M | 1.14% |
| 17 | SCHM SCHWAB STRATEGIC TR | $3.5M | 1.07% |
| 18 | BRK-B BERKSHIRE HATHAWAY INC DEL | $2.8M | 0.87% |
| 19 | VYM VANGUARD WHITEHALL FDS | $2.8M | 0.86% |
| 20 | BND VANGUARD BD INDEX FDS | $2.4M | 0.74% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.