LIBERTY SQUARE WEALTH PARTNERS LLC
Q4 2025 Form 13-F
BETHLEHEM, PENNSYLVANIA
CIK 0002057655
· CRD 332476
· SEC-registered investment adviser
$350.6M Reported Value Total
LIBERTY SQUARE WEALTH PARTNERS LLC reports 1,668 total accounts under management (AUM). There are 1,668 discretionary accounts valued at $567,782,618, 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
$350.6M
Quarter over quarter
+1.8%
Holdings
144
Top-10 concentration
64.0%
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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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | February 11, 2026 |
| Form | 13F-HR |
| Reported value | $350.6M |
| Positions | 144 |
| Change in reported value | +8.2% |
| New positions | 5 |
| Exited positions | 6 |
| Position turnover | 7.3% |
| Top-10 concentration | 64.0% |
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 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | RDVY FIRST TR EXCHANGE TRADED FD | $51.1M | 14.58% |
| 2 | SPYM SPDR SERIES TRUST | $48.2M | 13.75% |
| 3 | VOO VANGUARD INDEX FDS | $30.7M | 8.76% |
| 4 | AAPL APPLE INC | $20.3M | 5.8% |
| 5 | AVDE AMERICAN CENTY ETF TR | $18.0M | 5.12% |
| 6 | HYDB ISHARES TR | $15.6M | 4.45% |
| 7 | FSMD FIDELITY COVINGTON TRUST | $11.5M | 3.27% |
| 8 | QQQ INVESCO QQQ TR | $11.4M | 3.25% |
| 9 | SCHD SCHWAB STRATEGIC TR | $8.8M | 2.51% |
| 10 | CLSE TRUST FOR PROFESSIONAL MANAG | $8.6M | 2.45% |
| 11 | XMHQ INVESCO EXCHANGE TRADED FD T | $8.5M | 2.41% |
| 12 | IQLT ISHARES TR | $7.6M | 2.16% |
| 13 | MSFT MICROSOFT CORP | $5.9M | 1.67% |
| 14 | SPY SPDR S&P 500 ETF TR | $5.4M | 1.53% |
| 15 | VB VANGUARD INDEX FDS | $4.3M | 1.22% |
| 16 | NVDA NVIDIA CORPORATION | $3.7M | 1.05% |
| 17 | BRK-B BERKSHIRE HATHAWAY INC DEL | $2.8M | 0.8% |
| 18 | VYM VANGUARD WHITEHALL FDS | $2.8M | 0.79% |
| 19 | DIVO AMPLIFY ETF TR | $2.3M | 0.66% |
| 20 | VOOG VANGUARD ADMIRAL FDS INC | $2.2M | 0.64% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.