Long-term investor
Liberty Square Wealth Partners LLC @libertysquarewealthpartn
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002057655).
Record
- Tracked since 2025-06-30 (449 days), 73 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +11.3% · 1 year n/a · all +11.7%
- Max drawdown n/a · win rate 47% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33738R506 · 16.6% · long · since 2025-06-30
- 78464A854 · 15.0% · long · since 2025-06-30
- 922908363 · 7.1% · long · since 2025-06-30
- 025072703 · 6.3% · long · since 2025-09-30
- AAPL · 5.0% · long · since 2025-06-30
- 46435G250 · 4.9% · long · since 2025-06-30
- 316092527 · 4.5% · long · since 2025-09-30
- 46090E103 · 4.1% · long · since 2025-06-30
- 89834G760 · 3.5% · long · since 2025-06-30
- 46137V472 · 2.7% · long · since 2025-06-30
- 808524797 · 2.2% · long · since 2025-06-30
- 46434V456 · 1.6% · long · since 2025-06-30