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Disclosed positions
LIBERTY SQUARE WEALTH PARTNERS LLC: source evidence dated 2026-08-11T03:59:59.999Z.
- Issuer
- FIRST TR EXCHANGE TRADED FD
- Ticker
- RDVY
- Class
- RISNG DIVD ACHIV
- Reported value
- $69,766,389
- Reported amount
- 860,676
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001202Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| FIRST TR EXCHANGE TRADED FD | RDVY | RISNG DIVD ACHIV | $69,766,389 | 860,676 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $62,913,838 | 715,906 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $29,793,545 | 43,380 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $26,365,793 | 295,581 | SH | None |
| APPLE INC | AAPL | COM | $20,794,695 | 71,864 | SH | None |
| ISHARES TR | HYDB | HIGH YLD SYSTM B | $20,500,774 | 438,332 | SH | None |
| FIDELITY COVINGTON TRUST | FSMD | SML MID MLTFCT | $18,844,979 | 356,575 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $17,182,869 | 23,334 | SH | None |
| TRUST FOR PROFESSIONAL MANAG | CLSE | CONVERGENCE LNG | $14,636,851 | 428,793 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XMHQ | S&P MDCP QUALITY | $11,379,402 | 100,810 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $9,043,716 | 285,201 | SH | None |
| ISHARES TR | IQLT | MSCI INTL QUALTY | $6,536,938 | 131,926 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,527,826 | 6,063 | SH | None |
| MICROSOFT CORP | MSFT | COM | $4,458,198 | 11,952 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $4,372,718 | 14,426 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,678,941 | 18,386 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $3,345,695 | 5,101 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $3,066,141 | 19,402 | SH | None |
| AMPLIFY ETF TR | DIVO | CWP ENHANCED DIV | $2,924,846 | 64,001 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $2,679,588 | 5,355 | SH | None |
| VANGUARD ADMIRAL FDS INC | VOOG | 500 GRTH IDX F | $2,371,415 | 28,703 | SH | None |
| ISHARES TR | HDV | CORE HIGH DV ETF | $2,302,451 | 84,000 | SH | None |
| ISHARES TR | IWY | RUS TP200 GR ETF | $2,130,826 | 7,332 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,040,667 | 8,562 | SH | None |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $2,031,353 | 38,502 | SH | None |
| MARATHON PETE CORP | MPC | COM | $1,925,195 | 7,530 | SH | None |
| FIDELITY D & D BANCORP INC | FDBC | COM | $1,863,615 | 36,243 | SH | None |
| ISHARES TR | IMCG | MRGSTR MD CP GRW | $1,840,435 | 18,723 | SH | None |
| SCHWAB STRATEGIC TR | FNDA | FUNDAMENTAL US S | $1,767,641 | 46,444 | SH | None |
| CATERPILLAR INC | CAT | COM | $1,687,867 | 1,585 | SH | None |
| META PLATFORMS INC | META | CL A | $1,672,427 | 2,969 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $1,641,330 | 27,000 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,585,005 | 7,273 | SH | None |
| ISHARES TR | IGV | EXPANDED TECH | $1,579,973 | 17,439 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $1,498,382 | 10,103 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $1,497,700 | 2 | SH | None |
| WW GRAINGER INC | GWW | COM | $1,469,232 | 1,080 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $1,395,729 | 11,678 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $1,394,184 | 2,400 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $1,382,413 | 7,256 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $1,293,310 | 16,052 | SH | None |
| SPDR SERIES TRUST | SPSM | ST STR SP600 SML | $1,284,426 | 22,272 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $1,267,406 | 34,375 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,247,035 | 3,370 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $1,204,029 | 3,501 | SH | None |
| ISHARES TR | SOXX | ISHARES SEMICDTR | $1,109,156 | 1,731 | SH | None |
| PPL CORP | PPL | COM | $975,489 | 26,836 | SH | None |
| VANECK ETF TRUST | FLTR | IG FLOA RATE ETF | $973,334 | 38,006 | SH | None |
| ELI LILLY & CO | LLY | COM | $971,538 | 810 | SH | None |
| NEW YORK LIFE INVESTMENTS ET | MNA | MERGE ARBIT ETF | $958,025 | 26,262 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.