LIBERTY SQUARE WEALTH PARTNERS LLC
RIA/Wealth
LIBERTY SQUARE WEALTH PARTNERS LLC is a RIA/Wealth based in Bethlehem, PA led by Gerald Anthony Camera, reporting $476.0M in AUM as of Q3 2025 with 79% ETF concentration and 60% concentrated in top 10 holdings.
Managing PartnerGerald Anthony Camera
- Portfolio Value
- $324.0M
- Positions
- 145
- Top Holding
- VOO at 12.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LIBERTY SQUARE WEALTH PARTNERS LLC's portfolio (60.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $40.5M | 12.50% | -$7.2M Sold | — 66.1K shares | |
ETF ETF | $38.0M | 11.72% | +$9.9M Bought | — 564.5K shares | |
ETF ETF | $36.1M | 11.15% | +$7.2M Bought | — 461.0K shares | |
Consumer Electronics Technology | $19.0M | 5.86% | -$210.3K Sold | 0.00% 74.5K shares | |
ETF ETF | $17.7M | 5.47% | +$727.0K Bought | — 401.2K shares | |
ETF ETF | $11.6M | 3.60% | -$3.4M Sold | — 426.7K shares | |
ETF ETF | $10.0M | 3.08% | +$5.2M Bought | — 208.6K shares | |
ETF ETF | $9.3M | 2.88% | +$697.6K Bought | — 15.5K shares | |
ETF ETF | $6.4M | 1.97% | +$1.7M Bought | — 60.9K shares | |
Software - Infrastructure Technology | $6.3M | 1.94% | -$63.7K Sold | 0.00% 12.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LIBERTY SQUARE WEALTH PARTNERS LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for LIBERTY SQUARE WEALTH PARTNERS LLC
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