Liquid Strategies, LLC Portfolio Holdings

Liquid Strategies, LLC

  • $453 Million
  • Q4 2025

Liquid Strategies, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $453 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $291M, Vanguard Sht Term Corp Bd ETF with a value of $50.3M, Ishares National Muni Bond ETF with a value of $34.7M, Ishares Core U.S. Aggregate Bo with a value of $32.9M, and Ishares Tr with a value of $23.2M.

Examining the 13F form we can see an decrease of $31.4M in the current position value, from $485M to 453M.

Liquid Strategies, LLC is based out at Atlanta, GA

Below you can find more details about Liquid Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $453 Million
ETFs: $453 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $453 Million
  • Prior Value $485 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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