Liquid Strategies, LLC 13F Holdings · Q2 2026
Liquid Strategies, LLC reported 7 securities worth $732.28M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (68.76%), VCSH (8.30%), AGG (6.56%). Among its top 25 positions this quarter: 6 added, 1 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $503.5M | 68.76% | 733,137 | Added |
| 2 | VCSH | VANGUARD SHORT-TERM CORPORATE | $60.8M | 8.30% | 769,472 | Added |
| 3 | AGG | ISHARES CORE U.S. AGGREGATE BO | $48.1M | 6.56% | 485,509 | Trimmed |
| 4 | MUB | ISHARES NATIONAL MUNI BOND ETF | $42.6M | 5.82% | 396,261 | Added |
| 5 | IEFA | ISHARES CORE MSCI EAFE ETF | $33.5M | 4.58% | 347,344 | Added |
| 6 | IJR | ISHARES CORE S&P SMALL CAP ETF | $32.4M | 4.43% | 218,767 | Added |
| 7 | IEMG | ISHARES CORE MSCI EMERGING MAR | $11.2M | 1.54% | 135,760 | Added |
| 8 | ICSH | ISHARES ULTRA SHORT-TERM BOND | $0 | 0.00% | 0 | Exited |
| 9 | VGK | VANGUARD FTSE EUROPE ETF | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR