Liquid Strategies, LLC has filed its 13F-HR report, detailing its holdings as of September 30, 2026. The filing shows a total value of approximately $920 million in various securities, marking a significant snapshot of the firm's investment strategy.
Liquid Strategies, LLC is based in Atlanta, Georgia, and operates under the Central Index Key (CIK) number 0001774727. The firm specializes in asset management, focusing on various investment strategies. Its recent filings indicate a consistent engagement with the SEC, showcasing its compliance and transparency in reporting.
The 13F-HR filing reveals that Liquid Strategies holds investments in several prominent ETFs, including the iShares Core MSCI EAFE ETF and the Vanguard S&P 500 ETF. Specifically, the firm has reported holdings such as:
"The total value of securities is approximately $920,143,627."
This filing may affect various stakeholders, including investors and competitors in the asset management industry. With a strong emphasis on ETFs, Liquid Strategies aligns itself with a growing trend among investors seeking diversified, low-cost investment options. Competitors in the ETF space, particularly those offering similar products, may find themselves in a more competitive environment as firms like Liquid Strategies continue to expand their portfolios.
Looking ahead, the filing does not specify what actions Liquid Strategies will take next. However, it is likely that the firm will continue to monitor market trends and adjust its holdings accordingly in future filings.
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