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Liberty Atlantic Advisors LLC

Q2 2026 · 13F-HR

Liberty Atlantic Advisors LLCholdings as filed

Filed 2026-07-22 · accession 0001754960-26-000592

$139.0M
Reported value
86
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
45783Y673SFLRINNOVATOR ETFS TRUST$26.3M19.0%682,497CommonNONE
45783Y681QFLRINNOVATOR ETFS TRUST$17.0M12.3%466,984CommonNONE
45784N387IFLRINNOVATOR ETFS TRUST$9.1M6.58%171,225CommonNONE
464287226AGGISHARES TR$6.9M4.96%69,587CommonNONE
45784N502RFLRINNOVATOR ETFS TRUST$5.8M4.14%175,150CommonNONE
47103U845JAAAJANUS DETROIT STR TR$5.5M3.97%108,980CommonNONE
092528603BINCBLACKROCK ETF TRUST II$5.0M3.63%96,255CommonNONE
464287457SHYISHARES TR$4.3M3.09%52,233CommonNONE
46435G474FALNISHARES TR$4.2M3.04%154,970CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$4.1M2.95%101,900CommonNONE
464288588MBBISHARES TR$3.8M2.75%40,494CommonNONE
46429B747STIPISHARES TR$3.8M2.75%37,389CommonNONE
464286517LEMBISHARES INC$3.8M2.74%89,814CommonNONE
45782C714EJULINNOVATOR ETFS TRUST$2.8M2.01%89,207CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$2.7M1.95%54,706CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$1.8M1.31%39,665CommonNONE
45782C623EOCTINNOVATOR ETFS TRUST$1.6M1.17%47,628CommonNONE
02079K107GOOGALPHABET INC$1.6M1.16%4,544CommonNONE
45782C516EJANINNOVATOR ETFS TRUST$1.2M0.86%33,128CommonNONE
45782C359EAPRINNOVATOR ETFS TRUST$1.0M0.74%31,312CommonNONE
45784N841NDECINNOVATOR ETFS TRUST$947,1610.68%31,530CommonNONE
72201R775BONDPIMCO ETF TR$883,0950.64%9,577CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$863,1800.62%18,599CommonNONE
78464A508SPYVSPDR SERIES TRUST$847,2900.61%13,938CommonNONE
78464A854SPYMSPDR SERIES TRUST$839,6060.60%9,554CommonNONE
45782C466NJANINNOVATOR ETFS TRUST$731,8480.53%12,400CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$712,4330.51%11,936CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$624,2220.45%14,792CommonNONE
46090E103QQQINVESCO QQQ TR$621,8590.45%844CommonNONE
67066G104NVDANVIDIA CORPORATION$603,9960.43%3,019CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$579,3930.42%8,132CommonNONE
78464A359CWBSPDR SERIES TRUST$552,5780.40%5,125CommonNONE
78464A409SPYGSPDR SERIES TRUST$542,8320.39%4,562CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$539,7420.39%8,815CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$523,4720.38%12,109CommonNONE
45782C615NOCTINNOVATOR ETFS TRUST$518,4570.37%8,292CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$462,2040.33%10,037CommonNONE
46138J437IMFLINVESCO EXCH TRD SLF IDX FD$458,5080.33%13,352CommonNONE
023135106AMZNAMAZON COM INC$453,0390.33%1,901CommonNONE
02079K305GOOGLALPHABET INC$448,4990.32%1,255CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$446,1770.32%9,776CommonNONE
464287507IJHISHARES TR$446,1580.32%5,786CommonNONE
45782C631IOCTINNOVATOR ETFS TRUST$441,9570.32%11,948CommonNONE
46435G425ESGUISHARES TR$439,4540.32%2,685CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$427,5530.31%6,238CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$424,7640.31%1,402CommonNONE
45782C722IJULINNOVATOR ETFS TRUST$420,2020.30%11,682CommonNONE
45784N742ZMARINNOVATOR ETFS TRUST$407,2550.29%14,434CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$392,9700.28%9,515CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$392,9590.28%525CommonNONE
45782C334NAPRINNOVATOR ETFS TRUST$389,6540.28%6,582CommonNONE
464287200IVVISHARES TR$387,1760.28%517CommonNONE
922908363VOOVANGUARD INDEX FDS$376,4070.27%548CommonNONE
12811T571CAIECALAMOS ETF TR$340,0460.24%12,497CommonNONE
20464U100COMPCOMPASS INC$335,5240.24%27,212CommonNONE
037833100AAPLAPPLE INC$333,4770.24%1,152CommonNONE
45783Y533ISEPINNOVATOR ETFS TRUST$330,0150.24%9,538CommonNONE
464288877EFVISHARES TR$328,0930.24%4,286CommonNONE
46625H100JPMJPMORGAN CHASE & CO$327,4680.24%1,000CommonNONE
45783Y426IDECINNOVATOR ETFS TRUST$316,2420.23%9,215CommonNONE
092528504CLOABLACKROCK ETF TRUST II$310,9310.22%5,990CommonNONE
45784N833KDECINNOVATOR ETFS TRUST$300,9420.22%10,604CommonNONE
30303M102METAMETA PLATFORMS INC$297,9800.21%529CommonNONE
45784N205NSEPINNOVATOR ETFS TRUST$294,8600.21%9,434CommonNONE
45782C276NJULINNOVATOR ETFS TRUST$283,6260.20%3,663CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$273,4610.20%5,993CommonNONE
922908769VTIVANGUARD INDEX FDS$260,7620.19%704CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$259,0390.19%3,093CommonNONE
539830109LMTLOCKHEED MARTIN CORP$250,1450.18%491CommonNONE
45783Y269NJUNINNOVATOR ETFS TRUST$247,3700.18%7,528CommonNONE
46434G103IEMGISHARES INC$243,5430.18%2,940CommonNONE
46435G102ICVTISHARES TR$239,2190.17%1,965CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$237,9410.17%4,981CommonNONE
45782C342KAPRINNOVATOR ETFS TRUST$237,8050.17%5,975CommonNONE
46435G516ESGDISHARES TR$232,4530.17%2,261CommonNONE
594918104MSFTMICROSOFT CORP$229,5880.17%615CommonNONE
46434G863ESGEISHARES INC$226,1980.16%4,136CommonNONE
91851C201EGYVAALCO ENERGY INC$222,2090.16%43,742CommonNONE
46435U713IFRAISHARES TR$221,2070.16%3,509CommonNONE
46434V621DGROISHARES TR$220,1190.16%2,904CommonNONE
464285204IAUISHARES GOLD TR$214,8260.15%2,845CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$210,5250.15%1,105CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$209,2580.15%485CommonNONE
00123Q104AGNCAGNC INVT CORP$132,2400.10%12,000CommonNONE
76680V108REIRING ENERGY INC$83,7000.06%77,500CommonNONE
755408101RDIREADING INTL INC$12,8000.01%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.