Liquid Strategies, LLC - Portfolio Stock Holdings

Liquid Strategies, LLC disclosed 7 stock positions in a recent SEC 13F filing. $920,143,628 of stock holdings were filed, with the largest holdings including VOO, VCSH, and IEFA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,446,157,958 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.