NewSquare Capital LLC: 13F holdings
CIK 15469892026Q2
| Positions | 227 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 227 (+25 vs prior quarter) |
|---|
| Reported value | $1.4bn (+17.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 379,249 | $140.3m | 10.4% |
| VEU VANGUARD INTL EQUITY INDEX F | 921,792 | $77.2m | 5.7% |
| SCHX SCHWAB STRATEGIC TR | 2,448,108 | $72.0m | 5.3% |
| IJH ISHARES TR | 508,963 | $39.2m | 2.9% |
| BND VANGUARD BD INDEX FDS | 457,391 | $33.6m | 2.5% |
| IGSB ISHARES TR | 609,297 | $31.9m | 2.4% |
| XLK SELECT SECTOR SPDR TR | 157,010 | $29.9m | 2.2% |
| XLI SELECT SECTOR SPDR TR | 130,436 | $24.2m | 1.8% |
| PDP INVESCO EXCHANGE TRADED FD T | 129,102 | $19.6m | 1.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 23,995 | $17.9m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1546989")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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