Capital Squared Financial LLC: 13F holdings
CIK 21286912026Q2
| Positions | 87 |
|---|
| Reported value | $153.0m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 87 (+2 vs prior quarter) |
|---|
| Reported value | $153.0m (+16.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHV SCHWAB STRATEGIC TR | 327,568 | $11.4m | 7.5% |
| SCHX SCHWAB STRATEGIC TR | 373,215 | $11.0m | 7.2% |
| SCHG SCHWAB STRATEGIC TR | 317,534 | $10.7m | 7.0% |
| QQQ INVESCO QQQ TR | 13,038 | $9.6m | 6.3% |
| VUG VANGUARD INDEX FDS | 48,949 | $4.2m | 2.8% |
| AAPL APPLE INC | 14,468 | $4.2m | 2.7% |
| VV VANGUARD INDEX FDS | 11,929 | $4.1m | 2.7% |
| IJH ISHARES TR | 52,001 | $4.0m | 2.6% |
| VGK VANGUARD INTL EQUITY INDEX F | 39,609 | $3.5m | 2.3% |
| IJR ISHARES TR | 22,156 | $3.3m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2128691")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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