§ 13F · FUND PROFILE
BLUE SQUARE ASSET MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $213.5T (13F)Positions · 67Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 32K | $20.0T | 8.9% | −1% |
| 2 | IJR | ISHARES CORE S&P SMALL CAP ETF | 121K | $14.6T | 6.5% | +104% |
| 3 | QQQ | INVESCO QQQ TRUST SERIES I | 21K | $12.7T | 5.6% | +3% |
| 4 | NVDA | NVIDIA CORPORATION COM | 56K | $10.4T | 4.6% | +2% |
| 5 | GBIL | ACCESS TREASURY 0-1 YEAR ETF | 92K | $9.2T | 4.1% | −56% |
| 6 | SCHM | SCHWAB U.S. MID-CAP ETF | 306K | $9.2T | 4.1% | +28% |
| 7 | AAPL | APPLE INC COM | 33K | $8.9T | 3.9% | +15% |
| 8 | GOOGL | ALPHABET INC CAP STK CL A | 28K | $8.8T | 3.9% | −1% |
| 9 | INDA | ISHARES MSCI INDIA ETF | 151K | $8.1T | 3.6% | +34% |
| 10 | AMZN | AMAZON COM INC COM | 34K | $7.9T | 3.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUE SIGNAL
AC read
BLUE SQUARE ASSET MANAGEMENT, LLC is a Other fund managing $213546.4 trillion in assets. The fund runs a portfolio of 67 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed