§ 13F · FUND PROFILE
NewSquare Capital LLC.
AUM · $1.4B (13F)Positions · 236Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$56M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 379K | $140M | 10.4% | +4% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 922K | $77M | 5.7% | +4% |
| 3 | SCHX | SCHWAB STRATEGIC TR | 2.45M | $72M | 5.3% | +4% |
| 4 | IJH | ISHARES TR | 509K | $39M | 2.9% | +3% |
| 5 | BND | VANGUARD BD INDEX FDS | 457K | $34M | 2.5% | +6% |
| 6 | IGSB | ISHARES TR | 609K | $32M | 2.4% | +5% |
| 7 | XLK | SELECT SECTOR SPDR TR | 157K | $30M | 2.2% | +1% |
| 8 | XLI | SELECT SECTOR SPDR TR | 130K | $24M | 1.8% | +5% |
| 9 | PDP | INVESCO EXCHANGE TRADED FD T | 129K | $20M | 1.4% | +19% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 24K | $18M | 1.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEWSQUARE SIGNAL
AC read
NewSquare Capital LLC is a Other fund managing $1.4 billion in assets. The fund runs a broad portfolio of 236 positions.
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