§ 13F · FUND PROFILE
NewSquare Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1347.8T (13F)Positions · 1308Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23.5T 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 FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 353K | $118.3T | 10.4% | −11% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 871K | $64.0T | 5.6% | −10% |
| 3 | SCHX | SCHWAB STRATEGIC TR | 2.28M | $61.3T | 5.4% | −11% |
| 4 | IJH | ISHARES TR | 490K | $32.3T | 2.8% | −19% |
| 5 | BND | VANGUARD BD INDEX FDS | 412K | $30.5T | 2.7% | −9% |
| 6 | IGSB | ISHARES TR | 521K | $27.5T | 2.4% | −20% |
| 7 | PDP | INVESCO EXCHANGE TRADED FD T | 205K | $23.9T | 2.1% | −33% |
| 8 | SPLV | INVESCO EXCH TRADED FD TR II | 308K | $22.0T | 1.9% | −32% |
| 9 | XLK | SELECT SECTOR SPDR TR | 152K | $22.0T | 1.9% | +75% |
| 10 | XLI | SELECT SECTOR SPDR TR | 122K | $18.9T | 1.7% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEWSQUARE SIGNAL
AC read
NewSquare Capital LLC is a Other fund managing $1347820.4 trillion in assets. The fund runs a massive portfolio of 1,308 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