§ 13F · FUND PROFILE
NewSquare Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 188Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$96M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 365K | $117M | 10.1% | +3% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 886K | $67M | 5.8% | +2% |
| 3 | SCHX | SCHWAB STRATEGIC TR | 2.35M | $60M | 5.2% | +3% |
| 4 | IJH | ISHARES TR | 495K | $33M | 2.9% | +1% |
| 5 | BND | VANGUARD BD INDEX FDS | 431K | $32M | 2.8% | +5% |
| 6 | IGSB | ISHARES TR | 580K | $30M | 2.6% | +11% |
| 7 | XLK | SELECT SECTOR SPDR TR | 156K | $21M | 1.8% | +2% |
| 8 | XLI | SELECT SECTOR SPDR TR | 125K | $20M | 1.7% | +2% |
| 9 | BIV | VANGUARD BD INDEX FDS | 200K | $15M | 1.3% | +5% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 24K | $15M | 1.3% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEWSQUARE SIGNAL
AC read
NewSquare Capital LLC is a Other fund managing $1.5 billion in assets. The fund runs a portfolio of 188 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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