NewSquare Capital LLC

Q3 2025 13F Holdings

  • Location
    newtown square, PA
  • Num holdings

    188

  • Value ($000)

    $1,474,726

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001546989
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$129.61M
9 %

394,962

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$69.41M
5 %

972,487

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$67.34M
5 %

2,556,496

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$39.36M
3 %

603,101

P
PDP

INVESCO EXCHANGE TRADED FD T

DORSEY WRIGHT MO
46137V837
$36.29M
3 %

307,398

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$34.44M
2 %

649,506

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$33.61M
2 %

451,957

S
SPLV

INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL
46138E354
$33.44M
2 %

455,085

X
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$24.52M
2 %

87,007

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$23.75M
2 %

403,568

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