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NewSquare Capital LLC

Q1 2026 13F Holdings

  • Location
    newtown square, PA
  • Num holdings

    211

  • Value ($000)

    $1,152,902

  • Date Filed
    05/08/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$116.94M
10 %

364,503

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$66.55M
6 %

886,209

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$60.3M
5 %

2,351,837

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$33.46M
3 %

495,469

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$31.75M
3 %

431,128

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$30.49M
3 %

580,167

X
XLK

SELECT SECTOR SPDR TR

STATE STREET TEC
81369Y803
$20.73M
2 %

155,960

X
XLI

SELECT SECTOR SPDR TR

STATE STREET IND
81369Y704
$20.17M
2 %

124,703

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$15.44M
1 %

200,015

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$15.36M
1 %

23,617

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