—

Capital Squared Financial LLC

Q1 2026 13F Holdings

  • Location
    rockville, MD
  • Num holdings

    85

  • Value ($000)

    $130,958

  • Date Filed
    05/01/2026
  • Form type
    13F-HR
  • CIK
    0002128691
  • 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
S
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$9.84M
8 %

322,600

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$9.54M
7 %

372,118

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$9.16M
7 %

314,496

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$7.54M
6 %

13,058

A
AAPL

APPLE INC

COM
037833100
$3.67M
3 %

14,449

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$3.63M
3 %

60,973

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$3.58M
3 %

11,977

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$3.54M
3 %

52,394

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$3.51M
3 %

8,043

V
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
922042874
$3.09M
2 %

37,482

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 85