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Capital Squared Financial LLC

Q2 2026 13F Holdings

  • Location
    rockville, MD
  • Num holdings

    87

  • Value ($000)

    $152,958

  • Date Filed
    07/21/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$11.4M
8 %

327,568

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$10.98M
7 %

373,215

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$10.75M
7 %

317,534

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$9.6M
6 %

13,038

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$4.22M
3 %

48,949

A
AAPL

APPLE INC

COM
037833100
$4.19M
3 %

14,468

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$4.1M
3 %

11,929

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$4.01M
3 %

52,001

V
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
922042874
$3.51M
2 %

39,609

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$3.29M
2 %

22,156

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