Capital Squared Financial LLC
13F Portfolio Filings
Most recent 13F Q2 2026Location rockville, MDCIK 0002128691All SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
87 | $152.96M | SCHV, SCHX, SCHG, NDQ | 13F-HR | Jul 21, 2026 | 000212869126000005 | ||
85 | $130.96M | SCHV, SCHX, SCHG, NDQ | 13F-HR | May 1, 2026 | 000212869126000004 | ||
82 | $128.21M | SCHG, SCHX, SCHV, NDQ | 13F-HR | Apr 17, 2026 | 000212869126000003 | ||
78 | $115.27M | SCHG, SCHX, SCHV, NDQ | 13F-HR | Apr 17, 2026 | 000212869126000002 | ||
66 | $85.77M | SCHX, SCHG, SCHV, NDQ | 13F-HR | Apr 17, 2026 | 000212869126000001 |