Newsquare Capital Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.15B
Q ending 2026-03-31
Prior quarter
$1.13B
Q ending 2025-12-31
Change
+1.7% QoQ · -6.1% YoY
Positions
211
reported holdings

Largest positions

Top 100 of 211 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Index FdsVTIShares$116.9M365K
Vanguard Intl Equity Index FVEUShares$66.6M886K
Schwab Strategic TrSCHXShares$60.3M2.4M
Ishares TrIJHShares$33.5M495K
Vanguard Bd Index FdsBNDShares$31.7M431K
Ishares TrIGSBShares$30.5M580K
Select Sector Spdr TrXLKShares$20.7M156K
Select Sector Spdr TrXLIShares$20.2M125K
Vanguard Bd Index FdsBIVShares$15.4M200K
State Str Spdr S&P 500 Etf TSPYShares$15.4M24K
Vanguard Tax-Managed FdsVEAShares$14.9M233K
Jpmorgan Chase & CoJPMShares$14.6M50K
Ishares TrIJRShares$13.3M107K
Invesco Exch Traded Fd Tr IiSPLVShares$13.2M181K
Invesco Exchange Traded Fd TPDPShares$13.1M108K
Ishares TrMBBShares$12.9M136K
Spdr Series TrustJNKShares$12.2M128K
Nvidia CorporationNVDAShares$11.7M67K
International Business MachsIBMShares$11.5M47K
Apple IncAAPLShares$10.6M42K
Seagate Technology Hldngs PlShares$10.2M26K
Spdr Series TrustSPYGShares$9.7M100K
Invesco Exch Traded Fd Tr IiPIEShares$9.7M373K
Ishares TrIGIBShares$9.5M179K
Invesco Exch Traded Fd Tr IiPIZShares$9.3M187K
Ishares TrAGGShares$9.2M92K
Spdr Series TrustSPYVShares$9.1M161K
Cf Industries HoldCFShares$9.1M70K
Toronto Dominion Bk OntTDShares$8.3M89K
First Tr Exchange-Traded FdFBTShares$8.2M41K
First Tr Exchange Trad Fd ViFTGCShares$8.2M286K
First Tr Exchange Traded FdFTXRShares$8.0M210K
First Tr Exchange Traded FdFTXNShares$8.0M206K
Spdr Series TrustSPHYShares$7.9M341K
Lyondellbasell Industries NvShares$7.9M98K
Proshares TrOILKShares$7.8M145K
Ishares IncEWCShares$7.8M143K
Teradyne IncTERShares$7.8M26K
Ishares TrIWBShares$7.8M22K
Spdr Series TrustKREShares$7.8M119K
First Tr Exchange-Traded FdMISLShares$7.6M171K
Cummins IncCMIShares$7.6M14K
First Tr Exchange Traded FdFTXLShares$7.6M51K
Dbx Etf TrDBEFShares$7.2M146K
Caseys Gen Stores IncCASYShares$7.1M10K
Alphabet IncGOOGLShares$6.8M23K
Cms Energy CorpCMSShares$6.7M87K
Canadian Imperial Bank Of CoCMShares$6.7M71K
Vanguard Scottsdale FdsVGSHShares$6.6M113K
Phillips 66PSXShares$6.6M36K
Essential Utils IncWTRGShares$6.6M164K
Amgen IncAMGNShares$6.5M19K
Lci IndsLCIIShares$6.5M53K
Valero Energy CorpVLOShares$6.5M26K
Microsoft CorpMSFTShares$6.4M17K
Duke Energy Corp NewDUKShares$6.4M49K
Ishares IncEWZShares$6.4M167K
Cisco Sys IncCSCOShares$6.3M81K
Merck & Co IncMRKShares$5.9M49K
Msc Indl Direct IncMSMShares$5.9M64K
Prudential Finl IncPRUShares$5.8M60K
First Amern Finl CorpFAFShares$5.8M97K
Gilead Sciences IncGILDShares$5.8M42K
Eastman Chem CoEMNShares$5.8M76K
Amazon Com IncAMZNShares$5.8M28K
Unum GroupUNMShares$5.7M78K
Garmin LtdShares$5.7M25K
Packaging Corp AmerPKGShares$5.7M27K
Unilever PlcULShares$5.6M99K
Cvs Health CorpCVSShares$5.6M79K
Vanguard Intl Equity Index FVWOShares$5.5M102K
Tyson Foods IncTSNShares$5.5M86K
Southern Copper CorpSCCOShares$5.4M31K
Wisdomtree TrEPSShares$5.4M79K
Wisdomtree TrDWMShares$5.3M76K
Primoris Svcs CorpPRIMShares$5.3M37K
Hf Sinclair CorpDINOShares$5.3M85K
Spdr Series TrustEBNDShares$5.3M254K
Ssga Active Etf TrSRLNShares$5.0M125K
Vanguard Scottsdale FdsVMBSShares$5.0M106K
Gap IncGAPShares$4.9M202K
Spdr Series TrustBWXShares$4.8M219K
Vanguard Scottsdale FdsVCLTShares$4.8M64K
United Parcel Svcs IncUPSShares$4.7M48K
Spdr Series TrustCWBShares$4.7M51K
Ishares TrEFAShares$4.6M47K
International Paper CoIPShares$4.5M127K
Pepsico IncPEPShares$4.5M29K
Stanley Black & Decker IncSWKShares$4.3M61K
Best Buy IncBBYShares$4.2M66K
Bxp IncBXPShares$4.1M80K
Freeport Mcmoran IncFCXShares$4.1M69K
Ishares TrEPOLShares$3.9M107K
Sanofi SaSNYShares$3.9M81K
Ishares IncEISShares$3.9M33K
Pfizer IncPFEShares$3.8M137K
Ishares IncEWIShares$3.8M72K
Ishares TrEPUShares$3.8M47K
Ishares IncEWYShares$3.8M30K
Celestica IncCLSShares$3.7M13K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.