Institutions / NewSquare Capital LLC
NewSquare Capital LLC
CIK 1546989 · Institution · as of Dec 31, 2025
Portfolio value
$1.13B
Positions
182
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 182 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $118.29M | 10.4% |
| Vanguard Intl Equity Index F | $64.04M | 5.6% |
| Schwab Strategic Tr | $61.27M | 5.4% |
| iShares Tr | $32.31M | 2.8% |
| Vanguard Bd Index Fds | $30.50M | 2.7% |
| iShares Tr | $27.52M | 2.4% |
| Invesco Exchange Traded Fd T | $23.91M | 2.1% |
| Invesco Exch Traded Fd Tr II | $22.01M | 1.9% |
| Select Sector SPDR Tr | $21.95M | 1.9% |
| Select Sector SPDR Tr | $18.93M | 1.7% |
| Vanguard Scottsdale Fds | $18.50M | 1.6% |
| JPMorgan Chase & Co | $15.84M | 1.4% |
| SPDR S&P 500 ETF Tr | $15.58M | 1.4% |
| First Tr Exchange-Traded Fd | $15.23M | 1.3% |
| Vanguard Tax-Managed Fds | $14.95M | 1.3% |
| Vanguard Bd Index Fds | $14.87M | 1.3% |
| First Tr Exchange Traded Fd | $14.64M | 1.3% |
| First Tr Exchange Traded Fd | $14.63M | 1.3% |
| First Tr Exchange-Traded Fd | $14.27M | 1.3% |
| International Business Machines Corp | $14.12M | 1.2% |
| First Tr Exchange Traded Fd | $14.05M | 1.2% |
| Cummins Inc | $13.79M | 1.2% |
| iShares Tr | $13.10M | 1.2% |
| iShares Tr | $12.91M | 1.1% |
| SPDR Series Trust | $12.70M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.