Capital Squared Financial LLC - Portfolio Stock Holdings
Capital Squared Financial LLC disclosed 90 stock positions in a recent SEC 13F filing. $152,958,415 of stock holdings were filed, with the largest holdings including SCHV, SCHX, and SCHG. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $198,700,000 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
90Est. Stock Holding Value:
$152,958,415Top Stock Holdings By Sector
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Portfolio Stock Holdings - Capital Squared Financial LLC
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Stock
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% of Portfolio
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