NewSquare Capital LLC - Portfolio Stock Holdings
NewSquare Capital LLC disclosed 198 stock positions in a recent SEC 13F filing. $1,127,176,378 of stock holdings were filed, with the largest holdings including VTI, VEU, and SCHX. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 17, 2026.We estimate the fund has a total AUM of $2,392,742,156 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Dec. 31, 2025No. of Stocks:
198Est. Stock Holding Value:
$1,127,176,378Top Stock Holdings By Sector
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Portfolio Stock Holdings - NewSquare Capital LLC
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