NewSquare Capital LLC
Q3 2025 13F Holdings
- Locationnewtown square, PA
- Num holdings
188
- Value ($000)
$1,474,726
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001546989
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $129.61 M | 9 % | 394,962 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $69.41 M | 5 % | 972,487 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $67.34 M | 5 % | 2,556,496 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $39.36 M | 3 % | 603,101 | ||
PDP INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | 46137V837 | $36.29 M | 3 % | 307,398 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $34.44 M | 2 % | 649,506 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $33.61 M | 2 % | 451,957 | ||
SPLV INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $33.44 M | 2 % | 455,085 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $24.52 M | 2 % | 87,007 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $23.75 M | 2 % | 403,568 |
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