NewSquare Capital LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$1.5T

Holdings

188

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (188 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
394,962$129.6B8.79%
2
VEUVANGUARD INTL EQUITY INDEX F
972,487$69.4B4.71%
3
SCHXSCHWAB STRATEGIC TR
2,556,496$67.3B4.57%
4
IJHISHARES TR
603,101$39.4B2.67%
5
PDPINVESCO EXCHANGE TRADED FD T
307,398$36.3B2.46%
6
IGSBISHARES TR
649,506$34.4B2.34%
7
BNDVANGUARD BD INDEX FDS
451,957$33.6B2.28%
8
SPLVINVESCO EXCH TRADED FD TR II
455,085$33.4B2.27%
9
XLKSELECT SECTOR SPDR TR
87,007$24.5B1.66%
10
VGSHVANGUARD SCOTTSDALE FDS
403,568$23.7B1.61%
11
QTECFIRST TR EXCHANGE-TRADED FD
99,739$22.9B1.55%
12
SPYSPDR S&P 500 ETF TR
34,176$22.8B1.54%
13
FDNFIRST TR EXCHANGE-TRADED FD
78,736$22.0B1.49%
14
JPMJPMORGAN CHASE & CO.
69,188$21.8B1.48%
15
FXOFIRST TR EXCHANGE TRADED FD
362,617$21.5B1.46%
16
FXRFIRST TR EXCHANGE TRADED FD
273,037$21.3B1.45%
17
FXUFIRST TR EXCHANGE TRADED FD
466,984$21.2B1.44%
18
XLISELECT SECTOR SPDR TR
134,652$20.8B1.41%
19
VEAVANGUARD TAX-MANAGED FDS
339,856$20.4B1.38%
20
IBMINTERNATIONAL BUSINESS MACHS
65,333$18.4B1.25%
21
JNKSPDR SERIES TRUST
184,798$18.1B1.23%
22
IJRISHARES TR
150,720$17.9B1.21%
23
STXSEAGATE TECHNOLOGY HLDNGS PL
73,181$17.3B1.17%
24
RBLXROBLOX CORP
121,010$16.8B1.14%
25
BIVVANGUARD BD INDEX FDS
209,149$16.3B1.11%
26
CMICUMMINS INC
38,499$16.3B1.10%
27
MBBISHARES TR
170,043$16.2B1.10%
28
SPYGSPDR SERIES TRUST
146,563$15.3B1.04%
29
NVDANVIDIA CORPORATION
81,552$15.2B1.03%
30
AAPLAPPLE INC
54,005$13.8B0.93%
31
AGGISHARES TR
134,400$13.5B0.91%
32
SPYVSPDR SERIES TRUST
230,011$12.7B0.86%
33
MSFTMICROSOFT CORP
23,287$12.1B0.82%
34
SCCOSOUTHERN COPPER CORP
97,487$11.8B0.80%
35
IWBISHARES TR
31,362$11.5B0.78%
36
LVLNSPDR SERIES TRUST
168,379$10.7B0.72%
37
SPHYSPDR SERIES TRUST
442,553$10.6B0.72%
38
TDTORONTO DOMINION BK ONT
127,037$10.2B0.69%
39
ULUNILEVER PLC
159,416$9.5B0.64%
40
OKLOOKLO INC
82,804$9.2B0.63%
41
CMSCMS ENERGY CORP
124,063$9.1B0.62%
42
CFCF INDS HLDGS INC
101,223$9.1B0.62%
43
FAFFIRST AMERN FINL CORP
139,657$9.0B0.61%
44
GRMNGARMIN LTD
35,302$8.7B0.59%
45
PRUPRUDENTIAL FINL INC
83,650$8.7B0.59%
46
UNMUNUM GROUP
111,205$8.6B0.59%
47
DUKDUKE ENERGY CORP NEW
69,158$8.6B0.58%
48
IPINTERNATIONAL PAPER CO
184,295$8.6B0.58%
49
MSMMSC INDL DIRECT INC
92,028$8.5B0.57%
50
BXPBXP INC
113,918$8.5B0.57%
51
CVSCVS HEALTH CORP
111,438$8.4B0.57%
52
PKGPACKAGING CORP AMER
37,610$8.2B0.56%
53
CLSCELESTICA INC
33,119$8.2B0.55%
54
AMZNAMAZON COM INC
36,917$8.1B0.55%
55
CMCANADIAN IMPERIAL BANK OF CO
101,237$8.1B0.55%
56
CASYCASEYS GEN STORES INC
14,244$8.1B0.55%
57
EWCISHARES INC
158,271$8.0B0.54%
58
VWOVANGUARD INTL EQUITY INDEX F
147,399$8.0B0.54%
59
IBNDSPDR SERIES TRUST
245,863$7.9B0.54%
60
CSCOCISCO SYS INC
114,423$7.8B0.53%
61
EBNDSPDR SERIES TRUST
363,103$7.8B0.53%
62
NBISNEBIUS GROUP N.V.
67,262$7.6B0.51%
63
AMGNAMGEN INC
26,371$7.4B0.50%
64
PRIMPRIMORIS SVCS CORP
53,882$7.4B0.50%
65
SRLNSSGA ACTIVE ETF TR
177,905$7.4B0.50%
66
DBEFDBX ETF TR
157,827$7.3B0.50%
67
BBYBEST BUY INC
94,379$7.1B0.48%
68
PSXPHILLIPS 66
51,921$7.1B0.48%
69
LCIILCI INDS
75,807$7.1B0.48%
70
AXPAMERICAN EXPRESS CO
20,430$6.8B0.46%
71
GILDGILEAD SCIENCES INC
59,867$6.6B0.45%
72
INDAISHARES TR
125,484$6.5B0.44%
73
SWKSTANLEY BLACK & DECKER INC
87,562$6.5B0.44%
74
RBRKRUBRIK INC.
78,031$6.4B0.44%
75
VLOVALERO ENERGY CORP
37,571$6.4B0.43%
76
DINOHF SINCLAIR CORP
121,376$6.4B0.43%
77
EFAISHARES TR
67,991$6.3B0.43%
78
AVGOBROADCOM INC
18,996$6.3B0.42%
79
NOWSERVICENOW INC
6,752$6.2B0.42%
80
GAPGAP INC
287,057$6.1B0.42%
81
MUBISHARES TR
56,504$6.0B0.41%
82
UPSUNITED PARCEL SERVICE INC
70,410$5.9B0.40%
83
ENRENERGIZER HLDGS INC NEW
233,892$5.8B0.39%
84
PEPPEPSICO INC
41,179$5.8B0.39%
85
TROWPRICE T ROWE GROUP INC
54,900$5.6B0.38%
86
MRKMERCK & CO INC
66,039$5.5B0.38%
87
SNYSANOFI SA
116,201$5.5B0.37%
88
BWXSPDR SERIES TRUST
224,315$5.2B0.35%
89
VCLTVANGUARD SCOTTSDALE FDS
66,368$5.2B0.35%
90
EMNEASTMAN CHEM CO
80,608$5.1B0.34%
91
7HPHP INC
178,360$4.9B0.33%
92
EPSWISDOMTREE TR
70,200$4.8B0.33%
93
PIZINVESCO EXCH TRADED FD TR II
100,197$4.8B0.32%
94
LEVILEVI STRAUSS & CO NEW
200,045$4.7B0.32%
95
WPCWP CAREY INC
68,673$4.6B0.31%
96
PIEINVESCO EXCH TRADED FD TR II
183,463$4.5B0.30%
97
DWMWISDOMTREE TR
66,955$4.4B0.30%
98
DOCHEALTHPEAK PROPERTIES INC
222,127$4.3B0.29%
99
PFEPFIZER INC
159,809$4.1B0.28%
100
DYHTARGET CORP
41,644$3.7B0.25%
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