NewSquare Capital LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$1.1B

Holdings

182

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (182 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
352,810$118.3M10.43%
2
VEUVANGUARD INTL EQUITY INDEX F
870,639$64.0M5.65%
3
SCHXSCHWAB STRATEGIC TR
2,276,685$61.3M5.40%
4
IJHISHARES TR
489,537$32.3M2.85%
5
BNDVANGUARD BD INDEX FDS
411,808$30.5M2.69%
6
IGSBISHARES TR
520,506$27.5M2.43%
7
PDPINVESCO EXCHANGE TRADED FD T
205,401$23.9M2.11%
8
SPLVINVESCO EXCH TRADED FD TR II
308,174$22.0M1.94%
9
XLKSELECT SECTOR SPDR TR
152,482$22.0M1.94%
10
XLISELECT SECTOR SPDR TR
122,016$18.9M1.67%
11
VGSHVANGUARD SCOTTSDALE FDS
314,964$18.5M1.63%
12
JPMJPMORGAN CHASE & CO.
49,169$15.8M1.40%
13
SPYSPDR S&P 500 ETF TR
22,850$15.6M1.37%
14
QTECFIRST TR EXCHANGE-TRADED FD
66,164$15.2M1.34%
15
VEAVANGUARD TAX-MANAGED FDS
239,383$15.0M1.32%
16
BIVVANGUARD BD INDEX FDS
190,950$14.9M1.31%
17
FXRFIRST TR EXCHANGE TRADED FD
183,299$14.6M1.29%
18
FXOFIRST TR EXCHANGE TRADED FD
242,392$14.6M1.29%
19
FDNFIRST TR EXCHANGE-TRADED FD
53,004$14.3M1.26%
20
IBMINTERNATIONAL BUSINESS MACHS
47,672$14.1M1.25%
21
FXUFIRST TR EXCHANGE TRADED FD
312,244$14.1M1.24%
22
CMICUMMINS INC
27,013$13.8M1.22%
23
IJRISHARES TR
109,011$13.1M1.16%
24
MBBISHARES TR
135,623$12.9M1.14%
25
JNKSPDR SERIES TRUST
130,687$12.7M1.12%
26
NVDANVIDIA CORPORATION
59,710$11.1M0.98%
27
SPYGSPDR SERIES TRUST
101,231$10.8M0.95%
28
AAPLAPPLE INC
38,032$10.3M0.91%
29
SCCOSOUTHERN COPPER CORP
69,484$10.0M0.88%
30
AGGISHARES TR
97,591$9.7M0.86%
31
SPYVSPDR SERIES TRUST
163,266$9.3M0.82%
32
STXSEAGATE TECHNOLOGY HLDNGS PL
32,365$8.9M0.79%
33
TDTORONTO DOMINION BK ONT
89,960$8.5M0.75%
34
IWBISHARES TR
22,086$8.2M0.73%
35
SPHYSPDR SERIES TRUST
347,017$8.2M0.72%
36
MSFTMICROSOFT CORP
16,594$8.0M0.71%
37
LVLNSPDR SERIES TRUST
119,171$7.7M0.68%
38
EWCISHARES INC
140,648$7.6M0.67%
39
PRUPRUDENTIAL FINL INC
60,797$6.9M0.61%
40
DBEFDBX ETF TR
142,132$6.8M0.60%
41
ULUNILEVER PLC
100,144$6.5M0.58%
42
LCIILCI INDS
53,701$6.5M0.57%
43
CMCANADIAN IMPERIAL BANK OF CO
69,911$6.3M0.56%
44
CVSCVS HEALTH CORP
79,808$6.3M0.56%
45
CSCOCISCO SYS INC
81,852$6.3M0.56%
46
INDAISHARES TR
114,851$6.2M0.55%
47
CMSCMS ENERGY CORP
88,468$6.2M0.55%
48
AMGNAMGEN INC
18,689$6.1M0.54%
49
UNMUNUM GROUP
78,831$6.1M0.54%
50
FAFFIRST AMERN FINL CORP
99,192$6.1M0.54%
51
AMZNAMAZON COM INC
25,624$5.9M0.52%
52
IBNDSPDR SERIES TRUST
179,491$5.8M0.51%
53
DUKDUKE ENERGY CORP NEW
49,047$5.7M0.51%
54
EBNDSPDR SERIES TRUST
266,466$5.7M0.50%
55
VWOVANGUARD INTL EQUITY INDEX F
103,620$5.6M0.49%
56
CFCF INDS HLDGS INC
71,811$5.6M0.49%
57
PKGPACKAGING CORP AMER
26,924$5.6M0.49%
58
MSMMSC INDL DIRECT INC
65,613$5.5M0.49%
59
BXPBXP INC
81,452$5.5M0.48%
60
EPSWISDOMTREE TR
76,551$5.4M0.48%
61
SRLNSSGA ACTIVE ETF TR
128,999$5.3M0.47%
62
CASYCASEYS GEN STORES INC
9,620$5.3M0.47%
63
GILDGILEAD SCIENCES INC
43,082$5.3M0.47%
64
MRKMERCK & CO INC
49,912$5.3M0.46%
65
GAPGAP INC
203,373$5.2M0.46%
66
IPINTERNATIONAL PAPER CO
130,247$5.1M0.45%
67
AXPAMERICAN EXPRESS CO
13,787$5.1M0.45%
68
DWMWISDOMTREE TR
73,669$5.1M0.45%
69
GRMNGARMIN LTD
24,886$5.0M0.45%
70
TERTERADYNE INC
26,021$5.0M0.44%
71
UPSUNITED PARCEL SERVICE INC
49,167$4.9M0.43%
72
VMBSVANGUARD SCOTTSDALE FDS
101,013$4.8M0.42%
73
PSXPHILLIPS 66
36,805$4.7M0.42%
74
BWXSPDR SERIES TRUST
207,217$4.7M0.41%
75
VCLTVANGUARD SCOTTSDALE FDS
60,995$4.6M0.41%
76
EFAISHARES TR
47,911$4.6M0.41%
77
SWKSTANLEY BLACK & DECKER INC
61,847$4.6M0.41%
78
PRIMPRIMORIS SVCS CORP
36,610$4.5M0.40%
79
BBYBEST BUY INC
67,033$4.5M0.40%
80
VLOVALERO ENERGY CORP
26,694$4.3M0.38%
81
7HPHP INC
188,820$4.2M0.37%
82
PEPPEPSICO INC
29,232$4.2M0.37%
83
TROWPRICE T ROWE GROUP INC
39,084$4.0M0.35%
84
SNYSANOFI SA
82,512$4.0M0.35%
85
DINOHF SINCLAIR CORP
86,362$4.0M0.35%
86
CLSCELESTICA INC
13,152$3.9M0.34%
87
EMNEASTMAN CHEM CO
57,363$3.7M0.32%
88
NOWSERVICENOW INC
22,728$3.5M0.31%
89
PFEPFIZER INC
138,637$3.5M0.30%
90
TSNTYSON FOODS INC
58,459$3.4M0.30%
91
AVGOBROADCOM INC
9,505$3.3M0.29%
92
ENRENERGIZER HLDGS INC NEW
164,909$3.3M0.29%
93
IAU*ISHARES GOLD TR
38,928$3.2M0.28%
94
PIZINVESCO EXCH TRADED FD TR II
64,307$3.1M0.28%
95
WPCWP CAREY INC
48,897$3.1M0.28%
96
EESWISDOMTREE TR
53,713$3.1M0.27%
97
EZMWISDOMTREE TR
45,249$3.0M0.27%
98
LEVILEVI STRAUSS & CO NEW
141,925$2.9M0.26%
99
DYHTARGET CORP
29,781$2.9M0.26%
100
PIEINVESCO EXCH TRADED FD TR II
116,778$2.8M0.24%
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