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)

StockValue
VTIVANGUARD INDEX FDS
$118.3M
VEUVANGUARD INTL EQUITY INDEX F
$64.0M
SCHXSCHWAB STRATEGIC TR
$61.3M
IJHISHARES TR
$32.3M
BNDVANGUARD BD INDEX FDS
$30.5M
IGSBISHARES TR
$27.5M
PDPINVESCO EXCHANGE TRADED FD T
$23.9M
SPLVINVESCO EXCH TRADED FD TR II
$22.0M
XLKSELECT SECTOR SPDR TR
$22.0M
XLISELECT SECTOR SPDR TR
$18.9M
VGSHVANGUARD SCOTTSDALE FDS
$18.5M
JPMJPMORGAN CHASE & CO.
$15.8M
SPYSPDR S&P 500 ETF TR
$15.6M
QTECFIRST TR EXCHANGE-TRADED FD
$15.2M
VEAVANGUARD TAX-MANAGED FDS
$15.0M
BIVVANGUARD BD INDEX FDS
$14.9M
FXRFIRST TR EXCHANGE TRADED FD
$14.6M
FXOFIRST TR EXCHANGE TRADED FD
$14.6M
FDNFIRST TR EXCHANGE-TRADED FD
$14.3M
IBMINTERNATIONAL BUSINESS MACHS
$14.1M
FXUFIRST TR EXCHANGE TRADED FD
$14.1M
CMICUMMINS INC
$13.8M
IJRISHARES TR
$13.1M
MBBISHARES TR
$12.9M
JNKSPDR SERIES TRUST
$12.7M
NVDANVIDIA CORPORATION
$11.1M
SPYGSPDR SERIES TRUST
$10.8M
AAPLAPPLE INC
$10.3M
SCCOSOUTHERN COPPER CORP
$10.0M
AGGISHARES TR
$9.7M
SPYVSPDR SERIES TRUST
$9.3M
STXSEAGATE TECHNOLOGY HLDNGS PL
$8.9M
TDTORONTO DOMINION BK ONT
$8.5M
IWBISHARES TR
$8.2M
SPHYSPDR SERIES TRUST
$8.2M
MSFTMICROSOFT CORP
$8.0M
LVLNSPDR SERIES TRUST
$7.7M
EWCISHARES INC
$7.6M
PRUPRUDENTIAL FINL INC
$6.9M
DBEFDBX ETF TR
$6.8M
ULUNILEVER PLC
$6.5M
LCIILCI INDS
$6.5M
CMCANADIAN IMPERIAL BANK OF CO
$6.3M
CVSCVS HEALTH CORP
$6.3M
CSCOCISCO SYS INC
$6.3M
INDAISHARES TR
$6.2M
CMSCMS ENERGY CORP
$6.2M
AMGNAMGEN INC
$6.1M
UNMUNUM GROUP
$6.1M
FAFFIRST AMERN FINL CORP
$6.1M
AMZNAMAZON COM INC
$5.9M
IBNDSPDR SERIES TRUST
$5.8M
DUKDUKE ENERGY CORP NEW
$5.7M
EBNDSPDR SERIES TRUST
$5.7M
VWOVANGUARD INTL EQUITY INDEX F
$5.6M
CFCF INDS HLDGS INC
$5.6M
PKGPACKAGING CORP AMER
$5.6M
MSMMSC INDL DIRECT INC
$5.5M
BXPBXP INC
$5.5M
EPSWISDOMTREE TR
$5.4M
SRLNSSGA ACTIVE ETF TR
$5.3M
CASYCASEYS GEN STORES INC
$5.3M
GILDGILEAD SCIENCES INC
$5.3M
MRKMERCK & CO INC
$5.3M
GAPGAP INC
$5.2M
IPINTERNATIONAL PAPER CO
$5.1M
AXPAMERICAN EXPRESS CO
$5.1M
DWMWISDOMTREE TR
$5.1M
GRMNGARMIN LTD
$5.0M
TERTERADYNE INC
$5.0M
UPSUNITED PARCEL SERVICE INC
$4.9M
VMBSVANGUARD SCOTTSDALE FDS
$4.8M
PSXPHILLIPS 66
$4.7M
BWXSPDR SERIES TRUST
$4.7M
VCLTVANGUARD SCOTTSDALE FDS
$4.6M
EFAISHARES TR
$4.6M
SWKSTANLEY BLACK & DECKER INC
$4.6M
PRIMPRIMORIS SVCS CORP
$4.5M
BBYBEST BUY INC
$4.5M
VLOVALERO ENERGY CORP
$4.3M
7HPHP INC
$4.2M
PEPPEPSICO INC
$4.2M
TROWPRICE T ROWE GROUP INC
$4.0M
SNYSANOFI SA
$4.0M
DINOHF SINCLAIR CORP
$4.0M
CLSCELESTICA INC
$3.9M
EMNEASTMAN CHEM CO
$3.7M
NOWSERVICENOW INC
$3.5M
PFEPFIZER INC
$3.5M
TSNTYSON FOODS INC
$3.4M
AVGOBROADCOM INC
$3.3M
ENRENERGIZER HLDGS INC NEW
$3.3M
IAU*ISHARES GOLD TR
$3.2M
PIZINVESCO EXCH TRADED FD TR II
$3.1M
WPCWP CAREY INC
$3.1M
EESWISDOMTREE TR
$3.1M
EZMWISDOMTREE TR
$3.0M
LEVILEVI STRAUSS & CO NEW
$2.9M
DYHTARGET CORP
$2.9M
PIEINVESCO EXCH TRADED FD TR II
$2.8M
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