Capital Squared Financial LLC
Capital Squared Financial LLC reported 87 positions worth $153.0M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: SCHV (7.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHV | SH | $11.4M | 7.46% | 327,568 | — | — | |
| ▸ 2 | SCHX | SH | $11.0M | 7.18% | 373,215 | — | — | |
| ▸ 3 | SCHG | SH | $10.7M | 7.03% | 317,534 | — | — | |
| ▸ 4 | QQQ | SH | $9.6M | 6.28% | 13,038 | — | — | |
| ▸ 5 | VUG | SH | $4.2M | 2.76% | 48,949 | — | — | |
| ▸ 6 | AAPL | SH | $4.2M | 2.74% | 14,468 | — | — | |
| ▸ 7 | VV | SH | $4.1M | 2.68% | 11,929 | — | — | |
| ▸ 8 | IJH | SH | $4.0M | 2.62% | 52,001 | — | — | |
| ▸ 9 | VGK | SH | $3.5M | 2.29% | 39,609 | — | — | |
| ▸ 10 | IJR | SH | $3.3M | 2.15% | 22,156 | — | — |
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Frequently Asked Questions
What stocks does Capital Squared Financial LLC hold as of Q2 2026?
Capital Squared Financial LLC reported 87 positions worth $153.0M in its Q2 2026 13F filing. Largest positions: SCHV (7.5%), SCHX (7.2%), SCHG (7.0%), QQQ (6.3%) and VUG (2.8%).
What did Capital Squared Financial LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capital Squared Financial LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.