StockDriftsStockDriftsTop 50 NewSquare Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 10.43% | 379.2K | $140.3M | +4.05%(+14.75K) | $205.23(+86.80%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 5.74% | 921.8K | $77.2M | +4.02%(+35.58K) | $58.01(+48.49%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 5.35% | 2.45M | $72.0M | +4.09%(+96.27K) | $16.76(+82.03%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.92% | 509.0K | $39.2M | +2.72%(+13.49K) | $49.17(+59.77%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.49% | 457.4K | $33.6M | +6.09%(+26.26K) | $80.07(-9.77%) | 2026-06-30 | |
| IGSB | ISHARES TR | 2.37% | 609.3K | $31.9M | +5.02%(+29.13K) | $52.46(-0.58%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.22% | 157.0K | $29.9M | +0.67%(+1.05K) | $65.69(+190.35%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 1.8% | 130.4K | $24.2M | +4.60%(+5.73K) | $136.91(+36.84%) | 2026-06-30 | |
| PDP | INVESCO EXCHANGE TRADED FD T | 1.46% | 129.1K | $19.6M | +19.41%(+20.99K) | $87.52(+61.57%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.33% | 24.0K | $17.9M | +1.60%(+378) | $303.84(+155.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.29% | +49.30% | +7.05% | +40.58% |
| Top 20 Holdings Unweighted | +13.09% | +44.62% | +6.20% | +35.09% |
NewSquare Capital LLC reports $1.35B in US-listed equity holdings across 227 positions in its most recent 13F filing. Its largest disclosed positions are VTI (10.4%), VEU (5.7%) and SCHX (5.3%). The top 20 holdings account for 47.38% of reported assets. Its disclosed equity book has returned +49.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from NewSquare Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1546989). View NewSquare Capital LLC’s 13F filings on SEC