Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capital Squared Financial LLC (CIK 2128691) reported $153.0M across 87 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHV ($11.4M, 7.45%), SCHX ($11.0M, 7.18%), SCHG ($10.7M, 7.03%), QQQ ($9.6M, 6.28%), VUG ($4.2M, 2.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $11.4M | 7.45% | 327,568 | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $11.0M | 7.18% | 373,215 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $10.7M | 7.03% | 317,534 | Added |
| 4 | QQQ | INVESCO QQQ TR | $9.6M | 6.28% | 13,038 | Trimmed |
| 5 | VUG | VANGUARD INDEX FDS | $4.2M | 2.76% | 48,949 | Added |
| 6 | AAPL | APPLE INC | $4.2M | 2.74% | 14,468 | Added |
| 7 | VV | VANGUARD INDEX FDS | $4.1M | 2.68% | 11,929 | Trimmed |
| 8 | IJH | ISHARES TR | $4.0M | 2.62% | 52,001 | Trimmed |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | $3.5M | 2.29% | 39,609 | Added |
| 10 | IJR | ISHARES TR | $3.3M | 2.15% | 22,156 | Trimmed |
| 11 | IWS | ISHARES TR | $3.1M | 2.00% | 18,600 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $3.1M | 2.00% | 15,265 | Trimmed |
| 13 | HDV | ISHARES TR | $2.9M | 1.88% | 104,916 | Added |
| 14 | DYNF | BLACKROCK ETF TRUST | $2.8M | 1.84% | 41,385 | Added |
| 15 | SCHD | SCHWAB STRATEGIC TR | $2.8M | 1.84% | 88,549 | Added |
| 16 | SCHM | SCHWAB STRATEGIC TR | $2.8M | 1.82% | 75,585 | Added |
| 17 | IJS | ISHARES TR | $2.7M | 1.77% | 19,852 | Trimmed |
| 18 | VTV | VANGUARD INDEX FDS | $2.7M | 1.76% | 12,329 | Trimmed |
| 19 | IJT | ISHARES TR | $2.6M | 1.70% | 14,560 | Trimmed |
| 20 | VYM | VANGUARD WHITEHALL FDS | $2.3M | 1.51% | 14,641 | Added |
| 21 | VTIP | VANGUARD MALVERN FDS | $2.3M | 1.51% | 46,088 | Added |
| 22 | MDYG | SPDR SERIES TRUST | $2.2M | 1.45% | 19,788 | Trimmed |
| 23 | SCHA | SCHWAB STRATEGIC TR | $2.1M | 1.39% | 58,759 | Added |
| 24 | VGIT | VANGUARD SCOTTSDALE FDS | $2.1M | 1.37% | 35,645 | Trimmed |
| 25 | VB | VANGUARD INDEX FDS | $2.1M | 1.35% | 6,793 | Added |
Source: SEC Form 13F filings · as of 2026-06-30