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.
NewSquare Capital LLC (CIK 1546989) reported $1.15B across 193 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($116.9M, 10.14%), VEU ($66.6M, 5.77%), SCHX ($60.3M, 5.23%), IJH ($33.5M, 2.90%), BND ($31.7M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $116.9M | 10.14% | 364,503 | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $66.6M | 5.77% | 886,209 | Added |
| 3 | SCHX | SCHWAB STRATEGIC TR | $60.3M | 5.23% | 2.4M | Added |
| 4 | IJH | ISHARES TR | $33.5M | 2.90% | 495,469 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $31.7M | 2.75% | 431,128 | Added |
| 6 | IGSB | ISHARES TR | $30.5M | 2.64% | 580,167 | Added |
| 7 | XLK | SELECT SECTOR SPDR TR | $20.7M | 1.80% | 155,960 | Added |
| 8 | XLI | SELECT SECTOR SPDR TR | $20.2M | 1.75% | 124,703 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $15.6M | 1.35% | 23,917 | Added |
| 10 | BIV | VANGUARD BD INDEX FDS | $15.4M | 1.34% | 200,015 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $14.9M | 1.29% | 232,875 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $14.6M | 1.27% | 49,768 | Added |
| 13 | SPLV | INVESCO EXCH TRADED FD TR II | $13.2M | 1.15% | 180,524 | Trimmed |
| 14 | IJR | ISHARES TR | $13.3M | 1.15% | 106,809 | Trimmed |
| 15 | PDP | INVESCO EXCHANGE TRADED FD T | $13.1M | 1.13% | 108,116 | Trimmed |
| 16 | MBB | ISHARES TR | $12.9M | 1.12% | 135,925 | Added |
| 17 | JNK | SPDR SERIES TRUST | $12.2M | 1.06% | 127,591 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $11.8M | 1.02% | 67,689 | Added |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $11.5M | 0.99% | 47,318 | Trimmed |
| 20 | AAPL | APPLE INC | $10.8M | 0.94% | 42,513 | Added |
| 21 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.2M | 0.89% | 26,155 | Trimmed |
| 22 | SPYG | SPDR SERIES TRUST | $9.7M | 0.85% | 99,555 | Trimmed |
| 23 | PIE | INVESCO EXCH TRADED FD TR II | $9.7M | 0.84% | 373,168 | Added |
| 24 | IGIB | ISHARES TR | $9.5M | 0.82% | 178,554 | New |
| 25 | PIZ | INVESCO EXCH TRADED FD TR II | $9.3M | 0.80% | 187,285 | Added |
Source: SEC Form 13F filings · as of 2026-03-31