Capital Square, LLC

DOSSIER · 13F-HR · Q1 2026

Capital Square, LLC

$217M in tracked AUM across 226 positions as of Q1 2026.

CS

CIK 0001798736 · last filed Mar 31, 2026

Total AUM

$217M

as of Q1 2026

Holdings

226

—

positions

Whale Score

46

46

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Capital Square, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VTI

VANGUARD TOTAL STOCK MARKET ETF

$15M42K6.8%02

PFF

ISHARES TR PFD AND INCM SEC

$7M234K3.4%03

PFXF

VANECK PREFERRED SECURITIES EX FINANCIALS ETF

$5M271K2.3%04

AMZN

AMAZON COM INCORPORATED

$5M19K2.3%05

MO

ALTRIA GROUP INCORPORATED

$4M67K2.1%06

DIVO

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF