Capital Square, LLC

DOSSIER · 13F-HR · Q3 2026

Capital Square, LLC

$227M in tracked AUM across 252 positions as of Q3 2026.

CS

CIK 0001798736 · last filed Sep 30, 2026

Total AUM

$227M

as of Q3 2026

Holdings

252

—

positions

Whale Score

48

48

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Capital Square, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight

01

VTI

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

$17M45K7.5%02

PFF

ISHARES TR PFD AND INCM SEC

$5M175K2.3%03

PMMF

ISHARES PRIME MONEY MARKET ETF

$5M51K2.3%04

LLY

ELI LILLY & COMPANY

$5M4K2.2%05

DIVO

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

$5M104K2.1%06

AMZN

AMAZON COM INCORPORATED

$5M19K2.1%07

MO

ALTRIA GROUP INCORPORATED

$5M69K2.1%08

AAPL

APPLE INCORPORATED

$4M13K2.0%09

IVW

ISHARES TR S&P 500 GRWT ETF

$4M28K1.8%10

PFXF

VANECK PREFERRED SECURITIES EX FINANCIALS ETF