13F Insight
DOSSIER · 13F-HR · Q1 2026

NewSquare Capital LLC

$1.2B in tracked AUM across 211 positions as of Q1 2026.

NC
CIK 0001546989 · last filed Mar 31, 2026
Total AUM
$1.2B
as of Q1 2026
Holdings
211
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

NewSquare Capital 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 INDEX FDS
$117M365K10.1%02
VEU
VANGUARD INTL EQUITY INDEX F
$67M886K5.8%03
SCHX
SCHWAB STRATEGIC TR
$60M2.4M5.2%04
IJH
ISHARES TR
$33M495K2.9%05
BND
VANGUARD BD INDEX FDS
$32M431K2.8%06
IGSB
ISHARES TR
$30M580K2.6%07
XLK
SELECT SECTOR SPDR TR
$21M156K1.8%08
XLI
SELECT SECTOR SPDR TR
$20M125K1.7%09
SPY
STATE STR SPDR S&P 500 ETF T
$16M24K1.3%10
BIV
VANGUARD BD INDEX FDS
$15M200K1.3%

Filing history

2026Q1Mar 31
$1.2B▲ 1.7%
211 positionsView →2025Q4Dec 31
$1.1B▼ 23.1%
182 positionsView →2025Q3Sep 30
$1.5B▲ 9.4%
188 positionsView →2025Q2Jun 30
$1.3B▲ 9.8%
1,308 positionsLocked2025Q1Mar 31
$1.2B▼ 1.8%
1,178 positionsLocked2024Q4Dec 31
$1.3B▼ 0.5%
913 positionsLocked2024Q3Sep 30
$1.3B▲ 8.2%
345 positionsLocked2024Q2Jun 30
$1.2B▲ 2.9%
366 positionsLocked2024Q1Mar 31
$1.1B▲ 7.8%
463 positionsLocked2023Q4Dec 31
$1.0B▲ 10.7%
493 positionsLocked2023Q3Sep 30
$946M▼ 1.6%
603 positionsLocked2023Q2Jun 30
$962M▲ 13.7%
865 positionsLocked
Showing 12 of 51