SEC Form 13F

Capital Squared Financial LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$152,958,406
Positions87

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$11,402,657327,568
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$10,983,708373,215
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$10,745,356317,534
INVESCO QQQ TRQQQUNIT SER 1$9,601,26913,038
VANGUARD INDEX FDSVUGGROWTH ETF$4,216,49048,949
APPLE INCAAPLCOM$4,186,48014,468
VANGUARD INDEX FDSVVLARGE CAP ETF$4,102,35911,929
ISHARES TRIJHCORE S&P MCP ETF$4,009,81152,001
VANGUARD INTL EQUITY INDEX FVGKFTSE EUROPE ETF$3,506,97339,609
ISHARES TRIJRCORE S&P SCP ETF$3,286,02822,156

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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