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Capital Squared Financial - Q1 2026 13F Filings

CA

Capital Squared Financial LLC

CIK: 0002128691
Address: Maryland Rockville 1451 Rockville Pike Suite 250
$130.96 M
Portfolio Value
85
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/01/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VGIT Vanguard Intermediate-Term Treasury Etf
+$1.59 M
2. SCHV Schwab Us Large-Cap Value Etf
+$509,837.64
3. VWO Vanguard Ftse Emerging Markets Etf
+$415,216
4. VBK Vanguard Small-Cap Growth Etf
+$326,691.89
5. VIG Vanguard Dividend Appreciation Etf
+$305,390.03

Top Sells

Q1 2026
1. CRM Salesforce
−$307,151
2. SHY Ishares 1-3 Year Treasury Bond Etf
−$282,394
3. TSLA Tesla
−$254,092
4. QQQ Invesco Qqq Trust Series I
−$172,573.9
5. IWS Ishares Russell Mid-Cap Value Etf
−$161,336.84

Asset Allocation

Stocks/ETFs
+2.15%
$130.96 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Capital Squared Financial Q1 2026 Filing Summary

Capital Squared Financial LLC filed its 13F report for Q1 2026 on May 01, 2026. The portfolio totaled 130.96 M reflecting a +2.15% change from the prior quarter, spanning 85 assets. The top 10 holdings comprised 43.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Capital Squared Financial’s Q1 2026 Filing

Capital Squared Financial submitted their Form 13F-HR for the Q1 2026 period on 05/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Capital Squared Financial reported a managed portfolio value of 130.96 M, consisting of 85 individual positions.

This page displays the raw filing documents. To see which stocks Capital Squared Financial bought or sold during Q1 2026, please visit Capital Squared Financial's Portfolio Analysis page.