NewSquare Capital LLC — 13F holdings

NewSquare Capital LLC reported 236 holdings worth $1.35B in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $140M (10.4%)
  2. VEU VANGUARD INTL EQUITY INDEX F — $77.2M (5.7%)
  3. SCHX SCHWAB STRATEGIC TR — $72.0M (5.3%)
  4. IJH ISHARES TR — $39.2M (2.9%)
  5. BND VANGUARD BD INDEX FDS — $33.6M (2.5%)
  6. IGSB ISHARES TR — $31.9M (2.4%)
  7. XLK SELECT SECTOR SPDR TR — $29.9M (2.2%)
  8. XLI SELECT SECTOR SPDR TR — $24.2M (1.8%)
  9. PDP INVESCO EXCHANGE TRADED FD T — $19.6M (1.4%)
  10. SPY SPDR S&P 500 ETF TR — $18.1M (1.3%)