AllSquare Wealth Management LLC — 13F holdings

AllSquare Wealth Management LLC reported 539 holdings worth $189M in its 13F filing for Q3 2025, filed January 12, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $32.0M (16.9%)
  2. VCSH VANGUARD SCOTTSDALE FDS — $19.8M (10.4%)
  3. VEA VANGUARD TAX-MANAGED FDS — $12.8M (6.8%)
  4. RZV INVESCO EXCHANGE TRADED FD T — $8.15M (4.3%)
  5. BNDX VANGUARD CHARLOTTE FDS — $6.48M (3.4%)
  6. VWO VANGUARD INTL EQUITY INDEX F — $6.42M (3.4%)
  7. AAPL APPLE INC — $3.79M (2.0%)
  8. PFLD ETF SER SOLUTIONS — $3.78M (2.0%)
  9. FTGC FIRST TR EXCHANGE TRAD FD VI — $3.65M (1.9%)
  10. MSFT MICROSOFT CORP — $3.57M (1.9%)