Capital Squared Financial LLC
All 13F Filings
- Location
- Rockville, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 128,206
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 4/17/2026 | 82 | 128,206 | 13F-HR | Capital Squared Financial LLC |
| Q3 2025 | 4/17/2026 | 78 | 115,271 | 13F-HR | Capital Squared Financial LLC |
| Q2 2025 | 4/17/2026 | 66 | 85,774 | 13F-HR | Capital Squared Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.41 K | 17.5% | 2.042 K | 0 | 2.042 K |
| ETFs | 105.8 K | 82.5% | 10.89 K | 0 | 10.89 K |
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Fund Snapshot
Q4 2025
Latest filed
4/17/2026
Total value ($000)
128,206
Holdings
82
QoQ value change ($000)
12,935
(11.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.