Capital Squared Financial LLC
All 13F Filings
- Location
- Rockville, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 152,958
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 87 | 152,958 | 13F-HR | Capital Squared Financial LLC |
| Q1 2026 | 5/1/2026 | 85 | 130,958 | 13F-HR | Capital Squared Financial LLC |
| 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 | 24.56 K | 16.1% | 3.577 K | 0 | 3.577 K |
| ETFs | 128.4 K | 83.9% | 18.43 K | 0 | 18.43 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
152,958
Holdings
87
QoQ value change ($000)
22,000
(16.8%)
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.