Advertisement
Screener

Capital Squared Financial LLC Current Holdings: USA Stocks

Capital Squared Financial LLC

Capital Squared Financial LLC reported a Form 13F information table total of $130.96 million in 85 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 2128691): holdings report, quarter ended 2026-03-31, filed 2026-05-01; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
Evergreen Wealth Partners LLCUnited States$0.131B84
Legacy Advisory Services, LLCUnited States$0.131B49
Life Planning Partners, IncUnited States$0.131B68
Jordan Park Trust Co LLCUnited States$0.131B14
LTG Capital LLCUnited States$0.131B23
ABS Direct Equity Fund LLCUnited States$0.131B111
Schrum Private Wealth Management LLCUnited States$0.131B126
Aldebaran Capital, LLCUnited States$0.131B43
Castlefield Investment Partners LLPUnited Kingdom$0.131B35
Sierra Legacy GroupUnited States$0.131B77