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Manager record

Capital Squared Financial LLC

Rockville, MD · CIK 2128691 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$152.96MReported 13F valueQ2 2026 · as filed
87Holdings listed
+16.8%vs prior quartervalue change includes market moves
5Quarters on record
Jul 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $85.8M$85.8MQ2 202566 holdingsQ3 2025: $115.3M$115.3MQ3 202578 holdingsQ4 2025: $128.2M$128.2MQ4 202582 holdingsQ1 2026: $131.0M$131.0MQ1 202685 holdingsQ2 2026: $153.0M$153.0MQ2 202687 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 22 2026 13F-HR · period Q2 2026

$152.96M · 87 holdings listed · View original SEC filing ↗
May 01 2026 13F-HR · period Q1 2026

$130.96M · 85 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q4 2025

$128.21M · 82 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q3 2025

$115.27M · 78 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q2 2025

$85.77M · 66 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 22, 2026 · Change methodology