Capital Squared Financial LLC has filed its Form 13F-HR, disclosing its equity securities holdings as of September 30, 2026. The filing lists the firm's principal executive officer, Aleksandr Seleznev, as the authorized signatory for the report.
The firm's portfolio consists of 93 individual securities, with the largest position being a holding in Microsoft Corporation. The filing indicates a position of 4,938 shares in Microsoft, representing the top holding by share count. Other significant individual stock positions include a 5,236-share holding in NVIDIA Corporation and a 4,353-share holding in JPMorgan Chase & Co.
In addition to individual equities, the report details substantial investments in exchange-traded funds (ETFs). The firm holds 114,988 shares in the iShares Core High Dividend ETF and 100,123 shares in the Schwab Strategic US Dividend Equity ETF. Other notable ETF holdings include the Vanguard Morningstar Mid Cap Growth ETF, with 48,221 shares, and the Vanguard Morningstar Large Cap ETF, with 12,134 shares.
The portfolio is diversified across various sectors and market caps. Holdings include major technology companies such as Apple, Alphabet, Visa, and Cisco Systems, as well as financial institutions like Berkshire Hathaway and Goldman Sachs. The filing also lists positions in consumer staples, healthcare, and energy companies, including Walmart, Eli Lilly, and American Electric Power.
