account_balance
Investment manager · 13F filer · SEC CIK 1798736
Capital Square, LLC
Reported value$227Mas of Sep 30, 2026
Positions252 25 new, 14 sold out
Top 10 weight25.9%VTI alone is 7%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Morningstar Total Stock Market ETF
7.5%Added +8%
PFFiShares Tr PFD and Incm Sec
2.3%Trimmed −8%
PMMFiShares Prime Money Market ETF
2.3%Added +113%
LLYELI Lilly & Co
2.2%Trimmed −8%
DIVOAmplify CWP Enhanced Dividend Income ETF
2.1%Added +9%
AMZNAmazon.com Inc
2.1%
MOAltria Group, Inc.
2.1%
AAPLApple Inc.
2.0%
IVWiShares Tr S&P 500 GRWT ETF
1.8%
PFXFVaneck Preferred Securities Ex Financials ETF
1.7%Trimmed −4%
BNDVanguard Total Bond Market ETF
1.7%+6%
FNDFSchwab Fundamental International Equity ETF
1.5%Added +6%
VTIVanguard Morningstar Total Stock Market ETF
7.5%Added +8%
PFF2.3%
PMMFiShares Prime Money Market ETF
2.3%+113%
LLYELI Lilly & Co
2.2%−8%
DIVOAmplify CWP Enhanced Dividend Income ETF
2.1%+9%
AMZNAmazon.com Inc
2.1%
MOAltria Group, Inc.
2.1%
AAPLApple Inc.
2.0%
IVWiShares Tr S&P 500 GRWT ETF
1.8%
PFXF1.7%
BND1.7%
FNDF1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Morningstar Total Stock Market ETF 7.5% Added +8%
PFF iShares Tr PFD and Incm Sec 2.3% Trimmed −8%
PMMF iShares Prime Money Market ETF 2.3% Added +113%
LLY ELI Lilly & Co 2.2% Trimmed −8%DIVO Amplify CWP Enhanced Dividend Income ETF 2.1% Added +9%
AMZN Amazon.com Inc 2.1% HeldMO Altria Group, Inc. 2.1% HeldAAPL Apple Inc. 2.0% HeldIVW iShares Tr S&P 500 GRWT ETF 1.8% Held
PFXF Vaneck Preferred Securities Ex Financials ETF 1.7% Trimmed −4%
BND Vanguard Total Bond Market ETF 1.7% Added +6%
FNDF Schwab Fundamental International Equity ETF 1.5% Added +6%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.