NewSquare Capital LLC has made headlines with its latest 13F-HR filing, which reveals a substantial investment portfolio valued at over $1.38 billion as of September 30, 2026. This update is significant not only for the firm but also for the broader investment management industry, as competitors may feel compelled to reassess their strategies in light of NewSquare's diverse holdings.

The filing, submitted on November 6, 2026, outlines NewSquare's investment strategy and highlights its commitment to managing a robust portfolio. The firm’s holdings include prominent companies across various sectors, indicating a strategic approach to capital allocation.

Background

NewSquare Capital LLC, based in Newtown Square, Pennsylvania, is categorized under the SEC as an investment management firm. The company has undergone name changes in the past, previously operating as NewSquare Capital Management LLC and CFG Asset Management LLC. Their recent filings include a series of 13F-HR forms, with the latest submission reflecting their investment activities up to the end of September 2026.

What the Filing Says

The 13F-HR filing details a total of 245 entries, with a cumulative value of $1,382,707,035. This figure underscores NewSquare's significant presence in the investment landscape. The filing also indicates that all investments are managed solely by NewSquare, without involvement from other managers.

Impact

This filing may affect various stakeholders, including investors, market analysts, and competitors within the investment management sector. The substantial value of NewSquare's holdings could prompt competitors to evaluate their own portfolios and investment strategies to remain competitive.

What's Next

The filing does not specify any immediate actions or upcoming events following this disclosure. However, it sets the stage for potential future filings that may reveal further adjustments to NewSquare's investment strategy.

Source: SEC Accession Number 0001546989-26-000004