Capital Square, LLC

Capital Square, LLC is a Bank institutional filer with the SEC under CIK 1798736, reporting 252 portfolio positions, with 21 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: TN
• Filing type: 13F-HR
• Latest reporting period: 2026-09-30
• Last filed: 2026-10-19

Top 10 portfolio positions

The largest reported holdings in Capital Square, LLC's most recent 13F filing, ranked by reported market value.

1. VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF (VTI)
2. ISHARES TR PFD AND INCM SEC (PFF)
3. ISHARES PRIME MONEY MARKET ETF (PMMF)
4. ELI LILLY & COMPANY (LLY)
5. AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO)
6. AMAZON COM INCORPORATED (AMZN)
7. ALTRIA GROUP INCORPORATED (MO)
8. APPLE INCORPORATED (AAPL)
9. ISHARES TR S&P 500 GRWT ETF (IVW)
10. VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF)