Capital Square, LLC

Q3 2025 13F Holdings

  • Location
    athens, TN
  • Num holdings

    210

  • Value ($000)

    $196,148

  • Date Filed
    11/21/2025
  • Form type
    13F-HR
  • CIK
    0001798736
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PFF
PFF

ISHARES TR PFD AND INCM SEC

COM
464288687
$12.92 M
7 %

408,697

VTI
VTI

VANGUARD TOTAL STOCK MARKET ETF

COM
922908769
$11.74 M
6 %

35,770

FLXR
FLXR

TCW FLEXIBLE INCOME ETF

COM
29287L700
$5.22 M
3 %

131,238

AMZN
AMZN

AMAZON COM INCORPORATED

COM
023135106
$4.47 M
2 %

20,375

LLY
LLY

ELI LILLY & COMPANY

COM
532457108
$4.29 M
2 %

5,620

MO
MO

ALTRIA GROUP INCORPORATED

COM
02209S103
$4.26 M
2 %

64,496

HD
HD

HOME DEPOT INCORPORATED

COM
437076102
$3.49 M
2 %

8,618

DIVO
DIVO

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

COM
032108409
$3.24 M
2 %

72,600

BND
BND

VANGUARD TOTAL BOND MARKET ETF

COM
921937835
$3.19 M
2 %

42,835

AAPL
AAPL

APPLE INCORPORATED

COM
037833100
$3.16 M
2 %

12,427

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