All Square Wealth Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $176 Million distributed in 539 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $29.8M, Vanguard Sht Term Corp Bd ETF with a value of $19.9M, Vanguard Ftse Developed Market with a value of $12.2M, Invesco Fd Tr with a value of $7.25M, and Vanguard Total International B with a value of $6.72M.
Examining the 13F form we can see an increase of $9.43M in the current position value, from $166M to 176M.
All Square Wealth Management LLC is based out at Albany, NY
Below you can find more details about All Square Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$176 Million
ETFs: $127 Million
Technology: $14.5 Million
Financial Services: $9.1 Million
Communication Services: $4.77 Million
Industrials: $4.54 Million
Healthcare: $4.53 Million
Energy: $2.86 Million
Consumer Cyclical: $2.49 Million
Other: $4.86 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
