# EDGAR Filing Document

**Accession Number:** 0002128691
**File Stem:** 0002128691-26-000004
**Filing Date:** 2026-5
**Character Count:** 12319
**Document Hash:** 1641fa59110b1bda6b974d2272ebbbe0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002128691-26-000004.hdr.sgml**: 20260501

**ACCESSION NUMBER**: 0002128691-26-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260501

**DATE AS OF CHANGE**: 20260501

**EFFECTIVENESS DATE**: 20260501

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Capital Squared Financial LLC
- **CENTRAL INDEX KEY:** 0002128691

**ORGANIZATION NAME:**
- **EIN:** 921488404
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26814
- **FILM NUMBER:** 26932817

**BUSINESS ADDRESS:**
- **STREET 1:** 1451 ROCKVILLE PIKE
- **STREET 2:** SUITE 250
- **CITY:** ROCKVILLE
- **STATE:** MD
- **ZIP:** 20852
- **BUSINESS PHONE:** 240-600-1678

**MAIL ADDRESS:**
- **STREET 1:** 1451 ROCKVILLE PIKE
- **STREET 2:** SUITE 250
- **CITY:** ROCKVILLE
- **STATE:** MD
- **ZIP:** 20852

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Capital Squared Financial LLC<br>**Address:** 1451 ROCKVILLE PIKE<br>SUITE 250<br>ROCKVILLE, MD 20852

**Form 13F File Number:** 028-26814

**CRD Number (if applicable):** 000326861

**SEC File Number (if applicable):** 801-131530

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** ALEKSANDR SELEZNEV<br>**Title:** President<br>**Phone:** 2406001678

**Signature, Place, and Date of Signing:**

ALEKSANDR SELEZNEV  Rockville, MD  04-17-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 85

**Form 13F Information Table Value Total:** $130957877

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| MICROSOFT CORP | COM | 594918104 |  | 1914830 | 5173 | SH |  | SOLE |  | 5173 | 0 | 0 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 2729901 | 18731 | SH |  | SOLE |  | 18731 | 0 | 0 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 1620522 | 12648 | SH |  | SOLE |  | 12648 | 0 | 0 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 2359818 | 19922 | SH |  | SOLE |  | 19922 | 0 | 0 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 2124512 | 14681 | SH |  | SOLE |  | 14681 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 9541105 | 372118 | SH |  | SOLE |  | 372118 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2764273 | 22237 | SH |  | SOLE |  | 22237 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 9161257 | 314496 | SH |  | SOLE |  | 314496 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 3538186 | 52394 | SH |  | SOLE |  | 52394 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 9839293 | 322600 | SH |  | SOLE |  | 322600 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2676397 | 15346 | SH |  | SOLE |  | 15346 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 673203 | 3188 | SH |  | SOLE |  | 3188 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 527963 | 4668 | SH |  | SOLE |  | 4668 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1425305 | 2182 | SH |  | SOLE |  | 2182 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1206012 | 4100 | SH |  | SOLE |  | 4100 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 281770 | 588 | SH |  | SOLE |  | 588 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 7536689 | 13058 | SH |  | SOLE |  | 13058 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 3089625 | 37482 | SH |  | SOLE |  | 37482 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 278575 | 922 | SH |  | SOLE |  | 922 | 0 | 0 |
| AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 |  | 604706 | 5757 | SH |  | SOLE |  | 5757 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1091751 | 5242 | SH |  | SOLE |  | 5242 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 749386 | 2606 | SH |  | SOLE |  | 2606 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3666958 | 14449 | SH |  | SOLE |  | 14449 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 327919 | 1156 | SH |  | SOLE |  | 1156 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1355332 | 4719 | SH |  | SOLE |  | 4719 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1752490 | 6691 | SH |  | SOLE |  | 6691 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 1458839 | 5669 | SH |  | SOLE |  | 5669 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 3630941 | 60973 | SH |  | SOLE |  | 60973 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 1389166 | 27811 | SH |  | SOLE |  | 27811 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1275562 | 4447 | SH |  | SOLE |  | 4447 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 1645210 | 33748 | SH |  | SOLE |  | 33748 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 494125 | 3976 | SH |  | SOLE |  | 3976 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2521926 | 12854 | SH |  | SOLE |  | 12854 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 3513001 | 8043 | SH |  | SOLE |  | 8043 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 2264960 | 38930 | SH |  | SOLE |  | 38930 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 2433664 | 79324 | SH |  | SOLE |  | 79324 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 983674 | 15351 | SH |  | SOLE |  | 15351 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 2571208 | 18945 | SH |  | SOLE |  | 18945 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1796611 | 12131 | SH |  | SOLE |  | 12131 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A839 |  | 1883155 | 22116 | SH |  | SOLE |  | 22116 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1569405 | 53969 | SH |  | SOLE |  | 53969 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 2090014 | 67507 | SH |  | SOLE |  | 67507 | 0 | 0 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 1429014 | 30911 | SH |  | SOLE |  | 30911 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 3579266 | 11977 | SH |  | SOLE |  | 11977 | 0 | 0 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 432687 | 1803 | SH |  | SOLE |  | 1803 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 1182305 | 1695 | SH |  | SOLE |  | 1695 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1442382 | 6639 | SH |  | SOLE |  | 6639 | 0 | 0 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 1229857 | 3347 | SH |  | SOLE |  | 3347 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 201884 | 4178 | SH |  | SOLE |  | 4178 | 0 | 0 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 231234 | 704 | SH |  | SOLE |  | 704 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 260645 | 283 | SH |  | SOLE |  | 283 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A821 |  | 1910856 | 19913 | SH |  | SOLE |  | 19913 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A300 |  | 979539 | 10357 | SH |  | SOLE |  | 10357 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A201 |  | 1255212 | 12991 | SH |  | SOLE |  | 12991 | 0 | 0 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 327491 | 883 | SH |  | SOLE |  | 883 | 0 | 0 |
| ISHARES TR | S 100 ETF | 464287101 |  | 297476 | 935 | SH |  | SOLE |  | 935 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 412967 | 635 | SH |  | SOLE |  | 635 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 692731 | 695 | SH |  | SOLE |  | 695 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 415216 | 7682 | SH |  | SOLE |  | 7682 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 216815 | 256 | SH |  | SOLE |  | 256 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 1116978 | 3696 | SH |  | SOLE |  | 3696 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 337855 | 1053 | SH |  | SOLE |  | 1053 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 509926 | 2767 | SH |  | SOLE |  | 2767 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1329737 | 6183 | SH |  | SOLE |  | 6183 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 362822 | 1172 | SH |  | SOLE |  | 1172 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 263122 | 1371 | SH |  | SOLE |  | 1371 | 0 | 0 |
| ISHARES GOLD TR | SHARES REPRESENT | 46436F103 |  | 213232 | 4566 | SH |  | SOLE |  | 4566 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 209799 | 4250 | SH |  | SOLE |  | 4250 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 664197 | 7534 | SH |  | SOLE |  | 7534 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 288901 | 845 | SH |  | SOLE |  | 845 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 225652 | 1546 | SH |  | SOLE |  | 1546 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 212416 | 869 | SH |  | SOLE |  | 869 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 357472 | 2727 | SH |  | SOLE |  | 2727 | 0 | 0 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 246092 | 2655 | SH |  | SOLE |  | 2655 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 273475 | 836 | SH |  | SOLE |  | 836 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 299392 | 1099 | SH |  | SOLE |  | 1099 | 0 | 0 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 207981 | 1722 | SH |  | SOLE |  | 1722 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 414241 | 5339 | SH |  | SOLE |  | 5339 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 270316 | 3506 | SH |  | SOLE |  | 3506 | 0 | 0 |
| NUVEEN AMT FREE QLTY MUN INC | COM | 670657105 |  | 129644 | 11544 | SH |  | SOLE |  | 11544 | 0 | 0 |
| SEMPRA | COM | 816851109 |  | 291510 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 384087 | 5820 | SH |  | SOLE |  | 5820 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 432909 | 2618 | SH |  | SOLE |  | 2618 | 0 | 0 |
| TOLL BROTHERS INC | COM | 889478103 |  | 721096 | 5284 | SH |  | SOLE |  | 5284 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 338209 | 4647 | SH |  | SOLE |  | 4647 | 0 | 0 |

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