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LightSquare Wealth Management

Latest statistics and disclosures from LightSquare Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002118318

Tip: Access up to 7 years of quarterly data

Positions held by LightSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LightSquare Wealth Management

LightSquare Wealth Management holds 92 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Select Sector Spdr Tr State Street Tec (XLK)	10.0	$13M	101k	132.90	View chart
Vanguard Index Fds Value Etf (VTV)	8.8	$12M	60k	196.20	View chart
Vanguard Index Fds Growth Etf (VUG)	5.1	$6.8M	16k	436.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.4	$5.9M	27k	215.06	View chart
Select Sector Spdr Tr State Street Fin (XLF)	4.0	$5.3M	107k	49.37	View chart
Select Sector Spdr Tr State Street Ind (XLI)	3.7	$5.0M	31k	161.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.2	$4.2M	28k	148.10	View chart
Select Sector Spdr Tr State Street Con (XLY)	3.0	$4.0M	37k	108.98	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.9	$3.9M	27k	146.61	View chart
Select Sector Spdr Tr State Street Com (XLC)	2.8	$3.7M	34k	110.86	View chart
Spdr Series Trust State Street Spd (SJNK)	2.6	$3.4M	138k	24.98	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	2.6	$3.4M	42k	82.57	View chart
NVIDIA Corporation (NVDA)	2.4	$3.3M	19k	174.40	View chart
Select Sector Spdr Tr State Street Con (XLP)	2.3	$3.1M	38k	81.98	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.0	$2.7M	52k	52.56	View chart
Spdr Series Trust State Street Spd (JNK)	1.9	$2.6M	27k	95.72	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.9	$2.5M	51k	49.37	View chart
Apple (AAPL)	1.8	$2.4M	9.3k	253.80	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	1.7	$2.2M	55k	40.83	View chart
Select Sector Spdr Tr State Street Mat (XLB)	1.7	$2.2M	45k	49.97	View chart
Microsoft Corporation (MSFT)	1.3	$1.8M	4.8k	370.13	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.3	$1.7M	16k	110.39	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.2	$1.7M	31k	53.22	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.0	$1.4M	12k	118.60	View chart
Amazon (AMZN)	1.0	$1.3M	6.2k	208.27	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.7	$968k	16k	61.26	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.7	$962k	21k	45.89	View chart
Broadcom (AVGO)	0.7	$950k	3.1k	309.55	View chart
Vertiv Holdings Com Cl A (VRT)	0.7	$920k	3.7k	250.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$890k	4.1k	217.24	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.7	$889k	4.8k	184.27	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.7	$885k	2.9k	302.26	View chart
JPMorgan Chase & Co. (JPM)	0.6	$859k	2.9k	294.14	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.6	$858k	3.3k	257.36	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$850k	9.0k	94.95	View chart
Dycom Industries (DY)	0.6	$841k	2.5k	338.82	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$839k	8.8k	95.44	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$835k	17k	50.37	View chart
Eaton Corp SHS (ETN)	0.6	$832k	2.3k	357.65	View chart
Wal-Mart Stores (WMT)	0.6	$830k	6.7k	124.28	View chart
Verizon Communications (VZ)	0.6	$787k	16k	50.20	View chart
Costco Wholesale Corporation (COST)	0.6	$786k	788.00	996.98	View chart
Marathon Petroleum Corp (MPC)	0.6	$755k	3.1k	244.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$751k	2.6k	287.57	View chart
International Business Machines (IBM)	0.5	$718k	3.0k	242.42	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$692k	992.00	697.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$589k	2.1k	286.86	View chart
Nextera Energy (NEE)	0.4	$584k	6.3k	92.88	View chart
Johnson & Johnson (JNJ)	0.4	$530k	2.2k	244.44	View chart
Chubb (CB)	0.4	$520k	1.6k	325.97	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$505k	777.00	649.94	View chart
Genco Shipping & Trading SHS (GNK)	0.4	$501k	22k	22.55	View chart
Johnson Controls Internation SHS (JCI)	0.4	$498k	3.8k	130.95	View chart
Cme (CME)	0.4	$483k	1.6k	295.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$462k	800.00	576.92	View chart
Motorola Solutions Com New (MSI)	0.3	$438k	1.0k	433.97	View chart
Arista Networks Com Shs (ANET)	0.3	$433k	3.5k	122.78	View chart
Air Products & Chemicals (APD)	0.3	$432k	1.5k	290.51	View chart
Ciena Corp Com New (CIEN)	0.3	$415k	1.1k	388.23	View chart
Union Pacific Corporation (UNP)	0.3	$411k	1.7k	242.69	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.3	$409k	4.3k	94.56	View chart
Home Depot (HD)	0.3	$381k	1.2k	328.97	View chart
Reddit Cl A (RDDT)	0.3	$374k	2.8k	134.65	View chart
Garrett Motion (GTX)	0.3	$363k	20k	18.17	View chart
Raytheon Technologies Corp (RTX)	0.3	$360k	1.9k	192.94	View chart
Meta Platforms Cl A (META)	0.3	$360k	628.00	572.44	View chart
Vanguard World Industrial Etf (VIS)	0.3	$359k	1.1k	312.27	View chart
Analog Devices (ADI)	0.3	$349k	1.1k	318.00	View chart
Darden Restaurants (DRI)	0.2	$329k	1.7k	196.05	View chart
Intuitive Surgical Com New (ISRG)	0.2	$326k	708.00	460.99	View chart
Netflix (NFLX)	0.2	$317k	3.3k	96.15	View chart
Lam Research Corp Com New (LRCX)	0.2	$309k	1.4k	213.66	View chart
Medtronic SHS (MDT)	0.2	$301k	3.5k	86.65	View chart
Servicenow (NOW)	0.2	$298k	2.9k	104.55	View chart
Realty Income (O)	0.2	$291k	4.8k	61.18	View chart
Caterpillar (CAT)	0.2	$290k	409.00	707.85	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$289k	3.3k	87.84	View chart
Comcast Corp Cl A (CMCSA)	0.2	$284k	9.9k	28.71	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$278k	2.6k	106.01	View chart
Corpay Com Shs (CPAY)	0.2	$273k	938.00	290.99	View chart
Best Buy (BBY)	0.2	$268k	4.2k	64.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$263k	1.4k	191.87	View chart
Abbvie (ABBV)	0.2	$261k	1.2k	217.50	View chart
Amphenol Corp Cl A (APH)	0.2	$257k	2.0k	126.35	View chart
Goldman Sachs (GS)	0.2	$247k	292.00	845.99	View chart
Lumentum Hldgs (LITE)	0.2	$225k	320.00	702.76	View chart
Cummins (CMI)	0.2	$224k	415.00	538.58	View chart
salesforce (CRM)	0.2	$215k	1.2k	186.59	View chart
Palantir Technologies Cl A (PLTR)	0.2	$208k	1.4k	146.28	View chart
Boston Scientific Corporation (BSX)	0.2	$206k	3.3k	62.75	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$206k	1.2k	168.89	View chart
Ardelyx (ARDX)	0.1	$169k	28k	5.99	View chart

Past Filings by LightSquare Wealth Management

SEC 13F filings are viewable for LightSquare Wealth Management going back to 2026

LightSquare Wealth Management 2026 Q1 filed May 12, 2026

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