LightSquare Wealth Management

LightSquare Wealth Management as of March 31, 2026

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