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CIK: 0002118318
Total reported value
$145.0M
$145.0M
92 檔
29.8%
In Q1 2026, LightSquare Wealth Management, LLC's U.S. equity holdings reached a combined market value of $145.0M, distributed across 92 disclosed stock positions.
During Q1 2026, LightSquare Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 10.03% | +2.11% | — | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 8.83% | -0.59% | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.10% | +0.02% | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.42% | -0.39% | — | |
| 5 | XLF | Ss Financial Select Sector | ETF-Other | 3.96% | -0.27% | — | |
| 6 | XLI | Ss Industrial Select Sector | ETF-Other | 3.73% | -0.07% | — | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.15% | -0.34% | — | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.99% | -0.23% | — | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 2.95% | -0.19% | — | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.78% | -0.45% | — | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.58% | -0.37% | — | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.57% | -0.23% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | +0.14% | — | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.35% | -0.30% | — | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.05% | -0.30% | — | |
| 16 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.92% | -0.26% | — | |
| 17 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.87% | — | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.76% | +0.35% | — | |
| 19 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.68% | -0.13% | — | |
| 20 | XLB | Ss Materials Select Sector | ETF-Other | 1.67% | -0.21% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.09% | — | |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.29% | -0.09% | — | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.25% | -0.18% | — | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.02% | -0.15% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.24% | — | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 0.72% | -0.18% | — | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.72% | -0.11% | — | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.01% | — | |
| 29 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.69% | +0.15% | — | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.67% | -0.05% | — | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.67% | -0.08% | — | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.66% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | +0.03% | — | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.64% | -0.01% | — | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.64% | -0.10% | — | |
| 36 | DY | Dycom Industries Inc | Stock-Industrials | 0.63% | -0.63% | EXIT | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.63% | -0.09% | — | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.63% | +0.05% | — | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.62% | -0.03% | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.08% | — | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.59% | -0.07% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.05% | — | |
| 43 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.57% | -0.16% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.16% | — | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | +0.07% | — | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.52% | +0.13% | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.06% | — | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.08% | — | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.07% | — | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.39% | -0.08% | — |
According to official SEC Form 13F filings, LightSquare Wealth Management, LLC reported a total U.S. public equity portfolio value of $145.0M across 92 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including XLK, VTV, VUG) accounted for 29.8% of total reported equity market value during Q1 2026.
During Q1 2026, LightSquare Wealth Management, LLC's top holdings by market value included XLK (10.0%)、VTV (8.8%)、VUG (5.1%). The largest single position, XLK, represented 10.0% of total portfolio value.
In Q1 2026, LightSquare Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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