LightSquare Wealth Management, LLC — 13F Holdings & Portfolio

CIK 2118318 · latest 13F-HR filed 2026-05-12

LightSquare Wealth Management, LLC manages $133.5M in 13F-reported U.S. long-equity assets across 92 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are XLK (10.03%), VTV (8.83%), VUG (5.10%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$133.5M

Long-equity book

Holdings

92

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

no prior filing cached

Firm Profile & Key People
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Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SELECT SECTOR SPDR TR XLK 81369Y803 $13.4M 10.03% 100,723 SH
2 VANGUARD INDEX FDS VTV 922908744 $11.8M 8.83% 60,102 SH
3 VANGUARD INDEX FDS VUG 922908736 $6.8M 5.10% 15,595 SH
4 VANGUARD SPECIALIZED FUNDS VIG 921908844 $5.9M 4.42% 27,449 SH
5 SELECT SECTOR SPDR TR XLF 81369Y605 $5.3M 3.96% 107,089 SH
6 SELECT SECTOR SPDR TR XLI 81369Y704 $5.0M 3.73% 30,771 SH
7 VANGUARD WHITEHALL FDS VYM 921946406 $4.2M 3.15% 28,413 SH
8 SELECT SECTOR SPDR TR XLY 81369Y407 $4.0M 2.99% 36,586 SH
9 SELECT SECTOR SPDR TR XLV 81369Y209 $3.9M 2.95% 26,822 SH
10 SELECT SECTOR SPDR TR XLC 81369Y852 $3.7M 2.78% 33,458 SH
11 SPDR SERIES TRUST SJNK 78468R408 $3.4M 2.58% 137,613 SH
12 ISHARES TR SHY 464287457 $3.4M 2.57% 41,566 SH
13 NVIDIA CORPORATION NVDA 67066G104 $3.3M 2.44% 18,646 SH
14 SELECT SECTOR SPDR TR XLP 81369Y308 $3.1M 2.35% 38,251 SH
15 ISHARES TR IGSB 464288646 $2.7M 2.05% 52,059 SH
16 SPDR SERIES TRUST JNK 78468R622 $2.6M 1.92% 26,767 SH
17 NEOS ETF TRUST SPYI 78433H303 $2.5M 1.87% 50,660 SH
18 APPLE INC AAPL 037833100 $2.4M 1.76% 9,270 SH
19 SELECT SECTOR SPDR TR XLRE 81369Y860 $2.2M 1.68% 54,993 SH
20 SELECT SECTOR SPDR TR XLB 81369Y100 $2.2M 1.67% 44,739 SH
21 MICROSOFT CORP MSFT 594918104 $1.8M 1.33% 4,794 SH
22 ISHARES TR SHV 464288679 $1.7M 1.29% 15,605 SH
23 ISHARES TR IGIB 464288638 $1.7M 1.25% 31,260 SH
24 ISHARES TR IEI 464288661 $1.4M 1.02% 11,483 SH
25 AMAZON COM INC AMZN 023135106 $1.3M 0.97% 6,226 SH
26 SELECT SECTOR SPDR TR XLE 81369Y506 $967.8K 0.72% 15,798 SH
27 SELECT SECTOR SPDR TR XLU 81369Y886 $962.3K 0.72% 20,971 SH
28 BROADCOM INC AVGO 11135F101 $950.3K 0.71% 3,070 SH
29 VERTIV HOLDINGS CO VRT 92537N108 $920.1K 0.69% 3,672 SH
30 VANGUARD INDEX FDS VBR 922908611 $889.8K 0.67% 4,096 SH
31 VANGUARD INDEX FDS VOE 922908512 $889.3K 0.67% 4,826 SH
32 VANGUARD INDEX FDS VBK 922908595 $885.0K 0.66% 2,928 SH
33 JPMORGAN CHASE & CO JPM 46625H100 $859.2K 0.64% 2,921 SH
34 VANGUARD INDEX FDS VOT 922908538 $857.8K 0.64% 3,333 SH
35 ISHARES TR MBB 464288588 $850.0K 0.64% 8,952 SH
36 DYCOM INDS INC DY 267475101 $841.0K 0.63% 2,482 SH
37 ISHARES TR IEF 464287440 $839.3K 0.63% 8,794 SH
38 JANUS DETROIT STR TR JAAA 47103U845 $834.5K 0.63% 16,567 SH
39 EATON CORP PLC ETN G29183103 $832.2K 0.62% 2,327 SH
40 WALMART INC WMT 931142103 $830.2K 0.62% 6,680 SH
41 VERIZON COMMUNICATIONS INC VZ 92343V104 $786.6K 0.59% 15,670 SH
42 COSTCO WHOLESALE CORPORATION COST 22160K105 $785.6K 0.59% 788 SH
43 MARATHON PETE CORP MPC 56585A102 $755.1K 0.57% 3,092 SH
44 ALPHABET INC GOOGL 02079K305 $751.1K 0.56% 2,612 SH
45 INTERNATIONAL BUSINESS MACHS IBM 459200101 $717.6K 0.54% 2,960 SH
46 VANGUARD WORLD FD VGT 92204A702 $692.4K 0.52% 992 SH
47 ALPHABET INC GOOG 02079K107 $588.6K 0.44% 2,052 SH
48 NEXTERA ENERGY INC NEE 65339F101 $584.2K 0.44% 6,290 SH
49 JOHNSON & JOHNSON JNJ 478160104 $530.0K 0.40% 2,168 SH
50 CHUBB LTD SWITZ CB H1467J104 $520.2K 0.39% 1,596 SH