LightSquare Wealth Management, LLC

Est. AUM

$133.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SELECT SECTOR SPDR TR	STATE STREET TEC	$13.4M	100723	10.03%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$11.8M	60102	8.83%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$6.8M	15595	5.10%	SOLE
4	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.9M	27449	4.42%	SOLE
5	SELECT SECTOR SPDR TR	STATE STREET FIN	$5.3M	107089	3.96%	SOLE
6	SELECT SECTOR SPDR TR	STATE STREET IND	$5.0M	30771	3.73%	SOLE
7	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.2M	28413	3.15%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET CON	$4.0M	36586	2.99%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET HEA	$3.9M	26822	2.95%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET COM	$3.7M	33458	2.78%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$3.4M	137613	2.58%	SOLE
12	ISHARES TR	1 3 YR TREAS BD	$3.4M	41566	2.57%	SOLE
13	NVIDIA CORPORATION	COM	$3.3M	18646	2.44%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET CON	$3.1M	38251	2.35%	SOLE
15	ISHARES TR	ISHS 1-5YR INVS	$2.7M	52059	2.05%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	26767	1.92%	SOLE
17	NEOS ETF TRUST	NEOS S&P 500 HI	$2.5M	50660	1.87%	SOLE
18	APPLE INC	COM	$2.4M	9270	1.76%	SOLE
19	SELECT SECTOR SPDR TR	STATE STREET REA	$2.2M	54993	1.68%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET MAT	$2.2M	44739	1.68%	SOLE
21	MICROSOFT CORP	COM	$1.8M	4794	1.33%	SOLE
22	ISHARES TR	TRUST ISHARE 0-1	$1.7M	15605	1.29%	SOLE
23	ISHARES TR	ISHS 5-10YR INVT	$1.7M	31260	1.25%	SOLE
24	ISHARES TR	3 7 YR TREAS BD	$1.4M	11483	1.02%	SOLE
25	AMAZON COM INC	COM	$1.3M	6226	0.97%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET ENE	$968K	15798	0.73%	SOLE
27	SELECT SECTOR SPDR TR	STATE STREET UTI	$962K	20971	0.72%	SOLE
28	BROADCOM INC	COM	$950K	3070	0.71%	SOLE
29	VERTIV HOLDINGS CO	COM CL A	$920K	3672	0.69%	SOLE
30	VANGUARD INDEX FDS	SM CP VAL ETF	$890K	4096	0.67%	SOLE
31	VANGUARD INDEX FDS	MCAP VL IDXVIP	$889K	4826	0.67%	SOLE
32	VANGUARD INDEX FDS	SML CP GRW ETF	$885K	2928	0.66%	SOLE
33	JPMORGAN CHASE & CO	COM	$859K	2921	0.64%	SOLE
34	VANGUARD INDEX FDS	MCAP GR IDXVIP	$858K	3333	0.64%	SOLE
35	ISHARES TR	MBS ETF	$850K	8952	0.64%	SOLE
36	DYCOM INDS INC	COM	$841K	2482	0.63%	SOLE
37	ISHARES TR	7-10 YR TRSY BD	$839K	8794	0.63%	SOLE
38	JANUS DETROIT STR TR	HENDRSON AAA CL	$834K	16567	0.62%	SOLE
39	EATON CORP PLC	SHS	$832K	2327	0.62%	SOLE
40	WALMART INC	COM	$830K	6680	0.62%	SOLE
41	VERIZON COMMUNICATIONS INC	COM	$787K	15670	0.59%	SOLE
42	COSTCO WHOLESALE CORPORATION	COM	$786K	788	0.59%	SOLE
43	MARATHON PETE CORP	COM	$755K	3092	0.57%	SOLE
44	ALPHABET INC	CAP STK CL A	$751K	2612	0.56%	SOLE
45	INTERNATIONAL BUSINESS MACHS	COM	$718K	2960	0.54%	SOLE
46	VANGUARD WORLD FD	INF TECH ETF	$692K	992	0.52%	SOLE
47	ALPHABET INC	CAP STK CL C	$589K	2052	0.44%	SOLE
48	NEXTERA ENERGY INC	COM	$584K	6290	0.44%	SOLE
49	JOHNSON & JOHNSON	COM	$530K	2168	0.40%	SOLE
50	CHUBB LTD SWITZ	COM	$520K	1596	0.39%	SOLE

1–50 of 92

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.