DOSSIER · 13F-HR · Q2 2026

LightSquare Wealth Management, LLC

$145M in tracked AUM across 104 positions as of Q2 2026.

LW
CIK 0002118318 · last filed Jun 30, 2026
Total AUM
$145M
as of Q2 2026
Holdings
104
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LightSquare Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XLK
SELECT SECTOR SPDR TR
$18M92K12.1%
02
VTV
VANGUARD INDEX FDS
$12M55K8.2%
03
VUG
VANGUARD INDEX FDS
$7M86K5.1%
04
VIG
VANGUARD SPECIALIZED FUNDS
$6M25K4.0%
05
XLF
SELECT SECTOR SPDR TR
$5M100K3.7%
06
XLI
SELECT SECTOR SPDR TR
$5M29K3.7%
07
VYM
VANGUARD WHITEHALL FDS
$4M26K2.8%
08
XLY
SELECT SECTOR SPDR TR
$4M34K2.8%
09
XLV
SELECT SECTOR SPDR TR
$4M25K2.8%
10
NVDA
NVIDIA CORPORATION
$4M19K2.6%

Filing history

2026Q2Jun 30
$145M 8.7%
104 positionsView →
2026Q1Mar 31
$133M
92 positionsView →