LightSquare Wealth Management, LLC
LightSquare Wealth Management, LLC reported 104 positions worth $145.0M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: XLK (12.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | XLK | SH | $17.6M | 12.14% | 92,415 | — | — | |
| ▸ 2 | VTV | SH | $11.9M | 8.24% | 54,815 | — | — | |
| ▸ 3 | VUG | SH | $7.4M | 5.12% | 86,142 | — | — | |
| ▸ 4 | VIG | SH | $5.9M | 4.03% | 24,728 | — | — | |
| ▸ 5 | XLF | SH | $5.4M | 3.69% | 99,827 | — | — | |
| ▸ 6 | XLI | SH | $5.3M | 3.66% | 28,662 | — | — | |
| ▸ 7 | VYM | SH | $4.1M | 2.81% | 25,819 | — | — | |
| ▸ 8 | XLY | SH | $4.0M | 2.76% | 34,174 | — | — | |
| ▸ 9 | XLV | SH | $4.0M | 2.76% | 25,226 | — | — | |
| ▸ 10 | NVDA | SH | $3.7M | 2.58% | 18,695 | — | — |
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Frequently Asked Questions
What stocks does LightSquare Wealth Management, LLC hold as of Q2 2026?
LightSquare Wealth Management, LLC reported 104 positions worth $145.0M in its Q2 2026 13F filing. Largest positions: XLK (12.1%), VTV (8.2%), VUG (5.1%), VIG (4.0%) and XLF (3.7%).
What did LightSquare Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LightSquare Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.