LightSquare Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), LightSquare Wealth Management, LLC reported 92 stock positions worth $133.5 million. Its top holding was SS Technology Select Sector (XLK) at 10.0% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 8.8%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.1%).
- Most Recent 13F
- Q2 2026
- Location
- BINGHAM FARMS, MI
- CIK
- 0002118318
- Portfolio Value
- $133.5M (Q1 2026)
- SEC Filing
- 0001754960-26-000373 ↗ filed May 12, 2026
Holdings Value
Holdings 92 stocks · $133.5M
| XLK SS Technology Select Sector | 10.03% | 100,723 | $13.4M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.83% | 60,102 | $11.8M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.10% | 15,595 | $6.8M | — |
| VIG Vanguard Dividend Apprec ETF | 4.42% | 27,449 | $5.9M | — |
| XLF SS Financial Select Sector | 3.96% | 107,089 | $5.3M | — |
| XLI SS Industrial Select Sector | 3.73% | 30,771 | $5.0M | — |
| VYM Vanguard High DVD Yield ETF | 3.15% | 28,413 | $4.2M | — |
| XLY SS Consumer Disc Select Sect | 2.99% | 36,586 | $4.0M | — |
| XLV SS Health Care Select Sector | 2.95% | 26,822 | $3.9M | — |
| XLC SS Comm Select Sector SPDR | 2.78% | 33,458 | $3.7M | — |
| SJNK SS SPDR BB St Hi Yield ETF | 2.58% | 137,613 | $3.4M | — |
| SHY iShares 1-3 Year Treasury Bo | 2.57% | 41,566 | $3.4M | — |
| NVDA Nvidia Corp. | 2.44% | 18,646 | $3.3M | — |
| XLP SS Consumer Staples Sel Sect | 2.35% | 38,251 | $3.1M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.05% | 52,059 | $2.7M | — |
| JNK SS SPDR BB High Yield Bond | 1.92% | 26,767 | $2.6M | — |
| SPYI Neos S&P 500 High Income ETF | 1.87% | 50,660 | $2.5M | — |
| AAPL Apple Inc. | 1.76% | 9,270 | $2.4M | — |
| XLRE SS Real Estate Select Sector | 1.68% | 54,993 | $2.2M | — |
| XLB SS Materials Select Sector | 1.67% | 44,739 | $2.2M | — |
| MSFT Microsoft Corp. | 1.33% | 4,794 | $1.8M | — |
| SHV iShares 0-1 Year Treasury Bo | 1.29% | 15,605 | $1.7M | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.25% | 31,260 | $1.7M | — |
| IEI iShares 3-7 Year Treasury Bo | 1.02% | 11,483 | $1.4M | — |
| AMZN Amazon.com Inc. | 0.97% | 6,226 | $1.3M | — |
| XLE SS Energy Select Sector | 0.72% | 15,798 | $968K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.72% | 20,971 | $962K | — |
| AVGO Broadcom Inc. | 0.71% | 3,070 | $950K | — |
| VRT Vertiv Holdings Co. Class A | 0.69% | 3,672 | $920K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.67% | 4,096 | $890K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.67% | 4,826 | $889K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.66% | 2,928 | $885K | — |
| JPM JPMorgan Chase & Co. | 0.64% | 2,921 | $859K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.64% | 3,333 | $858K | — |
| MBB iShares MBS ETF | 0.64% | 8,952 | $850K | — |
| DY Dycom Industries Inc. | 0.63% | 2,482 | $841K | — |
| IEF iShares 7-10 Year Treasury B | 0.63% | 8,794 | $839K | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.63% | 16,567 | $834K | — |
| ETN Eaton Corp. PLC | 0.62% | 2,327 | $832K | — |
| WMT Walmart Inc. | 0.62% | 6,680 | $830K | — |
| VZ Verizon Communications Inc. | 0.59% | 15,670 | $787K | — |
| COST Costco Wholesale Corp. | 0.59% | 788 | $786K | — |
| MPC Marathon Petroleum Corp. | 0.57% | 3,092 | $755K | — |
| GOOGL Alphabet Inc. Class A | 0.56% | 2,612 | $751K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.54% | 2,960 | $718K | — |
| VGT Vanguard Info Tech ETF | 0.52% | 992 | $692K | — |
| GOOG Alphabet Inc. Class C | 0.44% | 2,052 | $589K | — |
| NEE Nextera Energy Inc. | 0.44% | 6,290 | $584K | — |
| JNJ Johnson & Johnson | 0.40% | 2,168 | $530K | — |
| CB Chubb Ltd. | 0.39% | 1,596 | $520K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 777 | $505K | — |
| GNK Genco Shipping & Trading Ltd. | 0.38% | 22,221 | $501K | — |
| JCI Johnson Controls Internation | 0.37% | 3,801 | $498K | — |
| CME Cme Group Inc. | 0.36% | 1,634 | $483K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 800 | $462K | — |
| MSI Motorola Solutions Inc. | 0.33% | 1,010 | $438K | — |
| ANET Arista Networks Inc. | 0.32% | 3,523 | $433K | — |
| APD Air Products & Chemicals Inc. | 0.32% | 1,487 | $432K | — |
| CIEN Ciena Corp. | 0.31% | 1,068 | $415K | — |
| UNP Union Pacific Corp. | 0.31% | 1,692 | $411K | — |
| IYR iShares US Real Estate ETF | 0.31% | 4,329 | $409K | — |
| HD Home Depot Inc. | 0.29% | 1,159 | $381K | — |
| RDDT Reddit Inc. Class A | 0.28% | 2,775 | $374K | — |
| GTX Garrett Motion Inc. | 0.27% | 20,000 | $363K | — |
| RTX RTX Corp. | 0.27% | 1,867 | $360K | — |
| META Meta Platforms Inc. Class A | 0.27% | 628 | $359K | — |
| VIS Vanguard Industrials ETF | 0.27% | 1,148 | $358K | — |
| ADI Analog Devices Inc. | 0.26% | 1,097 | $349K | — |
| DRI Darden Restaurants Inc. | 0.25% | 1,680 | $329K | — |
| ISRG Intuitive Surgical Inc. | 0.24% | 708 | $326K | — |
| NFLX Netflix Inc. | 0.24% | 3,298 | $317K | — |
| LRCX Lam Research Corp. | 0.23% | 1,447 | $309K | — |
| MDT Medtronic PLC | 0.23% | 3,469 | $301K | — |
| NOW ServiceNow Inc. | 0.22% | 2,850 | $298K | — |
| O Realty Income Corp. | 0.22% | 4,750 | $291K | — |
| CAT Caterpillar Inc. | 0.22% | 409 | $290K | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.22% | 3,290 | $289K | — |
| CMCSA Comcast Corp. Class A | 0.21% | 9,894 | $284K | — |
| NOBL Proshares S&P 500 Dividend A | 0.21% | 2,622 | $278K | — |
| CPAY Corpay Inc. | 0.20% | 938 | $273K | — |
| BBY Best Buy Co. Inc. | 0.20% | 4,168 | $268K | — |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 1,373 | $263K | — |
| ABBV Abbvie Inc. | 0.20% | 1,201 | $261K | — |
| APH Amphenol Corp. Class A | 0.19% | 2,036 | $257K | — |
| GS Goldman Sachs Group Inc. | 0.19% | 292 | $247K | — |
| LITE Lumentum Holdings Inc. | 0.17% | 320 | $225K | — |
| CMI Cummins Inc. | 0.17% | 415 | $224K | — |
| CRM Salesforce Inc. | 0.16% | 1,154 | $215K | — |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 1,419 | $208K | — |
| BSX Boston Scientific Corp. | 0.15% | 3,280 | $206K | — |
| IBB iShares Biotechnology ETF | 0.15% | 1,217 | $206K | — |
| ARDX Ardelyx Inc. | 0.13% | 28,229 | $169K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.