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Portfolio (Quarterly) Guide ↗

LightSquare Wealth Management, LLC

· CIK 0002118318
13F Portfolio $145M AUM 104 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 25 Added 53 Reduced 6 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUG VANGUARD INDEX FDS 86,142.0 $7.4M 5.12% +71K +452.4% $86.14 +2.8%
2 AAPL APPLE INC Technology 10,573.0 $3.1M 2.11% +1K +14.1% $289.36 +10.5%
3 SPYI NEOS ETF TRUST 51,225.0 $2.7M 1.88% +565.0 +1.1% $53.09 +1.2%
4 SHV ISHARES TR 15,834.0 $1.7M 1.21% +229.0 +1.5% $110.35 +0.0%
5 GOOGL ALPHABET INC Communication Services 2,933.0 $1.0M 0.72% +321.0 +12.3% $357.39 -3.0%
6 JAAA JANUS DETROIT STR TR 19,615.0 $990K 0.68% +3K +18.4% $50.49 +0.4%
7 JPM JPMORGAN CHASE & CO Financial Services 2,952.0 $966K 0.67% +31.0 +1.1% $327.29 +9.3%
8 VGT VANGUARD WORLD FD 7,941.0 $949K 0.65% +7K +700.5% $119.51 +0.5%
9 IBM INTERNATIONAL BUSINESS MACHS Technology 3,170.0 $891K 0.61% +210.0 +7.1% $281.19 -16.2%
10 WMT WALMART INC Consumer Defensive 6,963.0 $789K 0.54% +283.0 +4.2% $113.26 -9.0%
11 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 832.0 $779K 0.54% +44.0 +5.6% $935.98 +1.0%
12 VZ VERIZON COMMUNICATIONS INC Communication Services 17,812.0 $754K 0.52% +2K +13.7% $42.34 +18.3%
13 QQQ INVESCO QQQ TR Financial Services 806.0 $593K 0.41% +6.0 +0.8% $736.07 -2.7%
14 CIEN CIENA CORP Technology 1,090.0 $535K 0.37% +22.0 +2.1% $490.56 -22.9%
15 RDDT REDDIT INC Communication Services 2,818.0 $489K 0.34% +43.0 +1.6% $173.58 -11.9%
16 CAT CATERPILLAR INC Industrials 415.0 $442K 0.30% +6.0 +1.5% $1064.00 -24.8%
17 HD HOME DEPOT INC Consumer Cyclical 1,204.0 $425K 0.29% +45.0 +3.9% $352.76 -6.4%
18 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,994.0 $411K 0.28% +314.0 +18.7% $206.03 +4.7%
19 RTX RTX CORPORATION Industrials 1,940.0 $368K 0.25% +73.0 +3.9% $189.73 +11.6%
20 GS GOLDMAN SACHS GROUP INC Financial Services 307.0 $310K 0.21% +15.0 +5.1% $1011.37 +2.2%
Page 1 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.8%
Industrials 14.7%
Consumer Cyclical 9.9%
Financial Services 9.9%
Communication Services 8.9%
Healthcare 7.0%
Consumer Defensive 4.2%
Energy 1.6%
Utilities 1.4%
Basic Materials 1.0%