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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NOW SERVICENOW INC Technology 3,000.0 $298K 0.20% +150.0 +5.3% $99.28 +45.8%
22 NOBL PROSHARES TR 5,272.0 $296K 0.20% +3K +101.1% $56.16 +3.9%
23 LITE LUMENTUM HLDGS INC Technology 328.0 $281K 0.19% +8.0 +2.5% $858.06 +4.3%
24 NFLX NETFLIX INC. Communication Services 3,552.0 $254K 0.17% +254.0 +7.7% $71.40 +14.5%
25 CRM SALESFORCE INC Technology 1,306.0 $205K 0.14% +152.0 +13.2% $156.65 +63.4%
Page 2 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%