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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 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 4,804.0 $1.8M 1.24% $373.03 +37.7%
22 SHV ISHARES TR 15,834.0 $1.7M 1.21% +229.0 +1.5% $110.35 +0.0%
23 IGIB ISHARES TR 29,158.0 $1.6M 1.07% -2K -6.7% $53.17 -1.8%
24 IEI ISHARES TR 10,714.0 $1.3M 0.87% -769.0 -6.7% $117.45 -1.1%
25 VRT VERTIV HOLDINGS CO Industrials 3,632.0 $1.2M 0.84% -40.0 -1.1% $334.82 -23.2%
26 AMZN AMAZON COM INC Consumer Cyclical 4,424.0 $1.1M 0.73% -2K -28.9% $238.34 +11.8%
27 GOOGL ALPHABET INC Communication Services 2,933.0 $1.0M 0.72% +321.0 +12.3% $357.39 -3.0%
28 AVGO BROADCOM INC Technology 2,761.0 $1.0M 0.72% -309.0 -10.1% $377.73 -2.4%
29 JAAA JANUS DETROIT STR TR 19,615.0 $990K 0.68% +3K +18.4% $50.49 +0.4%
30 JPM JPMORGAN CHASE & CO Financial Services 2,952.0 $966K 0.67% +31.0 +1.1% $327.29 +9.3%
31 VBK VANGUARD INDEX FDS 2,636.0 $964K 0.67% -292.0 -10.0% $365.75 -3.8%
32 VGT VANGUARD WORLD FD 7,941.0 $949K 0.65% +7K +700.5% $119.51 +0.5%
33 VOT VANGUARD INDEX FDS 2,992.0 $916K 0.63% -341.0 -10.2% $306.30 -1.1%
34 VBR VANGUARD INDEX FDS 3,691.0 $897K 0.62% -405.0 -9.9% $242.98 +1.6%
35 IBM INTERNATIONAL BUSINESS MACHS Technology 3,170.0 $891K 0.61% +210.0 +7.1% $281.19 -16.2%
36 XLU SELECT SECTOR SPDR TR 19,614.0 $889K 0.61% -1K -6.5% $45.34 -5.8%
37 ETN EATON CORP PLC Industrials 2,023.0 $862K 0.59% -304.0 -13.1% $426.09 -5.5%
38 VOE VANGUARD INDEX FDS 4,354.0 $860K 0.59% -472.0 -9.8% $197.58 +5.2%
39 EAT BRINKER INTL INC Consumer Cyclical 4,988.0 $838K 0.58% NEW $168.00 +37.0%
40 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,698.0 $801K 0.55% NEW $216.60 -8.3%
Page 2 of 6  ·  104 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%