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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NOBL PROSHARES TR 5,272.0 $296K 0.20% +3K +101.1% $56.16 +3.9%
82 CRWD CROWDSTRIKE HLDGS INC Technology 386.0 $295K 0.20% NEW $190.78 +14.5%
83 RSP INVESCO EXCHANGE TRADED FD T 1,376.0 $293K 0.20% $212.84 +3.7%
84 AGG ISHARES TR 2,953.0 $292K 0.20% NEW $98.98 -1.5%
85 LITE LUMENTUM HLDGS INC Technology 328.0 $281K 0.19% +8.0 +2.5% $858.06 +4.3%
86 O REALTY INCOME CORP Real Estate 4,482.0 $278K 0.19% -268.0 -5.6% $61.95 +0.0%
87 BBY BEST BUY INC Consumer Cyclical 3,654.0 $277K 0.19% -514.0 -12.3% $75.88 +8.6%
88 ABBV ABBVIE INC Healthcare 1,077.0 $271K 0.19% -124.0 -10.3% $251.65 +1.5%
89 CMI CUMMINS INC Industrials 380.0 $271K 0.19% -35.0 -8.4% $712.44 -20.7%
90 T AT&T INC Communication Services 12,577.0 $260K 0.18% NEW $20.70 +25.6%
91 AMD ADVANCED MICRO DEVICES INC Technology 443.0 $257K 0.18% NEW $580.91 -19.9%
92 ISRG INTUITIVE SURGICAL INC Healthcare 647.0 $257K 0.18% -61.0 -8.6% $397.68 -6.3%
93 NFLX NETFLIX INC. Communication Services 3,552.0 $254K 0.17% +254.0 +7.7% $71.40 +14.5%
94 PANW PALO ALTO NETWORKS INC Technology 695.0 $237K 0.16% NEW $341.02 +9.0%
95 CSCO CISCO SYS INC Technology 1,972.0 $232K 0.16% NEW $117.43 -6.4%
96 IBB ISHARES TR 1,217.0 $232K 0.16% $190.23 +9.8%
97 SSNC SS&C TECH HLDGS Technology 3,685.0 $229K 0.16% NEW $62.05 +34.4%
98 UNH UNITEDHEALTH GROUP INC Healthcare 549.0 $228K 0.16% NEW $415.92 -5.5%
99 FDS FACTSET RESH SYS INC Financial Services 971.0 $223K 0.15% NEW $230.08 +34.3%
100 MDT MEDTRONIC PLC Healthcare 2,829.0 $221K 0.15% -640.0 -18.4% $78.22 +16.6%
Page 5 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%