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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 6 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SKYY FIRST TR EXCHANGE-TRADED FD 1,595.0 $215K 0.15% NEW $134.58 +22.7%
102 SGOV ISHARES TR 2,124.0 $214K 0.15% NEW $100.66 +0.0%
103 CMCSA COMCAST CORP NEW Communication Services 8,412.0 $207K 0.14% -1K -15.0% $24.55 +10.2%
104 CRM SALESFORCE INC Technology 1,306.0 $205K 0.14% +152.0 +13.2% $156.65 +63.4%
Page 6 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%