LightSquare Wealth Management, LLC

· CIK 0002118318

13F Portfolio $133.5B AUM 92 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

92 New

#	Ticker	Company	Sector	Shares	Value	% Port	Chg Shares	Chg %
1	XLK	SELECT SECTOR SPDR TR	—	100,723	$13.4M	10.03%	NEW	—
2	VTV	VANGUARD INDEX FDS	—	60,102	$11.8M	8.83%	NEW	—
3	VUG	VANGUARD INDEX FDS	—	15,595	$6.8M	5.10%	NEW	—
4	VIG	VANGUARD SPECIALIZED FUNDS	—	27,449	$5.9M	4.42%	NEW	—
5	XLF	SELECT SECTOR SPDR TR	—	107,089	$5.3M	3.96%	NEW	—
6	XLI	SELECT SECTOR SPDR TR	—	30,771	$5.0M	3.73%	NEW	—
7	VYM	VANGUARD WHITEHALL FDS	—	28,413	$4.2M	3.15%	NEW	—
8	XLY	SELECT SECTOR SPDR TR	—	36,586	$4.0M	2.99%	NEW	—
9	XLV	SELECT SECTOR SPDR TR	—	26,822	$3.9M	2.95%	NEW	—
10	XLC	SELECT SECTOR SPDR TR	—	33,458	$3.7M	2.78%	NEW	—
11	SJNK	SPDR SERIES TRUST	—	137,613	$3.4M	2.58%	NEW	—
12	SHY	ISHARES TR	—	41,566	$3.4M	2.57%	NEW	—
13	NVDA	NVIDIA CORPORATION	Technology	18,646	$3.3M	2.44%	NEW	—
14	XLP	SELECT SECTOR SPDR TR	—	38,251	$3.1M	2.35%	NEW	—
15	IGSB	ISHARES TR	—	52,059	$2.7M	2.05%	NEW	—
16	JNK	SPDR SERIES TRUST	—	26,767	$2.6M	1.92%	NEW	—
17	SPYI	NEOS ETF TRUST	—	50,660	$2.5M	1.87%	NEW	—
18	AAPL	APPLE INC	Technology	9,270	$2.4M	1.76%	NEW	—
19	XLRE	SELECT SECTOR SPDR TR	—	54,993	$2.2M	1.68%	NEW	—
20	XLB	SELECT SECTOR SPDR TR	—	44,739	$2.2M	1.68%	NEW	—
21	MSFT	MICROSOFT CORP	Technology	4,794	$1.8M	1.33%	NEW	—
22	SHV	ISHARES TR	—	15,605	$1.7M	1.29%	NEW	—
23	IGIB	ISHARES TR	—	31,260	$1.7M	1.25%	NEW	—
24	IEI	ISHARES TR	—	11,483	$1.4M	1.02%	NEW	—
25	AMZN	AMAZON COM INC	Consumer Cyclical	6,226	$1.3M	0.97%	NEW	—
26	XLE	SELECT SECTOR SPDR TR	—	15,798	$968K	0.72%	NEW	—
27	XLU	SELECT SECTOR SPDR TR	—	20,971	$962K	0.72%	NEW	—
28	AVGO	BROADCOM INC	Technology	3,070	$950K	0.71%	NEW	—
29	VRT	VERTIV HOLDINGS CO	Industrials	3,672	$920K	0.69%	NEW	—
30	VBR	VANGUARD INDEX FDS	—	4,096	$890K	0.67%	NEW	—
31	VOE	VANGUARD INDEX FDS	—	4,826	$889K	0.67%	NEW	—
32	VBK	VANGUARD INDEX FDS	—	2,928	$885K	0.66%	NEW	—
33	JPM	JPMORGAN CHASE & CO	Financial Services	2,921	$859K	0.64%	NEW	—
34	VOT	VANGUARD INDEX FDS	—	3,333	$858K	0.64%	NEW	—
35	MBB	ISHARES TR	—	8,952	$850K	0.64%	NEW	—
36	DY	DYCOM INDS INC	Industrials	2,482	$841K	0.63%	NEW	—
37	IEF	ISHARES TR	—	8,794	$839K	0.63%	NEW	—
38	JAAA	JANUS DETROIT STR TR	—	16,567	$834K	0.62%	NEW	—
39	ETN	EATON CORP PLC	Industrials	2,327	$832K	0.62%	NEW	—
40	WMT	WALMART INC	Consumer Defensive	6,680	$830K	0.62%	NEW	—
41	VZ	VERIZON COMMUNICATIONS INC	Communication Services	15,670	$787K	0.59%	NEW	—
42	COST	COSTCO WHOLESALE CORPORATION	Consumer Defensive	788	$786K	0.59%	NEW	—
43	MPC	MARATHON PETE CORP	Energy	3,092	$755K	0.57%	NEW	—
44	GOOGL	ALPHABET INC	Communication Services	2,612	$751K	0.56%	NEW	—
45	IBM	INTERNATIONAL BUSINESS MACHS	Technology	2,960	$718K	0.54%	NEW	—
46	VGT	VANGUARD WORLD FD	—	992	$692K	0.52%	NEW	—
47	GOOGL	ALPHABET INC	Communication Services	2,052	$589K	0.44%	NEW	—
48	NEE	NEXTERA ENERGY INC	Utilities	6,290	$584K	0.44%	NEW	—
49	JNJ	JOHNSON & JOHNSON	Healthcare	2,168	$530K	0.40%	NEW	—
50	—	CHUBB LTD SWITZ	—	1,596	$520K	0.39%	NEW	—
51	LRGF	STATE STR SPDR S&P 500 ETF T	—	777	$505K	0.38%	NEW	—
52	—	GENCO SHIPPING & TRADING LTD	—	22,221	$501K	0.38%	NEW	—
53	JCI	JOHNSON CONTROLS INTERNATION	Industrials	3,801	$498K	0.37%	NEW	—
54	CME	CME GROUP INC	Financial Services	1,634	$483K	0.36%	NEW	—
55	QQQM	INVESCO QQQ TR	—	800	$462K	0.35%	NEW	—
56	MSI	MOTOROLA SOLUTIONS INC	Technology	1,010	$438K	0.33%	NEW	—
57	ANET	ARISTA NETWORKS INC	Technology	3,523	$433K	0.32%	NEW	—
58	APD	AIR PRODUCTS AND CHEMICALS I	Basic Materials	1,487	$432K	0.32%	NEW	—
59	CIEN	CIENA CORP	Technology	1,068	$415K	0.31%	NEW	—
60	UNP	UNION PAC CORP	Industrials	1,692	$411K	0.31%	NEW	—
61	IYR	ISHARES TR	—	4,329	$409K	0.31%	NEW	—
62	HD	HOME DEPOT INC	Consumer Cyclical	1,159	$381K	0.29%	NEW	—
63	RDDT	REDDIT INC	Communication Services	2,775	$374K	0.28%	NEW	—
64	GTX	GARRETT MOTION INC	Consumer Cyclical	20,000	$363K	0.27%	NEW	—
65	RTX	RTX CORPORATION	Industrials	1,867	$360K	0.27%	NEW	—
66	META	META PLATFORMS INC	Communication Services	628	$359K	0.27%	NEW	—
67	VIS	VANGUARD WORLD FD	—	1,148	$358K	0.27%	NEW	—
68	ADI	ANALOG DEVICES INC	Technology	1,097	$349K	0.26%	NEW	—
69	DRI	DARDEN RESTAURANTS INC	Consumer Cyclical	1,680	$329K	0.25%	NEW	—
70	ISRG	INTUITIVE SURGICAL INC	Healthcare	708	$326K	0.24%	NEW	—
71	NFLX	NETFLIX INC.	Communication Services	3,298	$317K	0.24%	NEW	—
72	LRCX	LAM RESEARCH CORP	Technology	1,447	$309K	0.23%	NEW	—
73	MDT	MEDTRONIC PLC	Healthcare	3,469	$301K	0.23%	NEW	—
74	NOW	SERVICENOW INC	Technology	2,850	$298K	0.22%	NEW	—
75	O	REALTY INCOME CORP	Real Estate	4,750	$291K	0.22%	NEW	—
76	CAT	CATERPILLAR INC	Industrials	409	$290K	0.22%	NEW	—
77	WT	WISDOMTREE TR	Financial Services	3,290	$289K	0.22%	NEW	—
78	—	COMCAST CORP NEW	—	9,894	$284K	0.21%	NEW	—
79	NOBL	PROSHARES TR	—	2,622	$278K	0.21%	NEW	—
80	CPAY	CORPAY INC	Technology	938	$273K	0.20%	NEW	—
81	BBY	BEST BUY INC	Consumer Cyclical	4,168	$268K	0.20%	NEW	—
82	RSP	INVESCO EXCHANGE TRADED FD T	—	1,373	$263K	0.20%	NEW	—
83	ABBV	ABBVIE INC	Healthcare	1,201	$261K	0.20%	NEW	—
84	APH	AMPHENOL CORP	Technology	2,036	$257K	0.19%	NEW	—
85	GS	GOLDMAN SACHS GROUP INC	Financial Services	292	$247K	0.18%	NEW	—
86	LITE	LUMENTUM HLDGS INC	Technology	320	$225K	0.17%	NEW	—
87	CMI	CUMMINS INC	Industrials	415	$224K	0.17%	NEW	—
88	CRM	SALESFORCE INC	Technology	1,154	$215K	0.16%	NEW	—
89	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,419	$208K	0.15%	NEW	—
90	BSX	BOSTON SCIENTIFIC CORP	Healthcare	3,280	$206K	0.15%	NEW	—
91	IBB	ISHARES TR	—	1,217	$206K	0.15%	NEW	—
92	ARDX	ARDELYX INC	Healthcare	28,229	$169K	0.13%	NEW	—

Sector Allocation

Technology 41.5%

Industrials 14.6%

Communication Services 10.6%

Consumer Cyclical 8.8%

Financial Services 6.3%

Healthcare 6.0%

Consumer Defensive 5.4%

Energy 2.5%

Utilities 1.9%

Basic Materials 1.4%