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Manager Profile

LightSquare Wealth Management, LLC

Diversified · Technology 10%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

BINGHAM FARMS, MI

Portfolio Value

$145M

Latest reported 13F value

Holdings

104

Distinct positions in last filing

Top Position

SELECT SECTOR SPDR TR

Latest disclosed holding

Top 4

81369Y803 922908744 922908736 921908844 81369Y605

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
9.9%
Financial Services
4.6%
Industrials
2.9%
Communication Services
2.8%
Consumer Cyclical
1.9%
Healthcare
1.8%
Consumer Defensive
1%
Energy
0.4%
Utilities
0.3%
Real Estate
0.1%
Basic Materials
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
SELECT SECTOR SPDR TR

Shares: 92.4K

17.6M

Position Value
2
VANGUARD INDEX FDS

Shares: 54.8K

11.9M

Position Value
3
VANGUARD INDEX FDS

Shares: 86.1K

7.4M

Position Value
4
VANGUARD SPECIALIZED FUNDS

Shares: 24.7K

5.9M

Position Value
5
SELECT SECTOR SPDR TR

Shares: 99.8K

5.4M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID