LightSquare Wealth Management, LLC: 13F holdings
CIK 21183182026Q2
| Positions | 104 |
|---|
| Reported value | $145.0m |
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| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 104 (+12 vs prior quarter) |
|---|
| Reported value | $145.0m (+8.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| XLK SELECT SECTOR SPDR TR | 92,415 | $17.6m | 12.1% |
| VTV VANGUARD INDEX FDS | 54,815 | $11.9m | 8.2% |
| VUG VANGUARD INDEX FDS | 86,142 | $7.4m | 5.1% |
| VIG VANGUARD SPECIALIZED FUNDS | 24,728 | $5.9m | 4.0% |
| XLF SELECT SECTOR SPDR TR | 99,827 | $5.4m | 3.7% |
| XLI SELECT SECTOR SPDR TR | 28,662 | $5.3m | 3.7% |
| VYM VANGUARD WHITEHALL FDS | 25,819 | $4.1m | 2.8% |
| XLY SELECT SECTOR SPDR TR | 34,174 | $4.0m | 2.8% |
| XLV SELECT SECTOR SPDR TR | 25,226 | $4.0m | 2.8% |
| NVDA NVIDIA CORPORATION | 18,695 | $3.7m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2118318")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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