account_balance
Investment manager · 13F filer · SEC CIK 2118318
LightSquare Wealth Management, LLC
Reported value$149Mas of Sep 30, 2026
Positions110 11 new, 5 sold out
Top 10 weight45.2%XLK alone is 12%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XLKSelect Sector SPDR Tr
11.7%Trimmed −4%
VTVVanguard Index FDS
7.3%Trimmed −8%
VUGVanguard Index FDS
4.8%Trimmed −7%
XLFSelect Sector SPDR Tr
3.7%Added +3%
VIGVanguard Specialized Funds
3.7%Trimmed −6%
XLVSelect Sector SPDR Tr
3.1%Added +7%
SHYiShares Tr
2.9%Added +27%
NVDANVIDIA Corp
2.9%
XLCSelect Sector SPDR Tr
2.6%Added +10%
XLISelect Sector SPDR Tr
2.6%−19%
XLYSelect Sector SPDR Tr
2.6%+4%
AAPLApple Inc.
2.5%+4%
XLKSelect Sector SPDR Tr
11.7%Trimmed −4%
VTVVanguard Index FDS
7.3%−8%
VUGVanguard Index FDS
4.8%−7%
XLFSelect Sector SPDR Tr
3.7%+3%
VIGVanguard Specialized Funds
3.7%−6%
XLVSelect Sector SPDR Tr
3.1%
SHYiShares Tr
2.9%
NVDANVIDIA Corp
2.9%
XLCSelect Sector SPDR Tr
2.6%
XLI2.6%
XLY2.6%
AAPL2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XLK Select Sector SPDR Tr 11.7% Trimmed −4%
VTV Vanguard Index FDS 7.3% Trimmed −8%
VUG Vanguard Index FDS 4.8% Trimmed −7%
XLF Select Sector SPDR Tr 3.7% Added +3%
VIG Vanguard Specialized Funds 3.7% Trimmed −6%
XLV Select Sector SPDR Tr 3.1% Added +7%
SHY iShares Tr 2.9% Added +27%
NVDA NVIDIA Corp 2.9% HeldXLC Select Sector SPDR Tr 2.6% Added +10%
XLI Select Sector SPDR Tr 2.6% Trimmed −19%
XLY Select Sector SPDR Tr 2.6% Added +4%
AAPL Apple Inc. 2.5% Added +4%What changed
Biggest moves since Jun 30, 2026
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