StockDriftsStockDriftsTop 50 LightSquare Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 12.14% | 92.4K | $17.6M | -8.25%(-8.31K) | $138.43(+34.90%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 8.24% | 54.8K | $11.9M | -8.80%(-5.29K) | $193.60(+16.64%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.12% | 86.1K | $7.4M | -7.94%(-7.43K) | $77.05(+15.59%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.03% | 24.7K | $5.9M | -9.91%(-2.72K) | $217.42(+13.43%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 3.69% | 99.8K | $5.4M | -6.78%(-7.26K) | $52.07(+11.16%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 3.66% | 28.7K | $5.3M | -6.85%(-2.11K) | $158.42(+17.69%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 2.81% | 25.8K | $4.1M | -9.13%(-2.59K) | $145.81(+14.23%) | 2026-06-30 | |
| XLY | SELECT SECTOR SPDR TR | 2.76% | 34.2K | $4.0M | -6.59%(-2.41K) | $114.20(+4.57%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 2.76% | 25.2K | $4.0M | -5.95%(-1.60K) | $150.71(+12.26%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.58% | 18.7K | $3.7M | +0.26%(+49) | $180.46(+22.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.24% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.61% |
LightSquare Wealth Management, LLC reports $145.05M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are XLK (12.1%), VTV (8.2%) and VUG (5.1%). The top 20 holdings account for 67.12% of reported assets. Its disclosed equity book has returned +13.24% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LightSquare Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2118318). View LightSquare Wealth Management, LLC’s 13F filings on SEC