LightSquare Wealth Management, LLC
92 holdingsFiling period: 2026-03-31Current AUM: $148.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | 100.7K | $13.4M | $17.7M | 11.92% | -- | 2026-03-31 |
| 2 | VTV | VANGUARD INDEX FDS | 60.1K | $11.8M | $13.2M | 8.92% | -- | 2026-03-31 |
| 3 | VUG | VANGUARD INDEX FDS | 15.6K | $6.8M | $8.0M | 5.38% | -- | 2026-03-31 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 27.4K | $5.9M | $6.6M | 4.43% | -- | 2026-03-31 |
| 5 | XLF | SELECT SECTOR SPDR TR | 107.1K | $5.3M | $6.1M | 4.11% | -- | 2026-03-31 |
| 6 | XLI | SELECT SECTOR SPDR TR | 30.8K | $5.0M | $5.5M | 3.73% | -- | 2026-03-31 |
| 7 | VYM | VANGUARD WHITEHALL FDS | 28.4K | $4.2M | $4.6M | 3.10% | -- | 2026-03-31 |
| 8 | XLY | SELECT SECTOR SPDR TR | 36.6K | $4.0M | $4.2M | 2.87% | -- | 2026-03-31 |
| 9 | XLV | SELECT SECTOR SPDR TR | 26.8K | $3.9M | $4.4M | 2.94% | -- | 2026-03-31 |
| 10 | XLC | SELECT SECTOR SPDR TR | 33.5K | $3.7M | $3.6M | 2.44% | -- | 2026-03-31 |
| 11 | SJNK | SPDR SERIES TRUST | 137.6K | $3.4M | $3.4M | 2.31% | -- | 2026-03-31 |
| 12 | SHY | ISHARES TR | 41.6K | $3.4M | $3.4M | 2.30% | -- | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 18.6K | $3.3M | $3.7M | 2.52% | -- | 2026-03-31 |
| 14 | XLP | SELECT SECTOR SPDR TR | 38.3K | $3.1M | $3.3M | 2.19% | -- | 2026-03-31 |
| 15 | IGSB | ISHARES TR | 52.1K | $2.7M | $2.7M | 1.83% | -- | 2026-03-31 |
| 16 | JNK | SPDR SERIES TRUST | 26.8K | $2.6M | $2.6M | 1.73% | -- | 2026-03-31 |
| 17 | SPYI | NEOS ETF TRUST | 50.7K | $2.5M | $2.7M | 1.81% | -- | 2026-03-31 |
| 18 | AAPL | APPLE INC | 9.3K | $2.4M | $2.9M | 1.93% | -- | 2026-03-31 |
| 19 | XLRE | SELECT SECTOR SPDR TR | 55.0K | $2.2M | $2.5M | 1.67% | -- | 2026-03-31 |
| 20 | XLB | SELECT SECTOR SPDR TR | 44.7K | $2.2M | $2.3M | 1.52% | -- | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 4.8K | $1.8M | $2.2M | 1.50% | -- | 2026-03-31 |
| 22 | SHV | ISHARES TR | 15.6K | $1.7M | $1.7M | 1.16% | -- | 2026-03-31 |
| 23 | IGIB | ISHARES TR | 31.3K | $1.7M | $1.6M | 1.10% | -- | 2026-03-31 |
| 24 | IEI | ISHARES TR | 11.5K | $1.4M | $1.3M | 0.90% | -- | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 6.2K | $1.3M | $1.7M | 1.14% | -- | 2026-03-31 |
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