LightSquare Wealth Management, LLC
CIK
2118318
Location
BINGHAM FARMS, MI
Portfolio Value
Micro
$31,398,696
Diversification
Diversified
Filing Date
Mar 31, 2026
Global Rank
#7,009
/ 8,232
Top Industry
Semiconductors
15.0%
Period ended 2 months ago
Filed May 12, 2026 · 33d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-1.6%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−5.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
54 positions · as of Mar 31, 2026Top Position
10.4%
of portfolio value
Top 5
30.7%
of portfolio value
Top 10
44.3%
of portfolio value
HHI
341
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.7% | $12,466,448 |
| Industrials | 15.5% | $4,875,896 |
| Communication Services | 9.1% | $2,871,848 |
| Consumer Cyclical | 8.4% | $2,638,204 |
| Financial Services | 6.7% | $2,109,055 |
| Healthcare | 5.7% | $1,793,029 |
| Consumer Defensive | 5.1% | $1,615,376 |
| Unclassified | 3.1% | $967,058 |
| Energy | 2.4% | $755,004 |
| Utilities | 1.9% | $584,215 |
| Basic Materials | 1.4% | $431,958 |
| Real Estate | 0.9% | $290,605 |
54 positions ·
$31,398,696 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 54 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
First | 18,646 | $3,251,862 | 10.36% | |
| AAPL |
Apple Inc.
Technology
|
First | 9,270 | $2,352,633 | 7.49% | |
| MSFT |
Microsoft Corp
Technology
|
First | 4,794 | $1,774,594 | 5.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 6,226 | $1,296,689 | 4.13% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 3,070 | $950,195 | 3.03% | |
| VRT |
Vertiv Holdings Co
Industrials
|
First | 3,672 | $920,129 | 2.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 2,921 | $859,241 | 2.74% | |
| DY |
Dycom Industries Inc
Industrials
|
First | 2,482 | $840,951 | 2.68% | |
| ETN |
Eaton Corp plc
Industrials
|
First | 2,327 | $832,298 | 2.65% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 6,680 | $830,190 | 2.64% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 15,670 | $786,634 | 2.51% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 788 | $785,186 | 2.50% | |
| MPC |
Marathon Petroleum Corp
Energy
|
First | 3,092 | $755,004 | 2.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 2,612 | $751,106 | 2.39% | |
| IBM |
International Business Machines Corp
Technology
|
First | 2,960 | $717,474 | 2.29% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 6,290 | $584,215 | 1.86% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 2,168 | $529,945 | 1.69% | |
| CB |
Chubb Ltd
Financial Services
|
First | 1,596 | $520,184 | 1.66% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 777 | $505,314 | 1.61% | |
| GNK |
Genco Shipping & Trading Ltd
Industrials
|
First | 22,221 | $501,083 | 1.60% | |
| JCI |
Johnson Controls International plc
Industrials
|
First | 3,801 | $497,740 | 1.59% | |
| CME |
Cme Group Inc.
Financial Services
|
First | 1,634 | $482,601 | 1.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 800 | $461,744 | 1.47% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
First | 1,010 | $438,309 | 1.40% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 3,523 | $432,553 | 1.38% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
First | 1,487 | $431,958 | 1.38% | |
| CIEN |
Ciena Corp
Technology
|
First | 1,068 | $414,629 | 1.32% | |
| UNP |
Union Pacific Corp
Industrials
|
First | 1,692 | $410,513 | 1.31% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 1,159 | $381,183 | 1.21% | |
| RDDT |
Reddit, Inc.
Communication Services
|
First | 2,775 | $373,653 | 1.19% | |
| GTX |
Garrett Motion Inc.
Consumer Cyclical
|
First | 20,000 | $363,400 | 1.16% | |
| RTX |
RTX Corp
Industrials
|
First | 1,867 | $360,144 | 1.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 628 | $359,297 | 1.14% | |
| ADI |
Analog Devices Inc
Technology
|
First | 1,097 | $348,999 | 1.11% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
First | 1,680 | $329,347 | 1.05% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
First | 708 | $326,380 | 1.04% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 3,298 | $317,102 | 1.01% | |
| LRCX |
Lam Research Corp
Technology
|
First | 1,447 | $309,166 | 0.98% | |
| MDT |
Medtronic plc
Healthcare
|
First | 3,469 | $300,588 | 0.96% | |
| NOW |
ServiceNow, Inc.
Technology
|
First | 2,850 | $297,967 | 0.95% | |
| O |
Realty Income Corp
Real Estate
|
First | 4,750 | $290,605 | 0.93% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 409 | $289,760 | 0.92% | |
| CMCSA |
Comcast Corp
Communication Services
|
First | 9,894 | $284,056 | 0.90% | |
| CPAY |
Corpay, Inc.
Technology
|
First | 938 | $272,948 | 0.87% | |
| BBY |
Best Buy Co Inc
Consumer Cyclical
|
First | 4,168 | $267,585 | 0.85% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 1,201 | $261,205 | 0.83% | |
| APH |
Amphenol Corp /De/
Technology
|
First | 2,036 | $257,248 | 0.82% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 292 | $247,029 | 0.79% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
First | 320 | $224,883 | 0.72% | |
| CMI |
Cummins Inc
Industrials
|
First | 415 | $223,278 | 0.71% |