LightSquare Wealth Management, LLC
Top Portfolio Positions
54 positions ·
$31,398,696 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
18,646 | $3,251,862 | 10.36% | |
| AAPL |
Apple Inc.
Technology
|
9,270 | $2,352,633 | 7.49% | |
| MSFT |
Microsoft Corp
Technology
|
4,794 | $1,774,594 | 5.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,226 | $1,296,689 | 4.13% | |
| AVGO |
Broadcom Inc.
Technology
|
3,070 | $950,195 | 3.03% | |
| VRT |
Vertiv Holdings Co
Industrials
|
3,672 | $920,129 | 2.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,921 | $859,241 | 2.74% | |
| DY |
Dycom Industries Inc
Industrials
|
2,482 | $840,951 | 2.68% | |
| ETN |
Eaton Corp plc
Industrials
|
2,327 | $832,298 | 2.65% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
6,680 | $830,190 | 2.64% |
Holdings in GNK
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $501,083 | 22,221 | Shares | Sole | 2026-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||