LightSquare Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2026
Location
Bingham Farms, MI
CIK
0002118318
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2026 110 148,771 XLK, VTV, VUG, XLF 13F-HR 11/3/2026 000175496026000970
Q2 2026 104 145,050 XLK, VTV, VUG, VIG 13F-HR 8/4/2026 000175496026000679
Q1 2026 92 133,487 XLK, VTV, VUG, VIG 13F-HR 5/11/2026 000175496026000373