Institutional Fund
Lightsquare Wealth Management, LLC
Bingham Farms, MICIK 21183181 filings on record
Portfolio Value
$133.49M
Q1 2026
Holdings
92
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Select Sector Spdr Tr10.0%
- Vanguard Index Fds8.8%
- Vanguard Index Fds5.1%
- Vanguard Specialized Funds4.4%
- Select Sector Spdr Tr4.0%
- Select Sector Spdr Tr3.7%
- Other63.9%
Portfolio Holdings
92 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Select Sector Spdr Tr | 100.7K | $13.39M | 10.0% | +100.7K | First Filing |
| 2 | Vanguard Index Fds | 60.1K | $11.79M | 8.8% | +60.1K | First Filing |
| 3 | Vanguard Index Fds | 15.6K | $6.81M | 5.1% | +15.6K | First Filing |
| 4 | Vanguard Specialized Funds | 27.4K | $5.90M | 4.4% | +27.4K | First Filing |
| 5 | Select Sector Spdr Tr | 107.1K | $5.29M | 4.0% | +107.1K | First Filing |
| 6 | Select Sector Spdr Tr | 30.8K | $4.98M | 3.7% | +30.8K | First Filing |
| 7 | Vanguard Whitehall Fds | 28.4K | $4.21M | 3.2% | +28.4K | First Filing |
| 8 | Select Sector Spdr Tr | 36.6K | $3.99M | 3.0% | +36.6K | First Filing |
| 9 | Select Sector Spdr Tr | 26.8K | $3.93M | 2.9% | +26.8K | First Filing |
| 10 | Select Sector Spdr Tr | 33.5K | $3.71M | 2.8% | +33.5K | First Filing |
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