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LightSquare Wealth Management, LLC
Updated 2 days agoManaged by Lightsquare Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$148.8M
Q3 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2026 | $133.5M |
| Q2 2026 | $145M |
| Q3 2026 | $148.8M |
Top holdings
110 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $17.4M | 88.9K | 11.69% | — | |
| 2 | $10.9M | 50.6K | 7.35% | — | |
| 3 | $7.2M | 79.7K | 4.83% | — | |
| 4 | $5.5M | 103.0K | 3.70% | — | |
| 5 | $5.4M | 23.3K | 3.66% | — | |
| 6 | $4.5M | 27.0K | 3.06% | — | |
| 7 | $4.3M | 52.5K | 2.87% | — | |
| 8 | $4.3M | 18.7K | 2.87% | — | |
| 9 | $3.9M | 34.8K | 2.60% | — | |
| 10 | $3.9M | 23.1K | 2.59% | — | |
| 11 | $3.9M | 35.4K | 2.59% | — | |
| 12 | $3.7M | 11.0K | 2.46% | — | |
| 13 | $3.6M | 23.0K | 2.40% | — | |
| 14 | $3.5M | 145.8K | 2.38% | — | |
| 15 | $3.2M | 61.7K | 2.13% | — | |
| 16 | $2.7M | 33.8K | 1.83% | — | |
| 17 | $2.7M | 51.2K | 1.83% | — | |
| 18 | $2.5M | 27.3K | 1.70% | — | |
| 19 | $2.4M | 4.7K | 1.61% | — | |
| 20 | $2.3M | 27.5K | 1.52% | — |