LightSquare Wealth Management, LLC ETF holdings
Bingham Farms, MI
Reported $107.6M in 42 ETFs in its Form 13F for June 30, 2026.
ETF value
$107.6M
ETFs held
42
Change from prior quarter
+5.0%
With price moves
ETFs as a share of its 13F
74.2%
of $145.0M
Top 10 of 42 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| XLK | State Street Technology Select Sector SPDR ETF | $17.6M | 92,415 | −8,308 shares |
| VTV | Vanguard Morningstar Value ETF | $11.9M | 54,815 | −5,287 shares |
| VUG | Vanguard Morningstar Growth ETF | $7.4M | 86,142 | +70,547 shares |
| VIG | Vanguard Dividend Appreciation ETF | $5.9M | 24,728 | −2,721 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $5.4M | 99,827 | −7,262 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $5.3M | 28,662 | −2,109 shares |
| VYM | Vanguard High Dividend Yield ETF | $4.1M | 25,819 | −2,594 shares |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $4.0M | 34,174 | −2,412 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $4.0M | 25,226 | −1,596 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $3.4M | 41,360 | −206 shares |
32 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002118318. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LightSquare Wealth Management, LLC own?
LightSquare Wealth Management, LLC reported 42 ETF positions worth $107.6M in its Form 13F for June 30, 2026. The largest was XLK, at $17.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.