LightSquare Wealth Management, LLC
CIK 2118318 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $145.0M
- पोजीशन
- 104
- तिथि अनुसार
- 30 जून 2026
13F मूल्य के अनुसार 9443 में से #7503 · शीर्ष 79.5%
पोर्टफोलियो मूल्य QoQ: +8.7% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 47.79%
- शीर्ष 25 होल्डिंग्स का भार
- 72.34%
- 1% से ऊपर की स्थितियाँ
- 23
- स्थितियों की प्रभावी संख्या
- 27.0
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 8.16% अनुमानित। खरीदें $14831118 · बेचें $11362483
- नई स्थितियाँ
- 18
- बढ़ाया
- 29
- घटा हुआ
- 55
- बंद
- 6
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
Technology
8.9%
Industrials
4.2%
Retail
2.3%
Communication Services
2.1%
Healthcare
1.8%
Consumer Discretionary
1.4%
Communications
1.4%
Financials
1.3%
Telecommunication
0.7%
Financial Services
0.6%
Energy
0.4%
Utilities
0.4%
Materials
0.3%
Real Estate
0.2%
अन्य/अनमैप्ड
74.2%
पूर्ण पोर्टफोलियो 104 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| XLK XLK | $17606988 | 12.14% | 92415 | $4220875 | नीचे ×1 | ||
| VTV | $11945787 | 8.24% | 54815 | $153859 | नीचे ×1 | ||
| VUG | $7420275 | 5.12% | 86142 | $608727 | ऊपर ×1 | ||
| VIG | $5851146 | 4.03% | 24728 | $-52121 | नीचे ×1 | ||
| XLF XLF | $5351738 | 3.69% | 99827 | $64744 | नीचे ×1 | ||
| XLI XLI | $5309001 | 3.66% | 28662 | $332468 | नीचे ×1 | ||
| VYM | $4080229 | 2.81% | 25819 | $-127744 | नीचे ×1 | ||
| XLY XLY | $4007895 | 2.76% | 34174 | $20710 | नीचे ×1 | ||
| XLV XLV | $4002379 | 2.76% | 25226 | $69940 | नीचे ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3740765 | 2.58% | 18695 | $488960 | ऊपर ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $3396084 | 2.34% | 41360 | $-36061 | नीचे ×1 | ||
| XLC XLC | $3375699 | 2.33% | 31510 | $-333505 | नीचे ×1 | ||
| SJNK | $3207947 | 2.21% | 128164 | $-229613 | नीचे ×1 | ||
| AAPL Apple Inc. - Common Stock | $3059409 | 2.11% | 10573 | $706718 | ऊपर ×1 | ||
| XLP XLP | $2973287 | 2.05% | 35793 | $-162536 | नीचे ×1 | ||
| SPYI | $2719535 | 1.87% | 51225 | $218451 | ऊपर ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $2543039 | 1.75% | 48522 | $-193194 | नीचे ×1 | ||
| JNK | $2401881 | 1.66% | 24924 | $-160223 | नीचे ×1 | ||
| XLRE XLRE | $2253928 | 1.55% | 51191 | $8545 | नीचे ×1 | ||
| XLB XLB | $2121454 | 1.46% | 41736 | $-114177 | नीचे ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1792047 | 1.24% | 4804 | $17634 | ऊपर ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1747336 | 1.20% | 15834 | $24677 | ऊपर ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1550349 | 1.07% | 29158 | $-113328 | नीचे ×1 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $1258312 | 0.87% | 10714 | $-103608 | नीचे ×1 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $1216066 | 0.84% | 3632 | $295936 | नीचे ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1054416 | 0.73% | 4424 | $-242273 | नीचे ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1048216 | 0.72% | 2933 | $297072 | ऊपर ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1042917 | 0.72% | 2761 | $92614 | नीचे ×1 | ||
| JAAA | $990339 | 0.68% | 19615 | $155883 | ऊपर ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $966161 | 0.67% | 2952 | $106968 | ऊपर ×1 | ||
| VBK | $964116 | 0.66% | 2636 | $79100 | नीचे ×1 | ||
| VGT | $949065 | 0.65% | 7941 | $256708 | ऊपर ×1 | ||
| VOT | $916444 | 0.63% | 2992 | $58669 | नीचे ×1 | ||
| VBR | $896821 | 0.62% | 3691 | $7012 | नीचे ×1 | ||
| IBM International Business Machines Corporation Common Stock | $891384 | 0.61% | 3170 | $173807 | ऊपर ×1 | ||
| XLU XLU | $889284 | 0.61% | 19614 | $-73063 | नीचे ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $861981 | 0.59% | 2023 | $29733 | नीचे ×1 | ||
| VOE | $860280 | 0.59% | 4354 | $-29019 | नीचे ×1 | ||
| EAT Brinker International, Inc. Common Stock | $837984 | 0.58% | 4988 | ऊपर ×1 | |||
| ODFL Old Dominion Freight Line, Inc. - Common Stock | $800987 | 0.55% | 3698 | ऊपर ×1 | |||
| MBB iShares MBS ETF | $789354 | 0.54% | 8351 | $-60646 | नीचे ×1 | ||
| WMT Walmart Inc. - Common Stock | $788656 | 0.54% | 6963 | $-41564 | ऊपर ×1 | ||
| XLE XLE | $784205 | 0.54% | 14766 | $-183551 | नीचे ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $778733 | 0.54% | 832 | $-6889 | ऊपर ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $776960 | 0.54% | 8216 | $-62339 | नीचे ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $754160 | 0.52% | 17812 | $-32469 | ऊपर ×1 | ||
| GTX Garrett Motion Inc. - Common Stock | $724600 | 0.50% | 20000 | $361200 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $719380 | 0.50% | 2036 | $130743 | नीचे ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $616195 | 0.42% | 1422 | $307029 | नीचे ×1 | ||
| INDV Indivior Pharmaceuticals, Inc. - Common Stock | $615450 | 0.42% | 15000 | ऊपर ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $593275 | 0.41% | 806 | $131738 | ऊपर ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $590687 | 0.41% | 2310 | $-164403 | नीचे ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $586256 | 0.40% | 3451 | $153702 | नीचे ×1 | ||
| LLY Eli Lilly and Company Common Stock | $567912 | 0.39% | 473 | ऊपर ×1 | |||
| JCI Johnson Controls International plc Ordinary Share | $548916 | 0.38% | 3757 | $51177 | नीचे ×1 | ||
| CIEN Ciena Corporation Common Stock | $534710 | 0.37% | 1090 | $120080 | ऊपर ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $518111 | 0.36% | 5903 | $-66109 | नीचे ×1 | ||
| CARE Carter Bankshares, Inc. - Common Stock | $500253 | 0.34% | 14709 | ऊपर ×1 | |||
| RDDT Reddit, Inc. Class A Common Stock | $489148 | 0.34% | 2818 | $115494 | ऊपर ×1 | ||
| JNJ Johnson & Johnson Common Stock | $481277 | 0.33% | 1895 | $-48673 | नीचे ×1 | ||
| CB Chubb Limited Common Stock | $447579 | 0.31% | 1314 | $-72663 | नीचे ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $441560 | 0.30% | 415 | $152051 | ऊपर ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $424728 | 0.29% | 1204 | $43450 | ऊपर ×1 | ||
| VIS | $413222 | 0.28% | 1147 | $54739 | नीचे ×1 | ||
| DRI Darden Restaurants, Inc. Common Stock | $410830 | 0.28% | 1994 | $81460 | ऊपर ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $409509 | 0.28% | 1031 | $60668 | नीचे ×1 | ||
| UNP Union Pacific Corporation Common Stock | $403776 | 0.28% | 1484 | $-6851 | नीचे ×1 | ||
| IYR | $398059 | 0.27% | 3893 | $-11291 | नीचे ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $390598 | 0.27% | 1332 | $-41393 | नीचे ×1 | ||
| RTX RTX Corporation Common Stock | $368083 | 0.25% | 1940 | $7868 | ऊपर ×1 | ||
| SPY SPY | $358187 | 0.25% | 480 | $-146816 | नीचे ×1 | ||
| APH Amphenol Corporation Common Stock | $348056 | 0.24% | 1974 | $90807 | नीचे ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $338719 | 0.23% | 601 | $-20776 | नीचे ×1 | ||
| MSI Motorola Solutions, Inc. Common Stock | $338046 | 0.23% | 814 | $-100264 | नीचे ×1 | ||
| CME CME Group Inc. - Class A Common Stock | $331291 | 0.23% | 1500 | $-151431 | नीचे ×1 | ||
| CPA Copa Holdings, S.A. Class A Common Stock | $318141 | 0.22% | 2045 | ऊपर ×1 | |||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $315121 | 0.22% | 3296 | $26127 | ऊपर ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $310491 | 0.21% | 307 | $63462 | ऊपर ×1 | ||
| CRS Carpenter Technology Corporation Common Stock | $301018 | 0.21% | 488 | ऊपर ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $297840 | 0.21% | 3000 | $-128 | ऊपर ×1 | ||
| NOBL | $296096 | 0.20% | 5272 | $18138 | ऊपर ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $294572 | 0.20% | 386 | ऊपर ×1 | |||
| RSP | $292869 | 0.20% | 1376 | $29436 | ऊपर ×1 | ||
| AGG | $292288 | 0.20% | 2953 | ऊपर ×1 | |||
| LITE Lumentum Holdings Inc. - Common Stock | $281444 | 0.19% | 328 | $56561 | ऊपर ×1 | ||
| O Realty Income Corporation Common Stock | $277673 | 0.19% | 4482 | $-12934 | नीचे ×1 | ||
| BBY Best Buy Co., Inc. Common Stock | $277283 | 0.19% | 3654 | $9670 | नीचे ×1 | ||
| ABBV AbbVie Inc. Common Stock | $271032 | 0.19% | 1077 | $9813 | नीचे ×1 | ||
| CMI Cummins Inc. Common Stock | $270727 | 0.19% | 380 | $47215 | नीचे ×1 | ||
| T AT&T Inc. | $260344 | 0.18% | 12577 | ऊपर ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $257343 | 0.18% | 443 | ऊपर ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $257299 | 0.18% | 647 | $-69082 | नीचे ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $253613 | 0.17% | 3552 | $-63490 | ऊपर ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $237009 | 0.16% | 695 | ऊपर ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $231572 | 0.16% | 1972 | ऊपर ×1 | |||
| IBB IBB | $231514 | 0.16% | 1217 | $25979 | |||
| SSNC SS&C Technologies Holdings, Inc. - Common Stock | $228654 | 0.16% | 3685 | ऊपर ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $228341 | 0.16% | 549 | ऊपर ×1 | |||
| FDS FactSet Research Systems Inc. Common Stock | $223408 | 0.15% | 971 | ऊपर ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $221273 | 0.15% | 2829 | $-79315 | नीचे ×1 | ||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| EAT | $837984 | 4988 | 0.58% |
| ODFL | $800987 | 3698 | 0.55% |
| INDV | $615450 | 15000 | 0.42% |
| LLY | $567912 | 473 | 0.39% |
| CARE | $500253 | 14709 | 0.34% |
| CPA | $318141 | 2045 | 0.22% |
| CRS | $301018 | 488 | 0.21% |
| CRWD | $294572 | 386 | 0.20% |
| AGG | $292288 | 2953 | 0.20% |
| T | $260344 | 12577 | 0.18% |
| AMD | $257343 | 443 | 0.18% |
| PANW | $237009 | 695 | 0.16% |
| CSCO | $231572 | 1972 | 0.16% |
| SSNC | $228654 | 3685 | 0.16% |
| UNH | $228341 | 549 | 0.16% |
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।