Holdings

LightSquare Wealth Management, LLC

As of Jun 30, 2026, LightSquare Wealth Management, LLC reported 57 positions worth US$35.4M. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Nvidia Corporation18,695US$3.74M+49Jun 30, 2026
Apple Inc10,573US$3.06M+1,303Jun 30, 2026
Microsoft Corp.4,804US$1.79M+10Jun 30, 2026
Alphabet Inc (google) Class C4,946US$1.77M+287Jun 30, 2026
Vertiv Holdings, Llc3,632US$1.22M−40Jun 30, 2026
Amazon.com, Inc.4,424US$1.05M−1,802Jun 30, 2026
Broadcom Inc.2,761US$1.04M−309Jun 30, 2026
Jp Morgan Chase & Co.2,952US$966K+31Jun 30, 2026
International Business Machines Corporation3,170US$891K+210Jun 30, 2026
Brinker International, Inc.4,988US$838KnewJun 30, 2026