LightSquare Wealth Management, LLC
All 13F Filings
- Location
- Bingham Farms, MI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 148,771
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 110 | 148,771 | 13F-HR | LightSquare Wealth Management, LLC |
| Q2 2026 | 8/3/2026 | 104 | 145,050 | 13F-HR | LightSquare Wealth Management, LLC |
| Q1 2026 | 5/11/2026 | 92 | 133,487 | 13F-HR | LightSquare Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.1 K | 27.6% | 2.088 K | 0 | 2.088 K |
| ETFs | 107.7 K | 72.4% | 1.639 K | 0 | 1.639 K |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
148,771
Holdings
110
QoQ value change ($000)
3,721
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.