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Aryn Sands

Lightsquare Wealth Management, Llc

Assets Managed
$133.487M
Holdings
92
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lightsquare Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Lightsquare Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 133.487M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XLK
Technology Select Sect Spdr
Recent Activity
New Position
10.03%
$13.386M
100,723 shares@ $132.91 avg price
VTV
Vanguard Value Etf
Recent Activity
New Position
8.84%
$11.792M
60,102 shares@ $196.2 avg price
VUG
Vanguard Growth Etf
Recent Activity
New Position
5.11%
$6.812M
15,595 shares@ $436.78 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
New Position
4.43%
$5.903M
27,449 shares@ $215.07 avg price
XLF
Financial Select Sector Spdr
Recent Activity
New Position
3.97%
$5.287M
107,089 shares@ $49.38 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
New Position
3.73%
$4.977M
30,771 shares@ $161.73 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
New Position
3.16%
$4.208M
28,413 shares@ $148.11 avg price
XLY
Consumer Discretionary Selt
Recent Activity
New Position
2.99%
$3.987M
36,586 shares@ $108.99 avg price
XLV
Health Care Select Sector
Recent Activity
New Position
2.95%
$3.932M
26,822 shares@ $146.62 avg price
XLC
Comm Serv Select Sector Spdr
Recent Activity
New Position
2.78%
$3.709M
33,458 shares@ $110.87 avg price

1-10 of 92