Lighthouse Financial LLC

Est. AUM

$165.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$18.4M	105750	11.12%	SOLE
2	ISHARES TR	IBOXX INV CP ETF	$16.9M	154747	10.17%	SOLE
3	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$15.4M	194884	9.31%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$10.0M	17402	6.06%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$9.9M	15151	5.97%	SOLE
6	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$8.2M	109138	4.92%	SOLE
7	T ROWE PRICE ETF INC	CAP APPRECIATION	$6.3M	175896	3.77%	SOLE
8	AMAZON COM INC	COM	$5.5M	26572	3.34%	SOLE
9	ELI LILLY & CO	COM	$4.7M	5138	2.85%	SOLE
10	ISHARES TR	S&P 500 VAL ETF	$4.7M	22235	2.83%	SOLE
11	VERTIV HOLDINGS CO	COM CL A	$4.1M	16209	2.45%	SOLE
12	ISHARES TR	US HLTHCARE ETF	$3.9M	63223	2.35%	SOLE
13	APPLE INC	COM	$3.8M	15138	2.32%	SOLE
14	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.8M	67953	2.28%	SOLE
15	MICROSOFT CORP	COM	$3.8M	10177	2.27%	SOLE
16	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.5M	10293	2.10%	SOLE
17	ALPHABET INC	CAP STK CL C	$3.5M	12058	2.09%	SOLE
18	VERTEX PHARMACEUTICALS INC	COM	$2.8M	6277	1.69%	SOLE
19	ISHARES TR	S&P 500 GRWT ETF	$2.6M	23418	1.60%	SOLE
20	BROADCOM INC	COM	$2.4M	7826	1.46%	SOLE
21	ISHARES TR	MSCI EAFE ETF	$2.1M	22085	1.29%	SOLE
22	GE AEROSPACE	COM NEW	$2.1M	7432	1.27%	SOLE
23	GE VERNOVA INC	COM	$1.7M	1910	1.01%	SOLE
24	COREWEAVE INC	COM CL A	$1.4M	18028	0.84%	SOLE
25	ISHARES TR	RUS 2000 GRW ETF	$1.4M	4360	0.82%	SOLE
26	ISHARES TR	ISHARES BIOTECH	$1.3M	7860	0.80%	SOLE
27	JOBY AVIATION INC	COMMON STOCK	$1.2M	146473	0.73%	SOLE
28	META PLATFORMS INC	CL A	$942K	1647	0.57%	SOLE
29	EXXON MOBIL CORP	COM	$931K	5489	0.56%	SOLE
30	AMGEN INC	COM	$881K	2504	0.53%	SOLE
31	ISHARES TR	U.S. TECH ETF	$870K	4795	0.52%	SOLE
32	REDDIT INC	CL A	$850K	6310	0.51%	SOLE
33	PACER FDS TR	US CASH COWS 100	$802K	12826	0.48%	SOLE
34	MGM RESORTS INTERNATIONAL	COM	$775K	20950	0.47%	SOLE
35	ABBVIE INC	COM	$714K	3281	0.43%	SOLE
36	MERCADOLIBRE INC	COM	$641K	371	0.39%	SOLE
37	TESLA INC	COM	$640K	1722	0.39%	SOLE
38	UNITEDHEALTH GROUP INC	COM	$634K	2342	0.38%	SOLE
39	VANGUARD INDEX FDS	S&P 500 ETF SHS	$606K	1014	0.37%	SOLE
40	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$553K	4000	0.33%	SOLE
41	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$535K	14750	0.32%	SOLE
42	JOHNSON & JOHNSON	COM	$489K	1999	0.29%	SOLE
43	ISHARES TR	U.S. FINLS ETF	$459K	3900	0.28%	SOLE
44	ABBOTT LABORATORIES	COM	$450K	4386	0.27%	SOLE
45	JPMORGAN CHASE & CO	COM	$450K	1529	0.27%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET ENE	$443K	7235	0.27%	SOLE
47	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$408K	852	0.25%	SOLE
48	ISHARES TR	U.S. UTILITS ETF	$406K	3500	0.24%	SOLE
49	INTERNATIONAL BUSINESS MACHS	COM	$405K	1670	0.24%	SOLE
50	CONOCOPHILLIPS	COM	$359K	2722	0.22%	SOLE

1–50 of 76

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.