Lighthouse Financial LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Lighthouse Financial LLC held in its portfolio 72 assets valued at $153,018,385 (i.e. $153.02M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($18.40M), VANGUARD SCOTTSDALE FDS ($14.02M), and ISHARES TR ($10.42M).
The chart below shows the top 10 valuable assets, and the table below shows the top 72 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lighthouse Financial LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 98669 | 18401769 | COM |
| VANGUARD SCOTTSDALE FDS | 175877 | 14022639 | SHRT TRM CORP BD |
| ISHARES TR | 15207 | 10415903 | CORE S&P500 ETF |
| INVESCO QQQ TR | 16560 | 10172974 | UNIT SER 1 |
| ISHARES TR | 86132 | 9490938 | IBOXX INV CP ETF |
| J P MORGAN EXCHANGE TRADED F | 156511 | 9096445 | NASDAQ EQT PREM |
| VANGUARD SCOTTSDALE FDS | 109129 | 8277467 | LG-TERM COR BD |
| AMAZON COM INC | 23982 | 5535525 | COM |
| ISHARES TR | 24585 | 5213741 | S&P 500 VAL ETF |
| T ROWE PRICE ETF INC | 136143 | 5203374 | CAP APPRECIATION |
| ELI LILLY & CO | 4611 | 4955349 | COM |
| ISHARES TR | 58866 | 3832208 | US HLTHCARE ETF |
| MICROSOFT CORP | 7025 | 3397412 | COM |
| APPLE INC | 10921 | 2968983 | COM |
| VERTIV HOLDINGS CO | 16899 | 2737823 | COM CL A |
| ALPHABET INC | 8338 | 2616464 | CAP STK CL C |
| ISHARES TR | 21118 | 2603005 | S&P 500 GRWT ETF |
| GE AEROSPACE | 8248 | 2540631 | COM NEW |
| TAIWAN SEMICONDUCTOR MFG LTD | 7766 | 2360010 | SPONSORED ADS |
| ISHARES TR | 23865 | 2291756 | MSCI EAFE ETF |
| VERTEX PHARMACEUTICALS INC | 3730 | 1691033 | COM |
| ISHARES TR | 4460 | 1440625 | RUS 2000 GRW ETF |
| JOBY AVIATION INC | 94965 | 1253538 | COMMON STOCK |
| GE VERNOVA INC | 1907 | 1246358 | COM |
| BROADCOM INC | 3095 | 1071180 | COM |
| META PLATFORMS INC | 1597 | 1054164 | CL A |
| ISHARES TR | 4790 | 956467 | U.S. TECH ETF |
| COREWEAVE INC | 11808 | 845571 | COM CL A |
| AMGEN INC | 2550 | 834641 | COM |
| ABBVIE INC | 3367 | 769326 | COM |
| MGM RESORTS INTERNATIONAL | 21000 | 766290 | COM |
| MERCADOLIBRE INC | 372 | 749305 | COM |
| EXXON MOBIL CORP | 5423 | 652604 | COM |
| VANGUARD INDEX FDS | 962 | 603299 | S&P 500 ETF SHS |
| TESLA INC | 1288 | 579239 | COM |
| NOVO-NORDISK A S | 11171 | 568380 | ADR |
| VANGUARD INTL EQUITY INDEX F | 4000 | 564240 | TT WRLD ST ETF |
| ABBOTT LABS | 4364 | 546766 | COM |
| ISHARES TR | 3010 | 507998 | ISHARES BIOTECH |
| ISHARES TR | 3900 | 502827 | U.S. FINLS ETF |
| INTERNATIONAL BUSINESS MACHS | 1661 | 492005 | COM |
| JPMORGAN CHASE & CO. | 1502 | 483974 | COM |
| SELECT SECTOR SPDR TR | 8211 | 449716 | STATE STREET FIN |
| FIDELITY COVINGTON TRUST | 11750 | 448498 | ENHANCED LARGE |
| JOHNSON & JOHNSON | 1958 | 405208 | COM |
| ALPHATEC HLDGS INC | 18970 | 399129 | COM NEW |
| ISHARES TR | 3500 | 379260 | U.S. UTILITS ETF |
| PALO ALTO NETWORKS INC | 2026 | 373189 | COM |
| BERKSHIRE HATHAWAY INC DEL | 700 | 351855 | CL B NEW |
| ARISTA NETWORKS INC | 2603 | 341071 | COM SHS |
| CISCO SYS INC | 4280 | 329726 | COM |
| VILLAGE FARMS INTL INC | 82759 | 302070 | COM |
| SELECT SECTOR SPDR TR | 6700 | 299557 | STATE STREET ENE |
| ORACLE CORP | 1461 | 284764 | COM |
| SPDR S&P 500 ETF TR | 415 | 282997 | TR UNIT |
| LOWES COS INC | 1150 | 277334 | COM |
| CITIGROUP INC | 2338 | 272821 | COM NEW |
| GE HEALTHCARE TECHNOLOGIES I | 3262 | 267549 | COMMON STOCK |
| TJX COS INC NEW | 1660 | 254993 | COM |
| CONOCOPHILLIPS | 2710 | 253683 | COM |
| REDDIT INC | 1080 | 248260 | CL A |
| FIRST SOLAR INC | 950 | 248169 | COM |
| NORFOLK SOUTHN CORP | 833 | 240456 | COM |
| VANGUARD INTL EQUITY INDEX F | 4450 | 239232 | FTSE EMR MKT ETF |
| CVS HEALTH CORP | 2979 | 236413 | COM |
| JOHNSON CTLS INTL PLC | 1908 | 228483 | SHS |
| RIGETTI COMPUTING INC | 10000 | 221500 | COMMON STOCK |
| INVESCO EXCHANGE TRADED FD T | 1130 | 216463 | S&P500 EQL WGT |
| PROCTER AND GAMBLE CO | 1506 | 215825 | COM |
| PFIZER INC | 8563 | 213211 | COM |
| QUANTUMSCAPE CORP | 20300 | 211526 | COM CL A |
| ISHARES TR | 1004 | 211181 | RUS 1000 VAL ETF |
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