Lighthouse Wealth Management Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Lighthouse Wealth Management Inc. held in its portfolio 42 assets valued at $146,369,155 (i.e. $146.37M).
The most valuable assets in the portfolio included: PROFESIONALLY MANAGED PORTFO ($18.21M), INVESCO QQQ TR ($15.14M), and ISHARES TR ($13.76M).
The chart below shows the top 10 valuable assets, and the table below shows the top 42 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lighthouse Wealth Management Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| PROFESIONALLY MANAGED PORTFO | 277954 | 18208767 | AKRE FOCUS ETF |
| INVESCO QQQ TR | 24646 | 15140108 | UNIT SER 1 |
| ISHARES TR | 332591 | 13755970 | HDG MSCI EAFE |
| SCHWAB STRATEGIC TR | 375340 | 12311159 | 1000 INDEX ETF |
| SCHWAB STRATEGIC TR | 447543 | 12276093 | US DIVIDEND EQ |
| PACER FDS TR | 167044 | 10051031 | US CASH COWS 100 |
| INVESCO EXCH TRD SLF IDX FD | 169898 | 9711420 | RAFI STRATGIC US |
| INVESCO EXCHANGE TRADED FD T | 59284 | 6071851 | S&P MDCP QUALITY |
| SCHWAB STRATEGIC TR | 200153 | 5926531 | US LCAP VA ETF |
| PACER FDS TR | 126201 | 5202011 | GLOBL CASH ETF |
| SCHWAB STRATEGIC TR | 142840 | 4068085 | US SML CAP ETF |
| ISHARES TR | 99427 | 3868944 | MSCI EAFE SMCP |
| PACER FDS TR | 69624 | 2451461 | US LRG CP CASH |
| ABBVIE INC | 10173 | 2324429 | COM |
| FIRST TR EXCHANGE-TRADED FD | 48613 | 2195146 | SHS |
| RBB FUND TRUST | 43778 | 2014981 | FIRST EAGLE GBL |
| NVIDIA CORPORATION | 10429 | 1945031 | COM |
| T ROWE PRICE ETF INC | 38338 | 1911533 | PRICE BLUE CHIP |
| ABBOTT LABS | 13624 | 1706951 | COM |
| T ROWE PRICE ETF INC | 35534 | 1597969 | PRICE DIV GRWT |
| APPLE INC | 5358 | 1456491 | COM |
| FIRST TR EXCHNG TRADED FD VI | 35676 | 1222260 | FT VEST LADDERED |
| VANGUARD BD INDEX FDS | 15274 | 1189574 | INTERMED TERM |
| MICROSOFT CORP | 2359 | 1140919 | COM |
| VANGUARD WORLD FD | 3882 | 820010 | CONSUM STP ETF |
| FIRST TR EXCHANGE-TRADED FD | 20261 | 776388 | SMID RISNG ETF |
| VANGUARD BD INDEX FDS | 9523 | 750517 | SHORT TRM BOND |
| FIRST TR EXCHANGE-TRADED FD | 16631 | 696153 | FIRST TR TA HIYL |
| SCHWAB STRATEGIC TR | 27549 | 662278 | INTL EQTY ETF |
| AMAZON COM INC | 2649 | 611442 | COM |
| FIRST TR EXCHANGE TRADED FD | 8055 | 559581 | RISNG DIVD ACHIV |
| NETFLIX INC | 5289 | 495897 | COM |
| SELECT SECTOR SPDR TR | 10835 | 484421 | STATE STREET ENE |
| FIRST TR EXCHNG TRADED FD VI | 8902 | 394550 | SMITH OPPORT FXD |
| SCHWAB STRATEGIC TR | 14202 | 382176 | US LRG CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 754 | 378998 | CL B NEW |
| LITMAN GREGORY FDS TR | 12656 | 355122 | IMGP DBI MANAGED |
| EATON CORP PLC | 896 | 285385 | SHS |
| WALMART INC | 2532 | 282090 | COM |
| HOME DEPOT INC | 759 | 261089 | COM |
| SCHWAB CHARLES CORP | 2145 | 214324 | COM |
| TESLA INC | 467 | 210019 | COM |
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