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Lighthouse Financial LLC

Portfolio Manager
Lighthouse Financial LLC
Performance
+2.78% (2025 Q4)
AUM (13F)
$165.85M
# of Holdings
74
Performance Rank
Allocation (Top 20)
80.99%

Lighthouse Financial LLC Holdings Map

Top 50 Lighthouse Financial LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
11.13%105.8K$18.4M
+7.18%(+7.08K)
2025-Q1: 97.0K shares2025-Q2: 103.2K shares2025-Q3: 99.2K shares2025-Q4: 98.7K shares2026-Q1: 105.8K shares
$131.26(+79.60%)
2026-03-31
LQD
ISHARES TR
10.18%154.7K$16.9M
+79.66%(+68.61K)
2025-Q1: 3.3K shares2025-Q2: 18.3K shares2025-Q3: 53.4K shares2025-Q4: 86.1K shares2026-Q1: 154.7K shares
$109.98(-1.30%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
9.32%194.9K$15.4M
+10.81%(+19.01K)
2025-Q1: 116.0K shares2025-Q2: 126.7K shares2025-Q3: 170.0K shares2025-Q4: 175.9K shares2026-Q1: 194.9K shares
$79.04(-0.08%)
2026-03-31
QQQ
INVESCO QQQ TR
6.06%17.4K$10.0M
+5.08%(+842)
2025-Q1: 18.7K shares2025-Q2: 18.5K shares2025-Q3: 18.0K shares2025-Q4: 16.6K shares2026-Q1: 17.4K shares
$504.30(+42.73%)
2026-03-31
IVV
ISHARES TR
5.97%15.2K$9.9M
-0.37%(-56)
2025-Q1: 15.4K shares2025-Q2: 15.2K shares2025-Q3: 15.2K shares2025-Q4: 15.2K shares2026-Q1: 15.2K shares
$582.75(+28.97%)
2026-03-31
VCLT
VANGUARD SCOTTSDALE FDS
4.92%109.1K$8.2M
+0.01%(+9)
2025-Q1: 131.3K shares2025-Q2: 130.7K shares2025-Q3: 113.3K shares2025-Q4: 109.1K shares2026-Q1: 109.1K shares
$78.00(-4.47%)
2026-03-31
TCAF
T ROWE PRICE ETF INC
3.78%175.9K$6.3M
+29.20%(+39.75K)
2025-Q1: 88.5K shares2025-Q2: 99.6K shares2025-Q3: 119.4K shares2025-Q4: 136.1K shares2026-Q1: 175.9K shares
$34.90(+15.84%)
2026-03-31
AMZN
AMAZON COM INC
3.34%26.6K$5.5M
+10.80%(+2.59K)
2025-Q1: 15.7K shares2025-Q2: 14.9K shares2025-Q3: 24.6K shares2025-Q4: 24.0K shares2026-Q1: 26.6K shares
$210.38(+27.02%)
2026-03-31
LLY
ELI LILLY & CO
2.85%5.1K$4.7M
+11.43%(+527)
2025-Q1: 4.4K shares2025-Q2: 4.5K shares2025-Q3: 4.5K shares2025-Q4: 4.6K shares2026-Q1: 5.1K shares
$846.59(+18.91%)
2026-03-31
IVE
ISHARES TR
2.83%22.2K$4.7M
-9.56%(-2.35K)
2025-Q1: 34.1K shares2025-Q2: 31.2K shares2025-Q3: 25.4K shares2025-Q4: 24.6K shares2026-Q1: 22.2K shares
$194.03(+16.04%)
2026-03-31

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