StockDriftsStockDriftsTop 50 Lighthouse Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 13.42% | 385.4K | $29.8M | +80.59%(+171.99K) | $78.64(-1.18%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 11.93% | 115.9K | $26.5M | +7.31%(+7.89K) | $137.89(+53.89%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 4.59% | 13.8K | $10.2M | -20.08%(-3.46K) | $504.30(+39.69%) | 2026-09-30 | |
| LQD | ISHARES TR | 4.58% | 99.4K | $10.2M | -29.19%(-41.00K) | $109.98(-5.18%) | 2026-09-30 | |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 4.05% | 212.4K | $9.0M | +19.80%(+35.10K) | $36.04(+19.84%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.4% | 22.7K | $7.5M | +55.29%(+8.07K) | $266.07(+30.87%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.05% | 27.2K | $6.8M | +5.82%(+1.49K) | $212.21(+17.99%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 3% | 5.7K | $6.6M | +10.75%(+558) | $880.53(+48.40%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.9% | 8.4K | $6.4M | -42.99%(-6.34K) | $582.75(+31.69%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.82% | 12.2K | $6.3M | +20.25%(+2.06K) | $436.27(+19.44%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.56% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.07% |
Lighthouse Financial LLC reports $222.06M in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are VCSH (13.4%), NVDA (11.9%) and QQQ (4.6%). The top 20 holdings account for 74.38% of reported assets. Its disclosed equity book has returned +21.56% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lighthouse Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2057556). View Lighthouse Financial LLC’s 13F filings on SEC