StockDriftsStockDriftsTop 50 Lighthouse Financial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 14.87% | 381.2K | $70.8M | -1.26%(-4.88K) | $142.43(+33.91%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 5.88% | 510.5K | $28.0M | +2.09%(+10.45K) | $54.22(+7.18%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.9% | 300.3K | $23.3M | +0.33%(+998) | $78.85(-1.57%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 4.87% | 145.2K | $23.2M | +1.31%(+1.88K) | $147.04(+13.79%) | 2026-06-30 | |
| VOX | VANGUARD WORLD FD | 4.51% | 113.7K | $21.5M | +0.84%(+945) | $190.58(-0.74%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 4.49% | 116.5K | $21.4M | -0.63%(-735) | $154.67(+21.12%) | 2026-06-30 | |
| TOTL | SSGA ACTIVE ETF TR | 4.16% | 504.6K | $19.8M | -0.43%(-2.19K) | $40.39(-3.85%) | 2026-06-30 | |
| XLY | SELECT SECTOR SPDR TR | 3.27% | 131.7K | $15.6M | +1.16%(+1.51K) | $119.50(-1.08%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.54% | 122.6K | $12.1M | +0.44%(+538) | $100.05(-2.65%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 2.43% | 399.8K | $11.6M | -0.69%(-2.77K) | $29.30(-1.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.81% |
Lighthouse Financial Services INC reports $475.90M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are XLK (14.9%), XLF (5.9%) and BSV (4.9%). The top 20 holdings account for 69.23% of reported assets. Its disclosed equity book has returned +7.72% cumulatively over 2 quarters. Figures reflect the Q2 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 Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1068979). View Lighthouse Financial Services INC’s 13F filings on SEC