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Lighthouse Financial Services Inc /Adv

Portfolio Manager
Lighthouse Financial Services Inc /Adv
Performance
-4.34% (2026 Q1)
AUM (13F)
$443.39M
# of Holdings
99
Performance Rank
Allocation (Top 20)
69.2%

Lighthouse Financial Services Inc /Adv Holdings Map

Top 50 Lighthouse Financial Services Inc /Adv Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XLK
SELECT SECTOR SPDR TR
12.88%386.1K$57.1M
+0.57%(+2.17K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 383.9K shares2026-Q1: 386.1K shares
$142.43(+26.79%)
2026-03-31
XLF
SELECT SECTOR SPDR TR
5.84%500.0K$25.9M
+1.34%(+6.63K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 493.4K shares2026-Q1: 500.0K shares
$54.29(+2.45%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
5.3%299.3K$23.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 299.3K shares
$78.61(-1.09%)
2026-03-31
VOX
VANGUARD WORLD FD
4.94%112.8K$21.9M
-0.21%(-233)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 113.0K shares2026-Q1: 112.8K shares
$190.68(-1.48%)
2026-03-31
XLV
SELECT SECTOR SPDR TR
4.81%143.3K$21.3M
-0.83%(-1.20K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 144.5K shares2026-Q1: 143.3K shares
$146.99(+11.40%)
2026-03-31
XLI
SELECT SECTOR SPDR TR
4.58%117.2K$20.3M
-3.17%(-3.84K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 121.1K shares2026-Q1: 117.2K shares
$154.67(+18.90%)
2026-03-31
TOTL
SSGA ACTIVE ETF TR
4.56%506.8K$20.2M
+4.16%(+20.26K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 486.5K shares2026-Q1: 506.8K shares
$40.39(-2.62%)
2026-03-31
XLY
SELECT SECTOR SPDR TR
3.42%130.2K$15.2M
+0.48%(+626)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 129.6K shares2026-Q1: 130.2K shares
$119.59(-2.06%)
2026-03-31
AGG
ISHARES TR
2.75%122.0K$12.2M
+1.77%(+2.12K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 119.9K shares2026-Q1: 122.0K shares
$100.06(-1.45%)
2026-03-31
SPTS
SPDR SERIES TRUST
2.65%402.6K$11.7M
+0.54%(+2.15K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 400.4K shares2026-Q1: 402.6K shares
$29.30(-1.19%)
2026-03-31

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