StockDriftsStockDriftsTop 47 Lighthouse Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.43% | 25.0K | $18.4M | -3.17%(-818) | $503.89(+43.05%) | 2026-06-30 | |
| HEFA | ISHARES TR | 9.94% | 341.0K | $16.0M | -1.03%(-3.56K) | $35.46(+34.79%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 9.29% | 471.6K | $15.0M | +3.56%(+16.20K) | $27.88(+22.95%) | 2026-06-30 | |
| SCHK | SCHWAB STRATEGIC TR | 8.46% | 378.0K | $13.6M | -3.48%(-13.63K) | $28.44(+31.45%) | 2026-06-30 | |
| IUS | INVESCO EXCH TRD SLF IDX FD | 7% | 172.0K | $11.3M | -1.49%(-2.61K) | $50.20(+39.18%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 6.5% | 168.2K | $10.5M | -0.03%(-52) | $57.16(+22.63%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 5.58% | 258.2K | $9.0M | +3.21%(+8.03K) | $27.68(+26.42%) | 2026-06-30 | |
| GCOW | PACER FDS TR | 5.12% | 190.6K | $8.3M | +4.00%(+7.34K) | $38.65(+21.10%) | 2026-06-30 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 4.6% | 139.2K | $7.4M | -12.98%(-20.77K) | $65.51(-9.30%) | 2026-06-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 4.32% | 61.7K | $7.0M | +4.27%(+2.52K) | $100.78(+18.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.05% |
Lighthouse Wealth Management Inc. reports $161.05M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.4%), HEFA (9.9%) and SCHD (9.3%). The top 20 holdings account for 88.59% of reported assets. Its disclosed equity book has returned +21.58% cumulatively over 6 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 Wealth Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2042810). View Lighthouse Wealth Management Inc.’s 13F filings on SEC