StockDriftsStockDriftsTop 43 Lighthouse Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 10.12% | 25.8K | $14.9M | +4.71%(+1.16K) | $503.89(+41.84%) | 2026-03-31 | |
| HEFA | ISHARES TR | 9.95% | 344.6K | $14.6M | +3.60%(+11.96K) | $35.46(+26.69%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 9.49% | 455.4K | $14.0M | +1.77%(+7.90K) | $27.77(+14.33%) | 2026-03-31 | |
| SCHK | SCHWAB STRATEGIC TR | 8.34% | 391.7K | $12.3M | +4.35%(+16.32K) | $28.44(+25.36%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 7.15% | 168.3K | $10.5M | +0.73%(+1.22K) | $57.16(+10.14%) | 2026-03-31 | |
| IUS | INVESCO EXCH TRD SLF IDX FD | 6.87% | 174.6K | $10.1M | +2.75%(+4.67K) | $50.20(+28.69%) | 2026-03-31 | |
| GCOW | PACER FDS TR | 5.76% | 183.2K | $8.5M | +45.20%(+57.04K) | $38.42(+20.62%) | 2026-03-31 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 5.74% | 160.0K | $8.5M | -42.45%(-117.99K) | $65.51(-20.15%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 5.18% | 250.1K | $7.6M | +24.97%(+49.98K) | $27.53(+19.27%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 4.16% | 59.2K | $6.1M | -0.19%(-113) | $100.53(+8.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.35% | +27.19% |
| Top 20 Holdings Unweighted | +9.50% | +31.29% |
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