StockDriftsStockDriftsTop 49 Lighthouse Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.42% | 25.4K | $18.8M | +1.72%(+429) | $507.84(+41.45%) | 2026-09-30 | |
| HEFA | ISHARES TR | 9.65% | 342.7K | $15.9M | +0.50%(+1.69K) | $35.51(+29.98%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 9.5% | 481.1K | $15.7M | +2.01%(+9.49K) | $27.97(+22.42%) | 2026-09-30 | |
| SCHK | SCHWAB STRATEGIC TR | 8.51% | 382.3K | $14.0M | +1.14%(+4.31K) | $28.53(+29.00%) | 2026-09-30 | |
| COWZ | PACER FDS TR | 6.9% | 170.3K | $11.4M | +1.25%(+2.10K) | $57.25(+22.67%) | 2026-09-30 | |
| IUS | INVESCO EXCH TRD SLF IDX FD | 6.9% | 167.6K | $11.4M | -2.56%(-4.40K) | $50.20(+39.88%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 5.35% | 264.5K | $8.8M | +2.44%(+6.31K) | $27.84(+22.14%) | 2026-09-30 | |
| GCOW | PACER FDS TR | 5.27% | 194.0K | $8.7M | +1.78%(+3.39K) | $38.75(+20.16%) | 2026-09-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 4.28% | 63.2K | $7.1M | +2.40%(+1.48K) | $101.05(+13.41%) | 2026-09-30 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 3.92% | 122.5K | $6.5M | -11.97%(-16.66K) | $65.51(-12.87%) | 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 | — | — | — | — | +22.95% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.47% |
Lighthouse Wealth Management INC reports $164.71M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.4%), HEFA (9.7%) and SCHD (9.5%). The top 20 holdings account for 87.96% of reported assets. Its disclosed equity book has returned +22.95% 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 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