Lighthouse Wealth Management Inc. Portfolio Holdings

Lighthouse Wealth Management Inc.

  • $116 Billion
  • Q2 2025

Lighthouse Wealth Management Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $13.7B, Schwab Strategic Tr Us Dividen with a value of $12.8B, Ishares Currency Hedged Msci E with a value of $12.7B, Pacer Fds Tr Us Cash Cows 100 with a value of $10.5B, and Schwab Strategic Tr 1000 Index with a value of $10.3B.

Examining the 13F form we can see an increase of $6.44B in the current position value, from $109B to 116B.

Lighthouse Wealth Management Inc. is based out at Ashland, OH

Below you can find more details about Lighthouse Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $101 Billion
Technology: $3.88 Billion
Healthcare: $3.7 Billion
Consumer Cyclical: $903 Million
Communication Services: $662 Million
Financial Services: $366 Million
Industrials: $320 Million
Consumer Defensive: $241 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$231B
$1.85 Billion 1.6% of portfolio
13,624
Q2 2025 Reduced 0.04%
$339B
$1.85 Billion 1.6% of portfolio
9,964
Q2 2025 Added 0.02%
$409B
$1.55 Billion 1.34% of portfolio
9,819
Q2 2025 Reduced 10.91%
$3.75T
$1.16 Billion 1.01% of portfolio
2,337
Q2 2025 Added 4.05%
$3.35T
$1.17 Billion 1.01% of portfolio
5,689
Q2 2025 Reduced 1.74%
$562B
$662 Million 0.57% of portfolio
494
Q1 2025 Added 11.76%
$2.3T
$627 Million 0.54% of portfolio
2,856
Q2 2025 Added 0.46%
$631B
$366 Million 0.32% of portfolio
754
Q2 2025 Reduced 3.7%
$144B
$320 Million 0.28% of portfolio
896
Q4 2024 New
$379B
$277 Million 0.24% of portfolio
755
Q2 2025 Reduced 1.18%
$260B
$241 Million 0.21% of portfolio
2,464
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $116 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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