Lighthouse Wealth Management Inc. Portfolio Holdings

Lighthouse Wealth Management Inc.

  • $123 Billion
  • Q3 2025

Lighthouse Wealth Management Inc. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 44 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 $14.8B, Ishares Currency Hedged Msci E with a value of $12.9B, Schwab Strategic Tr Us Dividen with a value of $12.5B, Schwab Strategic Tr 1000 Index with a value of $11.5B, and Pacer Fds Tr Us Cash Cows 100 with a value of $9.63B.

Examining the 13F form we can see an increase of $7.64B in the current position value, from $116B to 123B.

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 $123 Billion
ETFs: $105 Billion
Technology: $4.53 Billion
Healthcare: $4.13 Billion
Consumer Cyclical: $1.1 Billion
Communication Services: $592 Million
Financial Services: $582 Million
Industrials: $335 Million
Consumer Defensive: $261 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.8 Billion 12.04% of portfolio
24,698
Q3 2025 Reduced 0.61%
$0
$12.9 Billion 10.43% of portfolio
324,495
Q3 2025 Reduced 2.63%
$0
$12.5 Billion 10.14% of portfolio
457,715
Q3 2025 Reduced 5.26%
$0
$11.5 Billion 9.36% of portfolio
359,078
Q3 2025 Added 4.16%
$0
$9.63 Billion 7.82% of portfolio
167,544
Q3 2025 Reduced 12.14%
$0
$9.35 Billion 7.59% of portfolio
169,437
Q3 2025 Reduced 0.37%
$0
$6.26 Billion 5.09% of portfolio
59,685
Q3 2025 Reduced 15.6%
$0
$5.39 Billion 4.37% of portfolio
185,111
Q3 2025 Added 16.53%
$0
$4.79 Billion 3.89% of portfolio
120,974
Q3 2025 Added 9.63%
$0
$3.97 Billion 3.22% of portfolio
142,254
Q3 2025 Reduced 4.78%
$0
$3.55 Billion 2.88% of portfolio
94,242
Q3 2025 Added 9.61%
$0
$1.43 Billion 1.16% of portfolio
29,339
Q3 2025 Added 3.99%
$0
$1.22 Billion 0.99% of portfolio
15,593
Q3 2025 Added 0.03%
$0
$1.05 Billion 0.85% of portfolio
22,774
Q3 2025 Reduced 0.3%
$0
$980 Million 0.8% of portfolio
29,329
Q3 2025 Added 3.58%
$0
$982 Million 0.8% of portfolio
22,338
Q3 2025 Added 6.5%
$0
$839 Million 0.68% of portfolio
3,924
Q3 2025 Reduced 2.97%
$0
$821 Million 0.67% of portfolio
21,582
Q3 2025 Reduced 12.87%
$0
$769 Million 0.62% of portfolio
9,747
Q3 2025 Reduced 5.94%
$0
$641 Million 0.52% of portfolio
27,549
Q3 2025 New
$0
$586 Million 0.48% of portfolio
13,939
Q3 2025 Added 1.05%
$0
$483 Million 0.39% of portfolio
5,412
Q3 2025 Reduced 1.47%
$0
$425 Million 0.35% of portfolio
2,060
Q2 2025 Reduced 11.05%
$0
$425 Million 0.34% of portfolio
9,561
Q3 2025 Added 0.15%
$0
$374 Million 0.3% of portfolio
14,202
Q4 2024 New
$0
$328 Million 0.27% of portfolio
4,879
Q3 2025 Added 2.29%

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $123 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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