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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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