Lighthouse Financial LLC Portfolio Holdings

Lighthouse Financial LLC

  • $151 Billion
  • Q3 2025

Lighthouse Financial LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.5B, Vanguard Sht Term Corp Bd ETF with a value of $13.6B, Invesco Qqq Trust, Series 1 with a value of $10.8B, Ishares Core S&P 500 ETF with a value of $10.2B, and J P Morgan ETF Tr Nasdaq Equit with a value of $9.49B.

Examining the 13F form we can see an increase of $20.9B in the current position value, from $131B to 151B.

Lighthouse Financial LLC is based out at Largo, FL

Below you can find more details about Lighthouse Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $151 Billion
ETFs: $79.6 Billion
Technology: $33.5 Billion
Healthcare: $8.64 Billion
Consumer Cyclical: $8.24 Billion
Industrials: $6.26 Billion
Communication Services: $4.4 Billion
Financial Services: $1.04 Billion
Energy: $858 Million
Other: $485 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.6 Billion 8.97% of portfolio
170,009
Q3 2025 Added 34.14%
$0
$10.8 Billion 7.14% of portfolio
18,024
Q3 2025 Reduced 2.78%
$0
$10.2 Billion 6.73% of portfolio
15,229
Q2 2025 Reduced 1.23%
$0
$9.49 Billion 6.26% of portfolio
164,935
Q3 2025 Reduced 2.21%
$0
$8.8 Billion 5.81% of portfolio
113,342
Q3 2025 Reduced 13.28%
$0
$5.95 Billion 3.93% of portfolio
53,384
Q3 2025 Added 191.99%
$0
$5.25 Billion 3.46% of portfolio
25,405
Q3 2025 Reduced 18.52%
$0
$3.33 Billion 2.2% of portfolio
56,665
Q3 2025 Added 2.61%
$0
$2.67 Billion 1.76% of portfolio
22,118
Q3 2025 Reduced 2.3%
$0
$2.09 Billion 1.38% of portfolio
22,365
Q3 2025 Added 101.67%
$0
$1.43 Billion 0.94% of portfolio
4,460
Q3 2025 Reduced 20.5%
$0
$1.04 Billion 0.68% of portfolio
5,290
Q3 2025 Added 17.56%
$0
$589 Million 0.39% of portfolio
962
Q3 2025 Reduced 9.5%
$0
$551 Million 0.36% of portfolio
4,000
Q3 2025 Reduced 2.44%
$0
$494 Million 0.33% of portfolio
3,900
Q4 2024 New
$0
$435 Million 0.29% of portfolio
3,010
Q2 2025 Reduced 6.23%
$0
$430 Million 0.28% of portfolio
5,750
Q3 2025 Reduced 4.17%
$0
$400 Million 0.26% of portfolio
1,558
Q3 2025 New
$0
$388 Million 0.26% of portfolio
3,500
Q4 2024 New
$0
$313 Million 0.21% of portfolio
3,500
Q3 2025 Reduced 36.36%
$0
$261 Million 0.17% of portfolio
392
Q4 2024 New
$0
$241 Million 0.16% of portfolio
4,450
Q2 2025 Reduced 5.3%
$0
$214 Million 0.14% of portfolio
1,130
Q3 2025 Reduced 34.68%
$0
$204 Million 0.13% of portfolio
1,004
Q3 2025 Reduced 4.92%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $151 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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