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 Market Cap. of $50 Millions to $300 Millions

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

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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