Lighthouse Financial LLC Portfolio Holdings

Lighthouse Financial LLC

  • $116 Billion
  • Q1 2025

Lighthouse Financial LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $10.5B, Vanguard Lg Trm Corp Bd ETF with a value of $9.96B, Vanguard Sht Term Corp Bd ETF with a value of $9.16B, J P Morgan ETF Tr Nasdaq Equit with a value of $8.89B, and Invesco Qqq Trust, Series 1 with a value of $8.77B.

Examining the 13F form we can see an decrease of $7.27B in the current position value, from $123B to 116B.

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 $116 Billion
ETFs: $65 Billion
Technology: $20.6 Billion
Healthcare: $10.5 Billion
Consumer Cyclical: $5.65 Billion
Industrials: $4.02 Billion
Communication Services: $2.92 Billion
Energy: $920 Million
Financial Services: $879 Million
Other: $335 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$335B
$10.5 Billion 9.08% of portfolio
97,028
Q1 2025 Added 8.76%
$710B
$3.63 Billion 3.14% of portfolio
4,399
Q1 2025 Added 1.34%
$2.08T
$2.98 Billion 2.57% of portfolio
15,680
Q1 2025 Added 0.22%
$3.32T
$2.47 Billion 2.13% of portfolio
11,104
Q1 2025 Reduced 5.53%
$3.42T
$2.37 Billion 2.05% of portfolio
6,324
Q4 2024 New
$1.01T
$1.95 Billion 1.69% of portfolio
12,508
Q1 2025 Reduced 0.1%
$115B
$1.81 Billion 1.56% of portfolio
3,730
Q1 2025 Added 0.67%
$257B
$1.75 Billion 1.51% of portfolio
8,740
Q4 2024 New
$34.2B
$1.64 Billion 1.42% of portfolio
30,034
Q1 2025 Reduced 0.17%
$154B
$1.38 Billion 1.19% of portfolio
19,901
Q1 2025 Reduced 5.46%
$1T
$1.03 Billion 0.89% of portfolio
6,200
Q1 2025 Added 63.16%
$73.4B
$1.02 Billion 0.88% of portfolio
2,000
Q4 2024 New
$6.68B
$1.02 Billion 0.88% of portfolio
51,980
Q1 2025 New
$32.7B
$1 Billion 0.87% of portfolio
13,917
Q1 2025 Reduced 15.74%
$147B
$981 Million 0.85% of portfolio
3,150
Q4 2024 New
$1.43T
$962 Million 0.83% of portfolio
1,669
Q1 2025 Added 374.15%
$327B
$781 Million 0.67% of portfolio
3,729
Q1 2025 Reduced 5.36%
$1.09T
$741 Million 0.64% of portfolio
2,861
Q1 2025 Reduced 53.92%
$237B
$713 Million 0.62% of portfolio
5,375
Q1 2025 Reduced 3.78%
$437B
$635 Million 0.55% of portfolio
5,340
Q1 2025 Reduced 0.32%
$12.9B
$625 Million 0.54% of portfolio
21,100
Q1 2025 Reduced 7.05%
$662B
$522 Million 0.45% of portfolio
980
Q4 2024 New
$402B
$483 Million 0.42% of portfolio
2,910
Q4 2024 New
$779B
$357 Million 0.31% of portfolio
1,457
Q1 2025 Added 0.55%
$58.2B
$345 Million 0.3% of portfolio
2,020
Q4 2024 New
$132B
$288 Million 0.25% of portfolio
11,363
Q4 2024 New
$393B
$285 Million 0.25% of portfolio
1,673
Q1 2025 Reduced 15.21%
$114B
$285 Million 0.25% of portfolio
2,710
Q1 2025 Added 7.97%
$260B
$272 Million 0.24% of portfolio
4,412
Q4 2024 New
$144B
$268 Million 0.23% of portfolio
1,150
Q4 2024 New
$17.8B
$260 Million 0.22% of portfolio
2,060
Q4 2024 New
$124B
$242 Million 0.21% of portfolio
1,420
Q1 2025 Reduced 9.55%
$16.9B
$239 Million 0.21% of portfolio
5,400
Q1 2025 Added 3.85%
$18.8B
$219 Million 0.19% of portfolio
1,600
Q1 2025 Reduced 23.81%
$183B
$212 Million 0.18% of portfolio
2,065
Q1 2025 Reduced 64.49%
$331B
$212 Million 0.18% of portfolio
1,600
Q1 2025 Reduced 42.86%
$83.7B
$202 Million 0.17% of portfolio
2,979
Q1 2025 New
$432B
$201 Million 0.17% of portfolio
1,440
Q1 2025 Reduced 58.14%
$1.42B
$41.8 Million 0.04% of portfolio
10,050
Q1 2025 New
$105M
$50.1 Million 0.04% of portfolio
82,759
Q1 2025 Added 77.34%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $116 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Lighthouse Financial LLC Portfolio

Follow Lighthouse Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lighthouse Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lighthouse Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email