Lighthouse Financial LLC Portfolio Holdings

Lighthouse Financial LLC

  • $131 Billion
  • Q2 2025

Lighthouse Financial LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $16.3B, Invesco Qqq Trust, Series 1 with a value of $10.2B, Vanguard Sht Term Corp Bd ETF with a value of $10.1B, Vanguard Lg Trm Corp Bd ETF with a value of $9.92B, and Ishares Core S&P 500 ETF with a value of $9.46B.

Examining the 13F form we can see an increase of $14.7B in the current position value, from $116B to 131B.

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 $131 Billion
ETFs: $70.6 Billion
Technology: $27.5 Billion
Healthcare: $9.61 Billion
Consumer Cyclical: $5.86 Billion
Industrials: $5.41 Billion
Communication Services: $3.48 Billion
Financial Services: $898 Million
Energy: $819 Million
Other: $342 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.6B
$2.14 Billion 1.64% of portfolio
29,734
Q2 2025 Reduced 1.0%
$32.7B
$1.95 Billion 1.49% of portfolio
15,161
Q2 2025 Added 8.94%
$96.1B
$1.66 Billion 1.27% of portfolio
3,730
Q1 2025 Added 0.67%
$113B
$1.14 Billion 0.87% of portfolio
16,501
Q2 2025 Reduced 17.08%
$89.3B
$1 Billion 0.77% of portfolio
2,000
Q4 2024 New
$115B
$894 Million 0.68% of portfolio
342
Q2 2025 Reduced 14.29%
$153B
$880 Million 0.67% of portfolio
3,150
Q4 2024 New
$13.5B
$726 Million 0.56% of portfolio
21,100
Q1 2025 Reduced 7.05%
$50.3B
$413 Million 0.32% of portfolio
2,020
Q4 2024 New
$17.1B
$311 Million 0.24% of portfolio
5,400
Q1 2025 Added 3.85%
$19.4B
$306 Million 0.23% of portfolio
1,850
Q2 2025 Reduced 10.19%
$149B
$255 Million 0.2% of portfolio
1,150
Q4 2024 New
$119B
$243 Million 0.19% of portfolio
2,710
Q1 2025 Added 7.97%
$85.2B
$205 Million 0.16% of portfolio
2,979
Q1 2025 New
$64.4B
$213 Million 0.16% of portfolio
833
Q2 2025 New
$138B
$215 Million 0.16% of portfolio
8,863
Q2 2025 Reduced 22.0%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $131 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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