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 Market Cap. of Under $50 Millions

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

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
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