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Lighthouse Financial

Latest statistics and disclosures from Lighthouse Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002057556

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Positions held by Lighthouse Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lighthouse Financial

Lighthouse Financial holds 70 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
NVIDIA Corporation (NVDA)	9.7	$12M	89k	134.29	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	8.5	$10M	139k	74.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.8	$9.6M	19k	511.23	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	7.5	$9.3M	164k	56.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.4	$9.1M	15k	588.68	View chart
Ishares Tr S&p 500 Val Etf (IVE)	5.4	$6.6M	35k	190.88	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.3	$6.5M	84k	78.01	View chart
The Trade Desk Com Cl A (TTD)	2.9	$3.5M	30k	117.53	View chart
Amazon (AMZN)	2.8	$3.4M	16k	219.39	View chart
Eli Lilly & Co. (LLY)	2.7	$3.4M	4.3k	772.00	View chart
Ishares Tr Us Hlthcare Etf (IYH)	2.6	$3.2M	55k	58.27	View chart
Apple (AAPL)	2.4	$2.9M	12k	250.42	View chart
Microsoft Corporation (MSFT)	2.2	$2.7M	6.3k	421.50	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	2.2	$2.7M	80k	33.27	View chart
Tesla Motors (TSLA)	2.0	$2.5M	6.2k	403.84	View chart
Alphabet Cap Stk Cl C (GOOG)	1.9	$2.4M	13k	190.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.9	$2.3M	23k	101.53	View chart
Vertiv Holdings Com Cl A (VRT)	1.5	$1.9M	17k	113.61	View chart
Novo-nordisk A S Adr (NVO)	1.5	$1.8M	21k	86.02	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.4	$1.7M	6.0k	287.82	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	1.2	$1.5M	3.7k	402.70	View chart
Ge Aerospace Com New (GE)	1.2	$1.5M	8.7k	166.79	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$1.2M	15k	75.61	View chart
Northrop Grumman Corporation (NOC)	0.8	$939k	2.0k	469.29	View chart
Amgen (AMGN)	0.7	$821k	3.2k	260.64	View chart
MGM Resorts International. (MGM)	0.6	$787k	23k	34.65	View chart
Lululemon Athletica (LULU)	0.6	$765k	2.0k	382.41	View chart
Ge Vernova (GEV)	0.6	$760k	2.3k	328.93	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$751k	3.8k	197.49	View chart
Ishares Tr U S Tech Etf (IYW)	0.6	$734k	4.6k	159.52	View chart
Advanced Micro Devices (AMD)	0.6	$702k	5.8k	120.79	View chart
Abbvie (ABBV)	0.6	$700k	3.9k	177.70	View chart
MercadoLibre (MELI)	0.5	$662k	389.00	1700.44	View chart
Abbott Laboratories (ABT)	0.5	$632k	5.6k	113.11	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.5	$606k	18k	32.93	View chart
Exxon Mobil Corporation (XOM)	0.5	$576k	5.4k	107.57	View chart
Oracle Corporation (ORCL)	0.5	$573k	3.4k	166.64	View chart
Viking Therapeutics (VKTX)	0.5	$563k	14k	40.24	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$505k	5.9k	85.66	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$482k	4.1k	117.48	View chart
Arista Networks Com Shs	0.4	$480k	4.3k	110.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$465k	862.00	538.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$444k	980.00	453.28	View chart
Ishares Tr U S Finls Etf (IYF)	0.4	$431k	3.9k	110.58	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$424k	3.2k	132.21	View chart
Johnson & Johnson (JNJ)	0.3	$421k	2.9k	144.62	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$402k	8.3k	48.33	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.3	$393k	6.0k	65.43	View chart
Palo Alto Networks (PANW)	0.3	$368k	2.0k	181.96	View chart
First Solar (FSLR)	0.3	$363k	2.1k	176.24	View chart
JPMorgan Chase & Co. (JPM)	0.3	$347k	1.4k	239.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$338k	1.9k	175.23	View chart
Ishares Tr U S Utilits Etf (IDU)	0.3	$337k	3.5k	96.21	View chart
Procter & Gamble Company (PG)	0.3	$331k	2.0k	167.65	View chart
Biogen Idec (BIIB)	0.3	$321k	2.1k	152.92	View chart
Pure Storage Cl A (PSTG)	0.3	$319k	5.2k	61.43	View chart
Pfizer (PFE)	0.2	$302k	11k	26.53	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.2	$298k	5.7k	52.20	View chart
Lowe's Companies (LOW)	0.2	$284k	1.2k	246.80	View chart
Boeing Company (BA)	0.2	$278k	1.6k	177.00	View chart
Cisco Systems (CSCO)	0.2	$261k	4.4k	59.21	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.2	$256k	3.3k	78.18	View chart
ConocoPhillips (COP)	0.2	$249k	2.5k	99.17	View chart
Digital Realty Trust (DLR)	0.2	$239k	1.4k	177.33	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$237k	2.8k	84.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$230k	392.00	586.08	View chart
Adobe Systems Incorporated (ADBE)	0.2	$218k	490.00	444.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$207k	4.7k	44.04	View chart
Meta Platforms Cl A (META)	0.2	$206k	352.00	585.51	View chart
Village Farms International (VFF)	0.0	$36k	47k	0.77	View chart

Past Filings by Lighthouse Financial

SEC 13F filings are viewable for Lighthouse Financial going back to 2024

Lighthouse Financial 2024 Q4 filed March 11, 2025

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