Lighthouse Financial Services
Latest statistics and disclosures from Lighthouse Financial Services's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001068979
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Portfolio Holdings for Lighthouse Financial Services
Lighthouse Financial Services holds 99 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Select Sector Spdr Tr State Street Tec (XLK) | 12.9 | $57M | 386k | 147.94 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 5.8 | $26M | 500k | 51.78 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.3 | $24M | 299k | 78.45 |
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| Vanguard World Comm Srvc Etf (VOX) | 4.9 | $22M | 113k | 194.23 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 4.8 | $21M | 143k | 148.83 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 4.6 | $20M | 117k | 173.35 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 4.6 | $20M | 507k | 39.89 |
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| Select Sector Spdr Tr State Street Con (XLY) | 3.4 | $15M | 130k | 116.44 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.7 | $12M | 122k | 99.78 |
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| Spdr Series Trust State Street Spd (SPTS) | 2.6 | $12M | 403k | 29.15 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 2.3 | $10M | 173k | 58.40 |
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| Apple (AAPL) | 2.1 | $9.1M | 35k | 258.83 |
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| Spdr Series Trust State Street Spd (SPSB) | 2.0 | $9.1M | 302k | 30.09 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 1.9 | $8.4M | 151k | 55.95 |
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| Spdr Series Trust State Street Spd (SPYM) | 1.9 | $8.4M | 103k | 81.74 |
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| Vanguard World Consum Stp Etf (VDC) | 1.8 | $8.0M | 36k | 223.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $6.8M | 20k | 332.91 |
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| Netflix (NFLX) | 1.4 | $6.1M | 58k | 106.28 |
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| Broadcom (AVGO) | 1.3 | $5.8M | 15k | 380.79 |
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| Vanguard World Materials Etf (VAW) | 1.2 | $5.5M | 23k | 236.59 |
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| Microsoft Corporation (MSFT) | 1.2 | $5.3M | 13k | 393.11 |
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| Amazon (AMZN) | 1.2 | $5.2M | 21k | 249.02 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 1.2 | $5.1M | 110k | 46.47 |
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| Cisco Systems (CSCO) | 1.1 | $5.0M | 61k | 82.61 |
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| Dell Technologies CL C (DELL) | 1.1 | $5.0M | 27k | 184.51 |
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| Visa Com Cl A (V) | 1.1 | $4.8M | 15k | 311.38 |
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| Morgan Stanley Com New (MS) | 0.9 | $4.1M | 23k | 183.34 |
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| Uber Technologies (UBER) | 0.9 | $4.0M | 55k | 72.91 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $3.9M | 19k | 202.81 |
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| Lam Research Corp Com New (LRCX) | 0.8 | $3.6M | 13k | 272.42 |
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| Bank of America Corporation (BAC) | 0.8 | $3.4M | 64k | 53.35 |
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| Blackrock (BLK) | 0.7 | $3.2M | 3.1k | 1054.56 |
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| Pepsi (PEP) | 0.7 | $3.2M | 21k | 155.72 |
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| Meta Platforms Cl A (META) | 0.7 | $3.0M | 4.5k | 662.50 |
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| Chevron Corporation (CVX) | 0.7 | $3.0M | 16k | 187.02 |
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| NVIDIA Corporation (NVDA) | 0.7 | $2.9M | 15k | 196.51 |
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| Palo Alto Networks (PANW) | 0.7 | $2.9M | 18k | 161.59 |
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| Procter & Gamble Company (PG) | 0.7 | $2.9M | 20k | 144.38 |
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| Eli Lilly & Co. (LLY) | 0.6 | $2.8M | 3.1k | 922.54 |
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| Travelers Companies (TRV) | 0.6 | $2.8M | 9.3k | 299.59 |
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| Qualcomm (QCOM) | 0.6 | $2.7M | 20k | 132.84 |
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| Nasdaq Omx (NDAQ) | 0.6 | $2.7M | 31k | 86.71 |
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| EOG Resources (EOG) | 0.5 | $2.3M | 17k | 133.59 |
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| Home Depot (HD) | 0.5 | $2.3M | 6.6k | 342.72 |
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| Caterpillar (CAT) | 0.5 | $2.2M | 2.8k | 794.23 |
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| Medtronic SHS (MDT) | 0.5 | $2.1M | 24k | 88.12 |
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| McDonald's Corporation (MCD) | 0.5 | $2.0M | 6.7k | 303.21 |
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| Abbvie (ABBV) | 0.4 | $2.0M | 9.5k | 210.26 |
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| Arista Networks Com Shs (ANET) | 0.4 | $1.9M | 13k | 154.37 |
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| Nuveen Equity Premium and Growth Fund (SPXX) | 0.4 | $1.9M | 109k | 17.36 |
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| Anthem (ELV) | 0.4 | $1.9M | 6.0k | 313.34 |
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| Cheniere Energy Com New (LNG) | 0.4 | $1.8M | 6.9k | 259.67 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $1.8M | 3.8k | 467.22 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.8M | 9.2k | 190.37 |
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| S&p Global (SPGI) | 0.4 | $1.6M | 3.8k | 425.27 |
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| Corning Incorporated (GLW) | 0.4 | $1.6M | 9.1k | 172.83 |
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| Danaher Corporation (DHR) | 0.4 | $1.6M | 7.9k | 198.60 |
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| Domino's Pizza (DPZ) | 0.3 | $1.5M | 4.0k | 369.16 |
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| United Rentals (URI) | 0.3 | $1.4M | 1.8k | 771.03 |
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| Intercontinental Exchange (ICE) | 0.3 | $1.4M | 8.4k | 162.04 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.3M | 2.1k | 611.46 |
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| Waste Management (WM) | 0.3 | $1.2M | 5.2k | 227.11 |
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| GSK Sponsored Adr (GSK) | 0.3 | $1.1M | 19k | 59.18 |
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| Honeywell International (HON) | 0.2 | $1.0M | 4.4k | 233.24 |
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| Micron Technology (MU) | 0.2 | $969k | 2.1k | 465.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $954k | 1.5k | 628.62 |
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| Merck & Co (MRK) | 0.2 | $933k | 7.8k | 119.95 |
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| Wells Fargo & Company (WFC) | 0.2 | $893k | 11k | 81.70 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $840k | 15k | 57.84 |
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| Toast Cl A (TOST) | 0.2 | $798k | 30k | 27.10 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $653k | 6.1k | 107.65 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $650k | 936.00 | 694.81 |
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| PNC Financial Services (PNC) | 0.1 | $620k | 2.8k | 221.22 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $581k | 11k | 52.60 |
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| Abbott Laboratories (ABT) | 0.1 | $572k | 5.7k | 101.05 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $562k | 1.2k | 485.48 |
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| General Dynamics Corporation (GD) | 0.1 | $555k | 1.6k | 339.91 |
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| Truist Financial Corp equities (TFC) | 0.1 | $520k | 11k | 49.53 |
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| Paychex (PAYX) | 0.1 | $502k | 5.6k | 88.85 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $498k | 3.3k | 149.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $490k | 1.0k | 477.54 |
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| Sempra Energy (SRE) | 0.1 | $480k | 5.0k | 96.16 |
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| Costco Wholesale Corporation (COST) | 0.1 | $477k | 489.00 | 974.74 |
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| Boeing Company (BA) | 0.1 | $440k | 2.0k | 223.73 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $434k | 26k | 16.59 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $431k | 4.2k | 103.23 |
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| At&t (T) | 0.1 | $412k | 16k | 25.62 |
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| Darden Restaurants (DRI) | 0.1 | $405k | 2.0k | 198.00 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $394k | 6.8k | 57.84 |
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| Target Corporation (TGT) | 0.1 | $382k | 3.2k | 119.52 |
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| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $341k | 6.8k | 50.28 |
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| Carrier Global Corporation (CARR) | 0.1 | $339k | 5.2k | 64.66 |
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| Valero Energy Corporation (VLO) | 0.1 | $276k | 1.2k | 235.59 |
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| Cathay General Ban (CATY) | 0.1 | $270k | 5.0k | 53.86 |
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| CF Industries Holdings (CF) | 0.1 | $242k | 2.0k | 118.95 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $219k | 2.7k | 80.21 |
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| Haleon Spon Ads (HLN) | 0.0 | $217k | 22k | 9.70 |
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| Coca-Cola Company (KO) | 0.0 | $214k | 2.8k | 75.91 |
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| Fg Merger Ii Corp Right 02/11/2030 (FGMCR) | 0.0 | $6.6k | 14k | 0.46 |
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Past Filings by Lighthouse Financial Services
SEC 13F filings are viewable for Lighthouse Financial Services going back to 2026
- Lighthouse Financial Services 2026 Q1 filed April 15, 2026