Lighthouse Wealth Management

Lighthouse Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Lighthouse Wealth Management

Lighthouse Wealth Management holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Profesionally Managed Portfo Akre Focus Etf (AKRE) 12.4 $18M 278k 65.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.3 $15M 25k 614.30
Ishares Tr Hdg Msci Eafe (HEFA) 9.4 $14M 333k 41.36
Schwab Strategic Tr 1000 Index Etf (SCHK) 8.4 $12M 375k 32.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.4 $12M 448k 27.43
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.9 $10M 167k 60.17
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 6.6 $9.7M 170k 57.16
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 4.1 $6.1M 59k 102.42
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.0 $5.9M 200k 29.61
Pacer Fds Tr Globl Cash Etf (GCOW) 3.6 $5.2M 126k 41.22
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.8 $4.1M 143k 28.48
Ishares Tr Msci Eafe Smcp (HSCZ) 2.6 $3.9M 99k 38.91
Pacer Fds Tr Us Lrg Cp Cash (COWG) 1.7 $2.5M 70k 35.21
Abbvie (ABBV) 1.6 $2.3M 10k 228.49
Rbb Fund Trust First Eagle Gbl (FEGE) 1.4 $2.0M 44k 46.03
NVIDIA Corporation (NVDA) 1.3 $1.9M 10k 186.50
T Rowe Price Etf Price Blue Chip (TCHP) 1.3 $1.9M 38k 49.86
Abbott Laboratories (ABT) 1.2 $1.7M 14k 125.29
T Rowe Price Etf Price Div Grwt (TDVG) 1.1 $1.6M 36k 44.97
Apple (AAPL) 1.0 $1.5M 5.4k 271.83
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.8 $1.2M 36k 34.26
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $1.2M 15k 77.88
First Tr Exchange-traded SHS (FDL) 0.8 $1.1M 26k 44.34
Microsoft Corporation (MSFT) 0.8 $1.1M 2.4k 483.65
First Tr Exchange-traded SHS (FVD) 0.7 $1.0M 23k 46.08
Vanguard World Consum Stp Etf (VDC) 0.6 $820k 3.9k 211.23
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $776k 20k 38.32
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $751k 9.5k 78.81
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.5 $696k 17k 41.86
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $662k 28k 24.04
Amazon (AMZN) 0.4 $611k 2.6k 230.82
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $560k 8.1k 69.47
Netflix (NFLX) 0.3 $496k 5.3k 93.76
Select Sector Spdr Tr State Street Ene (XLE) 0.3 $484k 11k 44.71
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.3 $395k 8.9k 44.32
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $382k 14k 26.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $379k 754.00 502.65
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.2 $355k 13k 28.06
Eaton Corp SHS (ETN) 0.2 $285k 896.00 318.51
Wal-Mart Stores (WMT) 0.2 $282k 2.5k 111.41
Home Depot (HD) 0.2 $261k 759.00 343.99
Charles Schwab Corporation (SCHW) 0.1 $214k 2.1k 99.92
Tesla Motors (TSLA) 0.1 $210k 467.00 449.72