Lighthouse Wealth Management

Lighthouse Wealth Management as of March 31, 2026

Portfolio Holdings for Lighthouse Wealth Management

Lighthouse Wealth Management holds 43 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
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.1 $15M 26k 577.18
Ishares Tr Hdg Msci Eafe (HEFA) 9.9 $15M 345k 42.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.5 $14M 455k 30.68
Schwab Strategic Tr 1000 Index Etf (SCHK) 8.3 $12M 392k 31.33
Pacer Fds Tr Us Cash Cows 100 (COWZ) 7.2 $11M 168k 62.56
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 6.9 $10M 175k 57.91
Pacer Fds Tr Globl Cash Etf (GCOW) 5.8 $8.5M 183k 46.24
Profesionally Managed Portfo Akre Focus Etf (AKRE) 5.7 $8.5M 160k 52.85
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.2 $7.6M 250k 30.50
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 4.2 $6.1M 59k 103.37
Ishares Tr Msci Eafe Smcp (HSCZ) 3.1 $4.6M 115k 39.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.9 $4.3M 147k 29.08
Pacer Fds Tr Us Lrg Cp Cash (COWG) 1.6 $2.4M 71k 33.74
Abbvie (ABBV) 1.5 $2.2M 10k 217.49
Rbb Fund Trust First Eagle Gbl (FEGE) 1.5 $2.2M 46k 47.00
First Tr Exchange-traded SHS (FDL) 1.3 $1.9M 38k 50.80
T Rowe Price Etf Price Blue Chip (TCHP) 1.3 $1.9M 43k 44.18
NVIDIA Corporation (NVDA) 1.2 $1.7M 9.8k 174.40
T Rowe Price Etf Price Div Grwt (TDVG) 1.1 $1.7M 38k 44.63
Abbott Laboratories (ABT) 1.0 $1.4M 14k 102.67
Apple (AAPL) 0.9 $1.4M 5.4k 253.80
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.9 $1.3M 40k 33.77
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $1.2M 15k 77.18
First Tr Exchange-traded SHS (FVD) 0.7 $1.1M 23k 47.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.0M 42k 24.75
Wal-Mart Stores (WMT) 0.6 $912k 7.3k 124.28
Vanguard World Consum Stp Etf (VDC) 0.6 $894k 4.0k 224.58
Microsoft Corporation (MSFT) 0.6 $820k 2.2k 370.23
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.6 $811k 21k 39.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $779k 9.9k 78.41
Select Sector Spdr Tr State Street Ene (XLE) 0.5 $682k 11k 61.26
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.5 $679k 23k 30.15
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.4 $624k 15k 40.57
Amazon (AMZN) 0.4 $578k 2.8k 208.27
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $568k 8.3k 68.28
Netflix (NFLX) 0.3 $447k 4.6k 96.15
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.3 $377k 8.7k 43.59
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $364k 14k 25.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $360k 751.00 479.20
Eaton Corp SHS (ETN) 0.2 $321k 896.00 357.67
Home Depot (HD) 0.2 $250k 761.00 329.00
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $225k 4.3k 52.76
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $205k 4.1k 50.61