Lighthouse Financial LLC

CIK 0002057556 • 6 13F filings • May 13, 2025 – Aug 14, 2026

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Filer information

Filed by: Lighthouse Financial LLC, Compliance Consultant
Address: 1679 INDIAN ROCKS ROAD S, LARGO, FL, 33774
Phone: 720-210-9492
AUM: $153.0M

AUM over time

$192.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $165.8M74 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$450K	0.3%	4,386 SH	New
ABBVIE INC	COM	$714K	0.4%Prev: 0.7%	3,281 SH	Decreased-448 SH
ALPHABET INC	CAP STK CL C	$3.5M	2.1%Prev: 1.7%	12,068 SH	Increased-440 SH
ALPHATEC HLDGS INC	COM NEW	$206K	0.1%	18,970 SH	New
AMAZON COM INC	COM	$5.5M	3.3%Prev: 2.6%	26,572 SH	Increased+10,892 SH
AMGEN INC	COM	$881K	0.5%Prev: 0.8%	2,504 SH	Decreased-646 SH
APPLE INC	COM	$3.8M	2.3%Prev: 2.1%	15,138 SH	Increased+4,034 SH
ARISTA NETWORKS INC	COM SHS	$321K	0.2%Prev: 0.3%	2,613 SH	Decreased-1,737 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$408K	0.2%Prev: 0.5%	852 SH	Decreased-128 SH
BIOGEN INC	COM	$202K	0.1%Prev: 0.2%	1,101 SH	Decreased-499 SH
BROADCOM INC	COM	$2.4M	1.5%	7,826 SH	New
CISCO SYS INC	COM	$327K	0.2%Prev: 0.2%	4,215 SH	Increased-197 SH
CITIGROUP INC	COM NEW	$303K	0.2%	2,675 SH	New
CONOCOPHILLIPS	COM	$359K	0.2%Prev: 0.2%	2,722 SH	Increased+12 SH
COREWEAVE INC	COM CL A	$1.4M	0.8%	18,028 SH	New
CVS HEALTH CORP	COM	$214K	0.1%Prev: 0.2%	2,979 SH	Increased
ELI LILLY & CO	COM	$4.7M	2.8%Prev: 3.1%	5,138 SH	Increased+739 SH
EXXON MOBIL CORP	COM	$931K	0.6%Prev: 0.5%	5,489 SH	Increased+149 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$535K	0.3%Prev: 0.5%	14,750 SH	Decreased-3,640 SH
GE AEROSPACE	COM NEW	$2.1M	1.3%Prev: 1.5%	7,432 SH	Increased-1,308 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$232K	0.1%Prev: 0.2%	3,266 SH	Decreased-11 SH
GE VERNOVA INC	COM	$1.7M	1.0%Prev: 0.6%	1,910 SH	Increased-249 SH
INTERNATIONAL BUSINESS MACHS	COM	$405K	0.2%	1,670 SH	New
INVESCO QQQ TR	UNIT SER 1	$10.0M	6.1%Prev: 7.6%	17,402 SH	Increased-1,307 SH
ISHARES TR	CORE S&P500 ETF	$9.9M	6.0%Prev: 7.5%	15,151 SH	Increased-267 SH
ISHARES TR	IBOXX INV CP ETF	$16.9M	10.2%Prev: 0.3%	154,747 SH	Increased+151,447 SH
ISHARES TR	ISHARES BIOTECH	$1.3M	0.8%Prev: 0.4%	7,860 SH	Increased+4,650 SH
ISHARES TR	MSCI EAFE ETF	$2.1M	1.3%Prev: 0.8%	22,085 SH	Increased+10,995 SH
ISHARES TR	RUS 1000 VAL ETF	$215K	0.1%	1,004 SH	New
ISHARES TR	RUS 2000 GRW ETF	$1.4M	0.8%Prev: 1.3%	4,360 SH	Decreased-1,600 SH
ISHARES TR	S&P 500 GRWT ETF	$2.6M	1.6%Prev: 1.9%	23,418 SH	Increased+312 SH
ISHARES TR	S&P 500 VAL ETF	$4.7M	2.8%Prev: 5.6%	22,235 SH	Decreased-11,914 SH
ISHARES TR	U.S. FINLS ETF	$459K	0.3%Prev: 0.4%	3,900 SH	Increased
ISHARES TR	U.S. TECH ETF	$870K	0.5%Prev: 0.5%	4,795 SH	Increased+295 SH
ISHARES TR	U.S. UTILITS ETF	$406K	0.2%Prev: 0.3%	3,500 SH	Increased
ISHARES TR	US HLTHCARE ETF	$3.9M	2.3%Prev: 2.9%	63,223 SH	Increased+8,786 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.8M	2.3%Prev: 7.7%	67,953 SH	Decreased-103,823 SH
JOBY AVIATION INC	COMMON STOCK	$1.2M	0.7%	146,473 SH	New
JOHNSON & JOHNSON	COM	$489K	0.3%Prev: 0.4%	1,999 SH	Increased-911 SH
JOHNSON CONTROLS INTERNATION	SHS	$250K	0.2%	1,912 SH	New
JPMORGAN CHASE & CO	COM	$450K	0.3%	1,529 SH	New
LOWES COS INC	COM	$272K	0.2%Prev: 0.2%	1,150 SH	Increased
MERCADOLIBRE INC	COM	$641K	0.4%Prev: 0.7%	371 SH	Decreased-28 SH
META PLATFORMS INC	CL A	$942K	0.6%Prev: 0.8%	1,647 SH	Decreased-22 SH
MGM RESORTS INTERNATIONAL	COM	$775K	0.5%Prev: 0.5%	20,950 SH	Increased-150 SH
MICRON TECHNOLOGY INC	COM	$318K	0.2%	940 SH	New
MICROSOFT CORP	COM	$3.8M	2.3%Prev: 2.0%	10,177 SH	Increased+3,853 SH
NORFOLK SOUTHN CORP	COM	$240K	0.1%	835 SH	New
NVIDIA CORPORATION	COM	$18.5M	11.2%Prev: 9.1%	105,770 SH	Increased+8,742 SH
ORACLE CORP	COM	$202K	0.1%Prev: 0.2%	1,371 SH	Increased-69 SH
PACER FDS TR	US CASH COWS 100	$802K	0.5%	12,826 SH	New
PALO ALTO NETWORKS INC	COM	$327K	0.2%Prev: 0.3%	2,039 SH	Decreased+19 SH
PFIZER INC	COM	$224K	0.1%Prev: 0.2%	7,992 SH	Decreased-3,371 SH
PHILLIPS 66	COM	$229K	0.1%	1,257 SH	New
PROCTER & GAMBLE CO	COM	$222K	0.1%	1,537 SH	New
QUANTUMSCAPE CORP	COM CL A	$142K	0.1%Prev: 0.0%	22,300 SH	Increased+12,250 SH
REDDIT INC	CL A	$850K	0.5%	6,310 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$443K	0.3%	7,235 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$307K	0.2%	6,211 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$283K	0.2%	435 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$6.3M	3.8%Prev: 2.5%	175,896 SH	Increased+87,372 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.5M	2.1%	10,293 SH	New
TESLA INC	COM	$640K	0.4%Prev: 0.6%	1,722 SH	Decreased-1,139 SH
TIMKEN CO	COM	$234K	0.1%	2,326 SH	New
TJX COS INC NEW	COM	$267K	0.2%	1,674 SH	New
UNITEDHEALTH GROUP INC	COM	$634K	0.4%	2,342 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$606K	0.4%Prev: 0.4%	1,014 SH	Increased+152 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$241K	0.1%Prev: 0.2%	4,450 SH	Increased-249 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$553K	0.3%Prev: 0.4%	4,000 SH	Increased-100 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$8.2M	4.9%Prev: 8.6%	109,138 SH	Decreased-22,116 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$15.4M	9.3%Prev: 7.9%	194,884 SH	Increased+78,842 SH
VERTEX PHARMACEUTICALS INC	COM	$2.8M	1.7%Prev: 1.6%	6,277 SH	Increased+2,547 SH
VERTIV HOLDINGS CO	COM CL A	$4.1M	2.4%Prev: 0.9%	16,209 SH	Increased+2,292 SH
VILLAGE FARMS INTL INC	COM	$235K	0.1%Prev: 0.0%	82,759 SH	Increased

Sold (vs prior filing)

ABBOTT LABS — $713K
ADVANCED MICRO DEVICES INC — $212K
ALIBABA GROUP HLDG LTD — $212K
BOEING CO — $242K
FIDELITY COVINGTON TRUST — $385K
FIRST SOLAR INC — $260K
INVESCO EXCHANGE TRADED FD T — $317K
JPMORGAN CHASE & CO. — $357K
NORTHROP GRUMMAN CORP — $1.0M
NOVO-NORDISK A S — $1.4M
PROCTER AND GAMBLE CO — $285K
PURE STORAGE INC — $239K
SELECT SECTOR SPDR TR — $514K
SELECT SECTOR SPDR TR — $389K
SPDR S&P 500 ETF TR — $219K
SUPER MICRO COMPUTER INC — $377K
TAIWAN SEMICONDUCTOR MFG LTD — $1.0M
THE TRADE DESK INC — $1.6M
UNITY SOFTWARE INC — $1.0M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0002057556-26-000001	$153.0M	View
Oct 27, 2025	Q3 2025	13F-HR	0002057556-25-000004	$151.5M	View
Aug 14, 2026	Q2 2026