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: $192.9M76 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$365K	0.2%	4,025 SH	New
ABBVIE INC	COM	$745K	0.4%Prev: 0.5%	2,960 SH	Increased-400 SH
ADVANCED MICRO DEVICES INC	COM	$401K	0.2%	690 SH	New
ALPHABET INC	CAP STK CL C	$4.4M	2.3%Prev: 1.7%	12,168 SH	Increased-212 SH
ALPHATEC HLDGS INC	COM NEW	$164K	0.1%	18,970 SH	New
AMAZON COM INC	COM	$6.1M	3.2%Prev: 2.5%	25,667 SH	Increased+10,725 SH
AMGEN INC	COM	$907K	0.5%Prev: 0.7%	2,504 SH	Increased-646 SH
APPLE INC	COM	$4.2M	2.2%Prev: 1.7%	14,596 SH	Increased+3,592 SH
ARISTA NETWORKS INC	COM SHS	$444K	0.2%Prev: 0.3%	2,613 SH	Decreased-1,737 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$418K	0.2%Prev: 0.4%	835 SH	Decreased-145 SH
BIOGEN INC	COM	$238K	0.1%Prev: 0.2%	1,100 SH	Increased-500 SH
BROADCOM INC	COM	$2.9M	1.5%	7,807 SH	New
CISCO SYS INC	COM	$491K	0.3%Prev: 0.2%	4,180 SH	Increased-232 SH
CITIGROUP INC	COM NEW	$374K	0.2%	2,675 SH	New
CONOCOPHILLIPS	COM	$282K	0.1%Prev: 0.2%	2,710 SH	Increased
COREWEAVE INC	COM CL A	$2.4M	1.2%	23,753 SH	New
CORNING INC	COM	$2.4M	1.3%	9,475 SH	New
CVS HEALTH CORP	COM	$308K	0.2%Prev: 0.2%	2,979 SH	Increased
ELI LILLY & CO	COM	$6.2M	3.2%Prev: 2.7%	5,189 SH	Increased+680 SH
EXXON MOBIL CORP	COM	$750K	0.4%Prev: 0.4%	5,489 SH	Increased+149 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$618K	0.3%Prev: 0.3%	14,750 SH	Increased+3,700 SH
GE AEROSPACE	COM NEW	$2.8M	1.4%Prev: 1.7%	7,422 SH	Increased-1,318 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$209K	0.1%Prev: 0.2%	3,262 SH	Decreased
GE VERNOVA INC	COM	$2.2M	1.2%Prev: 0.8%	1,910 SH	Increased+7 SH
INTERNATIONAL BUSINESS MACHS	COM	$495K	0.3%	1,761 SH	New
INVESCO QQQ TR	UNIT SER 1	$12.7M	6.6%Prev: 7.8%	17,208 SH	Increased-1,331 SH
ISHARES TR	CORE S&P500 ETF	$11.0M	5.7%Prev: 7.2%	14,742 SH	Increased-487 SH
ISHARES TR	IBOXX INV CP ETF	$15.3M	7.9%Prev: 1.5%	140,443 SH	Increased+122,160 SH
ISHARES TR	ISHARES BIOTECH	$1.8M	0.9%Prev: 0.3%	9,470 SH	Increased+6,460 SH
ISHARES TR	MSCI EAFE ETF	$2.3M	1.2%Prev: 0.8%	21,804 SH	Increased+10,714 SH
ISHARES TR	RUS 1000 VAL ETF	$241K	0.1%Prev: 0.2%	994 SH	Increased-62 SH
ISHARES TR	RUS 2000 GRW ETF	$1.7M	0.9%Prev: 1.2%	4,360 SH	Increased-1,250 SH
ISHARES TR	S&P 500 GRWT ETF	$3.2M	1.7%Prev: 1.9%	23,214 SH	Increased+576 SH
ISHARES TR	S&P 500 VAL ETF	$4.4M	2.3%Prev: 4.7%	19,160 SH	Decreased-12,019 SH
ISHARES TR	U.S. FINLS ETF	$483K	0.3%Prev: 0.4%	3,790 SH	Increased-110 SH
ISHARES TR	U.S. TECH ETF	$1.2M	0.6%Prev: 0.6%	4,795 SH	Increased+295 SH
ISHARES TR	U.S. UTILITS ETF	$401K	0.2%Prev: 0.3%	3,500 SH	Increased
ISHARES TR	US HLTHCARE ETF	$4.2M	2.2%Prev: 2.4%	63,024 SH	Increased+7,800 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.4M	1.7%Prev: 7.0%	54,509 SH	Decreased-114,145 SH
JOBY AVIATION INC	COMMON STOCK	$888K	0.5%	99,533 SH	New
JOHNSON & JOHNSON	COM	$508K	0.3%Prev: 0.3%	1,999 SH	Increased-911 SH
JOHNSON CONTROLS INTERNATION	SHS	$279K	0.1%	1,908 SH	New
JPMORGAN CHASE & CO	COM	$525K	0.3%	1,603 SH	New
LOWES COS INC	COM	$254K	0.1%Prev: 0.2%	1,150 SH	Decreased
MERCADOLIBRE INC	COM	$630K	0.3%Prev: 0.7%	371 SH	Decreased+29 SH
META PLATFORMS INC	CL A	$340K	0.2%Prev: 1.0%	603 SH	Decreased-1,143 SH
MGM RESORTS INTERNATIONAL	COM	$853K	0.4%Prev: 0.6%	17,850 SH	Increased-3,250 SH
MICRON TECHNOLOGY INC	COM	$4.0M	2.0%	3,425 SH	New
MICROSOFT CORP	COM	$3.8M	2.0%Prev: 2.3%	10,146 SH	Increased+4,222 SH
NIKE INC	CL B	$474K	0.2%	11,555 SH	New
NOKIA CORP	SPONSORED ADR	$1.1M	0.5%	79,560 SH	New
NORFOLK SOUTHN CORP	COM	$262K	0.1%Prev: 0.2%	833 SH	Increased
NVIDIA CORPORATION	COM	$21.7M	11.2%Prev: 12.5%	107,999 SH	Increased+4,832 SH
PACER FDS TR	US CASH COWS 100	$865K	0.4%	13,912 SH	New
PALO ALTO NETWORKS INC	COM	$691K	0.4%Prev: 0.3%	2,026 SH	Increased+6 SH
PHILLIPS 66	COM	$212K	0.1%	1,255 SH	New
PROCTER & GAMBLE CO	COM	$221K	0.1%	1,506 SH	New
QUANTUMSCAPE CORP	COM CL A	$172K	0.1%	22,800 SH	New
REDDIT INC	CL A	$634K	0.3%	3,651 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$388K	0.2%	7,314 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$333K	0.2%	6,211 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$325K	0.2%	435 SH	New
T ROWE PRICE EXCHANGE-TRADED	CAP APPRECIATION	$7.3M	3.8%	177,289 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.0M	2.6%	10,571 SH	New
TERADYNE INC	COM	$1.9M	1.0%	3,838 SH	New
TESLA INC	COM	$735K	0.4%Prev: 0.5%	1,748 SH	Increased-484 SH
TIMKEN CO	COM	$338K	0.2%	2,326 SH	New
UNITEDHEALTH GROUP INC	COM	$599K	0.3%	1,441 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$683K	0.4%Prev: 0.5%	994 SH	Increased-69 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$266K	0.1%Prev: 0.2%	4,450 SH	Increased
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$628K	0.3%Prev: 0.4%	4,000 SH	Increased-100 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$7.3M	3.8%Prev: 7.6%	96,703 SH	Decreased-33,995 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$16.9M	8.7%Prev: 7.7%	213,414 SH	Increased+86,677 SH
VERTEX PHARMACEUTICALS INC	COM	$3.2M	1.7%Prev: 1.3%	6,515 SH	Increased+2,785 SH
VERTIV HOLDINGS CO	COM CL A	$5.3M	2.8%Prev: 1.5%	15,917 SH	Increased+756 SH
VILLAGE FARMS INTL INC	COM	$166K	0.1%Prev: 0.1%	82,759 SH	Increased

Sold (vs prior filing)

ABBOTT LABS — $731K
FIDELITY COVINGTON TRUST — $418K
FIRST SOLAR INC — $306K
INVESCO EXCHANGE TRADED FD T — $314K
JPMORGAN CHASE & CO. — $422K
NORTHROP GRUMMAN CORP — $1000K
NOVO-NORDISK A S — $1.1M
ORACLE CORP — $315K
PFIZER INC — $215K
PROCTER AND GAMBLE CO — $251K
PURE STORAGE INC — $311K
SELECT SECTOR SPDR TR — $466K
SELECT SECTOR SPDR TR — $409K
SPDR S&P 500 ETF TR — $242K
SUPER MICRO COMPUTER INC — $539K
T ROWE PRICE ETF INC — $3.5M
TAIWAN SEMICONDUCTOR MFG LTD — $1.4M
THE TRADE DESK INC — $2.1M
UNITY SOFTWARE INC — $767K

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