Lighthouse Wealth Management Inc.

CIK 0002042810 • 7 13F filings • Apr 22, 2025 – Oct 13, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $123.2M43 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.8M	1.5%	13,624 SH	New
ABBVIE INC	COM	$2.3M	1.9%Prev: 1.6%	9,964 SH	Decreased-209 SH
AMAZON COM INC	COM	$578K	0.5%Prev: 0.4%	2,632 SH	Decreased+113 SH
APPLE INC	COM	$1.5M	1.2%Prev: 1.0%	5,699 SH	Decreased+354 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$379K	0.3%Prev: 0.2%	754 SH	Increased+23 SH
EATON CORP PLC	SHS	$335K	0.3%Prev: 0.2%	896 SH	Decreased
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$328K	0.3%Prev: 0.4%	4,879 SH	Decreased-3,446 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$586K	0.5%Prev: 0.4%	13,939 SH	Increased-333 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$2.0M	1.6%Prev: 1.9%	44,261 SH	Decreased-17,384 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$821K	0.7%	21,582 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$980K	0.8%	29,329 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$425K	0.3%Prev: 0.2%	9,561 SH	Increased+789 SH
HOME DEPOT INC	COM	$307K	0.2%Prev: 0.2%	757 SH	Increased-7 SH
INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$9.4M	7.6%Prev: 7.0%	169,437 SH	Decreased-2,527 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$6.3M	5.1%Prev: 4.3%	59,685 SH	Decreased-2,011 SH
INVESCO QQQ TR	UNIT SER 1	$14.8M	12.0%Prev: 11.4%	24,698 SH	Decreased-290 SH
ISHARES TR	HDG MSCI EAFE	$12.9M	10.4%Prev: 9.9%	324,495 SH	Decreased-16,495 SH
ISHARES TR	MSCI EAFE SMCP	$3.5M	2.9%Prev: 3.2%	94,242 SH	Decreased-24,194 SH
ISHARES TR	S&P 500 VAL ETF	$425K	0.3%	2,060 SH	New
MICROSOFT CORP	COM	$1.2M	1.0%Prev: 0.5%	2,387 SH	Increased+299 SH
NETFLIX INC	COM	$592K	0.5%	494 SH	New
NVIDIA CORPORATION	COM	$1.8M	1.5%Prev: 1.2%	9,863 SH	Decreased+286 SH
PACER FDS TR	GLOBL CASH ETF	$4.8M	3.9%Prev: 5.1%	120,974 SH	Decreased-69,601 SH
PACER FDS TR	US CASH COWS 100	$9.6M	7.8%Prev: 6.5%	167,544 SH	Decreased-668 SH
PACER FDS TR	US LRG CP CASH	$1.9M	1.5%Prev: 1.5%	51,773 SH	Decreased-7,494 SH
RBB FUND TRUST	FIRST EAGLE GBL	$1.8M	1.4%Prev: 1.3%	40,362 SH	Decreased-840 SH
SCHWAB CHARLES CORP	COM	$203K	0.2%	2,130 SH	New
SCHWAB STRATEGIC TR	1000 INDEX ETF	$11.5M	9.4%Prev: 8.5%	359,078 SH	Decreased-18,949 SH
SCHWAB STRATEGIC TR	CRYPTO THEMATIC	$218K	0.2%	2,775 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$641K	0.5%Prev: 0.8%	27,549 SH	Decreased-17,231 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$12.5M	10.1%Prev: 9.3%	457,715 SH	Decreased-13,926 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$5.4M	4.4%Prev: 5.6%	185,111 SH	Decreased-73,058 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$374K	0.3%Prev: 0.3%	14,202 SH	Decreased
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.0M	3.2%Prev: 3.3%	142,254 SH	Decreased-4,906 SH
SELECT SECTOR SPDR TR	ENERGY	$483K	0.4%	5,412 SH	New
T ROWE PRICE ETF INC	CAPITAL APPRECIA	$821K	0.7%	33,646 SH	New
T ROWE PRICE ETF INC	PRICE BLUE CHIP	$1.4M	1.2%	29,339 SH	New
T ROWE PRICE ETF INC	PRICE DIV GRWT	$982K	0.8%	22,338 SH	New
TESLA INC	COM	$213K	0.2%	480 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$1.2M	1.0%Prev: 0.7%	15,593 SH	Increased+1,423 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$769K	0.6%Prev: 0.5%	9,747 SH	Decreased-835 SH
VANGUARD WORLD FD	CONSUM STP ETF	$839K	0.7%Prev: 0.6%	3,924 SH	Decreased-124 SH
WALMART INC	COM	$261K	0.2%Prev: 0.5%	2,534 SH	Decreased-4,758 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.2M
FIRST TR EXCHANGE TRADED FD — $669K
FIRST TR EXCHNG TRADED FD VI — $1.5M
FIRST TR EXCHNG TRADED FD VI — $529K
INVESCO EXCH TRADED FD TR II — $936K
INVESCO EXCH TRADED FD TR II — $1.1M
J P MORGAN EXCHANGE TRADED F — $204K
LITMAN GREGORY FDS TR — $1.3M
NETFLIX INC. — $332K
PROFESIONALLY MANAGED PORTFO — $7.4M
SELECT SECTOR SPDR TR — $662K
SELECT SECTOR SPDR TR — $258K
T ROWE PRICE EXCHANGE-TRADED — $501K
T ROWE PRICE EXCHANGE-TRADED — $2.1M
VERTIV HOLDINGS CO — $263K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002042810-26-000005	—	View
Jan 15, 2026	Q4 2025	13F-HR	0002042810-26-000001	$146.4M	View
Oct 20, 2025	Q3 2025