Loading…
CIK 0002042810 • 7 13F filings • Apr 22, 2025 – Oct 13, 2026
Import this data to Google Sheets with:
=jivedata("lighthouse-wealth-management-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.7M | 1.2%Prev: 1.5% | 13,624 SH | Decreased |
| ABBVIE INC | COM | $2.3M | 1.6%Prev: 1.9% | 10,173 SH | Increased+209 SH |
| AMAZON COM INC | COM | $611K | 0.4%Prev: 0.5% | 2,649 SH | Increased+17 SH |
| APPLE INC | COM | $1.5M | 1.0%Prev: 1.2% | 5,358 SH | Increased-341 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $379K | 0.3%Prev: 0.3% | 754 SH | Decreased |
| EATON CORP PLC | SHS | $285K | 0.2%Prev: 0.3% | 896 SH | Decreased |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $560K | 0.4%Prev: 0.3% | 8,055 SH | Increased+3,176 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | $696K | 0.5%Prev: 0.5% | 16,631 SH | Increased+2,692 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $2.2M | 1.5%Prev: 1.6% | 48,613 SH | Increased+4,352 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $776K | 0.5%Prev: 0.7% | 20,261 SH | Decreased-1,321 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $1.2M | 0.8%Prev: 0.8% | 35,676 SH | Increased+6,347 SH |
| FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | $395K | 0.3%Prev: 0.3% | 8,902 SH | Decreased-659 SH |
| HOME DEPOT INC | COM | $261K | 0.2%Prev: 0.2% | 759 SH | Decreased+2 SH |
| INVESCO EXCH TRD SLF IDX FD | RAFI STRATGIC US | $9.7M | 6.6%Prev: 7.6% | 169,898 SH | Increased+461 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $6.1M | 4.1%Prev: 5.1% | 59,284 SH | Decreased-401 SH |
| INVESCO QQQ TR | UNIT SER 1 | $15.1M | 10.3%Prev: 12.0% | 24,646 SH | Increased-52 SH |
| ISHARES TR | HDG MSCI EAFE | $13.8M | 9.4%Prev: 10.4% | 332,591 SH | Increased+8,096 SH |
| ISHARES TR | MSCI EAFE SMCP | $3.9M | 2.6%Prev: 2.9% | 99,427 SH | Increased+5,185 SH |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $355K | 0.2% | 12,656 SH | New |
| MICROSOFT CORP | COM | $1.1M | 0.8%Prev: 1.0% | 2,359 SH | Decreased-28 SH |
| NETFLIX INC | COM | $496K | 0.3%Prev: 0.5% | 5,289 SH | Decreased+4,795 SH |
| NVIDIA CORPORATION | COM | $1.9M | 1.3%Prev: 1.5% | 10,429 SH | Increased+566 SH |
| PACER FDS TR | GLOBL CASH ETF | $5.2M | 3.6%Prev: 3.9% | 126,201 SH | Increased+5,227 SH |
| PACER FDS TR | US CASH COWS 100 | $10.1M | 6.9%Prev: 7.8% | 167,044 SH | Increased-500 SH |
| PACER FDS TR | US LRG CP CASH | $2.5M | 1.7%Prev: 1.5% | 69,624 SH | Increased+17,851 SH |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $18.2M | 12.4% | 277,954 SH | New |
| RBB FUND TRUST | FIRST EAGLE GBL | $2.0M | 1.4%Prev: 1.4% | 43,778 SH | Increased+3,416 SH |
| SCHWAB CHARLES CORP | COM | $214K | 0.1%Prev: 0.2% | 2,145 SH | Increased+15 SH |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $12.3M | 8.4%Prev: 9.4% | 375,340 SH | Increased+16,262 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $662K | 0.5%Prev: 0.5% | 27,549 SH | Increased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $12.3M | 8.4%Prev: 10.1% | 447,543 SH | Decreased-10,172 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $5.9M | 4.0%Prev: 4.4% | 200,153 SH | Increased+15,042 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $382K | 0.3%Prev: 0.3% | 14,202 SH | Increased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4.1M | 2.8%Prev: 3.2% | 142,840 SH | Increased+586 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $484K | 0.3% | 10,835 SH | New |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $1.9M | 1.3%Prev: 1.2% | 38,338 SH | Increased+8,999 SH |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | $1.6M | 1.1%Prev: 0.8% | 35,534 SH | Increased+13,196 SH |
| TESLA INC | COM | $210K | 0.1%Prev: 0.2% | 467 SH | Decreased-13 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.2M | 0.8%Prev: 1.0% | 15,274 SH | Decreased-319 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $751K | 0.5%Prev: 0.6% | 9,523 SH | Decreased-224 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $820K | 0.6%Prev: 0.7% | 3,882 SH | Decreased-42 SH |
| WALMART INC | COM | $282K | 0.2%Prev: 0.2% | 2,532 SH | Increased-2 SH |
| 13F-HR |
| 0002042810-25-000007 |
| $123.2M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002042810-26-000003 | $161.0M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0002042810-25-000006 | $115.5M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0002042810-26-000002 | $147.2M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0002042810-25-000003 | $109.1M | View |