Lighthouse Financial LLC 13F Holdings
CIK 0002057556 · LARGO, FL
As of Sep 30, 2025, Lighthouse Financial LLC reported 75 positions worth
CIK 0002057556 · LARGO, FL
As of Sep 30, 2025, Lighthouse Financial LLC reported 75 positions worth
51.5M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 99,190 | 8.5M | 12.22% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 170,009 | 3.6M | 8.97% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 18,024 | 0.8M | 7.14% |
| ISHARES CORE S&P 500 ETF | IVV | — | 15,229 | 0.2M | 6.73% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | — | 164,935 | $9.5M | 6.26% |
| VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | VCLT | — | 113,342 | $8.8M | 5.81% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 53,384 | $6.0M | 3.93% |
| AMAZON.COM INC | AMZN | Equity | 24,596 | $5.4M | 3.57% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 25,405 | $5.2M | 3.46% |
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | — | 119,355 | $4.5M | 2.97% |
| MICROSOFT CORP | MSFT | Technology | 6,814 | $3.5M | 2.33% |
| ELI LILLY & CO | LLY | Healthcare | 4,526 | $3.5M | 2.28% |
| ISHARES US HEALTHCARE ETF | IYH | — | 56,665 | $3.3M | 2.20% |
| ALPHABET INC | GOOG | Equity | 12,100 | $2.9M | 1.95% |
| APPLE INC | AAPL | Technology | 10,782 | $2.7M | 1.81% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 22,118 | $2.7M | 1.76% |
| GE AEROSPACE | GE | Industrials | 8,490 | $2.6M | 1.69% |
| VERTIV HOLDINGS CO | VRT | Industrials | 16,091 | $2.4M | 1.60% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 7,760 | $2.2M | 1.43% |
| ISHARES MSCI EAFE ETF | EFA | — | 22,365 | $2.1M | 1.38% |
| RIGETTI COMPUTING INC | RGTI | Technology | 49,500 | .5M | 0.97% |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 3,730 | .5M | 0.96% |
| META PLATFORMS INC | META | Communication Services | 1,973 | .4M | 0.96% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 4,460 | .4M | 0.94% |
| TRADE DESK INC | TTD | Technology | 24,600 | .2M | 0.80% |