Lighthouse Wealth Management Inc. 13F Holdings
CIK 0002042810 · ASHLAND, OH
As of Sep 30, 2025, Lighthouse Wealth Management Inc. reported 44 positions worth
CIK 0002042810 · ASHLAND, OH
As of Sep 30, 2025, Lighthouse Wealth Management Inc. reported 44 positions worth
23.2M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 24,698 | 4.8M | 12.04% |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | HEFA | — | 324,495 | 2.9M | 10.43% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 457,715 | 2.5M | 10.14% |
| SCHWAB 1000 INDEX ETF | SCHK | — | 359,078 | 1.5M | 9.36% |
| PACER US CASH COWS 100 ETF | COWZ | — | 167,544 | $9.6M | 7.82% |
| INVESCO RAFI(TM) STRATEGIC US ETF | IUS | — | 169,437 | $9.4M | 7.59% |
| INVESCO S&P MIDCAP QUALITY ETF | XMHQ | — | 59,685 | $6.3M | 5.09% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 185,111 | $5.4M | 4.37% |
| PACER GLOBAL CASH COWS DIVIDEND ETF | GCOW | — | 120,974 | $4.8M | 3.89% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 142,254 | $4.0M | 3.22% |
| ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF | HSCZ | — | 94,242 | $3.5M | 2.88% |
| ABBVIE INC | ABBV | Equity | 9,964 | $2.3M | 1.87% |
| PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | COWG | — | 51,773 | .9M | 1.53% |
| NVIDIA CORP | NVDA | Technology | 9,863 | .8M | 1.49% |
| ABBOTT LABORATORIES | ABT | Healthcare | 13,624 | .8M | 1.48% |
| FIRST EAGLE GLOBAL EQUITY ETF | FEGE | — | 40,362 | .8M | 1.45% |
| APPLE INC | AAPL | Technology | 5,699 | .5M | 1.18% |
| T ROWE PRICE ETF INC | TCHP | — | 29,339 | .4M | 1.16% |
| MICROSOFT CORP | MSFT | Technology | 2,387 | .2M | 1.00% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 15,593 | .2M | 0.99% |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | — | 22,774 | .1M | 0.85% |
| T ROWE PRICE DIVIDEND GROWTH ETF | TDVG | — | 22,338 | $982.0K | 0.80% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 29,329 | $980.2K | 0.80% |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | — | 21,487 | $932.8K | 0.76% |
| VANGUARD CONSUMER STAPLES INDEX FUND | VDC | — | 3,924 | $838.7K | 0.68% |