Lighthouse Financial LLC - Portfolio overview

Lighthouse Financial LLC has 84 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. NVDA - NVIDIA CORPORATION, 10.71%
  2. LQD - ISHARES TR, 9.80%
  3. VCSH - VANGUARD SCOTTSDALE FDS, 8.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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