Lighthouse Wealth Management Inc. - Portfolio overview

Lighthouse Wealth Management Inc. has 48 reported holdings in this dataset, with the latest filing dated 2026-04-23.

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. QQQ - INVESCO QQQ TR, 9.99%
2. HEFA - ISHARES TR, 9.82%
3. SCHD - SCHWAB STRATEGIC TR, 9.37%

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

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