LIGHTHOUSE FINANCIAL SERVICES INC /ADV - Portfolio overview

LIGHTHOUSE FINANCIAL SERVICES INC /ADV has 99 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. XLK - SELECT SECTOR SPDR TR, 12.88%
2. XLF - SELECT SECTOR SPDR TR, 5.84%
3. BSV - VANGUARD BD INDEX FDS, 5.30%

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

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