Portfolio (Quarterly) Guide ↗

Lighthouse Wealth Management Inc.

· CIK 0002042810

13F Portfolio $161M AUM 47 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 14 Added 17 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GBTC	GRAYSCALE BITCOIN TRUST ETF	Financial Services	4,271	$225K	0.15%	SOLD
2	—	J P MORGAN EXCHANGE TRADED F	—	4,052	$205K	0.14%	SOLD

Sector Allocation

Financial Services 63.2%

Technology 14.6%

Healthcare 13.0%

Consumer Cyclical 3.0%

Consumer Defensive 2.8%

Industrials 2.2%

Communication Services 1.1%