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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 Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 24,988.0 $18.4M 11.43% -818.0 -3.2% $736.40 -2.7%
2 HEFA ISHARES TR 340,990.0 $16.0M 9.94% -4K -1.0% $46.92 +0.8%
3 SCHK SCHWAB STRATEGIC TR 378,027.0 $13.6M 8.46% -14K -3.5% $36.06 +2.9%
4 IUS INVESCO EXCH TRD SLF IDX FD 171,964.0 $11.3M 7.00% -3K -1.5% $65.58 +6.8%
5 AKRE PROFESIONALLY MANAGED PORTFO 139,196.0 $7.4M 4.60% -21K -13.0% $53.19 +16.3%
6 COWG PACER FDS TR 59,267.0 $2.4M 1.48% -11K -16.1% $40.15 -0.3%
7 FEGE RBB FUND TRUST 41,202.0 $2.0M 1.25% -5K -10.4% $48.92 +8.9%
8 NVDA NVIDIA CORPORATION Technology 9,577.0 $1.9M 1.19% -230.0 -2.4% $200.08 +8.7%
9 BIV VANGUARD BD INDEX FDS 14,170.0 $1.1M 0.68% -955.0 -6.3% $76.70 -1.7%
10 FVD FIRST TR EXCHANGE-TRADED FD 22,416.0 $1.1M 0.67% -114.0 -0.5% $48.18 +4.8%
11 WMT WALMART INC Consumer Defensive 7,292.0 $826K 0.51% -45.0 -0.6% $113.26 -9.0%
12 MSFT MICROSOFT CORP Technology 2,088.0 $779K 0.48% -126.0 -5.7% $372.93 +37.7%
13 SDVY FIRST TR EXCHANGE TRADED FD 15,497.0 $669K 0.41% -5K -24.7% $43.14 +1.2%
14 AMZN AMAZON COM INC Consumer Cyclical 2,519.0 $600K 0.37% -258.0 -9.3% $238.34 +11.8%
15 HYLS FIRST TR EXCHANGE-TRADED FD 14,272.0 $580K 0.36% -1K -7.2% $40.65 -0.3%
16 TCHP T ROWE PRICE EXCHANGE-TRADED 10,011.0 $501K 0.31% -33K -76.8% $50.09 +1.3%
17 BERKSHIRE HATHAWAY INC DEL 731.0 $366K 0.23% -20.0 -2.7% $500.39

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%