Portfolio (Quarterly) Guide ↗

Lighthouse Financial LLC

· CIK 0002057556

13F Portfolio $193M AUM 78 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 16 Added 25 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TJX	TJX COS INC NEW	Consumer Cyclical	1,674	$267K	0.16%	SOLD
2	PFE	PFIZER INC	Healthcare	7,992	$224K	0.14%	SOLD
3	ORCL	ORACLE CORP	Technology	1,371	$202K	0.12%	SOLD

Sector Allocation

Technology 50.2%

Financial Services 13.5%

Healthcare 13.1%

Industrials 9.6%

Consumer Cyclical 9.0%

Utilities 2.2%

Energy 1.2%

Communication Services 0.9%

Consumer Defensive 0.4%