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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
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 835.0 $418K 0.22% -17.0 -2.0% $500.39
22 ABT ABBOTT LABORATORIES Healthcare 4,025.0 $365K 0.19% -361.0 -8.2% $90.74 +21.6%
23 META META PLATFORMS INC Communication Services 603.0 $340K 0.18% -1K -63.4% $563.29 +1.6%
24 IWD ISHARES TR 994.0 $241K 0.12% -10.0 -1.0% $242.43 +6.0%
25 PG PROCTER & GAMBLE CO Consumer Defensive 1,506.0 $221K 0.11% -31.0 -2.0% $146.64 -1.0%
Page 2 of 2  ·  25 positions

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
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%