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Lighthouse Financial LLC 13F holdings

Filed 2026-08-14 · Lighthouse Financial LLC · 78 positions · $192.9M

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION108.0K$21.6M11.2%
VCSHVANGUARD SCOTTSDALE FDS213.4K$16.9M8.7%
LQDISHARES TR140.4K$15.3M7.9%
QQQINVESCO QQQ TR17.2K$12.7M6.6%
IVVISHARES TR14.7K$11.0M5.7%
TCAFT ROWE PRICE EXCHANGE-TRADED177.3K$7.3M3.8%
VCLTVANGUARD SCOTTSDALE FDS96.7K$7.3M3.8%
LLYELI LILLY & CO5.2K$6.2M3.2%
AMZNAMAZON COM INC25.7K$6.1M3.2%
VRTVERTIV HOLDINGS CO15.9K$5.3M2.8%
TSMTAIWAN SEMICONDUCTOR MANUFAC10.6K$5.0M2.6%
IVEISHARES TR19.2K$4.4M2.3%
GOOGALPHABET INC12.2K$4.3M2.2%
AAPLAPPLE INC14.6K$4.2M2.2%
IYHISHARES TR63.0K$4.2M2.2%
MUMICRON TECHNOLOGY INC3.4K$4.0M2.0%
MSFTMICROSOFT CORP10.1K$3.8M2.0%
JEPQJ P MORGAN EXCHANGE TRADED F54.5K$3.4M1.7%
VRTXVERTEX PHARMACEUTICALS INC6.5K$3.2M1.7%
IVWISHARES TR23.2K$3.2M1.7%
AVGOBROADCOM INC7.8K$2.9M1.5%
GEGE AEROSPACE7.4K$2.8M1.4%
GLWCORNING INC9.5K$2.4M1.3%
CRWVCOREWEAVE INC23.8K$2.4M1.2%
EFAISHARES TR21.8K$2.3M1.2%
GEVGE VERNOVA INC1.9K$2.2M1.2%
TERTERADYNE INC3.8K$1.9M1.0%
IBBISHARES TR9.5K$1.8M0.9%
IWOISHARES TR4.4K$1.7M0.9%
IYWISHARES TR4.8K$1.2M0.6%
NOKNOKIA CORP79.6K$1.1M0.5%
AMGNAMGEN INC2.5K$906,7480.5%
—JOBY AVIATION INC99.5K$887,8340.5%
COWZPACER FDS TR13.9K$865,3260.4%
MGMMGM RESORTS INTERNATIONAL17.9K$853,4090.4%
EXMOCEXXON MOBIL CORP5.5K$750,4560.4%
ABBVABBVIE INC3.0K$744,8540.4%
TSLATESLA INC1.7K$735,2090.4%
PANWPALO ALTO NETWORKS INC2.0K$690,9070.4%
VOOVANGUARD INDEX FDS994$682,6890.4%
RDDTREDDIT INC3.7K$633,7410.3%
MELIMERCADOLIBRE INC371$629,7320.3%
VTVANGUARD INTL EQUITY INDEX F4.0K$627,8000.3%
FELCFIDELITY COVINGTON TRUST14.8K$618,1730.3%
UNHUNITEDHEALTH GROUP INC1.4K$598,9230.3%
JPMJPMORGAN CHASE & CO1.6K$524,7120.3%
JNJJOHNSON & JOHNSON2.0K$507,6860.3%
IBMINTERNATIONAL BUSINESS MACHS1.8K$495,2110.3%
CSCOCISCO SYS INC4.2K$491,0400.3%
IYFISHARES TR3.8K$483,2630.3%
NKENIKE INC11.6K$474,3330.2%
ANETARISTA NETWORKS INC2.6K$443,8960.2%
BRK-BBERKSHIRE HATHAWAY INC DEL835$417,8260.2%
IDUISHARES TR3.5K$401,1350.2%
AMDADVANCED MICRO DEVICES INC690$400,8280.2%
XLESELECT SECTOR SPDR TR7.3K$388,4470.2%
CCITIGROUP INC2.7K$374,3930.2%
ABTABBOTT LABORATORIES4.0K$365,2290.2%
METAMETA PLATFORMS INC603$339,6640.2%
TKRTIMKEN CO2.3K$338,0550.2%
Top Fund Holdings
13F
Top Fund Holdings

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