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LIGHTHOUSE FINANCIAL LLC
LIGHTHOUSE FINANCIAL LLC
Latest filing: 2026-06-30
LIGHTHOUSE FINANCIAL LLC runs LIGHTHOUSE FINANCIAL LLC and currently holds 78 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $192.88M. Their top holdings are NVDA, VCSH, LQD, QQQ, IVV. The top five represent 40.2% of reported portfolio weight. LIGHTHOUSE FINANCIAL LLC ranks #868 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LIGHTHOUSE FINANCIAL LLC initiated 5 new positions. They added to 16 existing positions. They trimmed 35 positions. Their current best-performing preview position is MU with returns of +241.67%.
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78 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 11.20% | $137.77 | $214.76 | +55.88% | Added +2.11% |
 VCSH VANGUARD SCOTTSDALE FDS | 8.74% | $78.86 | $78.59 | -0.34% | Added +9.51% |
 LQD ISHARES TR | 7.94% | $109.86 | $105.94 | -3.57% | Trimmed -9.24% |
 QQQ INVESCO QQQ TR | 6.57% | $514.42 | $713.44 | +38.69% | Trimmed -1.11% |
 IVV ISHARES TR | 5.72% | $588.68 | $769.30 | +30.68% | Trimmed -2.70% |
 TCAF T ROWE PRICE EXCHANGE-TRADED | 3.78% | $34.89 | $42.48 | +21.74% | Added +0.79% |
 VCLT VANGUARD SCOTTSDALE FDS | 3.77% | $74.78 | $71.72 | -4.09% | Trimmed -11.39% |
 LLY ELI LILLY & CO | 3.23% | $796.90 | $1,254.77 | +57.46% | Added +0.99% |
 AMZN AMAZON COM INC | 3.17% | $218.33 | $258.63 | +18.46% | Trimmed -3.41% |
 VRT VERTIV HOLDINGS CO | 2.76% | $119.06 | $262.00 | +120.06% | Trimmed -1.80% |
Showing 1-10 of 78