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LIGHTHOUSE FINANCIAL LLC 13F portfolio summary

LIGHTHOUSE FINANCIAL LLC of LIGHTHOUSE FINANCIAL LLC has 74 current stock holdings with a reported portfolio value of $165.8M. The portfolio 1 year return is +18.70%. Top holdings include QQQ (0.00%), SPY (0.00%), NVDA (11.87%), LQD (10.86%), VCSH (9.94%).

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LIGHTHOUSE FINANCIAL LLC

LIGHTHOUSE FINANCIAL LLC
Latest filing: 2026-03-31

LIGHTHOUSE FINANCIAL LLC runs LIGHTHOUSE FINANCIAL LLC and currently holds 74 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $165.85M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LIGHTHOUSE FINANCIAL LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LIGHTHOUSE FINANCIAL LLC's portfolio at LIGHTHOUSE FINANCIAL LLC has delivered returns of +18.70%. Their 3-year annualized return is +10.17%. Looking at the 5-year horizon, LIGHTHOUSE FINANCIAL LLC has achieved +10.17% annualized returns at LIGHTHOUSE FINANCIAL LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.70%
#0/1000
3 Year
+10.17%
#0/1000
5 Year
+10.17%
#0/1000

Portfolio Value

$165.85M

Alpha Score

10.5

#0 of 1000

Holdings

74

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change