Lighthouse Financial LLC Portfolio Holdings

Lighthouse Financial LLC

  • $151 Billion
  • Q3 2025

Lighthouse Financial LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.5B, Vanguard Sht Term Corp Bd ETF with a value of $13.6B, Invesco Qqq Trust, Series 1 with a value of $10.8B, Ishares Core S&P 500 ETF with a value of $10.2B, and J P Morgan ETF Tr Nasdaq Equit with a value of $9.49B.

Examining the 13F form we can see an increase of $20.9B in the current position value, from $131B to 151B.

Lighthouse Financial LLC is based out at Largo, FL

Below you can find more details about Lighthouse Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $151 Billion
ETFs: $79.6 Billion
Technology: $33.5 Billion
Healthcare: $8.64 Billion
Consumer Cyclical: $8.24 Billion
Industrials: $6.26 Billion
Communication Services: $4.4 Billion
Financial Services: $1.04 Billion
Energy: $858 Million
Other: $485 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$18.5 Billion 12.22% of portfolio
99,190
Q3 2025 Reduced 3.85%
$0
$13.6 Billion 8.97% of portfolio
170,009
Q3 2025 Added 34.14%
$0
$10.8 Billion 7.14% of portfolio
18,024
Q3 2025 Reduced 2.78%
$0
$10.2 Billion 6.73% of portfolio
15,229
Q2 2025 Reduced 1.23%
$0
$9.49 Billion 6.26% of portfolio
164,935
Q3 2025 Reduced 2.21%
$0
$8.8 Billion 5.81% of portfolio
113,342
Q3 2025 Reduced 13.28%
$0
$5.95 Billion 3.93% of portfolio
53,384
Q3 2025 Added 191.99%
$2.39T
$5.4 Billion 3.57% of portfolio
24,596
Q3 2025 Added 64.61%
$0
$5.25 Billion 3.46% of portfolio
25,405
Q3 2025 Reduced 18.52%
T Rowe Price ETF Inc
-
$4.5 Billion 2.97% of portfolio
-
Q3 2025 Added 19.81%
$3.78T
$3.53 Billion 2.33% of portfolio
6,814
Q3 2025 Added 15.02%
$971B
$3.45 Billion 2.28% of portfolio
4,526
Q3 2025 Added 0.38%
$0
$3.33 Billion 2.2% of portfolio
56,665
Q3 2025 Added 2.61%
$1.74T
$2.95 Billion 1.95% of portfolio
12,100
Q3 2025 Reduced 2.26%
$4.3T
$2.75 Billion 1.81% of portfolio
10,782
Q3 2025 Reduced 2.02%
$0
$2.67 Billion 1.76% of portfolio
22,118
Q3 2025 Reduced 2.3%
$32.7B
$2.43 Billion 1.6% of portfolio
16,091
Q3 2025 Added 6.13%
$1.46T
$2.17 Billion 1.43% of portfolio
7,760
Q3 2025 Added 23.17%
$0
$2.09 Billion 1.38% of portfolio
22,365
Q3 2025 Added 101.67%
$3.09B
$1.47 Billion 0.97% of portfolio
49,500
Q3 2025 New
$1.37T
$1.45 Billion 0.96% of portfolio
1,973
Q3 2025 Added 13.0%
$111B
$1.46 Billion 0.96% of portfolio
3,730
Q1 2025 Added 0.67%
$0
$1.43 Billion 0.94% of portfolio
4,460
Q3 2025 Reduced 20.5%
$18.6B
$1.21 Billion 0.8% of portfolio
24,600
Q3 2025 Reduced 17.27%
Ge Vernova Inc
-
$1.17 Billion 0.77% of portfolio
-
Q2 2025 Reduced 11.86%
Coreweave Inc
-
$1.17 Billion 0.77% of portfolio
-
Q3 2025 New
$11B
$1.07 Billion 0.71% of portfolio
26,680
Q3 2025 Reduced 15.78%
$0
$1.04 Billion 0.68% of portfolio
5,290
Q3 2025 Added 17.56%
$8.76B
$816 Million 0.54% of portfolio
50,540
Q3 2025 New
$103B
$797 Million 0.53% of portfolio
341
Q3 2025 Reduced 0.29%
$1.29T
$773 Million 0.51% of portfolio
1,738
Q3 2025 Reduced 22.13%
$414B
$778 Million 0.51% of portfolio
3,360
Q2 2025 Reduced 9.9%
$139B
$771 Million 0.51% of portfolio
2,338
Q3 2025 New
$183B
$720 Million 0.48% of portfolio
2,550
Q3 2025 Reduced 19.05%
$12.8B
$731 Million 0.48% of portfolio
21,100
Q1 2025 Reduced 7.05%
$109B
$656 Million 0.43% of portfolio
11,821
Q3 2025 Reduced 28.36%
$490B
$602 Million 0.4% of portfolio
5,340
Q1 2025 Reduced 0.32%
$0
$589 Million 0.39% of portfolio
962
Q3 2025 Reduced 9.5%
$228B
$579 Million 0.38% of portfolio
4,325
Q3 2025 Reduced 19.53%
$0
$551 Million 0.36% of portfolio
4,000
Q3 2025 Reduced 2.44%
$522B
$540 Million 0.36% of portfolio
2,910
Q4 2024 New
Super Micro Computer Inc
-
$518 Million 0.34% of portfolio
-
Q3 2025 Reduced 1.82%
$0
$494 Million 0.33% of portfolio
3,900
Q4 2024 New
Fidelity Covington Trust
-
$483 Million 0.32% of portfolio
-
Q3 2025 Added 17.19%
$881B
$463 Million 0.31% of portfolio
1,467
Q3 2025 Added 0.69%
$266B
$449 Million 0.3% of portfolio
1,590
Q3 2025 New
$0
$435 Million 0.29% of portfolio
3,010
Q2 2025 Reduced 6.23%
$0
$442 Million 0.29% of portfolio
8,211
Q3 2025 Added 5.12%
$0
$430 Million 0.28% of portfolio
5,750
Q3 2025 Reduced 4.17%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $151 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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