Lighthouse Wealth Management Inc. Portfolio Holdings

Lighthouse Wealth Management Inc.

  • $146 Billion
  • Q4 2025

Lighthouse Wealth Management Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Profesionally Managed Portfo with a value of $18.2B, Invesco Qqq Trust, Series 1 with a value of $15.1B, Ishares Currency Hedged Msci E with a value of $13.8B, Schwab Strategic Tr 1000 Index with a value of $12.3B, and Schwab Strategic Tr Us Dividen with a value of $12.3B.

Examining the 13F form we can see an increase of $23.2B in the current position value, from $123B to 146B.

Lighthouse Wealth Management Inc. is based out at Ashland, OH

Below you can find more details about Lighthouse Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $146 Billion
ETFs: $109 Billion
Technology: $4.54 Billion
Healthcare: $4.03 Billion
Consumer Cyclical: $1.08 Billion
Financial Services: $593 Million
Communication Services: $496 Million
Industrials: $285 Million
Consumer Defensive: $282 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $146 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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