Lighthouse Wealth Management Inc. - Portfolio Stock Holdings
Lighthouse Wealth Management Inc. disclosed 52 stock positions in a recent SEC 13F filing. $164,707,171 of stock holdings were filed, with the largest holdings including QQQ, HEFA, and SCHD. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $237,561,229 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
52Est. Stock Holding Value:
$164,707,171Top Stock Holdings By Sector
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Portfolio Stock Holdings - Lighthouse Wealth Management Inc.
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Stock
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% of Portfolio
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