Lighthouse Wealth Management Inc.: 13F holdings
CIK 20428102026Q2
| Positions | 47 |
|---|
| Reported value | $161.0m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 47 (+4 vs prior quarter) |
|---|
| Reported value | $161.0m (+9.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 24,988 | $18.4m | 11.4% |
| HEFA ISHARES TR | 340,990 | $16.0m | 9.9% |
| SCHD SCHWAB STRATEGIC TR | 471,641 | $15.0m | 9.3% |
| SCHK SCHWAB STRATEGIC TR | 378,027 | $13.6m | 8.5% |
| IUS INVESCO EXCH TRD SLF IDX FD | 171,964 | $11.3m | 7.0% |
| COWZ PACER FDS TR | 168,212 | $10.5m | 6.5% |
| SCHV SCHWAB STRATEGIC TR | 258,169 | $9.0m | 5.6% |
| GCOW PACER FDS TR | 190,575 | $8.3m | 5.1% |
| AKRE PROFESIONALLY MANAGED PORTFO | 139,196 | $7.4m | 4.6% |
| XMHQ INVESCO EXCHANGE TRADED FD T | 61,696 | $7.0m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2042810")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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