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CIK: 0002057556
Total reported value
$192.9M
$192.9M
70 檔
26.1%
According to the latest 13F quarterly dataset, Lighthouse Financial LLC managed an equity portfolio of $192.9M at the end of Q4 2024, spanning 70 distinct U.S. exchange-listed positions.
During Q4 2024, Lighthouse Financial LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, VCLT, QQQ) accounted for 26.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.73% | +0.09% | — | |
| 2 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 8.46% | -1.15% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.84% | +0.51% | — | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 7.53% | -0.53% | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.38% | -0.25% | — | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.37% | -0.57% | — | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.30% | -0.58% | — | |
| 8 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 2.87% | — | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | -0.17% | — | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.72% | +0.38% | — | |
| 11 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 2.60% | -0.16% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.39% | -0.13% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | -0.31% | — | |
| 14 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 2.15% | +0.01% | — | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.04% | -0.01% | — | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.94% | +0.16% | — | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.91% | +0.06% | — | |
| 18 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.52% | +0.31% | — | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.47% | — | — | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.39% | +0.07% | — | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.21% | -0.01% | — | |
| 22 | GE | General Electric | Stock-Industrials | 1.18% | +0.17% | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.95% | -0.12% | — | |
| 24 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.76% | — | — | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.67% | -0.06% | — | |
| 26 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.64% | -0.03% | — | |
| 27 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.62% | — | — | |
| 28 | GEV | GE Vernova Inc | Stock-Industrials | 0.62% | +0.15% | — | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.61% | +0.52% | — | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.60% | +0.11% | — | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | +0.21% | NEW | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | -0.04% | — | |
| 33 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.54% | -0.06% | — | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | -0.08% | — | |
| 35 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.49% | — | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.17% | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.12% | EXIT | |
| 38 | VKTX | Viking Therapeutics Inc | Stock-Healthcare | 0.46% | — | — | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.41% | -0.07% | — | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.39% | — | — | |
| 41 | ANET | Arista Networks Inc | Stock-Tech | 0.39% | +0.04% | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.03% | — | |
| 44 | IYF | Ishares US Financials ETF | ETF-Other | 0.35% | -0.03% | — | |
| 45 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.34% | +0.13% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.03% | — | |
| 47 | XLF | Ss Financial Select Sector | ETF-Other | 0.33% | -0.01% | — | |
| 48 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.32% | — | — | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.30% | +0.16% | — | |
| 50 | FSLR | First Solar Inc | Stock-Tech | 0.29% | — | — |
According to official SEC Form 13F filings, Lighthouse Financial LLC reported a total U.S. public equity portfolio value of $192.9M across 70 disclosed positions in Q4 2024.
During Q4 2024, Lighthouse Financial LLC's top holdings by market value included NVDA (9.7%)、VCLT (8.5%)、QQQ (7.8%). The largest single position, NVDA, represented 9.7% of total portfolio value.
In Q4 2024, Lighthouse Financial LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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