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CIK: 0002057556
Total reported value
$192.9M
$192.9M
72 檔
32.4%
As reported in its official Q4 2025 Form 13F filing, Lighthouse Financial LLC's tracked investment portfolio stood at $192.9M with 72 total positions.
Lighthouse Financial LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 6 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.03% | +0.09% | -0.53% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 9.16% | -0.58% | +3.45% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.81% | -0.25% | -0.14% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.65% | +0.51% | -8.12% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 6.20% | -2.23% | +61.34% | |
| 6 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 5.94% | -0.53% | -5.11% | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 5.41% | -1.15% | -3.72% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.62% | -0.17% | -2.50% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.41% | -0.57% | -3.23% | |
| 10 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 3.40% | +0.01% | +14.07% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.24% | +0.38% | +1.88% | |
| 12 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 2.50% | -0.16% | +3.88% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.31% | +3.10% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.94% | -0.13% | +1.29% | |
| 15 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.79% | +0.31% | +5.02% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | +0.16% | -31.09% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.70% | +0.06% | -4.52% | |
| 18 | GE | General Electric | Stock-Industrials | 1.66% | +0.17% | -2.85% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.54% | +0.52% | +0.08% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.50% | -0.12% | +6.71% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.11% | -0.01% | — | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.94% | +0.07% | — | |
| 23 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 0.82% | -0.27% | +87.90% | |
| 24 | GEV | GE Vernova Inc | Stock-Industrials | 0.81% | +0.15% | +0.21% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.07% | +32.38% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.39% | -19.06% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.63% | +0.11% | -9.45% | |
| 28 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.55% | +0.39% | +37.98% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.55% | -0.06% | — | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.04% | +0.21% | |
| 31 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.50% | -0.03% | -0.47% | |
| 32 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.49% | -0.06% | +9.09% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.17% | +1.55% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.02% | — | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.01% | -25.89% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.37% | — | -5.50% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.37% | — | — | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.36% | -0.08% | +0.90% | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.33% | +0.13% | — | |
| 40 | IYF | Ishares US Financials ETF | ETF-Other | 0.33% | -0.03% | — | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | +0.02% | +4.47% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | — | +2.39% | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.29% | -0.01% | — | |
| 44 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.29% | — | -9.27% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.03% | -32.71% | |
| 46 | ATEC | Alphatec Holdings Inc | Stock-Other | 0.26% | -0.03% | — | |
| 47 | IDU | Ishares US Utilities ETF | ETF-Other | 0.25% | -0.03% | — | |
| 48 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.24% | +0.16% | +0.30% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.03% | — | |
| 50 | ANET | Arista Networks Inc | Stock-Tech | 0.22% | +0.04% | +2.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +2.3% | +61.34% | Add |
| 2 | LLY | Eli Lilly & Co | +1% | +1.88% | Add |
| 3 | TCAF | T Rowe Prc Cap Appreciation | +0.4% | +14.07% | Add |
| 4 | IYH | Ishares U.s. Healthcare ETF | +0.3% | +3.88% | Add |
| 5 | JOBY | Joby Aviation, Inc. | +0.3% | +87.90% | Add |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +3.45% | Add |
| 7 | VRT | Vertiv Holdings Co-a | +0.2% | +5.02% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +32.38% | Add |
| 9 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | — | Unchanged |
| 10 | AAPL | Apple Inc | +0.1% | +1.29% | Add |
| 11 | EFA | Ishares Msci Eafe ETF | +0.1% | +6.71% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.08% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.14% | Trim |
| 14 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 15 | AMZN | Amazon.com Inc | +0.1% | -2.50% | Trim |
| 16 | GEV | GE Vernova Inc | 0% | +0.21% | Add |
| 17 | IBB | Ishares Biotechnology ETF | 0% | — | Unchanged |
| 18 | C | Citigroup Inc | 0% | +6.86% | Add |
| 19 | XOM | Exxon Mobil CORP | 0% | +1.55% | Add |
| 20 | VFF | Village Farms International | 0% | — | Unchanged |
| 21 | CSCO | Cisco Systems Inc | 0% | +1.01% | Add |
| 22 | IBM | Intl Business Machines CORP | 0% | +4.47% | Add |
| 23 | MGM | Mgm Resorts International | 0% | -0.47% | Trim |
| 24 | GEHC | GE Healthcare Technology | 0% | — | Unchanged |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.87% | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +2.39% | Add |
| 27 | JNJ | Johnson & Johnson | 0% | +0.95% | Add |
| 28 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 29 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 30 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 31 | IWO | Ishares Russell 2000 Growth | — | — | Unchanged |
| 32 | CVS | Cvs Health CORP | — | — | Unchanged |
| 33 | IYF | Ishares US Financials ETF | — | — | Unchanged |
| 34 | XLF | Ss Financial Select Sector | — | — | Unchanged |
| 35 | COP | Conocophillips | — | — | Unchanged |
| 36 | RSP | Invesco S&p 500 Equal Weight | — | — | Unchanged |
| 37 | VWO | Vanguard Ftse Emerging Marke | — | — | Unchanged |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 39 | XLE | Ss Energy Select Sector | 0% | +91.43% | Add |
| 40 | PFE | Pfizer Inc | 0% | -3.38% | Trim |
| 41 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 42 | PG | Procter & Gamble Co/the | 0% | +2.24% | Add |
| 43 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 44 | IDU | Ishares US Utilities ETF | 0% | — | Unchanged |
| 45 | ABBV | Abbvie Inc | 0% | +0.21% | Add |
| 46 | ABT | Abbott Laboratories | 0% | +0.90% | Add |
| 47 | FSLR | First Solar Inc | 0% | -24.00% | Trim |
| 48 | QS | Quantumscape CORP | 0% | — | Unchanged |
| 49 | PANW | Palo Alto Networks Inc | 0% | +0.30% | Add |
| 50 | FELC | Fidelity Enh Lrg Cap Cor ETF | 0% | -9.27% | Trim |
According to official SEC Form 13F filings, Lighthouse Financial LLC reported a total U.S. public equity portfolio value of $192.9M across 72 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, VCSH, IVV) accounted for 32.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
ATEC
市值: $399.1K
Top Position Liquidated / Trimmed
TTD
前期市值: $1.2M
During Q4 2025, Lighthouse Financial LLC's top holdings by market value included NVDA (12.0%)、VCSH (9.2%)、IVV (6.8%). The largest single position, NVDA, represented 12.0% of total portfolio value.
In Q4 2025, Lighthouse Financial LLC made 58 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 20 holdings, and fully liquidating 6 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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