13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002042810
Total reported value
$161.0M
$161.0M
36 檔
37.2%
During the Q4 2024 filing period, Lighthouse Wealth Management Inc. (CIK: 0002042810) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $161.0M across 36 reported positions.
During Q4 2024, Lighthouse Wealth Management Inc.'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 SCHD, QQQ, HEFA) accounted for 37.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 12.92% | -0.20% | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.57% | +1.31% | — | |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 10.67% | -0.01% | — | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 9.96% | -0.65% | — | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 8.74% | +0.12% | — | |
| 6 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 7.76% | +0.13% | — | |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 6.97% | +0.16% | — | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.71% | +0.40% | — | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.64% | +0.39% | — | |
| 10 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 2.96% | -0.64% | — | |
| 11 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-Other | 2.57% | +0.05% | — | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.62% | +0.09% | — | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 1.41% | -0.19% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.41% | +0.04% | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.03% | — | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.19% | -0.12% | — | |
| 17 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.02% | -0.98% | — | |
| 18 | FVD | First Trust Value Line Dvd | ETF-Other | 0.93% | -0.05% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | -0.08% | — | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.85% | -0.02% | — | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.84% | -0.13% | — | |
| 22 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.76% | -0.04% | — | |
| 23 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.58% | -0.06% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.02% | — | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.53% | -0.14% | EXIT | |
| 26 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.49% | -0.02% | — | |
| 27 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.44% | +0.01% | — | |
| 28 | XLE | Ss Energy Select Sector | ETF-Other | 0.43% | -0.05% | — | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | — | — | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | -0.09% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.01% | — | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.30% | +0.01% | — | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.27% | +0.02% | — | |
| 34 | RDVY | First Trust Rising Dividend | ETF-Other | 0.27% | +0.03% | — | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | — | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.11% | — |
According to official SEC Form 13F filings, Lighthouse Wealth Management Inc. reported a total U.S. public equity portfolio value of $161.0M across 36 disclosed positions in Q4 2024.
During Q4 2024, Lighthouse Wealth Management Inc.'s top holdings by market value included SCHD (12.9%)、QQQ (12.6%)、HEFA (10.7%). The largest single position, SCHD, represented 12.9% of total portfolio value.
In Q4 2024, Lighthouse Wealth Management Inc. 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.