Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lighthouse Financial LLC (CIK 2057556) reported $165.8M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($18.5M, 11.16%), LQD ($16.9M, 10.17%), VCSH ($15.4M, 9.31%), QQQ ($10.0M, 6.06%), IVV ($9.9M, 5.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $18.5M | 11.16% | 105,770 | Added |
| 2 | LQD | ISHARES TR | $16.9M | 10.17% | 154,747 | Added |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $15.4M | 9.31% | 194,884 | Added |
| 4 | QQQ | INVESCO QQQ TR | $10.0M | 6.06% | 17,402 | Added |
| 5 | IVV | ISHARES TR | $9.9M | 5.97% | 15,151 | Trimmed |
| 6 | VCLT | VANGUARD SCOTTSDALE FDS | $8.2M | 4.92% | 109,138 | Added |
| 7 | TCAF | T ROWE PRICE ETF INC | $6.3M | 3.77% | 175,896 | Added |
| 8 | AMZN | AMAZON COM INC | $5.5M | 3.34% | 26,572 | Added |
| 9 | LLY | ELI LILLY & CO | $4.7M | 2.85% | 5,138 | Added |
| 10 | IVE | ISHARES TR | $4.7M | 2.83% | 22,235 | Trimmed |
| 11 | VRT | VERTIV HOLDINGS CO | $4.1M | 2.45% | 16,209 | Trimmed |
| 12 | IYH | ISHARES TR | $3.9M | 2.35% | 63,223 | Added |
| 13 | AAPL | APPLE INC | $3.8M | 2.32% | 15,138 | Added |
| 14 | MSFT | MICROSOFT CORP | $3.8M | 2.27% | 10,177 | Added |
| 15 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.8M | 2.27% | 67,953 | Trimmed |
| 16 | GOOG | ALPHABET INC | $3.5M | 2.14% | 12,068 | Added |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.5M | 2.10% | 10,293 | Added |
| 18 | VRTX | VERTEX PHARMACEUTICALS INC | $2.8M | 1.69% | 6,277 | Added |
| 19 | IVW | ISHARES TR | $2.6M | 1.60% | 23,418 | Added |
| 20 | AVGO | BROADCOM INC | $2.4M | 1.46% | 7,826 | Added |
| 21 | EFA | ISHARES TR | $2.1M | 1.29% | 22,085 | Trimmed |
| 22 | GE | GE AEROSPACE | $2.1M | 1.27% | 7,432 | Trimmed |
| 23 | GEV | GE VERNOVA INC | $1.7M | 1.01% | 1,910 | Added |
| 24 | CRWV | COREWEAVE INC | $1.4M | 0.84% | 18,028 | Added |
| 25 | IWO | ISHARES TR | $1.4M | 0.82% | 4,360 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31