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 $192.9M across 76 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($21.7M, 11.25%), VCSH ($16.9M, 8.74%), LQD ($15.3M, 7.94%), QQQ ($12.7M, 6.57%), IVV ($11.0M, 5.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $21.7M | 11.25% | 107,999 | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $16.9M | 8.74% | 213,414 | Added |
| 3 | LQD | ISHARES TR | $15.3M | 7.94% | 140,443 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $12.7M | 6.57% | 17,208 | Trimmed |
| 5 | IVV | ISHARES TR | $11.0M | 5.72% | 14,742 | Trimmed |
| 6 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $7.3M | 3.78% | 177,289 | Added |
| 7 | VCLT | VANGUARD SCOTTSDALE FDS | $7.3M | 3.77% | 96,703 | Trimmed |
| 8 | LLY | ELI LILLY & CO | $6.2M | 3.23% | 5,189 | Added |
| 9 | AMZN | AMAZON COM INC | $6.1M | 3.17% | 25,667 | Trimmed |
| 10 | VRT | VERTIV HOLDINGS CO | $5.3M | 2.76% | 15,917 | Trimmed |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.0M | 2.62% | 10,571 | Added |
| 12 | GOOG | ALPHABET INC | $4.4M | 2.30% | 12,168 | Added |
| 13 | IVE | ISHARES TR | $4.4M | 2.26% | 19,160 | Trimmed |
| 14 | IYH | ISHARES TR | $4.2M | 2.19% | 63,024 | Trimmed |
| 15 | AAPL | APPLE INC | $4.2M | 2.19% | 14,596 | Trimmed |
| 16 | MU | MICRON TECHNOLOGY INC | $4.0M | 2.05% | 3,425 | Added |
| 17 | MSFT | MICROSOFT CORP | $3.8M | 1.96% | 10,146 | Trimmed |
| 18 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.74% | 54,509 | Trimmed |
| 19 | VRTX | VERTEX PHARMACEUTICALS INC | $3.2M | 1.68% | 6,515 | Added |
| 20 | IVW | ISHARES TR | $3.2M | 1.66% | 23,214 | Trimmed |
| 21 | AVGO | BROADCOM INC | $2.9M | 1.53% | 7,807 | Trimmed |
| 22 | GE | GE AEROSPACE | $2.8M | 1.44% | 7,422 | Trimmed |
| 23 | GLW | CORNING INC | $2.4M | 1.25% | 9,475 | New |
| 24 | CRWV | COREWEAVE INC | $2.4M | 1.23% | 23,753 | Added |
| 25 | EFA | ISHARES TR | $2.3M | 1.17% | 21,804 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30