Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Lighthouse Financial LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$18.5M11.16%105,770Added
2LQDISHARES TR$16.9M10.17%154,747Added
3VCSHVANGUARD SCOTTSDALE FDS$15.4M9.31%194,884Added
4QQQINVESCO QQQ TR$10.0M6.06%17,402Added
5IVVISHARES TR$9.9M5.97%15,151Trimmed
6VCLTVANGUARD SCOTTSDALE FDS$8.2M4.92%109,138Added
7TCAFT ROWE PRICE ETF INC$6.3M3.77%175,896Added
8AMZNAMAZON COM INC$5.5M3.34%26,572Added
9LLYELI LILLY & CO$4.7M2.85%5,138Added
10IVEISHARES TR$4.7M2.83%22,235Trimmed
11VRTVERTIV HOLDINGS CO$4.1M2.45%16,209Trimmed
12IYHISHARES TR$3.9M2.35%63,223Added
13AAPLAPPLE INC$3.8M2.32%15,138Added
14MSFTMICROSOFT CORP$3.8M2.27%10,177Added
15JEPQJ P MORGAN EXCHANGE TRADED F$3.8M2.27%67,953Trimmed
16GOOGALPHABET INC$3.5M2.14%12,068Added
17TSMTAIWAN SEMICONDUCTOR MANUFAC$3.5M2.10%10,293Added
18VRTXVERTEX PHARMACEUTICALS INC$2.8M1.69%6,277Added
19IVWISHARES TR$2.6M1.60%23,418Added
20AVGOBROADCOM INC$2.4M1.46%7,826Added
21EFAISHARES TR$2.1M1.29%22,085Trimmed
22GEGE AEROSPACE$2.1M1.27%7,432Trimmed
23GEVGE VERNOVA INC$1.7M1.01%1,910Added
24CRWVCOREWEAVE INC$1.4M0.84%18,028Added
25IWOISHARES TR$1.4M0.82%4,360Trimmed

Source: SEC Form 13F filings · as of 2026-03-31