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 Wealth Management Inc. (CIK 2042810) reported $147.2M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($14.9M, 10.12%), HEFA ($14.6M, 9.95%), SCHD ($14.0M, 9.49%), SCHK ($12.3M, 8.34%), COWZ ($10.5M, 7.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $14.9M | 10.12% | 25,806 | Added |
| 2 | HEFA | ISHARES TR | $14.6M | 9.95% | 344,555 | Added |
| 3 | SCHD | SCHWAB STRATEGIC TR | $14.0M | 9.49% | 455,446 | Added |
| 4 | SCHK | SCHWAB STRATEGIC TR | $12.3M | 8.34% | 391,661 | Added |
| 5 | COWZ | PACER FDS TR | $10.5M | 7.15% | 168,264 | Added |
| 6 | IUS | INVESCO EXCH TRD SLF IDX FD | $10.1M | 6.87% | 174,573 | Added |
| 7 | GCOW | PACER FDS TR | $8.5M | 5.76% | 183,239 | Added |
| 8 | MZLSX | PROFESIONALLY MANAGED PORTFO | $8.5M | 5.74% | 159,964 | Trimmed |
| 9 | SCHV | SCHWAB STRATEGIC TR | $7.6M | 5.18% | 250,135 | Added |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | $6.1M | 4.16% | 59,171 | Trimmed |
| 11 | HSCZ | ISHARES TR | $4.6M | 3.11% | 115,448 | Added |
| 12 | SCHA | SCHWAB STRATEGIC TR | $4.3M | 2.91% | 147,106 | Added |
| 13 | COWG | PACER FDS TR | $2.4M | 1.62% | 70,594 | Added |
| 14 | ABBV | ABBVIE INC | $2.2M | 1.50% | 10,173 | Hold |
| 15 | FEGE | RBB FUND TRUST | $2.2M | 1.47% | 45,996 | Added |
| 16 | FDL | FIRST TR EXCHANGE-TRADED FD | $1.9M | 1.30% | 37,796 | Added |
| 17 | TCHP | T ROWE PRICE ETF INC | $1.9M | 1.29% | 43,095 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $1.7M | 1.16% | 9,807 | Trimmed |
| 19 | TDVG | T ROWE PRICE ETF INC | $1.7M | 1.15% | 37,761 | Added |
| 20 | ABT | ABBOTT LABORATORIES | $1.4M | 0.95% | 13,624 | Hold |
| 21 | AAPL | APPLE INC | $1.4M | 0.92% | 5,359 | Added |
| 22 | BUFR | FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.91% | 39,558 | Added |
| 23 | BIV | VANGUARD BD INDEX FDS | $1.2M | 0.79% | 15,125 | Trimmed |
| 24 | FVD | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.72% | 22,530 | Trimmed |
| 25 | SCHF | SCHWAB STRATEGIC TR | $1.0M | 0.70% | 41,478 | Added |
Source: SEC Form 13F filings · as of 2026-03-31