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 $161.0M across 47 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($18.4M, 11.43%), HEFA ($16.0M, 9.94%), SCHD ($15.0M, 9.29%), SCHK ($13.6M, 8.46%), IUS ($11.3M, 7.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $18.4M | 11.43% | 24,988 | Trimmed |
| 2 | HEFA | ISHARES TR | $16.0M | 9.94% | 340,990 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $15.0M | 9.29% | 471,641 | Added |
| 4 | SCHK | SCHWAB STRATEGIC TR | $13.6M | 8.46% | 378,027 | Trimmed |
| 5 | IUS | INVESCO EXCH TRD SLF IDX FD | $11.3M | 7.00% | 171,964 | Trimmed |
| 6 | COWZ | PACER FDS TR | $10.5M | 6.50% | 168,212 | Trimmed |
| 7 | SCHV | SCHWAB STRATEGIC TR | $9.0M | 5.58% | 258,169 | Added |
| 8 | GCOW | PACER FDS TR | $8.3M | 5.12% | 190,575 | Added |
| 9 | AKRE | PROFESIONALLY MANAGED PORTFO | $7.4M | 4.60% | 139,196 | Trimmed |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | $7.0M | 4.32% | 61,696 | Added |
| 11 | SCHA | SCHWAB STRATEGIC TR | $5.3M | 3.30% | 147,160 | Added |
| 12 | HSCZ | ISHARES TR | $5.1M | 3.16% | 118,436 | Added |
| 13 | ABBV | ABBVIE INC | $2.6M | 1.59% | 10,173 | Hold |
| 14 | COWG | PACER FDS TR | $2.4M | 1.48% | 59,267 | Trimmed |
| 15 | TDVG | T ROWE PRICE EXCHANGE-TRADED | $2.1M | 1.31% | 43,043 | Added |
| 16 | FEGE | RBB FUND TRUST | $2.0M | 1.25% | 41,202 | Trimmed |
| 17 | FDL | FIRST TR EXCHANGE-TRADED FD | $1.9M | 1.19% | 39,229 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $1.9M | 1.19% | 9,577 | Trimmed |
| 19 | AAPL | APPLE INC | $1.5M | 0.96% | 5,345 | Trimmed |
| 20 | BUFR | FIRST TR EXCHNG TRADED FD VI | $1.5M | 0.92% | 40,538 | Added |
| 21 | DBMF | LITMAN GREGORY FDS TR | $1.3M | 0.80% | 42,246 | Added |
| 22 | SCHF | SCHWAB STRATEGIC TR | $1.2M | 0.77% | 44,780 | Added |
| 23 | ABT | ABBOTT LABORATORIES | $1.2M | 0.76% | 13,565 | Trimmed |
| 24 | IDHQ | INVESCO EXCH TRADED FD TR II | $1.1M | 0.68% | 24,874 | New |
| 25 | FVD | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.67% | 22,416 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30