Lighthouse Wealth Management Inc. Top Holdings and 13F Report (2025) About Lighthouse Wealth Management Inc.Investment ActivityLighthouse Wealth Management Inc. has $109.20 million in total holdings as of December 31, 2024.Lighthouse Wealth Management Inc. owns shares of 36 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab US Dividend Equity ETF $14,108,104Invesco QQQ $13,725,718iShares Currency Hedged MSCI EAFE ETF $11,649,029Pacer US Cash Cows 100 ETF $10,871,905Schwab 1000 Index ETF $9,548,635 Sector AllocationMap of 500 Largest Holdings ofLighthouse Wealth Management Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$14,108,104516,40212.9%ETFQQQInvesco QQQ$13,725,71826,84812.6%FinanceHEFAiShares Currency Hedged MSCI EAFE ETF$11,649,029335,22410.7%ETFCOWZPacer US Cash Cows 100 ETF$10,871,905192,49110.0%ETFSCHKSchwab 1000 Index ETF$9,548,635337,2888.7%ETFIUSInvesco RAFI Strategic US ETF$8,470,350170,5337.8%ManufacturingXMHQInvesco S&P MidCap Quality ETF$7,608,65277,2697.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,048,540155,2953.7%ETFSCHASchwab US Small-Cap ETF$3,977,108153,7943.6%ETFGCOWPacer Global Cash Cows Dividend ETF$3,230,35895,7433.0%ETFHSCZiShares Currency Hedged MSCI EAFE Small-Cap ETF$2,803,00887,5672.6%ETFABBVAbbVie$1,772,9139,9771.6%MedicalABTAbbott Laboratories$1,541,68913,6301.4%MedicalAAPLApple$1,534,8726,1291.4%Computer and TechnologyNVDANVIDIA$1,330,1449,9051.2%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$1,301,76817,4201.2%ETFTCHPT. Rowe Price Blue Chip Growth ETF$1,114,73626,4721.0%ETFFVDFirst Trust Value Line Dividend Index Fund$1,017,36723,3130.9%ETFMSFTMicrosoft$950,6822,2550.9%Computer and TechnologyBSVVanguard Short-Term Bond ETF$929,05612,0240.9%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$922,26125,7260.8%ETFVDCVanguard Consumer Staples ETF$833,0243,9410.8%ETFHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$632,30415,2990.6%ManufacturingAMZNAmazon.com$612,7562,7930.6%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$582,25711,5600.5%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$538,42912,5300.5%ManufacturingBUFRFT Vest Laddered Buffer ETF$476,61215,6420.4%ETFXLEEnergy Select Sector SPDR Fund$470,6925,4950.4%ETFIVEiShares S&P 500 Value ETF$442,0782,3160.4%ETFNFLXNetflix$393,9634420.4%Consumer DiscretionaryBRK.BBerkshire Hathaway$354,9187830.3%FinanceSCHXSchwab US Large-Cap ETF$329,20214,2020.3%ETFETNEaton$297,3568960.3%Industrial ProductsRDVYFirst Trust NASDAQ Rising Dividend Achievers$296,8835,0200.3%ManufacturingHDHome Depot$257,5996620.2%Retail/WholesaleWMTWalmart$222,6222,4640.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
