Lighthouse Financial LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 11, 2025), Lighthouse Financial LLC reported 70 stock positions worth $123.1 million. Its top holding was Nvidia (NVDA) at 9.7% of the portfolio, followed by Vanguard Long-Term Corp. Bond (VCLT, 8.5%) and Invesco QQQ Trust Series 1 (QQQ, 7.8%).
- Most Recent 13F
- Q2 2026
- Location
- LARGO, FL
- CIK
- 0002057556
- Portfolio Value
- $123.1M (Q4 2024)
- SEC Filing
- 0002057556-25-000001 ↗ filed Mar 11, 2025
Holdings Value
Holdings 70 stocks · $123.1M
| NVDA Nvidia Corp. | 9.73% | 89,216 | $12.0M | — |
| VCLT Vanguard Long-Term Corp. Bond | 8.46% | 139,256 | $10.4M | — |
| QQQ Invesco QQQ Trust Series 1 | 7.83% | 18,870 | $9.6M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 7.53% | 164,355 | $9.3M | — |
| IVV iShares Core S&P 500 ETF | 7.38% | 15,446 | $9.1M | — |
| IVE iShares S&P 500 Value ETF | 5.37% | 34,649 | $6.6M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 5.30% | 83,723 | $6.5M | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.87% | 30,084 | $3.5M | — |
| AMZN Amazon.com Inc. | 2.79% | 15,645 | $3.4M | — |
| LLY Eli Lilly & Co. | 2.72% | 4,341 | $3.4M | — |
| IYH iShares U.S. Healthcare ETF | 2.60% | 55,011 | $3.2M | — |
| AAPL Apple Inc. | 2.39% | 11,754 | $2.9M | — |
| MSFT Microsoft Corp. | 2.16% | 6,324 | $2.7M | — |
| TCAF T Rowe PRC Cap Appreciation | 2.15% | 79,717 | $2.7M | — |
| TSLA Tesla Inc. | 2.04% | 6,209 | $2.5M | — |
| GOOG Alphabet Inc. Class C | 1.94% | 12,520 | $2.4M | — |
| IVW iShares S&P 500 Growth ETF | 1.91% | 23,106 | $2.3M | — |
| VRT Vertiv Holdings Co. Class A | 1.52% | 16,517 | $1.9M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 1.47% | 21,051 | $1.8M | — |
| IWO iShares Russell 2000 Growth | 1.39% | 5,960 | $1.7M | — |
| VRTX Vertex Pharmaceuticals Inc. | 1.21% | 3,705 | $1.5M | — |
| GE General Electric filed as GE AEROSPACE | 1.18% | 8,740 | $1.5M | — |
| EFA iShares MSCI Eafe ETF | 0.95% | 15,390 | $1.2M | — |
| NOC Northrop Grumman Corp. | 0.76% | 2,000 | $939K | — |
| AMGN Amgen Inc. | 0.67% | 3,150 | $821K | — |
| MGM MGM Resorts International | 0.64% | 22,700 | $787K | — |
| LULU Lululemon Athletica Inc. | 0.62% | 2,000 | $765K | — |
| GEV GE Vernova Inc. | 0.62% | 2,309 | $759K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.61% | 3,800 | $750K | — |
| IYW iShares Ustechnology ETF | 0.60% | 4,600 | $734K | — |
| AMD Advanced Micro Devices | 0.57% | 5,815 | $702K | — |
| ABBV Abbvie Inc. | 0.57% | 3,940 | $700K | — |
| MELI MercadoLibre Inc. | 0.54% | 389 | $661K | — |
| ABT Abbott Laboratories | 0.51% | 5,586 | $632K | — |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.49% | 18,390 | $606K | — |
| XOM Exxon Mobil Corp. | 0.47% | 5,357 | $576K | — |
| ORCL Oracle Corp. | 0.47% | 3,440 | $573K | — |
| VKTX Viking Therapeutics Inc. | 0.46% | 14,000 | $563K | — |
| XLE SS Energy Select Sector | 0.41% | 5,900 | $505K | — |
| VT Vanguard Tot World STK ETF | 0.39% | 4,100 | $482K | — |
| ANET Arista Networks Inc. | 0.39% | 4,344 | $480K | — |
| VOO Vanguard S&P 500 ETF | 0.38% | 862 | $464K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 980 | $444K | — |
| IYF iShares US Financials ETF | 0.35% | 3,900 | $431K | — |
| IBB iShares Biotechnology ETF | 0.34% | 3,210 | $424K | — |
| JNJ Johnson & Johnson | 0.34% | 2,910 | $421K | — |
| XLF SS Financial Select Sector | 0.33% | 8,311 | $402K | — |
| FQAL Fidelity Quality Factor ETF | 0.32% | 6,000 | $393K | — |
| PANW Palo Alto Networks Inc. | 0.30% | 2,020 | $368K | — |
| FSLR First Solar Inc. | 0.29% | 2,060 | $363K | — |
| JPM JPMorgan Chase & Co. | 0.28% | 1,449 | $347K | — |
| RSP Invesco S&P 500 Equal Weight | 0.27% | 1,930 | $338K | — |
| IDU iShares US Utilities ETF | 0.27% | 3,500 | $337K | — |
| PG The Procter & Gamble Co. | 0.27% | 1,973 | $331K | — |
| BIIB Biogen Inc. | 0.26% | 2,100 | $321K | — |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.26% | 5,200 | $319K | — |
| PFE Pfizer Inc. | 0.24% | 11,363 | $301K | — |
| PEJ Invesco Leisure & Entertainm | 0.24% | 5,700 | $298K | — |
| LOW Lowe's Cos Inc. | 0.23% | 1,150 | $284K | — |
| BA The Boeing Co. | 0.23% | 1,570 | $278K | — |
| CSCO Cisco Systems Inc. | 0.21% | 4,412 | $261K | — |
| GEHC GE Healthcare Technology | 0.21% | 3,277 | $256K | — |
| COP Conocophillips | 0.20% | 2,510 | $249K | — |
| DLR Digital Realty Trust Inc. | 0.19% | 1,350 | $239K | — |
| BABA Alibaba Group Holding-SP ADR | 0.19% | 2,800 | $237K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 392 | $230K | — |
| ADBE Adobe Inc. | 0.18% | 490 | $218K | — |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 4,699 | $207K | — |
| META Meta Platforms Inc. Class A | 0.17% | 352 | $206K | — |
| VFF Village Farms International | 0.03% | 46,667 | $36K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 76 | $192.7M | NVDA, VCSH, LQD, QQQ, IVV |
| Q1 2026 | 74 | $165.7M | NVDA, LQD, VCSH, QQQ, IVV |
| Q4 2025 | 72 | $153.0M | NVDA, VCSH, IVV, QQQ, LQD |
| Q3 2025 | 75 | $151.5M | NVDA, VCSH, QQQ, IVV, JEPQ |
| Q2 2025 | 68 | $130.6M | NVDA, QQQ, VCSH, VCLT, IVV |
| Q1 2025 | 70 | $115.9M | NVDA, VCLT, VCSH, JEPQ, QQQ |
| Q4 2024 | 70 | $123.1M | NVDA, VCLT, QQQ, JEPQ, IVV |