Lighthouse Financial Services Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Lighthouse Financial Services Inc. reported 95 stock positions worth $434.9 million. Its top holding was SS Technology Select Sector (XLK) at 12.7% of the portfolio, followed by SS Financial Select Sector (XLF, 6.2%) and Vanguard Short-Term Bond ETF (BSV, 5.4%).
- Most Recent 13F
- Q2 2026
- Location
- BREA, CA
- CIK
- 0001068979
- Portfolio Value
- $434.9M (Q4 2025)
- SEC Filing
- 0001068979-26-000002 ↗ filed Feb 3, 2026
Holdings Value
Holdings 95 stocks · $434.9M
| XLK SS Technology Select Sector | 12.71% | 383,887 | $55.3M | — |
| XLF SS Financial Select Sector | 6.21% | 493,389 | $27.0M | — |
| BSV Vanguard Short-Term Bond ETF | 5.36% | 295,809 | $23.3M | — |
| XLV SS Health Care Select Sector | 5.14% | 144,488 | $22.4M | — |
| VOX Vanguard Communication Servi | 5.03% | 113,016 | $21.9M | — |
| TOTL SS Doubleline TR Tact ETF | 4.50% | 486,548 | $19.6M | — |
| XLI SS Industrial Select Sector | 4.32% | 121,055 | $18.8M | — |
| XLY SS Consumer Disc Select Sect | 3.56% | 129,562 | $15.5M | — |
| AGG iShares Core U.S. Aggregate | 2.75% | 119,925 | $12.0M | — |
| SPTS SS SPDR P St Term TSY ETF | 2.70% | 400,433 | $11.7M | — |
| XLG Invesco S&P 500 Top 50 ETF | 2.31% | 169,519 | $10.0M | — |
| AAPL Apple Inc. | 2.29% | 36,614 | $10.0M | — |
| SPSB SS SPDR P St C Corp. ETF | 2.04% | 293,997 | $8.9M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.80% | 97,736 | $7.8M | — |
| VDC Vanguard Consumer Staple ETF | 1.74% | 35,881 | $7.6M | — |
| GOOGL Alphabet Inc. Class A | 1.72% | 23,906 | $7.5M | — |
| XLE SS Energy Select Sector | 1.65% | 160,274 | $7.2M | — |
| MSFT Microsoft Corp. | 1.28% | 11,519 | $5.6M | — |
| NFLX Netflix Inc. | 1.24% | 57,338 | $5.4M | — |
| AVGO Broadcom Inc. | 1.23% | 15,403 | $5.3M | — |
| V Visa Inc. Class A | 1.21% | 14,995 | $5.3M | — |
| CSCO Cisco Systems Inc. | 1.12% | 63,108 | $4.9M | — |
| AMZN Amazon.com Inc. | 1.12% | 21,058 | $4.9M | — |
| VAW Vanguard Materials ETF | 1.12% | 23,378 | $4.9M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.07% | 108,756 | $4.6M | — |
| MS Morgan Stanley | 0.94% | 23,109 | $4.1M | — |
| UBER Uber Technologies Inc. | 0.86% | 45,709 | $3.7M | — |
| RTX RTX Corp. | 0.84% | 19,965 | $3.7M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.83% | 65,750 | $3.6M | — |
| DELL Dell Technologies -C | 0.81% | 27,978 | $3.5M | — |
| QCOM Qualcomm Inc. | 0.80% | 20,437 | $3.5M | — |
| LLY Eli Lilly & Co. | 0.78% | 3,137 | $3.4M | — |
| BLK BlackRock Inc. | 0.76% | 3,107 | $3.3M | — |
| META Meta Platforms Inc. Class A | 0.70% | 4,584 | $3.0M | — |
| PEP Pepsico Inc. | 0.67% | 20,386 | $2.9M | — |
| PANW Palo Alto Networks Inc. | 0.67% | 15,792 | $2.9M | — |
| PG The Procter & Gamble Co. | 0.66% | 20,125 | $2.9M | — |
| CVX Chevron Corp. | 0.66% | 18,779 | $2.9M | — |
| NVDA Nvidia Corp. | 0.64% | 14,922 | $2.8M | — |
| TRV The Travelers Cos Inc. | 0.64% | 9,578 | $2.8M | — |
| NDAQ Nasdaq Inc. | 0.63% | 28,096 | $2.7M | — |
| HD Home Depot Inc. | 0.56% | 7,054 | $2.4M | — |
| HON Honeywell International Inc. | 0.55% | 12,257 | $2.4M | — |
| LRCX Lam Research Corp. | 0.54% | 13,726 | $2.3M | — |
| MDT Medtronic PLC | 0.52% | 23,660 | $2.3M | — |
| ISRG Intuitive Surgical Inc. | 0.51% | 3,907 | $2.2M | — |
| ABBV Abbvie Inc. | 0.51% | 9,664 | $2.2M | — |
| ELV Elevance Health Inc. | 0.48% | 5,980 | $2.1M | — |
| MCD McDonald's Corp. | 0.47% | 6,680 | $2.0M | — |
| ACN Accenture PLC Class A | 0.45% | 7,320 | $2.0M | — |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.45% | 133,174 | $2.0M | — |
| SPGI S&P Global Inc. | 0.43% | 3,566 | $1.9M | — |
| DHR Danaher Corp. | 0.42% | 7,953 | $1.8M | — |
| CRM Salesforce Inc. | 0.41% | 6,677 | $1.8M | — |
| DPZ Domino's Pizza Inc. | 0.39% | 4,018 | $1.7M | — |
| CAT Caterpillar Inc. | 0.38% | 2,866 | $1.6M | — |
| ANET Arista Networks Inc. | 0.36% | 11,824 | $1.5M | — |
| ICE Intercontinental Exchange Inc. | 0.32% | 8,514 | $1.4M | — |
| EOG EOG Resources Inc. | 0.28% | 11,479 | $1.2M | — |
| WM Waste Management Inc. | 0.28% | 5,485 | $1.2M | — |
| GLW Corning Inc. | 0.27% | 13,542 | $1.2M | — |
| MRK Merck & Co. Inc. | 0.24% | 9,728 | $1.0M | — |
| LMT Lockheed Martin Corp. | 0.23% | 2,089 | $1.0M | — |
| GSK GSK PLC-Spon ADR | 0.22% | 19,248 | $944K | — |
| WFC Wells Fargo & Co. | 0.22% | 10,054 | $937K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 1,507 | $926K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 1,170 | $798K | — |
| TFC Truist Financial Corp. | 0.16% | 14,089 | $693K | — |
| LNG Cheniere Energy Inc. | 0.16% | 3,483 | $677K | — |
| JEPI JPMorgan Equity Premium Inco | 0.16% | 11,783 | $674K | — |
| XOM Exxon Mobil Corp. | 0.15% | 5,572 | $671K | — |
| NOBL Proshares S&P 500 Dividend A | 0.15% | 6,185 | $644K | — |
| PAYX Paychex Inc. | 0.15% | 5,676 | $637K | — |
| PNC PNC Financial Services Group | 0.14% | 2,887 | $603K | — |
| MU Micron Technology Inc. | 0.14% | 2,108 | $602K | — |
| TOST Toast Inc. Class A | 0.14% | 16,853 | $598K | — |
| GD General Dynamics Corp. | 0.13% | 1,664 | $560K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.13% | 1,155 | $555K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 1,026 | $516K | — |
| ABT Abbott Laboratories | 0.11% | 3,967 | $497K | — |
| UPS United Parcel Service Class B | 0.11% | 4,616 | $458K | — |
| SRE Sempra | 0.10% | 5,090 | $449K | — |
| HBAN Huntington Bancshares Inc. | 0.10% | 25,559 | $443K | — |
| BA The Boeing Co. | 0.10% | 1,968 | $427K | — |
| T AT&T Inc. | 0.10% | 17,166 | $426K | — |
| COST Costco Wholesale Corp. | 0.10% | 488 | $421K | — |
| DRI Darden Restaurants Inc. | 0.09% | 2,036 | $375K | — |
| TGT Target Corp. | 0.08% | 3,760 | $368K | — |
| MDLZ Mondelez International Inc. Class A | 0.08% | 6,676 | $359K | — |
| MEAR Ishrs Short Mat Muni Act ETF | 0.08% | 6,735 | $339K | — |
| CMCSA Comcast Corp. Class A | 0.07% | 9,715 | $290K | — |
| CARR Carrier Global Corp. | 0.06% | 4,640 | $245K | — |
| CATY Cathay General Bancorp | 0.06% | 4,992 | $242K | — |
| HLN Haleon PLC-ADR | 0.05% | 22,355 | $226K | — |
| VLTO Veralto Corp. | 0.05% | 2,140 | $214K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.