Lighthouse Wealth Management Inc.
Lighthouse Wealth Management Inc. reported 47 positions worth $161.0M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: QQQ (11.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $18.4M | 11.43% | 24,988 | — | — | |
| ▸ 2 | HEFA | SH | $16.0M | 9.94% | 340,990 | — | — | |
| ▸ 3 | SCHD | SH | $15.0M | 9.29% | 471,641 | — | — | |
| ▸ 4 | SCHK | SH | $13.6M | 8.46% | 378,027 | — | — | |
| ▸ 5 | IUS | SH | $11.3M | 7.00% | 171,964 | — | — | |
| ▸ 6 | COWZ | SH | $10.5M | 6.50% | 168,212 | — | — | |
| ▸ 7 | SCHV | SH | $9.0M | 5.58% | 258,169 | — | — | |
| ▸ 8 | GCOW | SH | $8.3M | 5.12% | 190,575 | — | — | |
| ▸ 9 | AKRE | SH | $7.4M | 4.60% | 139,196 | — | — | |
| ▸ 10 | XMHQ | SH | $7.0M | 4.32% | 61,696 | — | — |
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Frequently Asked Questions
What stocks does Lighthouse Wealth Management Inc. hold as of Q2 2026?
Lighthouse Wealth Management Inc. reported 47 positions worth $161.0M in its Q2 2026 13F filing. Largest positions: QQQ (11.4%), HEFA (9.9%), SCHD (9.3%), SCHK (8.5%) and IUS (7.0%).
What did Lighthouse Wealth Management Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lighthouse Wealth Management Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.