Institutional Fund
Lighthouse Financial LLC
Largo, FLCIK 20575566 filings on record
Portfolio Value
$165.70M
Q1 2026
Holdings
74
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+8.3%
from $153.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation11.1%
- Ishares Tr10.2%
- Vanguard Scottsdale Fds9.3%
- Invesco Qqq Tr6.1%
- Ishares Tr6.0%
- Vanguard Scottsdale Fds4.9%
- Other52.4%
Portfolio Holdings
74 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 105.8K | $18.44M | 11.1% | +7.1K | Added |
| 2 | Ishares Tr | 154.7K | $16.87M | 10.2% | +68.6K | Added |
| 3 | Vanguard Scottsdale Fds | 194.9K | $15.45M | 9.3% | +19.0K | Added |
| 4 | Invesco Qqq Tr | 17.4K | $10.04M | 6.1% | +842 | Added |
| 5 | Ishares Tr | 15.2K | $9.90M | 6.0% | −56 | Reduced |
| 6 | Vanguard Scottsdale Fds | 109.1K | $8.15M | 4.9% | +9 | Added |
| 7 | T Rowe Price ETF Inc | 175.9K | $6.26M | 3.8% | +39.8K | Added |
| 8 | Amazon Com Inc | 26.6K | $5.53M | 3.3% | +2.6K | Added |
| 9 | Eli Lilly & Co | 5.1K | $4.73M | 2.9% | +527 | Added |
| 10 | Ishares Tr | 22.2K | $4.69M | 2.8% | −2.4K | Reduced |
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