account_balance
Investment manager · 13F filer · SEC CIK 1068979
Lighthouse Financial Services Inc
Reported value$482Mas of Sep 30, 2026
Positions101 2 new, 3 sold out
Top 10 weight51.2%XLK alone is 15%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XLKSelect Sector SPDR Tr
15.2%
XLFSelect Sector SPDR Tr
5.7%
XLVSelect Sector SPDR Tr
5.1%
BSVVanguard Bd Index FDS
4.8%
VOXVanguard World Fd
4.6%
XLISelect Sector SPDR Tr
4.1%
TOTLSsga Active ETF Tr
3.9%
XLYSelect Sector SPDR Tr
3.0%
AGGiShares Tr
2.4%
AAPLApple Inc.
2.4%
SPTSSPDR Series Trust
2.4%
XLGInvesco Exchange Traded Fd T
2.4%
XLKSelect Sector SPDR Tr
15.2%
XLFSelect Sector SPDR Tr
5.7%
XLVSelect Sector SPDR Tr
5.1%
BSVVanguard Bd Index FDS
4.8%
VOXVanguard World Fd
4.6%
XLISelect Sector SPDR Tr
4.1%
TOTLSsga Active ETF Tr
3.9%
XLY3.0%
AGG2.4%
AAPLSPTS
XLG2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XLK Select Sector SPDR Tr 15.2% Held
XLF Select Sector SPDR Tr 5.7% Held
XLV Select Sector SPDR Tr 5.1% Held
BSV Vanguard Bd Index FDS 4.8% Held
VOX Vanguard World Fd 4.6% Held
XLI Select Sector SPDR Tr 4.1% Held
TOTL Ssga Active ETF Tr 3.9% Held
XLY Select Sector SPDR Tr 3.0% Held
AGG iShares Tr 2.4% Held
AAPL Apple Inc. 2.4% HeldSPTS SPDR Series Trust 2.4% Held
XLG Invesco Exchange Traded Fd T 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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