account_balance
Investment manager · 13F filer · SEC CIK 2042810
Lighthouse Wealth Management Inc.
Reported value$165Mas of Sep 30, 2026
Positions50 5 new, 2 sold out
Top 10 weight71.7%QQQ alone is 11%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
11.4%
HEFAiShares Tr
9.7%
SCHDSchwab Strategic Tr
9.5%Added +2%
SCHKSchwab Strategic Tr
8.5%
COWZPacer FDS Tr
6.9%
IUSInvesco Exch TRD SLF Idx Fd
6.9%Trimmed −3%
SCHVSchwab Strategic Tr
5.3%Added +2%
GCOWPacer FDS Tr
5.3%
XMHQInvesco Exchange Traded Fd T
4.3%Added +2%
AKREProfesionally Managed Portfo
3.9%−12%
HSCZiShares Tr
3.2%
SCHASchwab Strategic Tr
3.1%+6%
QQQInvesco QQQ Tr
11.4%
HEFAiShares Tr
9.7%
SCHDSchwab Strategic Tr
9.5%
SCHKSchwab Strategic Tr
8.5%
COWZPacer FDS Tr
6.9%
IUSInvesco Exch TRD SLF Idx Fd
6.9%−3%
SCHVSchwab Strategic Tr
5.3%
GCOWPacer FDS Tr
5.3%
XMHQ
AKRE
HSCZ
SCHA
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
QQQ Invesco QQQ Tr 11.4% Held
HEFA iShares Tr 9.7% Held
SCHD Schwab Strategic Tr 9.5% Added +2%
SCHK Schwab Strategic Tr 8.5% Held
COWZ Pacer FDS Tr 6.9% Held
IUS Invesco Exch TRD SLF Idx Fd 6.9% Trimmed −3%
SCHV Schwab Strategic Tr 5.3% Added +2%
GCOW Pacer FDS Tr 5.3% Held
XMHQ Invesco Exchange Traded Fd T 4.3% Added +2%
AKRE Profesionally Managed Portfo 3.9% Trimmed −12%
HSCZ iShares Tr 3.2% Held
SCHA Schwab Strategic Tr 3.1% Added +6%
What changed
Biggest moves since Jun 30, 2026
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