account_balance
Investment manager · 13F filer · SEC CIK 2057556
Lighthouse Financial LLC
Reported value$222Mas of Sep 30, 2026
Positions96 20 new, 0 sold out
Top 10 weight53.7%VCSH alone is 13%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCSHVanguard Scottsdale FDS
13.4%Added +81%
NVDANVIDIA Corp
11.9%Added +7%
QQQInvesco QQQ Tr
4.6%Trimmed −20%
LQDiShares Tr
4.6%Trimmed −29%
TCAFT Rowe Price Exchange-Traded
4.0%Added +20%
AAPLApple Inc.
3.4%Added +55%
AMZNAmazon.com Inc
3.1%Added +6%
LLYELI Lilly & Co
3.0%Added +11%
IVViShares Tr
2.9%Trimmed −43%
MSFTMicrosoft Corp
2.8%+20%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.6%
VRTXVertex Pharmaceuticals Inc
2.3%
VCSHVanguard Scottsdale FDS
13.4%Added +81%
NVDANVIDIA Corp
11.9%Added +7%
QQQInvesco QQQ Tr
4.6%
LQDiShares Tr
4.6%
TCAFT Rowe Price Exchange-Traded
4.0%
IVV2.9%
MSFT2.8%TSM2.6%VRTXBoxes 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
VCSH Vanguard Scottsdale FDS 13.4% Added +81%
NVDA NVIDIA Corp 11.9% Added +7%QQQ Invesco QQQ Tr 4.6% Trimmed −20%
LQD iShares Tr 4.6% Trimmed −29%
TCAF T Rowe Price Exchange-Traded 4.0% Added +20%
AAPL Apple Inc. 3.4% Added +55%AMZN Amazon.com Inc 3.1% Added +6%LLY ELI Lilly & Co 3.0% Added +11%IVV iShares Tr 2.9% Trimmed −43%
MSFT Microsoft Corp 2.8% Added +20%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.6% Added +19%VRTX Vertex Pharmaceuticals Inc 2.3% Added +52%What changed
Biggest moves since Jun 30, 2026
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