Lighthouse Financial LLC

data from 30/09/2025

Capitalization

$ 151.481 M 15.98 %

Average holding period

3 ans

Performance

$ 15.377 M 12.72 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Lighthouse Financial LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 12.22% 18.507 M $ 99190 2024/12/31 2.950 M $ 18.10 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 8.97% 13.589 M $ 170009 2024/12/31 54.496 K $ 0.54 %
2025/09/30 QQQ INVESCO QQQ TR 7.14% 10.821 M $ 18024 2024/12/31 903.405 K $ 8.83 %
2025/09/30 IVV ISHARES TR 6.73% 10.193 M $ 15229 2024/12/31 737.083 K $ 7.80 %
2025/09/30 JEPQ J P MORGAN EXCHANGE TRADED F 6.26% 9.487 M $ 164935 2024/12/31 526.200 K $ 5.74 %
2025/09/30 VCLT VANGUARD SCOTTSDALE FDS 5.81% 8.801 M $ 113342 2024/12/31 228.721 K $ 2.31 %
2025/09/30 LQD ISHARES TR 3.93% 5.951 M $ 53384 2025/03/31 34.006 K $ 1.70 %
2025/09/30 AMZN AMAZON COM INC 3.57% 5.401 M $ 24596 2024/12/31 2.689 K $ 0.08 %
2025/09/30 IVE ISHARES TR 3.46% 5.246 M $ 25405 2024/12/31 345.775 K $ 5.67 %
2025/09/30 TCAF T ROWE PRICE ETF INC 2.97% 4.500 M $ 119355 2024/12/31 241.077 K $ 6.86 %
2025/09/30 MSFT MICROSOFT CORP 2.33% 3.529 M $ 6814 2024/12/31 121.678 K $ 4.13 %
2025/09/30 LLY ELI LILLY & CO 2.28% 3.453 M $ 4526 2024/12/31 -74.533 K $ -2.12 %
2025/09/30 IYH ISHARES TR 2.20% 3.327 M $ 56665 2024/12/31 123.701 K $ 3.97 %
2025/09/30 GOOG ALPHABET INC 1.95% 2.947 M $ 12100 2024/12/31 819.060 K $ 37.30 %
2025/09/30 AAPL APPLE INC 1.81% 2.745 M $ 10782 2024/12/31 544.257 K $ 24.11 %
2025/09/30 IVW ISHARES TR 1.76% 2.670 M $ 22118 2024/12/31 240.415 K $ 9.65 %
2025/09/30 GE GE AEROSPACE 1.69% 2.554 M $ 8490 2024/12/31 379.578 K $ 16.87 %
2025/09/30 VRT VERTIV HOLDINGS CO 1.60% 2.428 M $ 16091 2024/12/31 340.364 K $ 17.48 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.43% 2.167 M $ 7760 2024/12/31 332.640 K $ 23.31 %
2025/09/30 EFA ISHARES TR 1.38% 2.088 M $ 22365 2024/12/31 44.138 K $ 4.45 %
2025/09/30 RGTI RIGETTI COMPUTING INC 0.97% 1.475 M $ 49500 2025/09/30 0.000 $ 0.00 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.96% 1.461 M $ 3730 2024/12/31 -199.778 K $ -12.03 %
2025/09/30 META META PLATFORMS INC 0.96% 1.449 M $ 1973 2024/12/31 -6.477 K $ -0.50 %
2025/09/30 IWO ISHARES TR 0.94% 1.427 M $ 4460 2024/12/31 191.749 K $ 11.96 %
2025/09/30 TTD THE TRADE DESK INC 0.80% 1.206 M $ 24600 2024/12/31 -683.287 K $ -31.92 %
2025/09/30 CRWV COREWEAVE INC 0.77% 1.171 M $ 8558 2025/09/30 0.000 $ 0.00 %
2025/09/30 GEV GE VERNOVA INC 0.77% 1.170 M $ 1903 2024/12/31 163.182 K $ 16.21 %
2025/09/30 U UNITY SOFTWARE INC 0.71% 1.068 M $ 26680 2025/03/31 501.811 K $ 65.45 %
2025/09/30 IYW ISHARES TR 0.68% 1.036 M $ 5290 2024/12/31 101.655 K $ 13.04 %
2025/09/30 JOBY JOBY AVIATION INC 0.54% 815.716 K $ 50540 2025/09/30 0.000 $ 0.00 %
2025/09/30 MELI MERCADOLIBRE INC 0.53% 796.897 K $ 341 2024/12/31 -94.627 K $ -10.59 %
2025/09/30 ABBV ABBVIE INC 0.51% 777.974 K $ 3360 2024/12/31 154.291 K $ 24.74 %
2025/09/30 TSLA TESLA INC 0.51% 772.923 K $ 1738 2024/12/31 283.597 K $ 40.00 %
2025/09/30 AVGO BROADCOM INC 0.51% 771.330 K $ 2338 2025/09/30 0.000 $ 0.00 %
2025/09/30 MGM MGM RESORTS INTERNATIONAL 0.48% 731.326 K $ 21100 2024/12/31 5.696 K $ 0.79 %
2025/09/30 AMGN AMGEN INC 0.48% 719.610 K $ 2550 2024/12/31 9.418 K $ 1.07 %
2025/09/30 NVO NOVO-NORDISK A S 0.43% 655.947 K $ 11821 2024/12/31 -223.258 K $ -19.60 %
2025/09/30 XOM EXXON MOBIL CORP 0.40% 602.085 K $ 5340 2024/12/31 26.433 K $ 4.59 %
2025/09/30 VOO VANGUARD INDEX FDS 0.39% 589.110 K $ 962 2024/12/31 47.144 K $ 7.81 %
2025/09/30 ABT ABBOTT LABS 0.38% 579.291 K $ 4325 2024/12/31 -11.126 K $ -1.52 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX F 0.36% 551.200 K $ 4000 2024/12/31 38.048 K $ 7.22 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.36% 539.572 K $ 2910 2024/12/31 95.069 K $ 21.39 %
2025/09/30 SMCI SUPER MICRO COMPUTER INC 0.34% 517.752 K $ 10800 2025/03/31 -11.770 K $ -2.18 %
2025/09/30 IYF ISHARES TR 0.33% 493.896 K $ 3900 2024/12/31 22.035 K $ 4.67 %
2025/09/30 FELC FIDELITY COVINGTON TRUST 0.32% 482.647 K $ 12950 2024/12/31 30.719 K $ 8.06 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.31% 462.736 K $ 1467 2024/12/31 37.182 K $ 8.80 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.30% 448.634 K $ 1590 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.29% 442.327 K $ 8211 2024/12/31 11.716 K $ 2.86 %
2025/09/30 IBB ISHARES TR 0.29% 434.554 K $ 3010 2024/12/31 53.758 K $ 14.12 %
2025/09/30 FQAL FIDELITY COVINGTON TRUST 0.28% 429.640 K $ 5750 2024/12/31 30.540 K $ 7.31 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.27% 411.312 K $ 2020 2024/12/31 -2.060 K $ -0.50 %
2025/09/30 ORCL ORACLE CORP 0.27% 404.986 K $ 1440 2024/12/31 90.158 K $ 28.64 %
2025/09/30 MTUM ISHARES TR 0.26% 399.549 K $ 1558 2025/09/30 0.000 $ 0.00 %
2025/09/30 IDU ISHARES TR 0.26% 388.150 K $ 3500 2024/12/31 22.155 K $ 6.05 %
2025/09/30 ANET ARISTA NETWORKS INC 0.25% 371.561 K $ 2550 2024/12/31 188.790 K $ 42.42 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.23% 351.918 K $ 700 2024/12/31 16.630 K $ 3.49 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.21% 312.690 K $ 3500 2024/12/31 24.915 K $ 5.34 %
2025/09/30 CSCO CISCO SYS INC 0.19% 289.929 K $ 4237 2024/12/31 -4.235 K $ -1.38 %
2025/09/30 LOW LOWES COS INC 0.19% 289.007 K $ 1150 2024/12/31 33.856 K $ 13.27 %
2025/09/30 FSLR FIRST SOLAR INC 0.18% 275.663 K $ 1250 2024/12/31 101.731 K $ 33.22 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.17% 261.143 K $ 392 2024/12/31 18.945 K $ 7.82 %
2025/09/30 VFF VILLAGE FARMS INTL INC 0.17% 259.036 K $ 82759 2024/12/31 168.000 K $ 184.55 %
2025/09/30 COP CONOCOPHILLIPS 0.17% 256.339 K $ 2710 2024/12/31 13.143 K $ 5.40 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.17% 250.192 K $ 833 2025/06/30 37.018 K $ 17.36 %
2025/09/30 QS QUANTUMSCAPE CORP 0.17% 250.096 K $ 20300 2025/03/31 0.000 $ 0.00 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGIES I 0.16% 244.976 K $ 3262 2024/12/31 3.359 K $ 1.39 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.16% 241.101 K $ 4450 2024/12/31 21.003 K $ 9.54 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.15% 226.326 K $ 1473 2024/12/31 -8.918 K $ -3.56 %
2025/09/30 PFE PFIZER INC 0.15% 225.821 K $ 8863 2024/12/31 10.990 K $ 5.12 %
2025/09/30 CVS CVS HEALTH CORP 0.15% 224.587 K $ 2979 2025/03/31 19.095 K $ 9.29 %
2025/09/30 C CITIGROUP INC 0.15% 222.082 K $ 2188 2025/09/30 0.000 $ 0.00 %
2025/09/30 APP APPLOVIN CORP 0.14% 215.562 K $ 300 2025/09/30 0.000 $ 0.00 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.14% 214.361 K $ 1130 2024/12/31 13.770 K $ 4.38 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.14% 207.806 K $ 1890 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWD ISHARES TR 0.13% 204.404 K $ 1004 2025/06/30 9.884 K $ 4.82 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 BIIB BIOGEN INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 PSTG PURE STORAGE INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %