Investor
Lighthouse Financial LLC
CIK 0002057556 · filed 2026-05-14 · SEC filing
13F book
$165.8M
Positions
74
6 new · 4 sold
Largest name
11.1%
Nvidia Corp · NVDA
Est. mark
−$5.46M
Price effect on 68 names still held. Flow $18.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 105.8K | $18.4M | 11.1% | −$1.19M | Added$41K |
| Ishares Tr | — | 154.7K | $16.9M | 10.2% | −$103.4K | Added$7.37M |
| Vanguard Scottsdale Fds | — | 194.9K | $15.4M | 9.3% | −$80.9K | Added$1.43M |
| Invesco Qqq Tr | — | 17.4K | $10M | 6.1% | −$614.9K | Added−$128.9K |
| Ishares Tr | — | 15.2K | $9.9M | 6.0% | −$480.7K | Cut−$519.1K |
| Vanguard Scottsdale Fds | — | 109.1K | $8.15M | 4.9% | −$123.3K | Added−$122.7K |
| T Rowe Price Etf Inc | — | 175.9K | $6.26M | 3.8% | −$358.1K | Added$1.06M |
| Amazon Com Inc | AMZN | 26.6K | $5.53M | 3.3% | −$540.8K | Added−$1.38K |
| Eli Lilly & Co | LLY | 5.14K | $4.73M | 2.9% | −$714.3K | Added−$229.6K |
| Ishares Tr | — | 22.2K | $4.69M | 2.8% | −$20.5K | Cut−$518.8K |
| Vertiv Holdings Co | VRT | 16.2K | $4.06M | 2.4% | $1.44M | Cut$1.32M |
| Ishares Tr | — | 63.2K | $3.9M | 2.4% | −$203.7K | Added$64.9K |
| Apple Inc. | AAPL | 15.1K | $3.84M | 2.3% | −$197.3K | Added$872.9K |
| J P Morgan Exchange Traded F | — | 68K | $3.77M | 2.3% | −$176.7K | Cut−$5.32M |
| Microsoft Corp | MSFT | 10.2K | $3.77M | 2.3% | −$797K | Added$369.8K |
| Taiwan Semiconductor Mfg Ltd | — | 10.3K | $3.48M | 2.1% | $264.5K | Added$1.12M |
| Alphabet Inc | — | 12.1K | $3.46M | 2.1% | −$224.6K | Added$842.5K |
| Vertex Pharmaceuticals Inc | — | 6.28K | $2.8M | 1.7% | −$25.4K | Added$1.11M |
| Ishares Tr | — | 23.4K | $2.65M | 1.6% | −$214.3K | Added$45.8K |
| Broadcom Inc. | AVGO | 7.83K | $2.42M | 1.5% | −$113.2K | Added$1.35M |
| Ishares Tr | — | 22.1K | $2.15M | 1.3% | $24.3K | Cut−$146.6K |
| Ge Aerospace | — | 7.43K | $2.11M | 1.3% | −$180.3K | Cut−$431.7K |
| GE Vernova Inc. | GEV | 1.91K | $1.67M | 1.0% | $418.3K | Added$420.9K |
| CoreWeave, Inc. | CRWV | 18K | $1.4M | 0.8% | $69.2K | Added$551.1K |
| Ishares Tr | — | 4.36K | $1.37M | 0.8% | −$40.1K | Cut−$72.4K |
| Ishares Tr | — | 7.86K | $1.33M | 0.8% | $241 | Added$819.2K |
| Joby Aviation Inc | — | 146.5K | $1.21M | 0.7% | −$469.1K | Added−$43.7K |
| Meta Platforms, Inc. | META | 1.65K | $942.3K | 0.6% | −$140.5K | Added−$111.9K |
| Exxon Mobil Corp | — | 5.49K | $931.3K | 0.6% | $267.5K | Added$278.7K |
| Amgen Inc | AMGN | 2.5K | $881K | 0.5% | $61.4K | Cut$46.4K |
| Ishares Tr | — | 4.79K | $869.9K | 0.5% | −$87.5K | Added−$86.6K |
| Reddit, Inc. | RDDT | 6.31K | $849.6K | 0.5% | −$102.8K | Added$601.4K |
| Pacer Fds Tr | — | 12.8K | $802.4K | 0.5% | — | New |
| Mgm Resorts International | MGM | 20.9K | $775.4K | 0.5% | $10.9K | Cut$9.07K |
| AbbVie Inc. | ABBV | 3.28K | $713.6K | 0.4% | −$36.1K | Cut−$55.7K |
| Mercadolibre Inc | MELI | 371 | $641.5K | 0.4% | −$105.8K | Cut−$107.8K |
| Tesla, Inc. | TSLA | 1.72K | $640.2K | 0.4% | −$100.4K | Added$60.9K |
| Unitedhealth Group Inc | UNH | 2.34K | $633.7K | 0.4% | — | New |
| Vanguard Index Fds | — | 1.01K | $605.9K | 0.4% | −$28.5K | Added$2.62K |
| Vanguard Intl Equity Index F | — | 4K | $553.3K | 0.3% | −$11K | Held |
| Fidelity Covington Trust | — | 14.8K | $535K | 0.3% | −$22.3K | Added$86.5K |
| Johnson & Johnson | JNJ | 2K | $488.6K | 0.3% | $73.4K | Added$83.4K |
| Ishares Tr | — | 3.9K | $458.9K | 0.3% | −$44K | Held |
| Abbott Labs | ABT | 4.39K | $450.3K | 0.3% | −$98.7K | Added−$96.5K |
| Jpmorgan Chase & Co. | — | 1.53K | $449.8K | 0.3% | −$42.1K | Added−$34.2K |
| Select Sector Spdr Tr | — | 7.24K | $443.2K | 0.3% | $110.9K | Added$143.7K |
| Berkshire Hathaway Inc Del | — | 852 | $408.3K | 0.2% | −$16.4K | Added$56.4K |
| Ishares Tr | — | 3.5K | $406.4K | 0.2% | $27.1K | Held |
| International Business Machs | — | 1.67K | $404.8K | 0.2% | −$89.4K | Added−$87.2K |
| Conocophillips | COP | 2.72K | $359.3K | 0.2% | $104K | Added$105.6K |
| Cisco Sys Inc | — | 4.21K | $327.1K | 0.2% | $2.36K | Cut−$2.65K |
| Palo Alto Networks Inc | PANW | 2.04K | $326.9K | 0.2% | −$48.4K | Added−$46.3K |
| Arista Networks, Inc. | ANET | 2.61K | $320.8K | 0.2% | −$21.5K | Added−$20.2K |
| Micron Technology Inc | MU | 940 | $317.6K | 0.2% | — | New |
| Select Sector Spdr Tr | — | 6.21K | $306.6K | 0.2% | −$33.5K | Cut−$143.1K |
| Citigroup Inc | — | 2.67K | $303.4K | 0.2% | −$7.67K | Added$30.6K |
| Spdr S&P 500 Etf Tr | — | 435 | $282.9K | 0.2% | −$13.1K | Added−$99 |
| Lowes Cos Inc | — | 1.15K | $271.7K | 0.2% | −$5.61K | Held |
| Tjx Cos Inc New | — | 1.67K | $267.3K | 0.2% | $10.1K | Added$12.3K |
| Johnson Ctls Intl Plc | — | 1.91K | $250.4K | 0.2% | $21.4K | Added$21.9K |
| Vanguard Intl Equity Index F | — | 4.45K | $240.5K | 0.1% | $1.29K | Held |
| Norfolk Southn Corp | — | 835 | $239.6K | 0.1% | −$1.43K | Added−$858 |
| Village Farms Intl Inc | — | 82.8K | $235K | 0.1% | −$67K | Held |
| Timken Co | TKR | 2.33K | $234K | 0.1% | — | New |
| Ge Healthcare Technologies I | — | 3.27K | $232.5K | 0.1% | −$35.4K | Added−$35.1K |
| Phillips 66 | PSX | 1.26K | $229K | 0.1% | — | New |
| Pfizer Inc | PFE | 7.99K | $224.4K | 0.1% | $25.4K | Cut$11.2K |
| Procter And Gamble Co | PG | 1.54K | $222K | 0.1% | $1.7K | Added$6.18K |
| Ishares Tr | — | 1K | $214.5K | 0.1% | $3.34K | Held |
| Cvs Health Corp | CVS | 2.98K | $214K | 0.1% | −$22.5K | Held |
| Alphatec Hldgs Inc | — | 19K | $206.4K | 0.1% | −$192.7K | Held |
| Biogen Inc. | BIIB | 1.1K | $201.8K | 0.1% | — | New |
| Oracle Corp | — | 1.37K | $201.7K | 0.1% | −$65.5K | Cut−$83.1K |
| Quantumscape Corp | QS | 22.3K | $142.3K | 0.1% | −$82K | Added−$69.3K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.