Lighthouse Financial LLC

The portfolio currently consists of 35 holdings, reflecting a consolidation strategy. The firm executed a massive rotation, exiting 30 positions and initiating 15 new ones. This indicates a tactical shift in asset allocation. The portfolio is moderately concentrated, with the top 10 positions accounting for approximately 72.6% of the total value. The firm employs a blend of high-conviction equity picks and ETF overlay strategies, balancing individual stock selection with broad market and fixed-income exposure.

2. Key Holdings

The portfolio is anchored by a heavy weighting in NVIDIA (NVDA), which remains the dominant position despite a reduction. Valued at $18.51 million, NVDA constitutes 23.57% of the portfolio. While the firm reduced the stake by $2.21 million (-3.9%), it remains the primary growth driver.