DOSSIER · 13F-HR · Q2 2026

LIGHTHOUSE FINANCIAL SERVICES INC /ADV

$476M in tracked AUM across 102 positions as of Q2 2026.

LF
CIK 0001068979 · last filed Jun 30, 2026
Total AUM
$476M
as of Q2 2026
Holdings
102
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LIGHTHOUSE FINANCIAL SERVICES INC /ADV filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XLK
SELECT SECTOR SPDR TR
$71M381K14.9%
02
XLF
SELECT SECTOR SPDR TR
$28M510K5.9%
03
BSV
VANGUARD BD INDEX FDS
$23M300K4.9%
04
XLV
SELECT SECTOR SPDR TR
$23M145K4.9%
05
VOX
VANGUARD WORLD FD
$21M114K4.5%
06
XLI
SELECT SECTOR SPDR TR
$21M116K4.5%
07
TOTL
SSGA ACTIVE ETF TR
$20M505K4.2%
08
XLY
SELECT SECTOR SPDR TR
$16M132K3.3%
09
AGG
ISHARES TR
$12M123K2.5%
10
SPTS
SPDR SERIES TRUST
$12M400K2.4%

Filing history

2026Q2Jun 30
$476M 7.3%
102 positionsView →
2026Q1Mar 31
$443M 2.0%
99 positionsView →
2025Q4Dec 31
$435M
95 positionsView →