DOSSIER · 13F-HR · Q1 2026

Lighthouse Wealth Management Inc.

Lighthouse Wealth's asset manager based in New York, NY — $147M in tracked AUM across 43 positions as of Q1 2026.

LW

Lighthouse Wealth·New York, NY·Asset Manager

CIK 0002042810 · last filed Mar 31, 2026

Total AUM

$147M

▲ 8.0%

vs prior

Holdings

43

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

14% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Lighthouse Wealth Management Inc. SEC 13F Filing

1. Portfolio Overview

Lighthouse Wealth Management Inc. has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 128.2%, growing from $64.14 million to $146.37 million. This dramatic increase is attributable not merely to market appreciation but primarily to substantial capital inflows or a major strategic r...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

INVESCO QQQ TR

$15M26K10.1%

02

ISHARES TR

$15M345K9.9%

03

SCHWAB STRATEGIC TR

$14M455K9.5%

04

SCHWAB STRATEGIC TR

$12M392K8.3%

05

PACER FDS TR

$11M168K7.2%

06

INVESCO EXCH TRD SLF IDX FD

$10M175K6.9%

07

PACER FDS TR

$8M183K5.8%

08

PROFESIONALLY MANAGED PORTFO

$8M160K5.7%

09

SCHWAB STRATEGIC TR

$8M250K5.2%

10

INVESCO EXCHANGE TRADED FD T

$6M59K4.2%

Filing history

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