LIGHTHOUSE FINANCIAL LLC

PrivateCIK: 2057556
Location

LARGO, FL

74
Positions
$165.85M
Total AUM (reported)
1.55M
Total Shares

Allocation by class

TOTAL AUM$165.85M74 positions
COM$54.15M32.6%
IBOXX INV CP ETF$16.87M10.2%
SHRT TRM CORP BD$15.45M9.3%
UNIT SER 1$10.04M6.1%
CORE S&P500 ETF$9.90M6.0%
LG-TERM COR BD$8.15M4.9%
CAP APPRECIATION$6.26M3.8%

Portfolio Concentration

Top 330.6%4–1029.7%11–2525.9%Rest13.7%TOP 1060.4%0%100%
Top 3$50.82M30.6%
4–10$49.31M29.7%
11–25$42.92M25.9%
Rest$22.79M13.7%

Top 3 weight

30.6%

Top 10 weight

60.4%

Voting Authority Distribution

Total shares with voting rights: 1.55M

Sole

Full voting authority

1.55M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole74
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings74
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares105.77K
TypeSH
Market value$18.51M
11.16%
Sole
105.77K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX INV CP ETF
Shares154.75K
TypeSH
Market value$16.87M
10.17%
Sole
154.75K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
SHRT TRM CORP BD
Shares194.88K
TypeSH
Market value$15.45M
9.31%
Sole
194.88K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares17.40K
TypeSH
Market value$10.04M
6.06%
Sole
17.40K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares15.15K
TypeSH
Market value$9.90M
5.97%
Sole
15.15K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
LG-TERM COR BD
Shares109.14K
TypeSH
Market value$8.15M
4.92%
Sole
109.14K
Shared
0.00
None
0.00

T ROWE PRICE ETF INC

SOLE
CAP APPRECIATION
Shares175.90K
TypeSH
Market value$6.26M
3.77%
Sole
175.90K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares26.57K
TypeSH
Market value$5.53M
3.34%
Sole
26.57K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares5.14K
TypeSH
Market value$4.73M
2.85%
Sole
5.14K
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P 500 VAL ETF
Shares22.23K
TypeSH
Market value$4.69M
2.83%
Sole
22.23K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares16.21K
TypeSH
Market value$4.06M
2.45%
Sole
16.21K
Shared
0.00
None
0.00

ISHARES TR

SOLE
US HLTHCARE ETF
Shares63.22K
TypeSH
Market value$3.90M
2.35%
Sole
63.22K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares15.14K
TypeSH
Market value$3.84M
2.32%
Sole
15.14K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
NASDAQ EQT PREM
Shares67.95K
TypeSH
Market value$3.77M
2.27%
Sole
67.95K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares10.18K
TypeSH
Market value$3.77M
2.27%
Sole
10.18K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares12.07K
TypeSH
Market value$3.54M
2.14%
Sole
12.07K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares10.29K
TypeSH
Market value$3.48M
2.10%
Sole
10.29K
Shared
0.00
None
0.00

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares6.28K
TypeSH
Market value$2.80M
1.69%
Sole
6.28K
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P 500 GRWT ETF
Shares23.42K
TypeSH
Market value$2.65M
1.60%
Sole
23.42K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares7.83K
TypeSH
Market value$2.42M
1.46%
Sole
7.83K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI EAFE ETF
Shares22.09K
TypeSH
Market value$2.15M
1.29%
Sole
22.09K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares7.43K
TypeSH
Market value$2.11M
1.27%
Sole
7.43K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares1.91K
TypeSH
Market value$1.67M
1.01%
Sole
1.91K
Shared
0.00
None
0.00

COREWEAVE INC

SOLE
COM CL A
Shares18.03K
TypeSH
Market value$1.40M
0.84%
Sole
18.03K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUS 2000 GRW ETF
Shares4.36K
TypeSH
Market value$1.37M
0.82%
Sole
4.36K
Shared
0.00
None
0.00
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