Lighthouse Financial Services Inc holds a focused book of 102 stocks worth $475.9M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Vertex Pharmaceuticals Inc and trimmed SS Technology Select Sector. Their largest long position is SS Technology Select Sector at 15% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1068979/holdings"
Use Arkolith to show LIGHTHOUSE FINANCIAL SERVICES INC /ADV's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
35% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Select Sector SPDR TR ST STR TECHN ETF | $70.8M | 381.2K | 14.9% | ▼−1.3% Reduced · −5K sh | |
| 2 | Select Sector SPDR TR ST STR FINL ETF | $28.0M | 510.5K | 5.9% | ▲+2.1% Added · +10K sh | |
| 3 | Vanguard BD Index FDS SHORT TRM BOND | $23.3M | 300.3K | 4.9% | ▲+0.3% Added · +998 sh | |
| 4 | Select Sector SPDR TR ST STR CARE ETF | $23.2M | 145.2K | 4.9% | ▲+1.3% Added · +2K sh | |
| 5 | Vanguard World FD COMM SRVC ETF | $21.5M | 113.7K | 4.5% | ▲+0.8% Added · +945 sh | |
| 6 | Select Sector SPDR TR ST STR INDL ETF | $21.4M | 116.5K | 4.5% | ▼−0.6% Reduced · −735 sh | |
| 7 | Ssga Active ETF TR ST STR TOTAL ETF | $19.8M | 504.6K | 4.2% | ▼−0.4% Reduced · −2K sh | |
| 8 | Select Sector SPDR TR ST STR DISCR ETF | $15.6M | 131.7K | 3.3% | ▲+1.2% Added · +2K sh | |
| 9 | Ishares TR CORE US AGGBD ET | $12.1M | 122.6K | 2.5% | ▲+0.4% Added · +538 sh | |
| 10 | SPDR Series Trust ST SHO TREAS ETF | $11.6M | 399.8K | 2.4% | ▼−0.7% Reduced · −3K sh | |
| 11 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $10.8M | 177.0K | 2.3% | ▲+2.3% Added · +4K sh | |
| 12 | Apple Inc COM | $10.3M | 35.0K | 2.2% | ▼−0.5% Reduced · −159 sh | |
| 13 | SPDR Series Trust ST STR P500ETF | $9.2M | 104.5K | 1.9% | ▲+1.5% Added · +2K sh | |
| 14 | SPDR Series Trust ST SHOR CORP ETF | $9.0M | 300.7K | 1.9% | ▼−0.3% Reduced · −892 sh | |
| 15 | Vanguard World FD CONSUM STP ETF | $8.2M | 36.5K | 1.7% | ▲+1.4% Added · +512 sh | |
| 16 | Select Sector SPDR TR ST STR ENERG ETF | $7.9M | 149.6K | 1.7% | ▼−0.7% Reduced · −985 sh | |
| 17 | Alphabet Inc CAP STK CL A | $7.3M | 20.3K | 1.5% | ▲+0.1% Added · +25 sh | |
| 18 | Dell Technologies Inc CL C | $7.2M | 16.8K | 1.5% | ▼−38% Reduced · −10K sh | |
| 19 | Palo Alto Networks Inc COM | $6.3M | 18.0K | 1.3% | ▲+0.9% Added · +157 sh | |
| 20 | Visa Inc COM CL A | $6.2M | 17.6K | 1.3% | ▲+15% Added · +2K sh | |
| 21 | Cisco Sys Inc COM | $5.7M | 48.3K | 1.2% | ▼−21% Reduced · −13K sh | |
| 22 | Netflix Inc. COM | $5.6M | 76.0K | 1.2% | ▲+31% Added · +18K sh | |
| 23 | Broadcom Inc COM | $5.5M | 15.0K | 1.2% | ▼−1.3% Reduced · −200 sh | |
| 24 | Vanguard World FD MATERIALS ETF | $5.4M | 23.4K | 1.1% | ▲+0.3% Added · +66 sh | |
| 25 | Microsoft Corp COM | $5.2M | 13.5K | 1.1% | ▲+0.7% Added · +89 sh | |
| 26 | Select Sector SPDR TR ST STR UTIL ETF | $5.0M | 111.6K | 1.0% | ▲+1.6% Added · +2K sh | |
| 27 | Amazon Com Inc COM | $5.0M | 20.6K | 1.0% | ▼−1.4% Reduced · −286 sh | |
| 28 | Morgan Stanley COM NEW | $4.7M | 22.4K | 1.0% | ▼−1.1% Reduced · −251 sh | |
| 29 | Lam Research Corp COM NEW | $4.2M | 10.8K | 0.9% | ▼−19% Reduced · −3K sh | |
| 30 | Uber Technologies Inc COM | $4.0M | 54.6K | 0.8% | ▲+0.1% Added · +64 sh | |
| 31 | Bank Of Amer Corp COM | $3.8M | 64.6K | 0.8% | ▲+0.4% Added · +248 sh | |
| 32 | Eli Lilly & Co COM | $3.8M | 3.2K | 0.8% | ▲+2.9% Added · +90 sh | |
| 33 | RTX Corporation COM | $3.7M | 19.5K | 0.8% | ▲+0.6% Added · +111 sh | |
| 34 | BlackRock Inc COM | $3.3M | 3.4K | 0.7% | ▲+11% Added · +330 sh | |
| 35 | Nasdaq Inc COM | $3.3M | 39.6K | 0.7% | ▲+29% Added · +9K sh | |
| 36 | Travelers Companies Inc COM | $3.1M | 9.4K | 0.7% | ▲+1.0% Added · +93 sh | |
| 37 | Pepsico Inc COM | $3.0M | 21.4K | 0.6% | ▲+4.0% Added · +817 sh | |
| 38 | Nvidia Corporation COM | $3.0M | 15.2K | 0.6% | ▲+1.6% Added · +240 sh | |
| 39 | Procter & Gamble Co COM | $3.0M | 20.2K | 0.6% | ▲+1.3% Added · +252 sh | |
| 40 | Meta Platforms Inc CL A | $2.8M | 4.6K | 0.6% | ▲+1.4% Added · +62 sh | |
| 41 | Chevron Corporation COM | $2.7M | 16.1K | 0.6% | ▲+1.3% Added · +211 sh | |
| 42 | Elevance Health Inc Formerly COM | $2.5M | 6.0K | 0.5% | ▲+0.2% Added · +11 sh | |
| 43 | Abbvie Inc COM | $2.4M | 9.5K | 0.5% | ▲+0.5% Added · +50 sh | |
| 44 | Home Depot Inc COM | $2.4M | 6.7K | 0.5% | ▲+1.1% Added · +72 sh | |
| 45 | Eog Res Inc COM | $2.2M | 17.2K | 0.5% | ▲~0% Added · +5 sh | |
| 46 | United Rentals Inc COM | $2.2M | 2.0K | 0.5% | ▲+9.5% Added · +172 sh | |
| 47 | Micron Technology Inc COM | $2.1M | 2.1K | 0.5% | ▼−0.1% Reduced · −3 sh | |
| 48 | Arista Networks Inc COM SHS | $2.1M | 12.6K | 0.4% | ▲+0.1% Added · +17 sh | |
| 49 | Caterpillar Inc COM | $2.1M | 2.1K | 0.4% | ▼−25% Reduced · −689 sh | |
| 50 | Nuveen S&P 500 Dynamic Overw COM | $2.0M | 108.5K | 0.4% | ▼−0.6% Reduced · −694 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.