Lighthouse Wealth Management Inc. holds a focused book of 47 stocks worth $161.0M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Invesco S&P International De and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 11% of the equity book. Cloning the disclosed picks since 2025 would be +12% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2042810/holdings"
Use Arkolith to show Lighthouse Wealth Management Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.2 points over this window.
Growth of $10,000 cloning Lighthouse Wealth Management Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
7% 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
Other tracked managers holding the same core names as Lighthouse Wealth Management Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 49 / 47 | $294.2B |
| ROYAL BANK OF CANADA | 49 / 47 | $79.2B |
| LPL Financial LLC | 49 / 47 | $50.5B |
| RAYMOND JAMES FINANCIAL INC | 49 / 47 | $47.1B |
| ENVESTNET ASSET MANAGEMENT INC | 49 / 47 | $33.0B |
| Cetera Investment Advisers | 49 / 47 | $13.2B |
| OSAIC HOLDINGS, INC. | 49 / 47 | $11.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 49 / 47 | $11.4B |
Ranked by how many of Lighthouse Wealth Management Inc.'s top 47 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $18.4M | 25.0K | 11.4% | ▼−3.2% Reduced · −818 sh | |
| 2 | Ishares TR HDG MSCI EAFE | $16.0M | 341.0K | 9.9% | ▼−1.0% Reduced · −4K sh | |
| 3 | Schwab Strategic TR US DIVIDEND EQ | $15.0M | 471.6K | 9.3% | ▲+3.5% Added · +16K sh | |
| 4 | Schwab Strategic TR 1000 INDEX ETF | $13.6M | 378.0K | 8.5% | ▼−3.5% Reduced · −14K sh | |
| 5 | Invesco Exch TRD SLF Idx FD RAFI STRATGIC US | $11.3M | 172.0K | 7.0% | ▼−1.5% Reduced · −3K sh | |
| 6 | Pacer FDS TR US CASH COWS 100 | $10.5M | 168.2K | 6.5% | ▼~0% Reduced · −52 sh | |
| 7 | Schwab Strategic TR US LCAP VA ETF | $9.0M | 258.2K | 5.6% | ▲+3.2% Added · +8K sh | |
| 8 | Pacer FDS TR GLOBL CASH ETF | $8.3M | 190.6K | 5.1% | ▲+4.0% Added · +7K sh | |
| 9 | Profesionally Managed Portfo AKRE FOCUS ETF | $7.4M | 139.2K | 4.6% | ▼−13% Reduced · −21K sh | |
| 10 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $7.0M | 61.7K | 4.3% | ▲+4.3% Added · +3K sh | |
| 11 | Schwab Strategic TR US SML CAP ETF | $5.3M | 147.2K | 3.3% | ▲~0% Added · +54 sh | |
| 12 | Ishares TR MSCI EAFE SMCP | $5.1M | 118.4K | 3.2% | ▲+2.6% Added · +3K sh | |
| 13 | Abbvie Inc COM | $2.6M | 10.2K | 1.6% | —Held | |
| 14 | Pacer FDS TR US LRG CP CASH | $2.4M | 59.3K | 1.5% | ▼−16% Reduced · −11K sh | |
| 15 | T Rowe Price Exchange-Traded PRICE DIV GRWT | $2.1M | 43.0K | 1.3% | ▲+14% Added · +5K sh | |
| 16 | RBB Fund Trust FIRST EAGLE GBL | $2.0M | 41.2K | 1.3% | ▼−10% Reduced · −5K sh | |
| 17 | Nvidia Corporation COM | $1.9M | 9.6K | 1.2% | ▼−2.3% Reduced · −230 sh | |
| 18 | First TR Exchange-Traded FD SHS | $1.9M | 39.2K | 1.2% | ▲+3.8% Added · +1K sh | |
| 19 | Apple Inc COM | $1.5M | 5.3K | 1.0% | ▼−0.3% Reduced · −14 sh | |
| 20 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $1.5M | 40.5K | 0.9% | ▲+2.5% Added · +980 sh | |
| 21 | Litman Gregory FDS TR IMGP DBI MAN ETF | $1.3M | 42.2K | 0.8% | ▲+88% Added · +20K sh | |
| 22 | Schwab Strategic TR INTL EQTY ETF | $1.2M | 44.8K | 0.8% | ▲+8.0% Added · +3K sh | |
| 23 | Abbott Laboratories COM | $1.2M | 13.6K | 0.8% | ▼−0.4% Reduced · −59 sh | |
| 24 | Invesco Exch Traded FD TR II S&P INTL QULTY | $1.1M | 24.9K | 0.7% | ▲New New position | |
| 25 | Vanguard BD Index FDS INTERMED TERM | $1.1M | 14.2K | 0.7% | ▼−6.3% Reduced · −955 sh | |
| 26 | First TR Exchange-Traded FD SHS | $1.1M | 22.4K | 0.7% | ▼−0.5% Reduced · −114 sh | |
| 27 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $936K | 3.1K | 0.6% | ▲New New position | |
| 28 | Vanguard World FD CONSUM STP ETF | $913K | 4.0K | 0.6% | ▲+1.6% Added · +66 sh | |
| 29 | Walmart Inc COM | $826K | 7.3K | 0.5% | ▼−0.6% Reduced · −45 sh | |
| 30 | Vanguard BD Index FDS SHORT TRM BOND | $824K | 10.6K | 0.5% | ▲+6.5% Added · +643 sh | |
| 31 | Microsoft Corp COM | $779K | 2.1K | 0.5% | ▼−5.7% Reduced · −126 sh | |
| 32 | First TR Exchange Traded FD RISNG DIVD ACHIV | $675K | 8.3K | 0.4% | —Held | |
| 33 | First TR Exchange Traded FD SMID RISNG ETF | $669K | 15.5K | 0.4% | ▼−25% Reduced · −5K sh | |
| 34 | Select Sector SPDR TR ST STR ENERG ETF | $662K | 12.5K | 0.4% | ▲+12% Added · +1K sh | |
| 35 | Amazon Com Inc COM | $600K | 2.5K | 0.4% | ▼−9.3% Reduced · −258 sh | |
| 36 | First TR Exchange-Traded FD FIRST TR TA HIYL | $580K | 14.3K | 0.4% | ▼−7.2% Reduced · −1K sh | |
| 37 | First TR Exchng Traded FD VI FT VEST NASD ETF | $529K | 13.5K | 0.3% | ▲New New position | |
| 38 | T Rowe Price Exchange-Traded PRICE BLUE CHIP | $501K | 10.0K | 0.3% | ▼−77% Reduced · −33K sh | |
| 39 | Schwab Strategic TR US LRG CAP ETF | $418K | 14.2K | 0.3% | —Held | |
| 40 | First TR Exchng Traded FD VI SMITH OPPORT FXD | $383K | 8.8K | 0.2% | ▲+1.4% Added · +119 sh | |
| 41 | Eaton Corp PLC SHS | $382K | 896 | 0.2% | —Held | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $366K | 731 | 0.2% | ▼−2.7% Reduced · −20 sh | |
| 43 | Netflix Inc. COM | $332K | 4.6K | 0.2% | —Held | |
| 44 | Home Depot Inc COM | $269K | 764 | 0.2% | ▲+0.4% Added · +3 sh | |
| 45 | Vertiv Holdings Co COM CL A | $263K | 785 | 0.2% | ▲New New position | |
| 46 | Select Sector SPDR TR ST STR TECHN ETF | $258K | 1.4K | 0.2% | ▲New New position | |
| 47 | J P Morgan Exchange Traded F INCOME ETF | $204K | 4.4K | 0.1% | ▲New New position |
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. The performance line is a simulation of the disclosed long book, not an audited return.