Lighthouse Financial Services Inc Portfolio Stock Holdings

Lighthouse Financial Services Inc disclosed 102 stock positions valued at approximately $475.9 million in its latest SEC 13F filing. The largest holdings include SELECT SECTOR SPDR TR, SELECT SECTOR SPDR TR, and VANGUARD BD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 16, 2026.

Report Period
June 30, 2026
No. of Stocks
102
Portfolio Value
$475.9M
Holdings by Sector
Lighthouse Financial Services Inc Portfolio Holdings in Q2 2026

98 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SELECT SECTOR SPDR TRXLKOther14.87%381,176-4,880-1.26%$70,753,891
SELECT SECTOR SPDR TRXLFOther5.88%510,470+10,452+2.09%$27,963,529
VANGUARD BD INDEX FDSBSVOther4.90%300,301+998+0.33%$23,309,354
SELECT SECTOR SPDR TRXLVOther4.87%145,176+1,884+1.31%$23,161,427
VANGUARD WORLD FDVOXOther4.51%113,728+945+0.84%$21,471,784
SELECT SECTOR SPDR TRXLIOther4.49%116,480-735-0.63%$21,357,693
SSGA ACTIVE ETF TRTOTLOther4.16%504,610-2,195-0.43%$19,800,882
SELECT SECTOR SPDR TRXLYOther3.27%131,700+1,512+1.16%$15,552,467
ISHARES TRAGGOther2.54%122,587+538+0.44%$12,074,861
SPDR SERIES TRUSTSPTSOther2.43%399,816-2,770-0.69%$11,554,685
INVESCO EXCHANGE TRADED FD TXLGOther2.27%176,958+3,995+2.31%$10,796,216
APPLE INCAAPLTechnology2.16%34,966-159-0.45%$10,293,167
SPDR SERIES TRUSTSPLGOther1.93%104,481+1,536+1.49%$9,170,322
SPDR SERIES TRUSTSPSBOther1.89%300,726-892-0.30%$8,991,700
VANGUARD WORLD FDVDCOther1.73%36,451+512+1.42%$8,236,165
SELECT SECTOR SPDR TRXLEOther1.66%149,552-985-0.65%$7,897,862
ALPHABET INCGOOGLCommunication Services1.54%20,322+25+0.12%$7,340,570
DELL TECHNOLOGIES INCDELLTechnology1.50%16,828-10,405-38.21%$7,156,000
PALO ALTO NETWORKS INCPANWTechnology1.33%18,032+157+0.88%$6,347,985
VISA INCVFinancial Services1.30%17,640+2,280+14.84%$6,192,988
CISCO SYS INCCSCOTechnology1.19%48,296-12,668-20.78%$5,651,168
NETFLIX INC.NFLXCommunication Services1.18%75,961+18,174+31.45%$5,635,545
BROADCOM INCAVGOTechnology1.16%14,999-200-1.32%$5,539,872
VANGUARD WORLD FDVAWOther1.13%23,442+66+0.28%$5,358,267
MICROSOFT CORPMSFTTechnology1.09%13,520+89+0.66%$5,195,466
SELECT SECTOR SPDR TRXLUOther1.05%111,554+1,752+1.60%$4,994,273
AMAZON COM INCAMZNConsumer Cyclical1.04%20,557-286-1.37%$4,968,545
MORGAN STANLEYMSFinancial Services1.00%22,369-251-1.11%$4,739,188
LAM RESEARCH CORPLRCXOther0.89%10,768-2,513-18.92%$4,213,260
UBER TECHNOLOGIES INCUBERTechnology0.83%54,556+64+0.12%$3,964,039
BANK OF AMER CORPBACFinancial Services0.79%64,614+248+0.39%$3,770,879
ELI LILLY & COLLYHealthcare0.79%3,155+90+2.94%$3,760,151
RTX CORPORATIONRTXIndustrials0.79%19,528+111+0.57%$3,744,992
BLACKROCK INCBLKOther0.70%3,401+330+10.75%$3,334,757
NASDAQ INCNDAQFinancial Services0.69%39,647+8,838+28.69%$3,280,033
TRAVELERS COMPANIES INCTRVFinancial Services0.66%9,382+93+1.00%$3,139,406
PEPSICO INCPEPConsumer Defensive0.64%21,445+817+3.96%$3,027,215
NVIDIA CORPORATIONNVDATechnology0.63%15,154+240+1.61%$2,994,190
PROCTER & GAMBLE COPGConsumer Defensive0.63%20,233+252+1.26%$2,982,927
META PLATFORMS INCMETACommunication Services0.59%4,580+62+1.37%$2,807,186
CHEVRON CORPORATIONCVXEnergy0.56%16,135+211+1.33%$2,673,467
ELEVANCE HEALTH INC FORMERLYELVHealthcare0.52%5,992+11+0.18%$2,493,685
ABBVIE INCABBVHealthcare0.50%9,523+50+0.53%$2,390,841
HOME DEPOT INCHDConsumer Cyclical0.49%6,700+72+1.09%$2,350,776
EOG RES INCEOGEnergy0.46%17,183+5+0.03%$2,209,524
UNITED RENTALS INCURIIndustrials0.46%1,981+172+9.51%$2,202,936
MICRON TECHNOLOGY INCMUTechnology0.45%2,078-3-0.14%$2,145,149
ARISTA NETWORKS INCANETOther0.44%12,621+17+0.13%$2,102,911
CATERPILLAR INCCATIndustrials0.44%2,100-689-24.70%$2,082,091
NUVEEN S&P 500 DYNAMIC OVERWXSSPXOther0.43%108,498-694-0.64%$2,023,487
INTUITIVE SURGICAL INCISRGHealthcare0.41%4,822+997+26.07%$1,940,276
MEDTRONIC PLCMDTOther0.40%23,827+291+1.24%$1,887,134
MCDONALDS CORPMCDConsumer Cyclical0.38%6,708+7+0.10%$1,807,469
S&P GLOBAL INCSPGIFinancial Services0.37%4,255+476+12.60%$1,765,753
CORNING INCGLWTechnology0.37%7,906-1,164-12.83%$1,744,285
CHENIERE ENERGY INCLNGEnergy0.35%6,915+8+0.12%$1,686,663
WELLS FARGO & COWFCFinancial Services0.34%18,998+8,069+73.83%$1,632,707
DANAHER CORP DELDHRHealthcare0.32%7,884+29+0.37%$1,527,215
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.32%3,052+3,052+100.00%$1,519,927
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.27%10,176+1,788+21.32%$1,289,545
INVESCO QQQ TRQQQOther0.26%1,729+212+13.97%$1,253,602
DOMINOS PIZZA INCDPZConsumer Cyclical0.26%4,072+53+1.32%$1,238,581
WASTE MGMT INC DELWMIndustrials0.25%5,231+58+1.12%$1,172,062
STATE STR SPDR S&P 500 ETF TSPYOther0.24%1,543+607+64.85%$1,150,603
LOCKHEED MARTIN CORPLMTIndustrials0.23%2,080+12+0.58%$1,085,533
GSK PLCGSKHealthcare0.21%19,248--$987,432
MERCK & CO INCMRKHealthcare0.20%7,780--$975,335
TOAST INCTOSTTechnology0.18%29,648+193+0.66%$851,194
J P MORGAN EXCHANGE TRADED FJEPIOther0.17%14,635+117+0.81%$821,303
PNC FINL SVCS GROUP INCPNCFinancial Services0.15%2,824+21+0.75%$710,469
PROSHARES TRNOBLOther0.15%12,249+6,186+102.03%$693,661
QUALCOMM INCQCOMTechnology0.13%3,475-16,764-82.83%$632,233
RESMED INCRMDHealthcare0.13%3,108+3,108+100.00%$624,970
GOLDMAN SACHS ETF TRGPIXOther0.13%11,057+19+0.17%$609,363
STATE STR SPDR DOW JONES INDDIAOther0.13%1,158+1+0.09%$604,936
GENERAL DYNAMICS CORPGDIndustrials0.12%1,639+7+0.43%$594,767
PAYCHEX INCPAYXTechnology0.12%5,709+64+1.13%$586,342
TRUIST FINL CORPTFCFinancial Services0.11%10,609+106+1.01%$539,868
ABBOTT LABORATORIESABTHealthcare0.11%5,735+78+1.38%$528,627
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.11%1,046+20+1.95%$522,728
HUNTINGTON BANCSHARES INCHBANFinancial Services0.10%26,351+192+0.73%$477,222
UNITED PARCEL SVCS INCUPSIndustrials0.10%4,238+59+1.41%$464,249
SEMPRASREUtilities0.10%5,023+32+0.64%$458,914
EXXON MOBIL CORPXOMEnergy0.10%3,353+17+0.51%$456,920
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.10%490+1+0.20%$452,761
BOEING COBAIndustrials0.09%1,968--$430,087
TARGET CORPTGTConsumer Defensive0.09%3,219+25+0.78%$419,370
DARDEN RESTAURANTS INCDRIConsumer Cyclical0.09%2,060+13+0.64%$416,005
MONDELEZ INTL INCMDLZConsumer Defensive0.08%6,811--$404,259
CARRIER GLOBAL CORPORATIONCARRIndustrials0.08%5,262+17+0.32%$379,250
AT&T INCTCommunication Services0.07%16,698+625+3.89%$341,972
VALERO ENERGY CORPVLOEnergy0.07%1,207+36+3.07%$325,172
CATHAY GEN BANCORPCATYFinancial Services0.07%5,044+23+0.46%$319,164
ISHARES U S ETF TRMEAROther0.05%5,054-1,725-25.45%$254,037
GILEAD SCIENCES INCGILDHealthcare0.05%1,868+1,868+100.00%$235,312
COCA COLA COKOConsumer Defensive0.05%2,818+2+0.07%$229,101
CF INDUSTRIES HOLDCFBasic Materials0.05%2,046+9+0.44%$221,265
HALEON PLCHLNHealthcare0.04%22,355--$210,134