Lighthouse Financial Services Inc Portfolio Shifts: Q2 2026 Insights
Lighthouse Financial Services Inc's portfolio saw notable changes this quarter, including new positions and significant exits.
As of June 30th, 2026, Lighthouse Financial Services Inc's investment strategy resulted in a portfolio value of $474.68 million. The firm's holdings underwent significant changes during this quarter.
Several companies represent notable new positions added by Lighthouse this period, including WFC, Vertex Pharmaceuticals Inc (VRTX), SPY (Shares S&P 500 ETF Trust), NOBL, and RMD. Wells Fargo & Co's stock allocation increased by a substantial 18998 shares or 73.83%, while Vertex Pharmaceuticals saw an identical percentage increase in its position.
Among the new additions, Vertex Pharmaceuticals Inc (VRTX) and Wells Fargo & Co's allocation stand out due to their 100% share increases. This indicates a strong conviction in these companies by Lighthouse Financial Services during this quarter.
Conversely, the investor significantly reduced its position in Qualcomm Inc (QCOM). The holding decreased by 82.83% from the previous period, representing a substantial exit of shares that were previously part of their portfolio.
Other notable changes include increases in SPY (Shares S&P 500 ETF Trust), NOBL, and RMD, alongside decreases in NDAQ Inc (NASDAQ). These shifts reflect the dynamic nature of Lighthouse Financial Services' investment approach.
For a comprehensive view of all holdings changes and portfolio allocations, readers can refer to detailed reports from Lighthouse Financial Services Inc.