Lighthouse Financial Services Inc 13F Holdings · Q2 2026
Lighthouse Financial Services Inc reported 102 securities worth $475.90M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: XLK (14.87%), XLF (5.88%), BSV (4.90%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $70.8M | 14.87% | 381,176 | Trimmed |
| 2 | XLF | SELECT SECTOR SPDR TR | $28.0M | 5.88% | 510,470 | Added |
| 3 | BSV | VANGUARD BD INDEX FDS | $23.3M | 4.90% | 300,301 | Added |
| 4 | XLV | SELECT SECTOR SPDR TR | $23.2M | 4.87% | 145,176 | Added |
| 5 | VOX | VANGUARD WORLD FD | $21.5M | 4.51% | 113,728 | Added |
| 6 | XLI | SELECT SECTOR SPDR TR | $21.4M | 4.49% | 116,480 | Trimmed |
| 7 | TOTL | SSGA ACTIVE ETF TR | $19.8M | 4.16% | 504,610 | Trimmed |
| 8 | XLY | SELECT SECTOR SPDR TR | $15.6M | 3.27% | 131,700 | Added |
| 9 | AGG | ISHARES TR | $12.1M | 2.54% | 122,587 | Added |
| 10 | SPTS | SPDR SERIES TRUST | $11.6M | 2.43% | 399,816 | Trimmed |
| 11 | XLG | INVESCO EXCHANGE TRADED FD T | $10.8M | 2.27% | 176,958 | Added |
| 12 | AAPL | APPLE INC | $10.3M | 2.16% | 34,966 | Trimmed |
| 13 | SPYM | SPDR SERIES TRUST | $9.2M | 1.93% | 104,481 | Added |
| 14 | SPSB | SPDR SERIES TRUST | $9.0M | 1.89% | 300,726 | Trimmed |
| 15 | VDC | VANGUARD WORLD FD | $8.2M | 1.73% | 36,451 | Added |
| 16 | XLE | SELECT SECTOR SPDR TR | $7.9M | 1.66% | 149,552 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $7.3M | 1.54% | 20,322 | Added |
| 18 | DELL | DELL TECHNOLOGIES INC | $7.2M | 1.50% | 16,828 | Trimmed |
| 19 | PANW | PALO ALTO NETWORKS INC | $6.3M | 1.33% | 18,032 | Added |
| 20 | V | VISA INC | $6.2M | 1.30% | 17,640 | Added |
| 21 | CSCO | CISCO SYS INC | $5.7M | 1.19% | 48,296 | Trimmed |
| 22 | NFLX | NETFLIX INC. | $5.6M | 1.18% | 75,961 | Added |
| 23 | AVGO | BROADCOM INC | $5.5M | 1.16% | 14,999 | Trimmed |
| 24 | VAW | VANGUARD WORLD FD | $5.4M | 1.13% | 23,442 | Added |
| 25 | MSFT | MICROSOFT CORP | $5.2M | 1.09% | 13,520 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR