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Home > Institutional Investor > Lighthouse Financial Advisors, Inc. > Profile

Instuitional Investor - Lighthouse Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Lighthouse Financial Advisors, Inc.
Portfolio Value $330,188,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 468,015 $44,943,000 13.61%
2.
Schwab Strategic Trust
 FNDF 496,286 $36,938,000 11.18%
3.
Invesco Qqq Trust
 87,630 $27,965,000 8.46%
4.
Sherwin Williams Co
 SHW 72,447 $17,822,000 5.39%
5.
Ark Innovation Etf - INNOVATION ETF
 83,732 $10,043,000 3.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)