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Home > Institutional Investor > Lighthouse Financial Llc > Profile

Instuitional Investor - Lighthouse Financial Llc

Fund Profile
Filing Period:
Fund Name: Lighthouse Financial Llc
Portfolio Value $192,883,623
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 107,979 $21,605,518 11.2%
2.
Vanguard Scottsdale Funds
 VCIT 213,414 $16,866,078 8.74%
3.
Ishares Trust
 IEF 140,443 $15,318,116 7.94%
4.
Invesco Qqq Tr
 17,208 $12,671,971 6.57%
5.
Ishares Trust
 IEF 14,742 $11,040,159 5.72%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.