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Home > Institutional Investor > Lighthouse Wealth Management Inc. > Profile

Instuitional Investor - Lighthouse Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Lighthouse Wealth Management Inc.
Portfolio Value $115,541,020
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 24,850 $13,708,109 11.86%
2.
Schwab Strategic Trust
 FNDF 483,152 $12,803,536 11.08%
3.
Ishares Tr - HDG MSCI EAFE
 333,250 $12,650,167 10.95%
4.
Pacer Fds Tr
 190,704 $10,507,796 9.09%
5.
Schwab Strategic Trust
 FNDF 344,735 $10,279,997 8.9%
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)