Lighthouse Wealth Management Inc.
All 13F Filings
- Location
- Ashland, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 146,369
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 43 | 146,369 | 13F-HR | Lighthouse Wealth Management Inc. |
| Q3 2025 | 10/20/2025 | 44 | 123,177 | 13F-HR | Lighthouse Wealth Management Inc. |
| Q2 2025 | 7/14/2025 | 41 | 115,541 | 13F-HR | Lighthouse Wealth Management Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.26 K | 66.4% | 3.636 K | 0 | 3.636 K |
| ETFs | 48.36 K | 33.0% | 19.57 K | 0 | 19.57 K |
| Debt | 751 | 0.5% | 0 | 18 | -18 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
146,369
Holdings
43
QoQ value change ($000)
23,192
(18.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.