Lighthouse Financial LLC
All 13F Filings
- Location
- Largo, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 222,058
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/22/2026 | 98 | 222,058 | 13F-HR | Lighthouse Financial LLC |
| Q2 2026 | 8/13/2026 | 78 | 192,884 | 13F-HR | Lighthouse Financial LLC |
| Q1 2026 | 5/13/2026 | 76 | 165,845 | 13F-HR | Lighthouse Financial LLC |
| Q4 2025 | 2/17/2026 | 72 | 153,018 | 13F-HR | Lighthouse Financial LLC |
| Q3 2025 | 10/27/2025 | 75 | 151,481 | 13F-HR | Lighthouse Financial LLC |
| Q2 2025 | 8/11/2025 | 68 | 130,608 | 13F-HR | Lighthouse Financial LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
249
(0.1% of total reported value)
· QoQ Δ:
+20
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 126.5 K | 57.0% | 22.84 K | 0 | 22.84 K |
| ETFs | 95.34 K | 43.0% | 6.31 K | 0 | 6.31 K |
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Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
222,058
Holdings
98
QoQ value change ($000)
29,174
(15.1%)
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.