Lighthouse Financial LLC
All 13F Filings
- Location
- Largo, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 192,884
- 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 |
|---|---|---|---|---|---|
| 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):
229
(0.1% of total reported value)
· QoQ Δ:
+84
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 103.6 K | 53.8% | 28.83 K | 0 | 28.83 K |
| ETFs | 89.03 K | 46.2% | 0 | 1.877 K | -1.877 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
192,884
Holdings
78
QoQ value change ($000)
27,039
(16.3%)
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.