Lighthouse Financial LLC
All 13F Filings
- Location
- Largo, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 153,018
- 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 | 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 113.8 K | 74.3% | 0 | 2.449 K | -2.449 K |
| ETFs | 39.25 K | 25.7% | 3.982 K | 0 | 3.982 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
153,018
Holdings
72
QoQ value change ($000)
1,537
(1.0%)
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.