The Analysis of Lighthouse Wealth Management Inc.'s Holdings
Currently, Lighthouse Wealth Management Inc. holds 43 types of securities in its portfolio with a total value $146.4M. In the most recent quarter, they have increased their positions in N/A (+278.0K shares, valued at $18.2M), COWG (+17.9K shares, valued at $628.5K), TDVG (+13.2K shares, valued at $593.4K); decreased their positions in SCHD (-10.2K shares, valued at $279.0K), AAPL (-341 shares, valued at $92.7K), SDVY (-1.3K shares, valued at $50.6K); initiated new positions in N/A (+278.0K shares, valued at $18.2M), DBMF (+12.7K shares, valued at $355.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
HEFA ISHARES TR332.6K shares2.49%2025-12-312026-01-15
SCHK SCHWAB STRATEGIC TR375.3K shares4.53%2025-12-312026-01-15 SCHD SCHWAB STRATEGIC TR447.5K shares-2.22%2025-12-312026-01-15 COWZ PACER FDS TR167.0K shares-0.30%2025-12-312026-01-15 IUS INVESCO EXCH TRD SLF IDX FD169.9K shares0.27%2025-12-312026-01-15 XMHQ INVESCO EXCHANGE TRADED FD T59.3K shares-0.67%2025-12-312026-01-15 SCHV SCHWAB STRATEGIC TR200.2K shares8.13%2025-12-312026-01-15 GCOW PACER FDS TR126.2K shares4.32%2025-12-312026-01-15 SCHA SCHWAB STRATEGIC TR142.8K shares0.41%2025-12-312026-01-15 HSCZ ISHARES TR99.4K shares5.50%2025-12-312026-01-15 COWG PACER FDS TR69.6K shares34.48%2025-12-312026-01-15 ABBV ABBVIE INC10.2K shares2.10%2025-12-312026-01-15 FEGE RBB FUND TRUST43.8K shares8.46%2025-12-312026-01-15 NVDA NVIDIA CORPORATION10.4K shares5.74%2025-12-312026-01-15 TCHP T ROWE PRICE ETF INC38.3K shares30.67%2025-12-312026-01-15 ABT ABBOTT LABS13.6K shares0.00%2025-12-312026-01-15 TDVG T ROWE PRICE ETF INC35.5K shares59.07%2025-12-312026-01-15 AAPL APPLE INC5.4K shares-5.98%2025-12-312026-01-15 BUFR FIRST TR EXCHNG TRADED FD VI35.7K shares21.64%2025-12-312026-01-15 BIV VANGUARD BD INDEX FDS15.3K shares-2.05%2025-12-312026-01-15 FDL FIRST TR EXCHANGE-TRADED FD25.8K shares20.23%2025-12-312026-01-15 MSFT MICROSOFT CORP2.4K shares-1.17%2025-12-312026-01-15 FVD FIRST TR EXCHANGE-TRADED FD22.8K shares0.02%2025-12-312026-01-15 VDC VANGUARD WORLD FD3.9K shares-1.07%2025-12-312026-01-15 SDVY FIRST TR EXCHANGE-TRADED FD20.3K shares-6.12%2025-12-312026-01-15 BSV VANGUARD BD INDEX FDS9.5K shares-2.30%2025-12-312026-01-15 HYLS FIRST TR EXCHANGE-TRADED FD16.6K shares19.31%2025-12-312026-01-15 SCHF SCHWAB STRATEGIC TR27.5K shares0.00%2025-12-312026-01-15 AMZN AMAZON COM INC2.6K shares0.65%2025-12-312026-01-15 RDVY FIRST TR EXCHANGE TRADED FD8.1K shares65.10%2025-12-312026-01-15 NFLX NETFLIX INC5.3K shares970.65%2025-12-312026-01-15 XLE SELECT SECTOR SPDR TR10.8K shares100.20%2025-12-312026-01-15 FIXD FIRST TR EXCHNG TRADED FD VI8.9K shares-6.89%2025-12-312026-01-15 SCHX SCHWAB STRATEGIC TR14.2K shares0.00%2025-12-312026-01-15 DBMF LITMAN GREGORY FDS TR12.7K sharesnew addition2025-12-312026-01-15 WMT WALMART INC2.5K shares-0.08%2025-12-312026-01-15 HD HOME DEPOT INC759 shares0.26%2025-12-312026-01-15 SCHW SCHWAB CHARLES CORP2.1K shares0.70%2025-12-312026-01-15 TSLA TESLA INC467 shares-2.71%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available