§ 13F · FUND PROFILE
Lighthouse Wealth Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 43Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$146.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AKRE | PROFESIONALLY MANAGED PORTFO | 278K | $18.2T | 12.4% | NEW |
| 2 | QQQ | INVESCO QQQ TR | 25K | $15.1T | 10.3% | NEW |
| 3 | HEFA | ISHARES TR | 333K | $13.8T | 9.4% | NEW |
| 4 | SCHK | SCHWAB STRATEGIC TR | 375K | $12.3T | 8.4% | NEW |
| 5 | SCHD | SCHWAB STRATEGIC TR | 448K | $12.3T | 8.4% | NEW |
| 6 | COWZ | PACER FDS TR | 167K | $10.1T | 6.9% | NEW |
| 7 | IUS | INVESCO EXCH TRD SLF IDX FD | 170K | $9.7T | 6.6% | NEW |
| 8 | XMHQ | INVESCO EXCHANGE TRADED FD T | 59K | $6.1T | 4.1% | NEW |
| 9 | SCHV | SCHWAB STRATEGIC TR | 200K | $5.9T | 4.0% | NEW |
| 10 | GCOW | PACER FDS TR | 126K | $5.2T | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIGHTHOUSE SIGNAL
AC read
Lighthouse Wealth Management Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed