Lighthouse Wealth Management Inc. Top Holdings and 13F Report (2025) About Lighthouse Wealth Management Inc.Investment ActivityLighthouse Wealth Management Inc. has $109.10 million in total holdings as of March 31, 2025.Lighthouse Wealth Management Inc. owns shares of 38 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.13% of the portfolio was purchased this quarter.About 0.64% of the portfolio was sold this quarter.This quarter, Lighthouse Wealth Management Inc. has purchased 36 new stocks and bought additional shares in 18 stocks.Lighthouse Wealth Management Inc. sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $14,494,159Invesco QQQ $12,705,162iShares Currency Hedged MSCI EAFE ETF $12,395,222Pacer US Cash Cows 100 ETF $10,699,617Schwab 1000 Index ETF $9,249,737 Largest New Holdings this Quarter 69374H360 - Pacer US Large Cap Cash Cows Growth Leaders ETF $300,572 Holding87283Q404 - T. Rowe Price Dividend Growth ETF $232,704 Holding Largest Purchases this Quarter FT Vest Laddered Buffer ETF 12,642 shares (about $375.34K)Pacer US Large Cap Cash Cows Growth Leaders ETF 9,762 shares (about $300.57K)T. Rowe Price Dividend Growth ETF 5,760 shares (about $232.70K)iShares Currency Hedged MSCI EAFE ETF 6,336 shares (about $229.93K)Schwab 1000 Index ETF 6,313 shares (about $169.95K) Largest Sales this Quarter Pacer Global Cash Cows Dividend ETF 4,555 shares (about $168.44K)Invesco S&P MidCap Quality ETF 1,312 shares (about $120.09K)Vanguard Intermediate-Term Bond ETF 1,381 shares (about $105.74K)Apple 339 shares (about $75.31K)Vanguard Short-Term Bond ETF 825 shares (about $64.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLighthouse Wealth Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$14,494,159$55,557 ▲0.4%518,38913.3%ETFQQQInvesco QQQ$12,705,162$115,821 ▲0.9%27,09511.6%FinanceHEFAiShares Currency Hedged MSCI EAFE ETF$12,395,222$229,934 ▲1.9%341,56011.4%ETFCOWZPacer US Cash Cows 100 ETF$10,699,617$158,804 ▲1.5%195,3919.8%ETFSCHKSchwab 1000 Index ETF$9,249,737$169,946 ▲1.9%343,6018.5%ETFIUSInvesco RAFI Strategic US ETF$8,509,343$91,859 ▲1.1%172,3947.8%ManufacturingXMHQInvesco S&P MidCap Quality ETF$6,952,372$120,088 ▼-1.7%75,9576.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,231,324$103,582 ▲2.5%159,1923.9%ETFSCHASchwab US Small-Cap ETF$3,659,900$56,513 ▲1.6%156,2063.4%ETFGCOWPacer Global Cash Cows Dividend ETF$3,372,132$168,444 ▼-4.8%91,1883.1%ETFHSCZiShares Currency Hedged MSCI EAFE Small-Cap ETF$2,969,041$149,376 ▲5.3%92,2062.7%ETFABBVAbbVie$2,087,238$3,143 ▼-0.2%9,9621.9%MedicalABTAbbott Laboratories$1,808,0200.0%13,6301.7%MedicalAAPLApple$1,286,200$75,306 ▼-5.5%5,7901.2%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$1,228,075$105,740 ▼-7.9%16,0391.1%ETFNVDANVIDIA$1,194,564$121,060 ▲11.3%11,0221.1%Computer and TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$1,037,457$29,139 ▲2.9%27,2371.0%ETFFVDFirst Trust Value Line Dividend Index Fund$1,023,478$16,052 ▼-1.5%22,9530.9%ETFBSVVanguard Short-Term Bond ETF$876,691$64,583 ▼-6.9%11,1990.8%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$875,145$13,333 ▲1.5%26,1240.8%ETFVDCVanguard Consumer Staples ETF$859,719$2,626 ▼-0.3%3,9290.8%ETFMSFTMicrosoft$842,986$3,378 ▼-0.4%2,2460.8%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$839,752$375,341 ▲80.8%28,2840.8%ETFJPSTJPMorgan Ultra-Short Income ETF$599,125$13,822 ▲2.4%11,8330.5%ETFHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$570,543$57,333 ▼-9.1%13,9020.5%ManufacturingAMZNAmazon.com$540,909$9,513 ▲1.8%2,8430.5%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$523,384$9,905 ▲1.9%5,6010.5%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$487,008$62,295 ▼-11.3%11,1090.4%ManufacturingNFLXNetflix$460,670$48,492 ▲11.8%4940.4%Consumer DiscretionaryIVEiShares S&P 500 Value ETF$441,3830.0%2,3160.4%ETFBRK.BBerkshire Hathaway$417,0100.0%7830.4%FinanceSCHXSchwab US Large-Cap ETF$313,5800.0%14,2020.3%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$300,572$300,572 ▲New Holding9,7620.3%ETFHDHome Depot$280,140$37,401 ▲15.4%7640.3%Retail/WholesaleRDVYFirst Trust Rising Dividend Achievers ETF$279,236$14,635 ▼-5.0%4,7700.3%ManufacturingETNEaton$243,5600.0%8960.2%IndustrialsTDVGT. Rowe Price Dividend Growth ETF$232,704$232,704 ▲New Holding5,7600.2%ETFWMTWalmart$216,3150.0%2,4640.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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