Lighthouse Financial LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 98 securities held by the firm.
The portfolio includes a mix of large-cap technology companies, healthcare providers, and exchange-traded funds. Major holdings include NVIDIA Corporation, which is listed with 11,586,963 shares, and Apple Inc., with 22,666 shares. Other significant positions include Microsoft Corporation (12,201 shares), Eli Lilly & Co. (5,747 shares), and Johnson & Johnson (1,999 shares).
The filing also details several exchange-traded funds, including the Invesco QQQ Trust Unit Series 1 (13,752 shares), the iShares Core S&P 500 ETF (8,405 shares), and the iShares U.S. Healthcare ETF (64,026 shares). Additionally, the portfolio includes positions in Meta Platforms Inc. (805 shares), Tesla Inc. (4,897 shares), and Visa Inc. (510 shares).
The report lists E. Wren Green as the compliance consultant for the filing and indicates that the firm is based in Largo, Florida.
