Lighthouse Financial Services Inc. has filed its Form 13F-HR, disclosing the equity securities held by the firm as of the close of business on September 30, 2026. The filing lists Jayce A. Lowe, a Wealth Manager and Partner, as the person responsible for the report.
The portfolio consists of 149 individual equity positions, with the largest holdings including Netflix Inc., which comprises 76,276 shares, and Uber Technologies Inc., with 54,516 shares. Other significant positions include United Parcel Service Inc. Class B (4,302 shares), United Rentals Inc. (1,979 shares), and Valero Energy Corp. (1,211 shares).
The filing also details a substantial allocation to exchange-traded funds (ETFs). The top ETF holdings include Invesco QQQ Trust (1,848 shares), iShares Core U.S. Aggregate Bond ETF (124,448 shares), and the SPDR S&P 500 ETF Trust (109,366 shares). The report also lists several Select Sector SPDR ETFs, including the Technology ETF (374,086 shares), the Financials ETF (514,596 shares), and the Energy ETF (148,917 shares).
The filing indicates that all positions are held in a sole voting capacity, with no shared investment power reported for the listed holdings.
