Lighthouse Financial LLC ETF holdings
Largo, FL
Reported $97.8M in 25 ETFs in its Form 13F for June 30, 2026.
ETF value
$97.8M
ETFs held
25
Change from prior quarter
+6.0%
With price moves
ETFs as a share of its 13F
50.8%
of $192.7M
Top 10 of 25 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VCSH | Vanguard Short-Term Corporate Bond ETF | $16.9M | 213,414 | +18,530 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $15.3M | 140,443 | −14,304 shares |
| QQQ | Invesco QQQ Trust | $12.7M | 17,208 | −194 shares |
| IVV | iShares Core S&P 500 ETF | $11.0M | 14,742 | −409 shares |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | $7.3M | 177,289 | +1,393 shares |
| VCLT | Vanguard Long-Term Corporate Bond ETF | $7.3M | 96,703 | −12,435 shares |
| IVE | iShares S&P 500 Value ETF | $4.4M | 19,160 | −3,075 shares |
| IYH | iShares U.S. Healthcare ETF | $4.2M | 63,024 | −199 shares |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $3.4M | 54,509 | −13,444 shares |
| IVW | iShares S&P 500 Growth ETF | $3.2M | 23,214 | −204 shares |
15 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002057556. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lighthouse Financial LLC own?
Lighthouse Financial LLC reported 25 ETF positions worth $97.8M in its Form 13F for June 30, 2026. The largest was VCSH, at $16.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.