Lighthouse Financial Services Inc. ETF holdings
Brea, CA
Reported $307.8M in 24 ETFs in its Form 13F for June 30, 2026.
ETF value
$307.8M
ETFs held
24
Change from prior quarter
+6.7%
With price moves
ETFs as a share of its 13F
64.7%
of $475.9M
Top 10 of 24 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| XLK | State Street Technology Select Sector SPDR ETF | $70.8M | 381,176 | −4,880 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $28.0M | 510,470 | +10,452 shares |
| BSV | Vanguard Short-Term Bond ETF | $23.3M | 300,301 | +998 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $23.2M | 145,176 | +1,884 shares |
| VOX | Vanguard Communication Services ETF | $21.5M | 113,728 | +945 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $21.4M | 116,480 | −735 shares |
| TOTL | State Street DoubleLine Total Return Tactical ETF | $19.8M | 504,610 | −2,195 shares |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $15.6M | 131,700 | +1,512 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $12.1M | 122,587 | +538 shares |
| SPTS | State Street SPDR Portfolio Short Term Treasury Index ETF | $11.6M | 399,816 | −2,770 shares |
14 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) 0001068979. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lighthouse Financial Services Inc. own?
Lighthouse Financial Services Inc. reported 24 ETF positions worth $307.8M in its Form 13F for June 30, 2026. The largest was XLK, at $70.8M.
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.