Lighthouse Wealth Management Inc.
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.8ptsvs SPY
Invested
$147.2M
Holdings
45
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
10.1%
02
$HEFA
ISHARES TR
Held since at least Q1 2024
9.9%
03
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
9.5%
04
$SCHK
SCHWAB STRATEGIC TR
Held since at least Q1 2024
8.3%
05
$COWZ
PACER FDS TR
Held since at least Q1 2024
7.2%
06
$IUS
INVESCO EXCH TRD SLF IDX FD
Held since at least Q1 2024
6.9%
07
$GCOW
PACER FDS TR
Held since at least Q1 2024
5.8%
08
$AKRE
PROFESIONALLY MANAGED PORTFO
Held since at least Q1 2024
5.7%
09
$SCHV
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.2%
10
$XMHQ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
4.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:43 UTC.