Lighthouse Financial LLC
Annual return '25
+25.4%
SPY '25
+17.7%
Alpha
+7.7ptsvs SPY
Invested
$165.8M
Holdings
76
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
11.2%
02
$LQD
ISHARES TR
Held since at least Q1 2024
10.2%
03
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
9.3%
04
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
6.1%
05
$IVV
ISHARES TR
Held since at least Q1 2024
6.0%
06
$VCLT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
4.9%
07
$TCAF
T ROWE PRICE ETF INC
Held since at least Q1 2024
3.8%
08
$AMZN
AMAZON COM INC
Held since at least Q1 2024
3.3%
09
$LLY
ELI LILLY & CO
Held since at least Q1 2024
2.8%
10
$IVE
ISHARES TR
Held since at least Q1 2024
2.8%
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 08:05 UTC.