Lighthouse Wealth Management Inc.

CIK

2042810

Location

ASHLAND, OH

Portfolio Value

Micro $828,650

Diversification

Highly concentrated

Filing Date

Global Rank

#7,191 / 8,232 ▲ 202

Top Industry

Drug Manufacturers - General 21.3%

3Y Alpha vs SPY

-1.8%

Period ended 2 months ago

Filed Apr 23, 2026 · 51d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+23.6%

SPY

+23.4%

Annualised alpha

+0.1%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

58.4%

+1.2 pts

Top 5

84.6%

−0.7 pts

Top 10

96.9%

+0.5 pts

HHI

3,630

Highly concentrated+117

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.3%	$15,120,044	2
Technology	15.3%	$3,889,956	3
Healthcare	14.2%	$3,611,301	2
Consumer Defensive	3.6%	$911,842	1
Consumer Cyclical	3.3%	$828,650	2
Communication Services	1.8%	$446,905	1
Financial Services	1.4%	$359,879	1
Industrials	1.3%	$320,472	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+4,805	7,337	$911,842
QQQ	Invesco Qqq Trust, Series 1	+1,160	25,806	$14,894,707
AMZN	Amazon Com Inc	+128	2,777	$578,365
HD	Home Depot, Inc.	+2	761	$250,285
AAPL	Apple Inc.	+1	5,359	$1,360,060
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−641	4,648	$446,905
NVDA	Nvidia Corp	−622	9,807	$1,710,340
MSFT	Microsoft Corp	−145	2,214	$819,556
BRK-B	Berkshire Hathaway Inc	−3	751	$359,879
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GBTC	Grayscale Bitcoin Trust ETF	4,271	$225,337
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
SCHW	Schwab Charles Corp	2,145	$214,306
TSLA	Tesla, Inc.	467	$210,019
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $828,650 total · Consumer Cyclical only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,777	+128	$578,365	−5.4%	69.80%
HD	Home Depot, Inc. Consumer Cyclical	Added	761	+2	$250,285	−4.2%	30.20%