LIGHTHOUSE FINANCIAL SERVICES INC /ADV

Position in NDAQ — Nasdaq, Inc.

CIK 1068979 BREA, CA

Position in NDAQ

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,124,976

+$509,600 QoQ

Shares Held

39,647

+28.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.84%

of 13F equity value

Holder Rank

#341

of 1,076 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $6,017,185 across 3 Financial Data & Stock Exchanges names. NDAQ ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NDAQ	Nasdaq, Inc. This page	39,647	$3,124,976
2	SPGI	S&P Global Inc.	4,498	$1,639,442
3	ICE	Intercontinental Exchange, Inc.	10,176	$1,252,767

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,124,976	39,647	+28.7%	Shares	Sole	2026-07-16
2026-03-31	$2,615,376	30,809	+9.7%	Shares	Sole	2026-04-15
2025-12-31	$2,728,964	28,096	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.