LIGHTHOUSE FINANCIAL SERVICES INC /ADV
Top Portfolio Positions
77 positions ·
$147,673,082 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
35,125 | $8,914,373 | 6.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,297 | $5,836,605 | 3.95% | |
| NFLX |
Netflix Inc
Communication Services
|
57,787 | $5,556,220 | 3.76% | |
| MSFT |
Microsoft Corp
Technology
|
13,431 | $4,971,753 | 3.37% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
60,964 | $4,730,196 | 3.20% | |
| AVGO |
Broadcom Inc.
Technology
|
15,199 | $4,704,242 | 3.19% | |
| V |
Visa Inc.
Financial Services
|
15,360 | $4,642,406 | 3.14% | |
| DELL |
Dell Technologies Inc.
Technology
|
27,233 | $4,469,752 | 3.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,843 | $4,340,971 | 2.94% | |
| UBER |
Uber Technologies, Inc
Technology
|
54,492 | $3,919,609 | 2.65% |
Portfolio Trend
2 quarters · across all stocks
Holdings in SPXX
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,754,715 | 109,192 | Shares | Sole | 2026-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||