Lighthouse Wealth Management Inc.
•CIK: 2042810•Filing: Q4 2025
**Lighthouse Wealth Management Inc.** manages $146M across a diversified portfolio of 43 positions. The firm exhibits notable concentration in technology and dividend-focused equities, with top holdings including AKRE at $18.2M and NDQ at $15.1M. Further significant allocations are directed toward HEFA ($13.8M) and SCHK ($12.3M), indicating a strategic tilt toward growth and income generation. This positioning suggests a disciplined, core-satellite approach within the current market cycle.
Total AUM
$146.4M
QoQ Performance
+18.8%
Positions
29
Top 10 Concentration
74.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AKRE
NDQ
HEFA
SCHK
SCHD
COWZ
IUS
AKRE12.4%
NDQ10.3%
HEFA9.4%
SCHK8.4%
SCHD8.4%
COWZ6.9%
IUS6.6%
XMHQ4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.7%
Technology3.1%
Healthcare2.8%
Consumer0.9%
Communication0.3%
Financial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑23 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024