Lighthouse Financial
Lighthouse Financial reported 96 stocks worth $222M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VCSH (13.4%), NVDA (11.9%) and QQQ (4.6%). Compared with Q2 2026, the fund opened new positions in MOG.A, XOM and VTES, added to VCSH, NVDA and TCAF, trimmed QQQ, LQD and IVV and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VCSH Vanguard Scottsdale Fds | $29.8M | 13.4% | 385K | +172K (+81%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $26.5M | 11.9% | 116K | +7,890 (+7%) | 8 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $10.2M | 4.6% | 14K | −3,456 (−20%) | 8 of 8 | |
| 4 |  LQD Ishares Iboxx Invt Grade | $10.2M | 4.6% | 99K | −41K (−29%) | 7 of 8 | |
| 5 |  TCAF T. Rowe Price Capital Appreciation Equity ETF | $9M | 4.0% | 212K | +35K (+20%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $7.5M | 3.4% | 23K | +8,070 (+55%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $6.8M | 3.0% | 27K | +1,493 (+6%) | 8 of 8 | |
| 8 |  LLY Eli Lilly & Co | $6.6M | 3.0% | 5,747 | +558 (+11%) | 8 of 8 | |
| 9 |  IVV Ishares TR | $6.4M | 2.9% | 8,405 | −6,337 (−43%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $6.3M | 2.8% | 12K | +2,055 (+20%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $750K | 5,489 |
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lighthouse Financial 13F FAQ
What does Lighthouse Financial own?
Lighthouse Financial reported 96 stocks worth $222M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VCSH (13.4%), NVDA (11.9%) and QQQ (4.6%). The table above lists every position in the filing (the top 10 without an account).
What did Lighthouse Financial buy and sell in Q3 2026?
Compared with Q2 2026: 21 new positions, 36 added to, 17 trimmed and 1 sold out. New positions include MOG.A, XOM and VTES. It sold all of XOM.
When will Lighthouse Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lighthouse Financial's portfolio worth?
The Q3 2026 filing reports $222M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.