Lighthouse Financial Services Inc /adv
Lighthouse Financial Services Inc /adv reported 101 stocks worth $482M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are XLK (15.2%), XLF (5.7%) and XLV (5.1%). Compared with Q2 2026, the fund opened new positions in XOM, SGVT and SUB, added to XLF, XLV and BSV, trimmed XLK, AAPL and XLE and sold out of QCOM, XOM and SOLS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  XLK Select Sector Spdr TR | $73.2M | 15.2% | 374K | −7,090 (−2%) | 4 of 4 | |
| 2 |  XLF Select Sector Spdr TR | $27.5M | 5.7% | 515K | +4,126 (+1%) | 4 of 4 | |
| 3 |  XLV State Street | $24.5M | 5.1% | 145K | +177 (+0%) | 4 of 4 | |
| 4 |  BSV Vanguard Short-Term Bond ETF | $23.1M | 4.8% | 303K | +2,574 (+1%) | 4 of 4 | |
| 5 |  VOX Vanguard World FD | $22M | 4.6% | 115K | +1,629 (+1%) | 4 of 4 | |
| 6 |  XLI Select Sector Spdr TR | $19.5M | 4.0% | 117K | +464 (+0%) | 4 of 4 | |
| 7 |  TOTL Ssga Active ETF TR | $18.9M | 3.9% | 505K | No change | 4 of 4 | |
| 8 |  XLY State Strt Cons Dsry Slt | $14.6M | 3.0% | 134K | +2,066 (+2%) | 4 of 4 | |
| 9 |  AGG Ishares TR | $11.8M | 2.4% | 124K | +1,861 (+2%) | 4 of 4 | |
| 10 |  AAPL Apple Inc | $11.5M | 2.4% | 35K | −284 (−1%) | 4 of 4 |
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
Reported value
last 4 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 | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lighthouse Financial Services Inc /adv 13F FAQ
What does Lighthouse Financial Services Inc /adv own?
Lighthouse Financial Services Inc /adv reported 101 stocks worth $482M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are XLK (15.2%), XLF (5.7%) and XLV (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Lighthouse Financial Services Inc /adv buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 61 added to, 25 trimmed and 4 sold out. New positions include XOM, SGVT and SUB. It sold all of QCOM, XOM and SOLS.
When will Lighthouse Financial Services Inc /adv 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 Services Inc /adv's portfolio worth?
The Q3 2026 filing reports $482M 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.