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Home > Institutional Investor > Lighthouse Financial Llc > Profile

Instuitional Investor - Lighthouse Financial Llc

Fund Profile
Filing Period:
Fund Name: Lighthouse Financial Llc
Portfolio Value $123,125,682
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 89,216 $11,980,817 9.73%
2.
Vanguard Scottsdale Funds
 139,256 $10,413,563 8.46%
3.
Invesco Qqq Tr
 18,870 $9,646,910 7.84%
4.
J P Morgan Exchange Traded F
 164,355 $9,266,320 7.53%
5.
Ishares Trust
 IEF 15,446 $9,092,769 7.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)