Lighthouse-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SMCI",
  "ABT",
  "ABBV",
  "BABA",
  "LOW",
  "QS",
  null,
  null,
  "U",
  null,
  "META",
  "IVW",
  null,
  "MSFT",
  "GE",
  "ANET",
  "ORCL",
  "NOC",
  "PANW",
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GEHC",
  "PFE",
  "PG",
  "PSTG",
  "AMGN",
  null,
  null,
  "VWO",
  "IWO",
  "TSM",
  "VRTX",
  "VRT",
  "AMD",
  "FSLR",
  "NVO",
  null,
  "AMZN",
  "IVE",
  null,
  null,
  null,
  null,
  "VT",
  "VOO",
  "VFF",
  "BIIB",
  "MGM",
  "TTD",
  null,
  "GEV",
  "MELI",
  "BRK-B",
  "BA",
  "CSCO",
  "COP",
  "CVS",
  "RSP",
  "EFA",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 70
Total Value: 115860508
Accession Number: 0002057556-25-000002
Form Type: 13F-HR
CIK: lighthouse-financial
Manager Name: Lighthouse-Financial

Data Enrichment

80% identified

56 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

70 positions • $115.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:862

Value:$443.0K

% of Portfolio:0.4% ($443.0K/$115.9M)

464287788

Shares:3.9K

Value:$440.1K

% of Portfolio:0.4% ($440.1K/$115.9M)

464287556

Shares:3.2K

Value:$410.6K

% of Portfolio:0.4% ($410.6K/$115.9M)

81369Y605

Shares:7.8K

Value:$389.1K

% of Portfolio:0.3% ($389.1K/$115.9M)

316092790

Shares:6.0K

Value:$385.0K

% of Portfolio:0.3% ($385.0K/$115.9M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:11.0K

Value:$376.6K

% of Portfolio:0.3% ($376.6K/$115.9M)

464287242

Shares:3.3K

Value:$358.7K

% of Portfolio:0.3% ($358.7K/$115.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.5K

Value:$357.4K

% of Portfolio:0.3% ($357.4K/$115.9M)

464287697

Shares:3.5K

Value:$355.0K

% of Portfolio:0.3% ($355.0K/$115.9M)

Palo Alto Networks Inc

PANW|697435105

Shares:2.0K

Value:$344.7K

% of Portfolio:0.3% ($344.7K/$115.9M)

Arista Networks, Inc.

ANET|040413205

Shares:4.3K

Value:$337.0K

% of Portfolio:0.3% ($337.0K/$115.9M)

46137V357

RSP|46137V357

Shares:1.8K

Value:$317.0K

% of Portfolio:0.3% ($317.0K/$115.9M)

PFIZER INC

PFE|717081103

Shares:11.4K

Value:$287.9K

% of Portfolio:0.2% ($287.9K/$115.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.7K

Value:$285.1K

% of Portfolio:0.2% ($285.1K/$115.9M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.7K

Value:$284.6K

% of Portfolio:0.2% ($284.6K/$115.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.4K

Value:$272.3K

% of Portfolio:0.2% ($272.3K/$115.9M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.1K

Value:$268.2K

% of Portfolio:0.2% ($268.2K/$115.9M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:3.3K

Value:$264.5K

% of Portfolio:0.2% ($264.5K/$115.9M)

FIRST SOLAR, INC.

FSLR|336433107

Shares:2.1K

Value:$260.4K

% of Portfolio:0.2% ($260.4K/$115.9M)

BOEING CO

BA|097023105

Shares:1.4K

Value:$242.2K

% of Portfolio:0.2% ($242.2K/$115.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	862	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$443.0K	0.4% ($443.0K/$115.9M)	QoQ -4.62% (-$21.5K) YoY-
(cusip464287788)✕	3.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$440.1K	0.4% ($440.1K/$115.9M)	QoQ +2.05% (+$8.9K) YoY-
(cusip464287556)✕	3.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$410.6K	0.4% ($410.6K/$115.9M)	QoQ -3.25% (-$13.8K) YoY-
(cusip81369Y605)✕	7.8K	QoQ -6.01% (-500) YoY-	All Managers (Combined)	$389.1K	0.3% ($389.1K/$115.9M)	QoQ -3.13% (-$12.6K) YoY-
(cusip316092790)✕	6.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$385.0K	0.3% ($385.0K/$115.9M)	QoQ -1.94% (-$7.6K) YoY-
Super Micro Computer, Inc.(SMCIcusip86800U302)	11.0K	QoQ NEW(+11.0K) YoY-	All Managers (Combined)	$376.6K	0.3% ($376.6K/$115.9M)	QoQ NEW(+$376.6K) YoY-
(cusip464287242)✕	3.3K	QoQ NEW(+3.3K) YoY-	All Managers (Combined)	$358.7K	0.3% ($358.7K/$115.9M)	QoQ NEW(+$358.7K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.5K	QoQ +0.55% (+8) YoY-	All Managers (Combined)	$357.4K	0.3% ($357.4K/$115.9M)	QoQ +2.89% (+$10.1K) YoY-
(cusip464287697)✕	3.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$355.0K	0.3% ($355.0K/$115.9M)	QoQ +5.41% (+$18.2K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	2.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$344.7K	0.3% ($344.7K/$115.9M)	QoQ -6.22% (-$22.9K) YoY-
Arista Networks, Inc.(ANETcusip040413205)	4.3K	QoQ +0.13% (-6) YoY-	All Managers (Combined)	$337.0K	0.3% ($337.0K/$115.9M)	QoQ -29.80% (-$143.1K) YoY-
(RSPcusip46137V357)	1.8K	QoQ -5.18% (-100) YoY-	All Managers (Combined)	$317.0K	0.3% ($317.0K/$115.9M)	QoQ -6.26% (-$21.2K) YoY-
PFIZER INC(PFEcusip717081103)	11.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$287.9K	0.2% ($287.9K/$115.9M)	QoQ -4.48% (-$13.5K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	1.7K	QoQ -15.20% (-300) YoY-	All Managers (Combined)	$285.1K	0.2% ($285.1K/$115.9M)	QoQ -13.80% (-$45.7K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	2.7K	QoQ +7.96% (+200) YoY-	All Managers (Combined)	$284.6K	0.2% ($284.6K/$115.9M)	QoQ +14.33% (+$35.7K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$272.3K	0.2% ($272.3K/$115.9M)	QoQ +4.23% (+$11.1K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$268.2K	0.2% ($268.2K/$115.9M)	QoQ -5.49% (-$15.6K) YoY-
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	3.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$264.5K	0.2% ($264.5K/$115.9M)	QoQ +3.23% (+$8.3K) YoY-
FIRST SOLAR, INC.(FSLRcusip336433107)	2.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$260.4K	0.2% ($260.4K/$115.9M)	QoQ -28.26% (-$102.6K) YoY-
BOEING CO(BAcusip097023105)	1.4K	QoQ -9.55% (-150) YoY-	All Managers (Combined)	$242.2K	0.2% ($242.2K/$115.9M)	QoQ -12.85% (-$35.7K) YoY-