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Lighthouse Financial LLC
Lighthouse Financial LLC is a US-based registered investment adviser headquartered in Westerly, Rhode Island. Founded in 1999, the firm provides financial advisory and investment management services, primarily serving individual investors including both high net worth and other individuals. The firm is relatively small, with about 8 employees, and emphasizes integrity, competence, and confidentiality in client relationships. Lighthouse Financial puts clients' interests first, is transparent about revenue sources, and has no sales quotas, ensuring objectivity in providing financial advice. The firm’s team focuses on delivering personalized service, ongoing professional development, and collaboration with other professionals to enhance client outcomes.
Investment Strategy
Lighthouse Financial LLC delivers customized investment management and comprehensive financial advisory solutions mainly for individual clients, including high net worth individuals. The firm employs a client-centric approach, tailoring investment decisions to each client’s specific financial goals and needs. The team uses current technology and regular training to support a disciplined investment process that analyzes and compares alternatives to identify suitable investments. The firm prioritizes transparency, confidentiality, and coordination with other advisors, aiming for stable and consistent long-term results.
Latest 13F Filing Activity
Lighthouse Financial LLC filed their most recent 13F report on Jun 30, 2025 disclosing 68 equity positions with a total 13F market value of $131M. The fund increased holdings in Nvidia Corporation, Ishares TR, Invesco QQQ TR among other positions. Lighthouse Financial LLC reduced exposure to Ishares TR, Unity Software Inc., Novo-nordisk A S among others.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 12.48% | $16.3M | 103,167 | $133.74 | $157.99 | +$5.8M |
Q QQQ | INVESCO QQQ TR | 7.83% | $10.2M | 18,539 | $511.23 | $551.64 | +$1.5M |
V VCSH | VANGUARD SCOTTSDALE FDS | 7.71% | $10.1M | 126,737 | $78.37 | $79.50 | +$915.2K |
V VCLT | VANGUARD SCOTTSDALE FDS | 7.60% | $9.9M | 130,698 | $74.78 | $75.90 | -$43.5K |
I IVV | ISHARES TR | 7.24% | $9.5M | 15,229 | $588.68 | $620.90 | +$792.3K |
Industry Allocation
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