LIGHTHOUSE FINANCIAL SERVICES INC /ADV — 13F holdings

LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported 102 holdings worth $476M in its 13F filing for Q2 2026, filed July 16, 2026.

Largest positions

  1. XLK SELECT SECTOR SPDR TR — $70.8M (14.9%)
  2. XLF SELECT SECTOR SPDR TR — $28.0M (5.9%)
  3. BSV VANGUARD BD INDEX FDS — $23.3M (4.9%)
  4. XLV SELECT SECTOR SPDR TR — $23.2M (4.9%)
  5. VOX VANGUARD WORLD FD — $21.5M (4.5%)
  6. XLI SELECT SECTOR SPDR TR — $21.4M (4.5%)
  7. TOTL SSGA ACTIVE ETF TR — $19.8M (4.2%)
  8. XLY SELECT SECTOR SPDR TR — $15.6M (3.3%)
  9. AGG ISHARES TR — $12.1M (2.5%)
  10. SPTS SPDR SERIES TRUST — $11.6M (2.4%)