13F Filings History of Lighthouse Wealth Management Inc.

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$146,369,155
Signature - Title
Katie Brown - Investment Advisor Representative
Location
Ashland, OH
Summary
This page shows a list of all the recent 13F filings made by Lighthouse Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lighthouse Wealth Management Inc. reported 43 stock holdings with total value $146,369,155 as of Q4 2025. Top holdings included AKRE, QQQ, HEFA, SCHK, and SCHD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 43 $146,369,155 +$23,760,871 -$2,089,771 +$21,671,100 AKRE, QQQ, HEFA, SCHK, SCHD 13F-HR 15 Jan 2026, 10:37
Q3 2025 44 $123,177,315 +$5,462,773 -$4,869,184 +$593,589 QQQ, HEFA, SCHD, SCHK, COWZ 13F-HR 20 Oct 2025, 11:13
Q2 2025 41 $115,541,020 +$4,590,654 -$4,298,497 +$292,157 QQQ, SCHD, HEFA, COWZ, SCHK 13F-HR 14 Jul 2025, 12:46
Q1 2025 38 $109,103,473 +$2,322,674 -$693,623 +$1,629,051 SCHD, QQQ, HEFA, COWZ, SCHK 13F-HR 22 Apr 2025, 11:06
Q4 2024 36 $109,197,590 $0 $0 $0 SCHD, QQQ, HEFA, COWZ, SCHK 13F-HR 22 Jan 2025, 11:34