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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Lighthouse Wealth Management Inc.

Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0002042810-25-000007

Total Value
$123.2M
Positions
44
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (44)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ24,698$14.8M12.04%
2ISHARES TR46434V803324,495$12.9M10.43%
3SCHWAB STRATEGIC TR808524797457,715$12.5M10.14%
4SCHWAB STRATEGIC TR808524722359,078$11.5M9.36%
5PACER FDS TR69374H881167,544$9.6M7.82%
6INVESCO EXCH TRD SLF IDX FDIVZ169,437$9.4M7.59%
7INVESCO EXCHANGE TRADED FD TIVZ59,685$6.3M5.09%
8SCHWAB STRATEGIC TR808524409185,111$5.4M4.37%
9PACER FDS TR69374H709120,974$4.8M3.89%
10SCHWAB STRATEGIC TR808524607142,254$4.0M3.22%
11ISHARES TR46435G83994,242$3.5M2.88%
12ABBVIE INCABBV9,964$2.3M1.87%
13PACER FDS TR69374H36051,773$1.9M1.53%
14NVIDIA CORPORATIONNVDA9,863$1.8M1.49%
15ABBOTT LABSABLZF13,624$1.8M1.48%
16RBB FUND TRUST75526L88640,362$1.8M1.45%
17APPLE INCAAPL5,699$1.5M1.18%
18T ROWE PRICE ETF INC87283Q10729,339$1.4M1.16%
19MICROSOFT CORPMSFT2,387$1.2M1.00%
20VANGUARD BD INDEX FDS92193781915,593$1.2M0.99%
21FIRST TR EXCHANGE-TRADED FD33734H10622,774$1.1M0.85%
22T ROWE PRICE ETF INC87283Q40422,338$981,9600.80%
23FIRST TR EXCHNG TRADED FD VI33740F75529,329$980,1750.80%
24FIRST TR EXCHANGE-TRADED FD33691710921,487$932,7510.76%
25VANGUARD WORLD FD92204A2073,924$838,6520.68%
26T ROWE PRICE ETF INC87283Q78433,646$820,6230.67%
27FIRST TR EXCHANGE-TRADED FD33741X10221,582$820,5510.67%
28VANGUARD BD INDEX FDS9219378279,747$769,1180.62%
29SCHWAB STRATEGIC TR80852480527,549$641,3410.52%
30NETFLIX INCNFLX494$592,2660.48%
31FIRST TR EXCHANGE-TRADED FD33738D40813,939$586,1430.48%
32AMAZON COM INCAMZN2,632$577,9080.47%
33SELECT SECTOR SPDR TR81369Y5065,412$483,4820.39%
34ISHARES TR4642874082,060$425,4110.35%
35FIRST TR EXCHNG TRADED FD VI33740F8059,561$424,6850.34%
36BERKSHIRE HATHAWAY INC DELBRK-A754$379,0660.31%
37SCHWAB STRATEGIC TR80852420114,202$374,0810.30%
38EATON CORP PLCETN896$335,3280.27%
39FIRST TR EXCHANGE TRADED FD33738R5064,879$328,1620.27%
40HOME DEPOT INCHD757$306,5470.25%
41WALMART INCWMT2,534$261,1540.21%
42SCHWAB STRATEGIC TR8085246562,775$218,1150.18%
43TESLA INCTSLA480$213,4660.17%
44SCHWAB CHARLES CORPSCHW-PJ2,130$203,3070.17%