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| Lighthouse Financial LLC
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|---|---|
| CRD # | 137277 |
| SEC # | 801-128475 |
| CIK # | 0002057556 |
| AUM | 755.6 M (2026-06-02) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 727-490-5797 |
| Address | 4020 Park Street N Saint Petersburg, FL 33709 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 18.4 | ||
| Amazon Com Inc | 5.5 | ||
| Lilly Eli & Co | 4.7 | ||
| GS Acquisition Holdings Corp | 4.1 | ||
| Apple Inc | 3.8 | ||
| Microsoft Corp | 3.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.5 | ||
| Alphabet Inc | 3.5 | ||
| Vertex Pharmaceuticals Inc / Ma | 2.8 | ||
| Broadcom Inc | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 27.8 |
| (b) Individuals (high net worth individuals) | 48 | 711.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 15.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 337 | 755.6 |
| By Discretionary | ||
| Discretionary | 334 | 205.4 |
| Non-Discretionary | 3 | 550.2 |
| Total | 337 | 755.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 755.6 | |
| Total | 337 | 755.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002057556] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Retail |
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