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| Happy Holidays!! thanks for using AUM13F!! |
| Lighthouse Financial LLC
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| CRD # | 137277 |
| SEC # | 801-128475 |
| CIK # | 0002057556 |
| AUM | $604.6 M (2025-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 727-490-5797 |
| Address | 1679 Indian Rocks Rd S Largo, FL 33774-1026 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002057556 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 16.3 | ||
| Lilly Eli & Co | 3.5 | ||
| Amazon Com Inc | 3.3 | ||
| Microsoft Corp | 2.9 | ||
| Apple Inc | 2.3 | ||
| General Electric Co | 2.2 | ||
| Alphabet Inc | 2.2 | ||
| Trade Desk Inc | 2.1 | ||
| GS Acquisition Holdings Corp | 1.9 | ||
| Vertex Pharmaceuticals Inc / Ma | 1.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.4 | ||
| Facebook Inc | 1.3 | ||
| Novo Nordisk A S | 1.1 | ||
| GE Vernova Inc | 1.0 | ||
| Northrop Grumman Corp /DE/ | 1.0 | ||
| MercadoLibre Inc | 0.9 | ||
| Amgen Inc | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 22.8 |
| (b) Individuals (high net worth individuals) | 44 | 567.5 |
| (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 | 14.3 |
| (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 | 300 | 604.6 |
| By Discretionary | ||
| Discretionary | 299 | 173.3 |
| Non-Discretionary | 1 | 431.3 |
| Total | 300 | 604.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 604.6 | |
| Total | 300 | 604.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002057556] |
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0.6 | |
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