Portfolio (Quarterly) Guide ↗

Lighthouse Wealth Management Inc.

· CIK 0002042810

13F Portfolio $147M AUM 43 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 25 Added 8 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SCHW	SCHWAB CHARLES CORP	Financial Services	2,145	$214K	0.15%	SOLD
2	TSLA	TESLA INC	Consumer Cyclical	467	$210K	0.14%	SOLD

Sector Allocation

Financial Services 60.2%

Technology 15.5%

Healthcare 14.4%

Consumer Defensive 3.6%

Consumer Cyclical 3.3%

Communication Services 1.8%

Industrials 1.3%