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Jayce Lowe

Lighthouse Financial Services Inc Adv

Assets Managed
$475.897M
Holdings
102
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
7.34%(2Q avg: 4.65%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Lighthouse Financial Services Inc Adv's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 102 positions.

Assets under management

The assets under management (AUM) of Lighthouse Financial Services Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 475.897M in assets, with a quarterly growth rate of 7.34% and a 2-quarter average growth rate of 4.65%. The portfolio is managed by Jayce Lowe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -1.26%
14.87%
$70.754M
381,176 shares@ $185.63 avg price
XLF
Financial Select Sector Spdr
Recent Activity
Increased 2.1%
5.88%
$27.964M
510,470 shares@ $54.78 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 0.34%
4.9%
$23.309M
300,301 shares@ $77.62 avg price
XLV
Health Care Select Sector
Recent Activity
Increased 1.32%
4.87%
$23.161M
145,176 shares@ $159.55 avg price
VOX
Vanguard Communication Servi
Recent Activity
Increased 0.84%
4.52%
$21.472M
113,728 shares@ $188.8 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Decreased -0.62%
4.49%
$21.358M
116,480 shares@ $183.36 avg price
TOTL
Spdr Doubleline Tr Tact Etf
Recent Activity
Decreased -0.43%
4.17%
$19.801M
504,610 shares@ $39.24 avg price
XLY
Consumer Discretionary Selt
Recent Activity
Increased 1.17%
3.27%
$15.552M
131,700 shares@ $118.1 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 0.45%
2.54%
$12.075M
122,587 shares@ $98.51 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Decreased -0.68%
2.43%
$11.555M
399,816 shares@ $28.91 avg price

1-10 of 102