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Greg Emmons

Lighthouse Wealth Management Inc.

Assets Managed
$147.17M
Holdings
43
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
0.55%(2Q avg: 9.69%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Lighthouse Wealth Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Lighthouse Wealth Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 147.17M in assets, with a quarterly growth rate of 0.55% and a 2-quarter average growth rate of 9.69%. The portfolio is managed by Greg Emmons, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 4.71%
10.13%
$14.895M
25,806 shares@ $577.19 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
Increased 3.6%
9.95%
$14.642M
344,555 shares@ $42.5 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 1.77%
9.5%
$13.973M
455,446 shares@ $30.68 avg price
SCHK
Schwab 1000 Index Etf
Recent Activity
Increased 4.35%
8.34%
$12.271M
391,661 shares@ $31.34 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 0.74%
7.16%
$10.527M
168,264 shares@ $62.56 avg price
IUS
Invesco Rafi Strategic Us Et
Recent Activity
Increased 2.76%
6.87%
$10.11M
174,573 shares@ $57.92 avg price
GCOW
Pacer Global Cash Cows Divid
Recent Activity
Increased 45.2%
5.76%
$8.473M
183,239 shares@ $46.25 avg price
AKRE
Akre Focus Etf
Recent Activity
Decreased -42.44%
5.75%
$8.454M
159,964 shares@ $52.85 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 24.98%
5.19%
$7.629M
250,135 shares@ $30.51 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Decreased -0.19%
4.16%
$6.117M
59,171 shares@ $103.38 avg price

1-10 of 43