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Kelly Myers

Lighthouse Financial Llc

Assets Managed
$165.845M
Holdings
74
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
8.39%(2Q avg: 4.7%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Lighthouse Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Lighthouse Financial Llc 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 165.845M in assets, with a quarterly growth rate of 8.39% and a 2-quarter average growth rate of 4.7%. The portfolio is managed by Kelly Myers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 7.2%
11.16%
$18.505M
105,770 shares@ $174.96 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 79.67%
10.17%
$16.866M
154,747 shares@ $108.99 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 10.81%
9.32%
$15.448M
194,884 shares@ $79.28 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 5.09%
6.06%
$10.044M
17,402 shares@ $577.18 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.36%
5.97%
$9.897M
15,151 shares@ $653.22 avg price
VCLT
Vanguard Long-term Corp Bond
Recent Activity
Increased 0.01%
4.92%
$8.155M
109,138 shares@ $74.73 avg price
TCAF
T Rowe Prc Cap Appreciation
Recent Activity
Increased 29.2%
3.78%
$6.26M
175,896 shares@ $35.59 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 10.8%
3.34%
$5.534M
26,572 shares@ $208.27 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 11.43%
2.85%
$4.726M
5,138 shares@ $919.77 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -9.55%
2.84%
$4.695M
22,235 shares@ $211.15 avg price

1-10 of 74