Lighthouse Financial Services Inc /ADV has disclosed its latest investment holdings in a recent SEC filing, revealing a portfolio valued at approximately $481.6 million as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategies and positions within the financial services industry.

Based in Brea, California, Lighthouse Financial Services is categorized under the financial services sector. The company has been active in filing various reports with the SEC, including multiple 13F-HR forms, which detail its holdings and investment activities. The latest filing, dated November 2, 2026, follows previous submissions made throughout the year.

Background

Lighthouse Financial Services Inc /ADV, with a Central Index Key (CIK) of 0001068979, operates in the financial services sector. The company has been consistent in reporting its holdings, with its recent filings including:

  • November 2, 2026 - 13F-HR
  • July 16, 2026 - 13F-HR
  • April 15, 2026 - 13F-HR
  • February 3, 2026 - 13F-HR

What the Filing Says

The recent SEC filing reveals that Lighthouse Financial Services holds a total of 101 positions with a combined value of $481,591,788. The filing was signed by Jayce A. Lowe, a Wealth Manager and Partner at the firm, indicating the company's commitment to transparency in its investment activities.

Impact

This update may have implications for investors and analysts monitoring the financial services sector. The diverse portfolio includes significant investments in major companies such as Apple Inc., Amazon.com Inc., and Microsoft Corp., showcasing Lighthouse's strategic focus on leading technology and consumer companies. Such investments may reflect broader trends in asset management and investment strategies within the industry.

What's Next

The filing does not specify what happens next for Lighthouse Financial Services. However, continued monitoring of their investment activities may provide further insights into their strategic direction and performance in the financial services sector.