Lighthouse Financial LLC
RIA/Wealth
Lighthouse Financial LLC is a RIA/Wealth based in Wilmington, DE led by Kenneth Paul Brackett, managing $151.5M across 75 long positions as of Q3 2025 with 56% ETF concentration and 61% concentrated in top 10 holdings.
Managing PartnerKenneth Paul Brackett
- Portfolio Value
- $151.5M
- Positions
- 75
- Top Holding
- NVDA at 12.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Lighthouse Financial LLC's portfolio (61.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $18.5M | 12.22% | -$742.0K Sold | 0.00% 99.2K shares | |
ETF ETF | $13.6M | 8.97% | +$3.5M Bought | — 170.0K shares | |
ETF ETF | $10.8M | 7.14% | -$309.2K Sold | — 18.0K shares | |
ETF ETF | $10.2M | 6.73% | — | — 15.2K shares | |
ETF ETF | $9.5M | 6.26% | -$213.9K Sold | — 164.9K shares | |
ETF ETF | $8.8M | 5.81% | -$1.3M Sold | — 113.3K shares | |
ETF ETF | $6.0M | 3.93% | +$3.9M Bought | — 53.4K shares | |
Specialty Retail Consumer Cyclical | $5.4M | 3.57% | +$2.1M Bought | 0.00% 24.6K shares | |
ETF ETF | $5.2M | 3.46% | -$1.2M Sold | — 25.4K shares | |
ETF ETF | $4.5M | 2.97% | +$744.0K Bought | — 119.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Lighthouse Financial LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-41.38% | |
-36.36% |
Analytics
Portfolio insights and performance metrics for Lighthouse Financial LLC
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