Lighthouse Wealth Management Inc.
RIA/Wealth
Lighthouse Wealth Management Inc. is a RIA/Wealth based in Camp Hill, PA led by Timothy James Rowsey, reporting $199.9M in AUM as of Q3 2025 with 90% ETF concentration and 76% concentrated in top 10 holdings.
CEOTimothy James Rowsey
- Portfolio Value
- $120.6M
- Positions
- 42
- Top Holding
- QQQ at 12.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Lighthouse Wealth Management Inc.'s portfolio (75.6% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.8M | 12.30% | -$91.3K Sold | — 24.7K shares | |
ETF ETF | $12.9M | 10.66% | -$346.8K Sold | — 324.5K shares | |
ETF ETF | $12.5M | 10.36% | -$694.4K Sold | — 457.7K shares | |
ETF ETF | $11.5M | 9.57% | +$460.7K Bought | — 359.1K shares | |
ETF ETF | $9.6M | 7.99% | -$1.3M Sold | — 167.5K shares | |
ETF ETF | $9.4M | 7.76% | -$34.7K Sold | — 169.4K shares | |
ETF ETF | $6.3M | 5.20% | -$1.2M Sold | — 59.7K shares | |
ETF ETF | $5.4M | 4.47% | +$764.2K Bought | — 185.1K shares | |
ETF ETF | $4.8M | 3.98% | +$421.1K Bought | — 121.0K shares | |
ETF ETF | $4.0M | 3.29% | -$199.2K Sold | — 142.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Lighthouse Wealth Management Inc.'s latest filing
GthenC
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 | |
+74.6% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-15.6% | |
-12.87% | |
-12.14% | |
-7.84% |
Analytics
Portfolio insights and performance metrics for Lighthouse Wealth Management Inc.
GthenA