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Lighthouse Wealth Management Inc. → AAPL

Lighthouse Wealth Management Inc. AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.5M
Q4 2025$1.5M
Q1 2026$1.4M
Q2 2026$1.5M
Q3 2026$1.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.8M5.3K——
Q2 2026$1.5M5.3K——
Q1 2026$1.4M5.4K——
Q4 2025$1.5M5.4K——
Q3 2025$1.5M5.7K——

Other funds holding AAPL

Other Lighthouse Wealth Management Inc. positions

QQQ

INVESCO QQQ TR

$18.8M
QQQ

INVESCO QQQ TR

$18.4M
ETHA

ISHARES TR

$16M
ETHA

ISHARES TR

$15.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.7M
QQQ

INVESCO QQQ TR

$15.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$15M
QQQ

INVESCO QQQ TR

$14.9M