LIGHTHOUSE FINANCIAL SERVICES INC /ADV RTX RTX CORPORATION

Ownership history in LIGHTHOUSE FINANCIAL SERVICES INC /ADV  ·  3 quarters on record

AI Ownership Summary

LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported RTX CORPORATION (RTX) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.89% in 2026 Q1. The latest visible filing shows RTX at 0.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LIGHTHOUSE FINANCIAL SERVICES INC /ADV's position in RTX CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RTX was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LIGHTHOUSE FINANCIAL SERVICES INC /ADV held RTX — position size vs. price
% of Fund (quarterly)    RTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 19,528 +111 +0.6% 0.79% $3.7M 2026-07-16 $194.36
2026 Q1 REDUCED 19,417 -548 -2.7% 0.89% $3.9M 2026-04-15 $197.57
2025 Q4 INITIATED 19,965 0.84% $3.7M 2026-02-03 $201.98

FAQ About LIGHTHOUSE FINANCIAL SERVICES INC /ADV and RTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported owning RTX?

LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported RTX across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported RTX position in LIGHTHOUSE FINANCIAL SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for RTX was 0.89% in 2026 Q1.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2026 Q2, when LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported 19,528 shares, equal to 0.79% of portfolio, with an estimated market value of $3.7M.

What does the chart on this RTX ownership page compare?

The chart compares LIGHTHOUSE FINANCIAL SERVICES INC /ADV's quarterly RTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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