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Portfolio (Quarterly) Guide ↗

White Lighthouse Investment Management Inc.

· CIK 0001727593
13F Portfolio $721M AUM 145 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 60 Added 45 Reduced 9 Exited
Page 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VYM VANGUARD WHITEHALL FDS 383,007.0 $56.7M 7.87% -89K -18.8% $148.10 +6.2%
2 VGT VANGUARD WORLD FD 32,386.0 $22.6M 3.13% -298.0 -0.9% $697.73 -83.6%
3 IAU ISHARES GOLD TR Financial Services 193,568.0 $17.1M 2.37% -13K -6.3% $88.16 -3.1%
4 IXUS ISHARES TR 185,764.0 $16.1M 2.23% -2K -1.0% $86.64 +9.8%
5 VCIT VANGUARD SCOTTSDALE FDS 192,316.0 $15.9M 2.21% -8K -4.1% $82.75 -0.7%
6 IWF ISHARES TR 22,484.0 $9.6M 1.33% -171.0 -0.8% $426.40 -70.8%
7 BIL SPDR SERIES TRUST 78,013.0 $7.1M 0.99% -1K -1.8% $91.64 -0.1%
8 AAPL APPLE INC Technology 22,137.0 $5.6M 0.78% -1K -6.1% $253.79 +20.2%
9 VNQ VANGUARD INDEX FDS 59,363.0 $5.3M 0.73% -383.0 -0.6% $88.70 +9.0%
10 BIV VANGUARD BD INDEX FDS 49,303.0 $3.8M 0.53% -427.0 -0.9% $77.18 -1.2%
11 ASTRAZENECA PLC F SPONSORED ADR 15,213.0 $3.0M 0.42% -15K -49.9% $197.22
12 GLD SPDR GOLD TR Financial Services 6,883.0 $3.0M 0.41% -210.0 -3.0% $430.29 -3.1%
13 GOOGL ALPHABET INC Communication Services 9,628.0 $2.8M 0.38% -494.0 -4.9% $287.56 +34.8%
14 VWO VANGUARD INTL EQUITY INDEX F 48,999.0 $2.6M 0.37% -2K -3.7% $54.05 +8.6%
15 AMZN AMAZON COM INC Consumer Cyclical 10,836.0 $2.3M 0.31% -1K -8.6% $208.27 +28.9%
16 BERKSHIRE HATHAWAY INC DEL 4,282.0 $2.1M 0.28% -885.0 -17.1% $479.20
17 IUSG ISHARES TR 12,322.0 $1.9M 0.27% -156.0 -1.2% $155.12 +20.3%
18 PM PHILIP MORRIS INTL INC Consumer Defensive 11,182.0 $1.8M 0.26% -147.0 -1.3% $165.34 +14.1%
19 WMT WALMART INC Consumer Defensive 14,013.0 $1.7M 0.24% -1K -8.1% $124.28 +5.3%
20 CAT CATERPILLAR INC Industrials 2,449.0 $1.7M 0.24% -22.0 -0.9% $708.49 +22.2%
Page 1 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.8%
Technology 17.5%
Communication Services 9.1%
Consumer Defensive 8.8%
Healthcare 8.4%
Consumer Cyclical 4.9%
Industrials 3.8%
Energy 1.3%
Utilities 1.3%