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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 2 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BIL SPDR SERIES TRUST 78,013.0 $7.1M 0.99% -1K -1.8% $91.64 -0.1%
22 VB VANGUARD INDEX FDS 26,925.0 $7.1M 0.98% +2K +9.5% $261.92 +9.4%
23 VHT VANGUARD WORLD FD 24,741.0 $6.7M 0.94% +256.0 +1.1% $272.33 +1.5%
24 QQQ INVESCO QQQ TR Financial Services 9,741.0 $5.6M 0.78% +455.0 +4.9% $577.16 +23.8%
25 AAPL APPLE INC Technology 22,137.0 $5.6M 0.78% -1K -6.1% $253.79 +20.2%
26 VSGX VANGUARD WORLD FD 77,992.0 $5.6M 0.78% +627.0 +0.8% $71.73 +11.9%
27 VNQ VANGUARD INDEX FDS 59,363.0 $5.3M 0.73% -383.0 -0.6% $88.70 +9.0%
28 ESGV VANGUARD WORLD FD 46,625.0 $5.2M 0.73% +1K +2.9% $112.27 +16.6%
29 VO VANGUARD INDEX FDS 17,758.0 $5.1M 0.71% +707.0 +4.2% $287.18 -73.0%
30 VGSH VANGUARD SCOTTSDALE FDS 79,357.0 $4.6M 0.65% +5K +6.7% $58.54 -0.5%
31 VTI VANGUARD INDEX FDS 13,698.0 $4.4M 0.61% +378.0 +2.8% $320.82 +13.8%
32 IUSB ISHARES TR 85,101.0 $3.9M 0.55% $46.19 -0.8%
33 BIV VANGUARD BD INDEX FDS 49,303.0 $3.8M 0.53% -427.0 -0.9% $77.18 -1.2%
34 VPU VANGUARD WORLD FD 18,724.0 $3.7M 0.52% $198.14 -1.6%
35 GOOG ALPHABET INC Communication Services 12,349.0 $3.5M 0.49% +8K +199.0% $286.85 +33.7%
36 VOE VANGUARD INDEX FDS 18,818.0 $3.5M 0.48% +293.0 +1.6% $184.28 +4.5%
37 VOT VANGUARD INDEX FDS 13,213.0 $3.4M 0.47% +513.0 +4.0% $257.35 +12.3%
38 MSFT MICROSOFT CORP Technology 8,884.0 $3.3M 0.46% +79.0 +0.9% $370.18 +13.2%
39 ASTRAZENECA PLC F SPONSORED ADR 15,213.0 $3.0M 0.42% -15K -49.9% $197.22
40 GLD SPDR GOLD TR Financial Services 6,883.0 $3.0M 0.41% -210.0 -3.0% $430.29 -3.1%
Page 2 of 8  ·  145 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%