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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
Q2 2026 Q1 2026 · All 4 New 60 Added 45 Reduced
Page 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPYV SPDR SERIES TRUST 3,780.0 $214K 0.03% $56.57 +10.2%
142 SHE SPDR SERIES TRUST 1,660.0 $212K 0.03% $127.79 +22.5%
143 KBWB INVESCO EXCH TRADED FD TR II 2,619.0 $207K 0.03% $79.11 +16.4%
144 SCHO SCHWAB STRATEGIC TR 8,510.0 $207K 0.03% +250.0 +3.0% $24.27 -1.6%
145 PANW PALO ALTO NETWORKS INC Technology 1,282.0 $206K 0.03% -68.0 -5.0% $160.32 +126.8%
Page 8 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 47.2%
Technology 18.5%
Consumer Defensive 9.3%
Healthcare 8.9%
Consumer Cyclical 5.1%
Communication Services 4.2%
Industrials 4.0%
Utilities 1.4%
Energy 1.3%