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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 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOE VANGUARD INDEX FDS 18,818.0 $3.5M 0.48% +293.0 +1.6% $184.28 +4.5%
22 VOT VANGUARD INDEX FDS 13,213.0 $3.4M 0.47% +513.0 +4.0% $257.35 +12.3%
23 MSFT MICROSOFT CORP Technology 8,884.0 $3.3M 0.46% +79.0 +0.9% $370.18 +13.2%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,342.0 $2.8M 0.39% +225.0 +5.5% $650.29 +14.2%
25 MUB ISHARES TR 25,080.0 $2.7M 0.37% +980.0 +4.1% $106.15 -0.1%
26 SCHP SCHWAB STRATEGIC TR 96,957.0 $2.6M 0.36% +3K +3.7% $26.61 +0.0%
27 IJT ISHARES TR 12,888.0 $1.9M 0.26% +68.0 +0.5% $144.71 +11.0%
28 DSI ISHARES TR 12,942.0 $1.6M 0.22% +150.0 +1.2% $121.19 +16.2%
29 JNK SPDR SERIES TRUST 13,965.0 $1.3M 0.18% +433.0 +3.2% $95.72 +0.5%
30 VWOB VANGUARD WHITEHALL FDS 19,190.0 $1.3M 0.17% +221.0 +1.2% $65.69 +0.8%
31 EMB ISHARES TR 13,042.0 $1.2M 0.17% +5K +64.1% $93.93 +1.1%
32 HYG ISHARES TR 13,119.0 $1.0M 0.14% +7K +108.4% $79.56 +0.4%
33 SUSC ISHARES TR 44,588.0 $1.0M 0.14% +963.0 +2.2% $23.14 -0.6%
34 IGSB ISHARES TR 17,750.0 $933K 0.13% +160.0 +0.9% $52.56 -0.5%
35 NVDA NVIDIA CORPORATION Technology 5,221.0 $911K 0.13% +409.0 +8.5% $174.41 +25.9%
36 IJR ISHARES TR 6,953.0 $864K 0.12% +183.0 +2.7% $124.31 +9.6%
37 VFH VANGUARD WORLD FD 7,138.0 $862K 0.12% +128.0 +1.8% $120.81 +5.1%
38 QUAL ISHARES TR 4,474.0 $858K 0.12% +253.0 +6.0% $191.81 +10.9%
39 EFA ISHARES TR 6,058.0 $588K 0.08% +855.0 +16.4% $97.13 +7.3%
40 ANNALY CAPITAL MANAGEMENT IN 26,722.0 $565K 0.08% +657.0 +2.5% $21.15
Page 2 of 3  ·  60 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%