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Portfolio (Quarterly) Guide ↗

White Lighthouse Investment Management Inc.

· CIK 0001727593
13F Portfolio $802M AUM 151 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 53 Added 57 Reduced 5 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,533.0 $3.4M 0.42% +191.0 +4.4% $746.75 +2.1%
22 ESGU ISHARES TR 17,387.0 $2.8M 0.35% +194.0 +1.1% $163.67 +2.0%
23 MUB ISHARES TR 26,230.0 $2.8M 0.35% +1K +4.6% $107.62 -2.0%
24 SCHP SCHWAB STRATEGIC TR 99,176.0 $2.6M 0.33% +2K +2.3% $26.50 -1.6%
25 DSI ISHARES TR 13,257.0 $1.9M 0.23% +315.0 +2.4% $142.39 +2.3%
26 ESGD ISHARES TR 18,035.0 $1.9M 0.23% +506.0 +2.9% $102.81 +3.4%
27 VEU VANGUARD INTL EQUITY INDEX F 21,733.0 $1.8M 0.23% +346.0 +1.6% $83.75 +1.5%
28 IVV ISHARES TR 2,324.0 $1.7M 0.22% +152.0 +7.0% $748.93 +2.3%
29 SUB ISHARES TR 14,500.0 $1.5M 0.19% +2K +14.8% $106.47 -0.1%
30 EMB ISHARES TR 14,127.0 $1.4M 0.17% +1K +8.3% $96.44 -1.8%
31 VWOB VANGUARD WHITEHALL FDS 19,597.0 $1.3M 0.16% +407.0 +2.1% $67.24 -2.0%
32 VTEB VANGUARD MUN BD FDS 24,677.0 $1.2M 0.16% +619.0 +2.6% $50.58 -2.0%
33 NULG NUSHARES ETF TR 10,401.0 $1.2M 0.15% +614.0 +6.3% $117.06 -2.5%
34 HYG ISHARES TR 14,952.0 $1.2M 0.15% +2K +14.0% $79.97 -0.5%
35 SUSC ISHARES TR 46,388.0 $1.1M 0.13% +2K +4.0% $23.15 -2.1%
36 NVDA NVIDIA CORPORATION Technology 5,258.0 $1.1M 0.13% +37.0 +0.7% $200.10 +8.4%
37 QUAL ISHARES TR 4,739.0 $1.0M 0.13% +265.0 +5.9% $219.43 +1.3%
38 NUSC NUSHARES ETF TR 16,890.0 $880K 0.11% +900.0 +5.6% $52.12 -0.9%
39 AFRM AFFIRM HLDGS INC Technology 9,140.0 $745K 0.09% +1K +13.1% $81.55 -8.0%
40 VPL VANGUARD INTL EQUITY INDEX F 5,869.0 $679K 0.09% +80.0 +1.4% $115.68 -1.4%
Page 2 of 3  ·  53 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 39.9%
Technology 19.5%
Healthcare 11.8%
Communication Services 9.9%
Consumer Defensive 7.2%
Consumer Cyclical 5.7%
Industrials 4.4%
Energy 0.9%
Utilities 0.8%