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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHG SCHWAB STRATEGIC TR 19,300.0 $562K 0.08% +5K +31.5% $29.13 +17.7%
42 XOM EXXON MOBIL CORP Energy 3,273.0 $555K 0.08% +83.0 +2.6% $169.65 -7.9%
43 BNDX VANGUARD CHARLOTTE FDS 11,059.0 $531K 0.07% +1K +10.1% $48.05 -0.1%
44 BTI BRITISH AMERN TOB PLC Consumer Defensive 9,084.0 $531K 0.07% +168.0 +1.9% $58.47 +12.4%
45 CSCO CISCO SYS INC Technology 6,672.0 $518K 0.07% +68.0 +1.0% $77.59 +52.3%
46 AGG ISHARES TR 4,604.0 $457K 0.06% +1K +43.2% $99.27 -0.9%
47 ICLN ISHARES TR 23,082.0 $422K 0.06% +350.0 +1.5% $18.29 +21.3%
48 VCEB VANGUARD WORLD FD 6,288.0 $395K 0.06% +614.0 +10.8% $62.83 -0.7%
49 AFRM AFFIRM HLDGS INC Technology 8,084.0 $370K 0.05% +973.0 +13.7% $45.82 +46.6%
50 LMT LOCKHEED MARTIN CORP Industrials 569.0 $344K 0.05% +5.0 +0.9% $604.78 -13.6%
51 IEMG ISHARES INC 4,663.0 $325K 0.04% +1K +32.4% $69.75 +15.5%
52 PEP PEPSICO INC Consumer Defensive 1,905.0 $296K 0.04% +27.0 +1.4% $155.30 -4.2%
53 VBK VANGUARD INDEX FDS 970.0 $293K 0.04% +104.0 +12.0% $302.14 +13.7%
54 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 291.0 $290K 0.04% +2.0 +0.7% $997.39 +5.3%
55 SCHF SCHWAB STRATEGIC TR 11,589.0 $287K 0.04% +3K +28.8% $24.75 +10.5%
56 MDT MEDTRONIC PLC Healthcare 3,209.0 $278K 0.04% +54.0 +1.7% $86.66 -9.8%
57 SPYG SPDR SERIES TRUST 2,698.0 $264K 0.04% +40.0 +1.5% $97.91 +20.8%
58 XLF SELECT SECTOR SPDR TR 4,903.0 $242K 0.03% +76.0 +1.6% $49.37 +4.8%
59 VYMI VANGUARD WHITEHALL FDS 2,493.0 $235K 0.03% +51.0 +2.1% $94.24 +6.3%
60 SCHO SCHWAB STRATEGIC TR 8,510.0 $207K 0.03% +250.0 +3.0% $24.27 -0.5%
Page 3 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%