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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	ASTRAZENECA PLC F SPONSORED ADR	—	15,213	$3.0M	0.42%	SOLD
2	—	GLOBAL X FTSE GREECE 20 ETF	—	9,970	$637K	0.09%	SOLD
3	BLV	VANGUARD BD INDEX FDS	—	3,822	$263K	0.04%	SOLD
4	ISRG	INTUITIVE SURGICAL INC	Healthcare	468	$216K	0.03%	SOLD
5	GLW	CORNING INC	Technology	1,576	$214K	0.03%	SOLD

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%