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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AZN ASTRAZENECA PLC Healthcare 14,790.0 $2.8M 0.35% NEW $189.61 -12.5%
2 GREK GLOBAL X FDS 9,970.0 $753K 0.09% NEW $75.50 +11.9%
3 ORCL ORACLE CORP Technology 2,613.0 $383K 0.05% NEW $146.56 -0.1%
4 AMD ADVANCED MICRO DEVICES INC Technology 451.0 $262K 0.03% NEW $580.91 -18.5%
5 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,018.0 $260K 0.03% NEW $255.88 +25.7%
6 VT VANGUARD INTL EQUITY INDEX F 1,593.0 $250K 0.03% NEW $156.91 +2.5%
7 IYW ISHARES TR 947.0 $239K 0.03% NEW $252.23 -2.0%
8 SUSA ISHARES TR 1,379.0 $213K 0.03% NEW $154.33 +2.4%
9 QCOM QUALCOMM INC Technology 1,147.0 $212K 0.03% NEW $184.83 -13.0%
10 INTC INTEL CORP Technology 1,509.0 $211K 0.03% NEW $139.63 -35.5%
11 SBUX STARBUCKS CORP Consumer Cyclical 1,977.0 $202K 0.03% NEW $102.18 +4.8%

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 42.3%
Technology 20.7%
Healthcare 12.5%
Consumer Defensive 7.6%
Consumer Cyclical 6.0%
Industrials 4.7%
Communication Services 4.5%
Energy 0.9%
Utilities 0.9%