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Portfolio (Quarterly) Guide ↗

White Lighthouse Investment Management Inc.

· CIK 0001727593
13F Portfolio $716M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 150 New
Page 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SUSA ISHARES TR 2,304.0 $321K 0.04% NEW $139.35 +8.7%
122 AGG ISHARES TR 3,214.0 $321K 0.04% NEW $99.88 -1.4%
123 SPGI S&P GLOBAL INC Financial Services 613.0 $320K 0.04% NEW $522.59 -20.1%
124 MDT MEDTRONIC PLC Healthcare 3,155.0 $303K 0.04% NEW $96.07 -18.2%
125 SPYG SPDR SERIES TRUST 2,658.0 $284K 0.04% NEW $106.70 +10.9%
126 UNP UNION PAC CORP Industrials 1,182.0 $273K 0.04% NEW $231.32 +14.9%
127 LMT LOCKHEED MARTIN CORP Industrials 564.0 $273K 0.04% NEW $483.74 +10.2%
128 PEP PEPSICO INC Consumer Defensive 1,878.0 $269K 0.04% NEW $143.50 +4.9%
129 ISRG INTUITIVE SURGICAL INC Healthcare 473.0 $268K 0.04% NEW $566.36 -22.6%
130 XLF SELECT SECTOR SPDR TR 4,827.0 $264K 0.04% NEW $54.77 -5.2%
131 VBK VANGUARD INDEX FDS 866.0 $262K 0.04% NEW $301.97 +15.0%
132 CVX CHEVRON CORP NEW Energy 1,674.0 $255K 0.04% NEW $152.41 +25.6%
133 COST COSTCO WHSL CORP NEW Consumer Defensive 289.0 $249K 0.04% NEW $863.13 +19.1%
134 PANW PALO ALTO NETWORKS INC Technology 1,350.0 $249K 0.04% NEW $184.20 +41.5%
135 XLC SELECT SECTOR SPDR TR 2,096.0 $247K 0.03% NEW $117.72 -1.9%
136 IEMG ISHARES INC 3,523.0 $237K 0.03% NEW $67.22 +19.9%
137 V VISA INC Financial Services 656.0 $230K 0.03% NEW $350.76 -6.2%
138 ORCL ORACLE CORP Technology 1,150.0 $224K 0.03% NEW $194.91 -1.5%
139 KBWB INVESCO EXCH TRADED FD TR II 2,616.0 $221K 0.03% NEW $84.29 +2.7%
140 VYMI VANGUARD WHITEHALL FDS 2,442.0 $220K 0.03% NEW $89.99 +10.9%
Page 7 of 8  ·  150 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 45.8%
Technology 21.3%
Consumer Defensive 8.5%
Healthcare 6.9%
Communication Services 6.5%
Consumer Cyclical 5.6%
Industrials 3.2%
Utilities 1.2%
Energy 0.9%