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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  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNP UNION PAC CORP Industrials 1,107.0 $269K 0.04% -75.0 -6.3% $242.62 +9.6%
42 BLV VANGUARD BD INDEX FDS 3,822.0 $263K 0.04% -6K -59.6% $68.78 -1.3%
43 SPGI S&P GLOBAL INC Financial Services 600.0 $255K 0.04% -13.0 -2.1% $425.34 -1.8%
44 ISRG INTUITIVE SURGICAL INC Healthcare 468.0 $216K 0.03% -5.0 -1.1% $460.99 -5.0%
45 PANW PALO ALTO NETWORKS INC Technology 1,282.0 $206K 0.03% -68.0 -5.0% $160.32 +62.5%
Page 3 of 3  ·  45 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%