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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
Page 2 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBR VANGUARD INDEX FDS 36,641.0 $8.9M 1.11% -329.0 -0.9% $242.99 +1.9%
22 VB VANGUARD INDEX FDS 26,615.0 $8.1M 1.00% -310.0 -1.1% $303.12 -0.1%
23 QQQ INVESCO QQQ TR Financial Services 9,837.0 $7.2M 0.90% +96.0 +1.0% $736.41 -3.5%
24 VHT VANGUARD WORLD FD 23,758.0 $7.1M 0.89% -983.0 -4.0% $299.01 +8.3%
25 VSGX VANGUARD WORLD FD 80,017.0 $6.6M 0.82% +2K +2.6% $82.34 +0.6%
26 AAPL APPLE INC Technology 21,636.0 $6.3M 0.78% -501.0 -2.3% $289.36 +7.6%
27 ESGV VANGUARD WORLD FD 47,053.0 $6.2M 0.78% +428.0 +0.9% $132.24 +2.1%
28 VO VANGUARD INDEX FDS 71,920.0 $5.8M 0.72% +54K +305.0% $80.57 +2.4%
29 VNQ VANGUARD INDEX FDS 54,317.0 $5.2M 0.65% -5K -8.5% $96.43 +2.3%
30 VTI VANGUARD INDEX FDS 13,481.0 $5.0M 0.62% -217.0 -1.6% $370.05 +1.8%
31 VGSH VANGUARD SCOTTSDALE FDS 81,101.0 $4.7M 0.59% +2K +2.2% $58.20 -0.1%
32 IUSB ISHARES TR 94,329.0 $4.4M 0.54% +9K +10.8% $46.15 -1.4%
33 GOOG ALPHABET INC Communication Services 11,953.0 $4.2M 0.53% -396.0 -3.2% $353.34 -4.3%
34 VOT VANGUARD INDEX FDS 13,586.0 $4.2M 0.52% +373.0 +2.8% $306.30 -1.1%
35 VOE VANGUARD INDEX FDS 19,039.0 $3.8M 0.47% +221.0 +1.2% $197.61 +5.2%
36 BIV VANGUARD BD INDEX FDS 48,922.0 $3.8M 0.47% -381.0 -0.8% $76.70 -1.5%
37 VPU VANGUARD WORLD FD 17,610.0 $3.4M 0.43% -1K -6.0% $195.73 -3.3%
38 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,533.0 $3.4M 0.42% +191.0 +4.4% $746.75 +2.1%
39 GOOGL ALPHABET INC Communication Services 8,848.0 $3.2M 0.39% -780.0 -8.1% $357.38 -4.7%
40 MSFT MICROSOFT CORP Technology 8,014.0 $3.0M 0.37% -870.0 -9.8% $373.03 +29.0%
Page 2 of 8  ·  151 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 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%