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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 3 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ESGU ISHARES TR 17,387.0 $2.8M 0.35% +194.0 +1.1% $163.67 +2.4%
42 MUB ISHARES TR 26,230.0 $2.8M 0.35% +1K +4.6% $107.62 -2.1%
43 AZN ASTRAZENECA PLC Healthcare 14,790.0 $2.8M 0.35% NEW $189.61 -12.4%
44 SCHP SCHWAB STRATEGIC TR 99,176.0 $2.6M 0.33% +2K +2.3% $26.50 -1.9%
45 AMZN AMAZON COM INC Consumer Cyclical 10,784.0 $2.6M 0.32% $238.34 +8.9%
46 VWO VANGUARD INTL EQUITY INDEX F 42,452.0 $2.5M 0.32% -7K -13.4% $59.69 +1.2%
47 CAT CATERPILLAR INC Industrials 2,267.0 $2.4M 0.30% -182.0 -7.4% $1064.94 -23.3%
48 GLD SPDR GOLD TR Financial Services 6,301.0 $2.3M 0.29% -582.0 -8.5% $368.38 +14.3%
49 IUSG ISHARES TR 12,257.0 $2.3M 0.29% -65.0 -0.5% $188.09 +0.7%
50 IJT ISHARES TR 12,559.0 $2.2M 0.28% -329.0 -2.5% $178.60 -3.1%
51 VGK VANGUARD INTL EQUITY INDEX F 24,312.0 $2.2M 0.27% $88.54 +4.6%
52 XLK SELECT SECTOR SPDR TR 10,494.0 $2.0M 0.25% $190.52 -4.3%
53 DSI ISHARES TR 13,257.0 $1.9M 0.23% +315.0 +2.4% $142.39 +2.8%
54 ESGD ISHARES TR 18,035.0 $1.9M 0.23% +506.0 +2.9% $102.81 +4.2%
55 VEU VANGUARD INTL EQUITY INDEX F 21,733.0 $1.8M 0.23% +346.0 +1.6% $83.75 +2.2%
56 IVV ISHARES TR 2,324.0 $1.7M 0.22% +152.0 +7.0% $748.93 +2.6%
57 VEA VANGUARD TAX-MANAGED FDS 24,272.0 $1.7M 0.22% -184.0 -0.8% $71.25 +3.0%
58 IBB ISHARES TR 9,050.0 $1.7M 0.21% -225.0 -2.4% $190.19 +12.8%
59 BERKSHIRE HATHAWAY INC DEL 3,387.0 $1.7M 0.21% -895.0 -20.9% $500.39
60 SOXX ISHARES TR 2,525.0 $1.6M 0.20% -29.0 -1.1% $640.78 -19.3%
Page 3 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%