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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 4 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 6,300.0 $1.6M 0.20% -40.0 -0.6% $253.97 +6.4%
62 WMT WALMART INC Consumer Defensive 14,010.0 $1.6M 0.20% $113.26 -8.4%
63 IXJ ISHARES TR 16,125.0 $1.6M 0.20% -150.0 -0.9% $98.38 +8.6%
64 VCR VANGUARD WORLD FD 3,990.0 $1.6M 0.20% -338.0 -7.8% $396.57 +0.1%
65 SUB ISHARES TR 14,500.0 $1.5M 0.19% +2K +14.8% $106.47 -0.2%
66 PM PHILIP MORRIS INTL INC Consumer Defensive 8,532.0 $1.5M 0.19% -3K -23.7% $180.91 +4.0%
67 VOX VANGUARD WORLD FD 8,229.0 $1.5M 0.19% -458.0 -5.3% $183.95 +1.1%
68 LLY ELI LILLY & CO Healthcare 1,166.0 $1.4M 0.17% $1199.47 +4.7%
69 EMB ISHARES TR 14,127.0 $1.4M 0.17% +1K +8.3% $96.44 -1.8%
70 JNK SPDR SERIES TRUST 13,903.0 $1.3M 0.17% $96.37 -0.5%
71 VWOB VANGUARD WHITEHALL FDS 19,597.0 $1.3M 0.16% +407.0 +2.1% $67.24 -2.0%
72 VTEB VANGUARD MUN BD FDS 24,677.0 $1.2M 0.16% +619.0 +2.6% $50.58 -2.1%
73 NULG NUSHARES ETF TR 10,401.0 $1.2M 0.15% +614.0 +6.3% $117.06 -2.1%
74 HYG ISHARES TR 14,952.0 $1.2M 0.15% +2K +14.0% $79.97 -0.5%
75 SGOL ETFS GOLD TR Financial Services 30,682.0 $1.2M 0.15% -183.0 -0.6% $38.23 +15.0%
76 SUSC ISHARES TR 46,388.0 $1.1M 0.13% +2K +4.0% $23.15 -2.2%
77 NVDA NVIDIA CORPORATION Technology 5,258.0 $1.1M 0.13% +37.0 +0.7% $200.10 +7.3%
78 QUAL ISHARES TR 4,739.0 $1.0M 0.13% +265.0 +5.9% $219.43 +1.7%
79 IJR ISHARES TR 6,938.0 $1.0M 0.13% $148.31 -0.7%
80 AMGN AMGEN INC Healthcare 2,633.0 $954K 0.12% -700.0 -21.0% $362.19 +21.3%
Page 4 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 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%