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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 5 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NULG NUSHARES ETF TR 9,787.0 $890K 0.12% -691.0 -6.6% $90.94 +21.9%
82 IJR ISHARES TR 6,953.0 $864K 0.12% +183.0 +2.7% $124.31 +10.5%
83 VFH VANGUARD WORLD FD 7,138.0 $862K 0.12% +128.0 +1.8% $120.81 +5.4%
84 QUAL ISHARES TR 4,474.0 $858K 0.12% +253.0 +6.0% $191.81 +11.8%
85 SOXX ISHARES TR 2,554.0 $839K 0.12% -27.0 -1.1% $328.66 +63.5%
86 GDX VANECK ETF TRUST 9,076.0 $833K 0.12% -472.0 -4.9% $91.77 -7.4%
87 JPM JPMORGAN CHASE & CO Financial Services 2,707.0 $796K 0.11% -966.0 -26.3% $294.12 +4.2%
88 PG PROCTER & GAMBLE CO Consumer Defensive 5,327.0 $769K 0.11% $144.45 -0.0%
89 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,335.0 $764K 0.11% $327.07 +12.9%
90 ESGE ISHARES INC 15,967.0 $726K 0.10% -540.0 -3.3% $45.47 +15.5%
91 NUSC NUSHARES ETF TR 15,990.0 $721K 0.10% $45.06 +9.1%
92 MGK VANGUARD WORLD FD 1,763.0 $648K 0.09% $367.44 -75.8%
93 GLOBAL X FTSE GREECE 20 ETF 9,970.0 $637K 0.09% $63.87
94 MO ALTRIA GROUP INC Consumer Defensive 9,202.0 $607K 0.08% $65.99 +12.0%
95 EFA ISHARES TR 6,058.0 $588K 0.08% +855.0 +16.4% $97.13 +7.1%
96 EW EDWARDS LIFESCIENCES CORP Healthcare 7,107.0 $569K 0.08% $80.09 +7.1%
97 VPL VANGUARD INTL EQUITY INDEX F 5,789.0 $566K 0.08% $97.72 +14.5%
98 ANNALY CAPITAL MANAGEMENT IN 26,722.0 $565K 0.08% +657.0 +2.5% $21.15
99 SCHG SCHWAB STRATEGIC TR 19,300.0 $562K 0.08% +5K +31.5% $29.13 +18.0%
100 XOM EXXON MOBIL CORP Energy 3,273.0 $555K 0.08% +83.0 +2.6% $169.65 -8.7%
Page 5 of 8  ·  145 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%