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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 6 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SO SOUTHERN CO Utilities 6,309.0 $604K 0.07% -3K -34.3% $95.70 -7.1%
102 AVGO BROADCOM INC Technology 1,567.0 $592K 0.07% -48.0 -3.0% $377.75 -2.5%
103 ANNALY CAPITAL MANAGEMENT IN 25,489.0 $570K 0.07% -1K -4.6% $22.36
104 BNDX VANGUARD CHARLOTTE FDS 11,595.0 $562K 0.07% +536.0 +4.8% $48.43 -1.6%
105 BTI BRITISH AMERN TOB PLC Consumer Defensive 9,084.0 $561K 0.07% $61.76 -9.0%
106 MTUM ISHARES TR 1,633.0 $560K 0.07% $342.83 -11.0%
107 MRK MERCK & CO INC Healthcare 4,328.0 $556K 0.07% +86.0 +2.0% $128.49 +18.7%
108 MGK VANGUARD WORLD FD 5,840.0 $513K 0.06% +4K +231.2% $87.91 +1.2%
109 PG PROCTER & GAMBLE CO Consumer Defensive 3,344.0 $490K 0.06% -2K -37.2% $146.65 -1.3%
110 ICLN ISHARES TR 23,617.0 $484K 0.06% +535.0 +2.3% $20.49 -14.2%
111 ICSH ISHARES TR 9,500.0 $481K 0.06% +2K +35.7% $50.58 -0.1%
112 AGG ISHARES TR 4,554.0 $451K 0.06% -50.0 -1.1% $98.98 -1.6%
113 XOM EXXON MOBIL CORP Energy 3,154.0 $431K 0.05% -119.0 -3.6% $136.72 +20.8%
114 PANW PALO ALTO NETWORKS INC Technology 1,229.0 $419K 0.05% -53.0 -4.1% $341.02 +4.9%
115 VCEB VANGUARD WORLD FD 6,647.0 $417K 0.05% +359.0 +5.7% $62.76 -2.2%
116 XLV SELECT SECTOR SPDR TR 2,613.0 $415K 0.05% +56.0 +2.2% $158.67 +10.1%
117 VONG VANGUARD SCOTTSDALE FDS 3,191.0 $408K 0.05% +76.0 +2.4% $127.81 -1.4%
118 IWP ISHARES TR 2,704.0 $396K 0.05% +147.0 +5.8% $146.41 -1.9%
119 IEMG ISHARES INC 4,663.0 $386K 0.05% $82.84 -1.5%
120 ORCL ORACLE CORP Technology 2,613.0 $383K 0.05% NEW $146.56 -0.1%
Page 6 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%