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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 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CVX CHEVRON CORPORATION Energy 1,575.0 $326K 0.04% -99.0 -5.9% $206.96 -7.7%
122 IEMG ISHARES INC 4,663.0 $325K 0.04% +1K +32.4% $69.75 +15.5%
123 PEP PEPSICO INC Consumer Defensive 1,905.0 $296K 0.04% +27.0 +1.4% $155.30 -4.2%
124 VBK VANGUARD INDEX FDS 970.0 $293K 0.04% +104.0 +12.0% $302.14 +13.7%
125 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 291.0 $290K 0.04% +2.0 +0.7% $997.39 +5.3%
126 SCHF SCHWAB STRATEGIC TR 11,589.0 $287K 0.04% +3K +28.8% $24.75 +10.5%
127 MDT MEDTRONIC PLC Healthcare 3,209.0 $278K 0.04% +54.0 +1.7% $86.66 -9.8%
128 IWM ISHARES TR 1,107.0 $275K 0.04% NEW $248.00 +13.9%
129 UNP UNION PAC CORP Industrials 1,107.0 $269K 0.04% -75.0 -6.3% $242.62 +9.6%
130 SPYG SPDR SERIES TRUST 2,698.0 $264K 0.04% +40.0 +1.5% $97.91 +20.8%
131 BLV VANGUARD BD INDEX FDS 3,822.0 $263K 0.04% -6K -59.6% $68.78 -1.7%
132 DE DEERE & CO Industrials 465.0 $262K 0.04% $563.30 -5.7%
133 XLE SELECT SECTOR SPDR TR 4,260.0 $261K 0.04% NEW $61.26 -3.5%
134 SPGI S&P GLOBAL INC Financial Services 600.0 $255K 0.04% -13.0 -2.1% $425.34 -2.0%
135 XLF SELECT SECTOR SPDR TR 4,903.0 $242K 0.03% +76.0 +1.6% $49.37 +4.8%
136 VYMI VANGUARD WHITEHALL FDS 2,493.0 $235K 0.03% +51.0 +2.1% $94.24 +6.3%
137 PDBC INVESCO ACTVELY MNGD ETC FD 13,485.0 $234K 0.03% $17.32 +5.7%
138 XLC SELECT SECTOR SPDR TR 2,096.0 $232K 0.03% $110.86 +4.7%
139 ISRG INTUITIVE SURGICAL INC Healthcare 468.0 $216K 0.03% -5.0 -1.1% $460.99 -4.6%
140 GLW CORNING INC Technology 1,576.0 $214K 0.03% NEW $135.97 +41.1%
Page 7 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%