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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 7 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VBK VANGUARD INDEX FDS 985.0 $360K 0.04% +15.0 +1.6% $365.59 -1.9%
122 HD HOME DEPOT INC Consumer Cyclical 1,004.0 $354K 0.04% -8.0 -0.8% $352.67 -4.8%
123 SCHC SCHWAB STRATEGIC TR 7,130.0 $343K 0.04% -56.0 -0.8% $48.12 +6.5%
124 SPYG SPDR SERIES TRUST 2,610.0 $311K 0.04% -88.0 -3.3% $118.99 +1.0%
125 SCHF SCHWAB STRATEGIC TR 10,933.0 $303K 0.04% -656.0 -5.7% $27.70 +2.7%
126 IWM ISHARES TR 1,007.0 $303K 0.04% -100.0 -9.0% $300.45 -0.2%
127 UNP UNION PAC CORP Industrials 1,102.0 $300K 0.04% $272.00 +13.3%
128 DE DEERE & CO Industrials 465.0 $295K 0.04% $634.33 +2.1%
129 LMT LOCKHEED MARTIN CORP Industrials 570.0 $290K 0.04% $509.19 +10.7%
130 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 291.0 $273K 0.03% $936.43 +1.2%
131 XLF SELECT SECTOR SPDR TR 5,050.0 $271K 0.03% +147.0 +3.0% $53.61 +7.2%
132 AMD ADVANCED MICRO DEVICES INC Technology 451.0 $262K 0.03% NEW $580.91 -18.5%
133 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,018.0 $260K 0.03% NEW $255.88 +25.7%
134 PEP PEPSICO INC Consumer Defensive 1,918.0 $260K 0.03% +13.0 +0.7% $135.37 +6.0%
135 SHE SPDR SERIES TRUST 1,660.0 $256K 0.03% $154.43 +2.8%
136 VT VANGUARD INTL EQUITY INDEX F 1,593.0 $250K 0.03% NEW $156.91 +2.5%
137 VYMI VANGUARD WHITEHALL FDS 2,505.0 $246K 0.03% $98.21 +7.2%
138 KBWB INVESCO EXCH TRADED FD TR II 2,621.0 $244K 0.03% $92.98 +2.8%
139 SPGI S&P GLOBAL INC Financial Services 595.0 $242K 0.03% -5.0 -0.8% $407.26 +5.9%
140 IYW ISHARES TR 947.0 $239K 0.03% NEW $252.23 -2.0%
Page 7 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%