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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 8 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPYV SPDR SERIES TRUST 3,876.0 $236K 0.03% +96.0 +2.5% $60.79 +4.5%
142 CVX CHEVRON CORPORATION Energy 1,419.0 $235K 0.03% -156.0 -9.9% $165.74 +23.8%
143 XLE SELECT SECTOR SPDR TR 4,260.0 $226K 0.03% $53.11 +19.8%
144 XLC SELECT SECTOR SPDR TR 2,096.0 $225K 0.03% $107.13 +4.0%
145 PDBC INVESCO ACTVELY MNGD ETC FD 13,485.0 $214K 0.03% $15.88 +17.4%
146 SUSA ISHARES TR 1,379.0 $213K 0.03% NEW $154.33 +2.4%
147 QCOM QUALCOMM INC Technology 1,147.0 $212K 0.03% NEW $184.83 -13.0%
148 INTC INTEL CORP Technology 1,509.0 $211K 0.03% NEW $139.63 -35.5%
149 MDT MEDTRONIC PLC Healthcare 2,692.0 $211K 0.03% -517.0 -16.1% $78.23 +19.3%
150 SCHO SCHWAB STRATEGIC TR 8,510.0 $205K 0.03% $24.14 -0.2%
151 SBUX STARBUCKS CORP Consumer Cyclical 1,977.0 $202K 0.03% NEW $102.18 +4.8%
Page 8 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%