White Lighthouse Investment Management Inc. Portfolio Holdings

White Lighthouse Investment Management Inc.

  • $613 Million
  • Q2 2025

White Lighthouse Investment Management Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $613 Million distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $106M, Vanguard Whitehall Fds (Vangua with a value of $60.8M, Vanguard Star Fd Vanguard Tota with a value of $39M, Ishares Tr with a value of $31.8M, and Vanguard Sht Term Corp Bd ETF with a value of $25.5M.

Examining the 13F form we can see an increase of $54.2M in the current position value, from $558M to 613M.

Below you can find more details about White Lighthouse Investment Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $613 Million
ETFs: $574 Million
Technology: $12.5 Million
Consumer Defensive: $6.92 Million
Healthcare: $6.36 Million
Consumer Cyclical: $4.12 Million
Financial Services: $3.13 Million
Communication Services: $2.24 Million
Industrials: $1.74 Million
Other: $1.32 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $613 Million
  • Prior Value $558 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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