White Lighthouse Investment Management Inc. Portfolio Holdings

White Lighthouse Investment Management Inc.

  • $558 Million
  • Q1 2025

White Lighthouse Investment Management Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $558 Million distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $86.6M, Vanguard Whitehall Fds (Vangua with a value of $57M, Vanguard Star Fd Vanguard Tota with a value of $35.9M, Ishares Tr with a value of $31.7M, and Vanguard Sht Term Corp Bd ETF with a value of $25M.

Examining the 13F form we can see an decrease of $9.51M in the current position value, from $568M to 558M.

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

Portfolio value $558 Million
ETFs: $524 Million
Technology: $11 Million
Consumer Defensive: $6.43 Million
Healthcare: $5.03 Million
Consumer Cyclical: $3.8 Million
Financial Services: $2.96 Million
Industrials: $1.99 Million
Communication Services: $1.66 Million
Other: $1.38 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 133
  • Current Value $558 Million
  • Prior Value $568 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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