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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$106 Million 17.3% of portfolio
241,727
Q2 2025 Added 3.56%
$0
$60.8 Million 9.92% of portfolio
456,116
Q2 2025 Added 3.22%
$0
$39 Million 6.36% of portfolio
564,240
Q2 2025 Reduced 2.46%
$0
$31.8 Million 5.2% of portfolio
288,246
Q2 2025 Added 0.42%
$0
$25.5 Million 4.17% of portfolio
321,274
Q2 2025 Added 1.3%
$0
$22.7 Million 3.71% of portfolio
308,837
Q2 2025 Added 3.24%
$0
$22.3 Million 3.65% of portfolio
33,668
Q2 2025 Reduced 1.19%
$0
$21.1 Million 3.45% of portfolio
119,660
Q2 2025 Added 7.35%
$0
$17.2 Million 2.81% of portfolio
207,699
Q2 2025 Reduced 0.23%
$0
$14.7 Million 2.4% of portfolio
189,896
Q2 2025 Reduced 1.55%
$64.1B
$13.1 Million 2.13% of portfolio
209,523
Q2 2025 Reduced 11.41%
$0
$10.4 Million 1.7% of portfolio
24,505
Q2 2025 Added 4.97%
$0
$10 Million 1.63% of portfolio
88,976
Q2 2025 Added 10.74%
$0
$9.72 Million 1.59% of portfolio
17,115
Q2 2025 Added 2.39%
$0
$9.44 Million 1.54% of portfolio
51,844
Q2 2025 Added 1.62%
$0
$8.93 Million 1.46% of portfolio
113,433
Q2 2025 Added 3.74%
$0
$6.91 Million 1.13% of portfolio
27,826
Q2 2025 Reduced 0.01%
$0
$6.72 Million 1.1% of portfolio
34,440
Q2 2025 Added 0.37%
$4.32T
$5.99 Million 0.98% of portfolio
29,218
Q2 2025 Reduced 1.13%
$0
$5.96 Million 0.97% of portfolio
78,502
Q2 2025 Added 0.01%
$0
$5.91 Million 0.96% of portfolio
66,340
Q2 2025 Added 8.93%
$0
$5.82 Million 0.95% of portfolio
115,740
Q2 2025 Added 2.63%
$0
$5.8 Million 0.95% of portfolio
24,469
Q2 2025 Added 1.32%
$0
$5.32 Million 0.87% of portfolio
81,185
Q2 2025 Reduced 2.47%
$0
$5.12 Million 0.84% of portfolio
18,291
Q2 2025 Added 4.56%
$0
$5.04 Million 0.82% of portfolio
9,140
Q2 2025 Reduced 1.19%
$0
$4.74 Million 0.77% of portfolio
43,242
Q2 2025 Added 2.85%
$0
$4.1 Million 0.67% of portfolio
13,477
Q2 2025 Added 1.25%
$0
$4.12 Million 0.67% of portfolio
70,038
Q2 2025 Reduced 0.67%
$0
$4.07 Million 0.66% of portfolio
87,996
Q2 2025 Reduced 1.53%
$0
$3.82 Million 0.62% of portfolio
49,331
Q2 2025 Reduced 0.11%
$0
$3.54 Million 0.58% of portfolio
12,432
Q2 2025 Added 5.71%
$0
$3.48 Million 0.57% of portfolio
19,705
Q2 2025 Added 167.66%
$0
$3.38 Million 0.55% of portfolio
127,448
Q2 2025 Reduced 0.98%
$3.85T
$3.36 Million 0.55% of portfolio
6,762
Q2 2025 Added 4.38%
$2.59T
$3.18 Million 0.52% of portfolio
14,475
Q2 2025 Added 1.81%
$0
$3.12 Million 0.51% of portfolio
18,990
Q2 2025 Added 0.77%
$0
$2.62 Million 0.43% of portfolio
25,093
Q1 2025 Reduced 7.54%
$0
$2.46 Million 0.4% of portfolio
3,978
Q2 2025 Added 0.25%
$0
$2.43 Million 0.4% of portfolio
17,988
Q2 2025 Added 8.34%
$0
$2.26 Million 0.37% of portfolio
84,829
Q2 2025 Reduced 3.83%
$253B
$2.29 Million 0.37% of portfolio
32,728
Q2 2025 New
$621B
$2.1 Million 0.34% of portfolio
4,332
Q2 2025 Added 4.84%
$127B
$2.02 Million 0.33% of portfolio
6,636
Q2 2025 Reduced 2.6%
$276B
$2.01 Million 0.33% of portfolio
20,521
Q2 2025 Reduced 0.19%
$224B
$1.91 Million 0.31% of portfolio
10,479
Q1 2025 Reduced 12.67%
$0
$1.78 Million 0.29% of portfolio
13,377
Q2 2025 Added 2.34%
$0
$1.75 Million 0.29% of portfolio
35,378
Q2 2025 Reduced 21.94%
$0
$1.78 Million 0.29% of portfolio
11,843
Q2 2025 Added 2.9%

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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