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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.55 Million 0.28% of portfolio
4,772
Q1 2025 Reduced 0.83%
$0
$1.56 Million 0.28% of portfolio
19,126
Q1 2025 Reduced 4.15%
$0
$1.52 Million 0.27% of portfolio
10,223
Q1 2025 Reduced 0.89%
$0
$1.45 Million 0.26% of portfolio
11,331
Q1 2025 Reduced 6.66%
$0
$1.46 Million 0.26% of portfolio
11,509
Q1 2025 Reduced 2.02%
$0
$1.32 Million 0.24% of portfolio
12,500
Q3 2024 Added 31.58%
$0
$1.32 Million 0.24% of portfolio
26,038
Q1 2025 Reduced 3.25%
$0
$1.29 Million 0.23% of portfolio
21,275
Q1 2025 Added 0.0%
$0
$1.26 Million 0.23% of portfolio
7,362
Q1 2025 Added 58.73%
$0
$1.3 Million 0.23% of portfolio
26,201
Q1 2025 Reduced 26.81%
$0
$1.21 Million 0.22% of portfolio
2,147
Q1 2025 Reduced 1.47%
$0
$1.21 Million 0.22% of portfolio
19,739
Q1 2025 Reduced 4.66%
$995B
$1.24 Million 0.22% of portfolio
8,022
Q1 2025 Reduced 17.47%
$0
$1.23 Million 0.22% of portfolio
12,933
Q1 2025 Added 91.69%
$4.65B
$1.16 Million 0.21% of portfolio
38,898
Q1 2025 Reduced 0.89%
$392B
$1.15 Million 0.21% of portfolio
6,930
Q1 2025 Reduced 17.78%
$155B
$1.07 Million 0.19% of portfolio
3,431
Q1 2025 Added 2.94%
$0
$985,000 0.18% of portfolio
18,820
Q4 2024 Added 4.44%
$110B
$986,000 0.18% of portfolio
23,852
Q3 2024 New
$190B
$1 Million 0.18% of portfolio
3,041
Q1 2025 Added 19.21%
$0
$899,000 0.16% of portfolio
12,818
Q1 2025 Added 4.64%
$377B
$869,000 0.16% of portfolio
5,104
Q1 2025 Added 25.99%
$0
$755,000 0.14% of portfolio
6,321
Q1 2025 Added 31.33%
$84.4B
$794,000 0.14% of portfolio
3,335
Q1 2025 Reduced 29.57%
$97.2B
$750,000 0.13% of portfolio
8,159
Q1 2025 Reduced 20.24%
$0
$724,000 0.13% of portfolio
11,612
Q1 2025 Reduced 2.27%
$0
$655,000 0.12% of portfolio
10,420
Q1 2025 Added 3.01%
$0
$665,000 0.12% of portfolio
6,364
Q1 2025 Reduced 2.69%
$0
$636,000 0.11% of portfolio
18,210
Q1 2025 Reduced 2.54%
$45.6B
$590,000 0.11% of portfolio
8,142
Q1 2023 Added 45.65%
$0
$564,000 0.1% of portfolio
12,286
Q1 2025 Reduced 4.89%
$0
$574,000 0.1% of portfolio
1,861
Q4 2024 Reduced 33.54%
$107B
$564,000 0.1% of portfolio
9,397
Q1 2025 Reduced 0.75%
$0
$558,000 0.1% of portfolio
6,170
Q1 2025 Added 2.25%
$0
$565,000 0.1% of portfolio
3,310
Q1 2025 Reduced 1.25%
$0
$548,000 0.1% of portfolio
14,309
Q1 2025 Added 19.32%
$807B
$480,000 0.09% of portfolio
1,960
Q1 2025 Added 7.57%
$0
$502,000 0.09% of portfolio
1,955
Q4 2024 Reduced 5.0%
$14.3B
$431,000 0.08% of portfolio
9,542
Q1 2025 Added 13.07%
$0
$425,000 0.08% of portfolio
5,869
Q2 2023 Reduced 0.42%
$0
$443,000 0.08% of portfolio
5,662
Q1 2025 Added 23.22%
$0
$408,000 0.07% of portfolio
2,023
Q1 2025 Reduced 5.95%
$272B
$396,000 0.07% of portfolio
6,430
Q1 2025 Reduced 0.65%
$1.02T
$416,000 0.07% of portfolio
2,666
Q1 2025 Added 3.9%
$0
$367,000 0.07% of portfolio
14,674
Q1 2025 Added 0.13%
$200B
$392,000 0.07% of portfolio
4,373
Q1 2025 Reduced 22.48%
$478B
$360,000 0.06% of portfolio
3,031
Q1 2025 Added 1.07%
$0
$345,000 0.06% of portfolio
3,012
Q4 2024 Reduced 4.5%
$0
$341,000 0.06% of portfolio
1,653
Q1 2025 Reduced 21.99%

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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