White Lighthouse Investment Management Inc. Portfolio Holdings

White Lighthouse Investment Management Inc.

  • $654 Million
  • Q3 2025

White Lighthouse Investment Management Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $654 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $114M, Vanguard Whitehall Fds (Vangua with a value of $65.2M, Vanguard Star Fd Vanguard Tota with a value of $42.5M, Ishares Tr with a value of $35.7M, and Vanguard Sht Term Corp Bd ETF with a value of $28.2M.

Examining the 13F form we can see an increase of $41.1M in the current position value, from $613M to 654M.

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

Portfolio value $654 Million
ETFs: $616 Million
Technology: $12.8 Million
Healthcare: $6.79 Million
Consumer Defensive: $5.84 Million
Consumer Cyclical: $3.45 Million
Financial Services: $3.09 Million
Communication Services: $2.86 Million
Industrials: $1.93 Million
Other: $1.38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$114 Million 17.47% of portfolio
238,156
Q3 2025 Reduced 1.48%
$0
$65.2 Million 9.98% of portfolio
462,928
Q3 2025 Added 1.49%
$0
$42.5 Million 6.5% of portfolio
578,112
Q3 2025 Added 2.46%
$0
$35.7 Million 5.47% of portfolio
323,537
Q3 2025 Added 12.24%
$0
$28.2 Million 4.31% of portfolio
352,944
Q3 2025 Added 9.86%
$0
$25 Million 3.82% of portfolio
33,456
Q3 2025 Reduced 0.63%
$0
$23.6 Million 3.6% of portfolio
316,780
Q3 2025 Added 2.57%
$0
$23.5 Million 3.59% of portfolio
125,770
Q3 2025 Added 5.11%
$0
$16.6 Million 2.55% of portfolio
197,842
Q3 2025 Reduced 4.75%
$65.3B
$15.7 Million 2.4% of portfolio
215,646
Q3 2025 Added 2.92%
$0
$15.6 Million 2.38% of portfolio
188,686
Q3 2025 Reduced 0.64%
$0
$12.9 Million 1.98% of portfolio
102,735
Q3 2025 Added 15.46%
$0
$10.8 Million 1.66% of portfolio
17,683
Q3 2025 Added 3.32%
$0
$10.8 Million 1.65% of portfolio
23,055
Q3 2025 Reduced 5.92%
$0
$9.63 Million 1.47% of portfolio
67,787
Q3 2025 Added 1.28%
$0
$9.29 Million 1.42% of portfolio
51,029
Q3 2025 Reduced 1.57%
$0
$7.29 Million 1.12% of portfolio
34,948
Q3 2025 Added 1.48%
$0
$6.75 Million 1.03% of portfolio
26,017
Q3 2025 Reduced 6.5%
$0
$6.34 Million 0.97% of portfolio
125,128
Q3 2025 Added 8.11%
$4.3T
$6.06 Million 0.93% of portfolio
23,795
Q3 2025 Reduced 18.56%
$0
$6.04 Million 0.92% of portfolio
23,761
Q3 2025 Reduced 2.89%
$0
$5.6 Million 0.86% of portfolio
61,244
Q3 2025 Reduced 7.68%
$0
$5.4 Million 0.83% of portfolio
69,580
Q3 2025 Reduced 11.37%
$0
$5.39 Million 0.82% of portfolio
8,983
Q3 2025 Reduced 1.72%
$0
$5.32 Million 0.81% of portfolio
76,716
Q3 2025 Reduced 5.5%
$0
$4.95 Million 0.76% of portfolio
16,863
Q3 2025 Reduced 7.81%
$0
$4.97 Million 0.76% of portfolio
41,922
Q3 2025 Reduced 3.05%
$0
$4.39 Million 0.67% of portfolio
13,374
Q3 2025 Reduced 0.76%
$0
$4.09 Million 0.63% of portfolio
69,458
Q3 2025 Reduced 0.83%
$0
$3.92 Million 0.6% of portfolio
83,926
Q3 2025 Reduced 4.63%
$0
$3.78 Million 0.58% of portfolio
48,448
Q3 2025 Reduced 1.79%
$3.78T
$3.65 Million 0.56% of portfolio
7,048
Q3 2025 Added 4.23%
$0
$3.52 Million 0.54% of portfolio
11,992
Q3 2025 Reduced 3.54%
$0
$3.55 Million 0.54% of portfolio
18,732
Q3 2025 Reduced 4.94%
$0
$3.36 Million 0.51% of portfolio
123,185
Q3 2025 Reduced 3.34%
$0
$3.24 Million 0.5% of portfolio
18,584
Q3 2025 Reduced 2.14%
$0
$2.66 Million 0.41% of portfolio
3,987
Q3 2025 Added 0.23%
$2.39T
$2.54 Million 0.39% of portfolio
11,572
Q3 2025 Reduced 20.06%
$0
$2.54 Million 0.39% of portfolio
23,895
Q3 2025 Reduced 4.77%
$0
$2.52 Million 0.39% of portfolio
17,328
Q3 2025 Reduced 3.67%
$277B
$2.51 Million 0.38% of portfolio
32,728
Q2 2025 New
$0
$2.35 Million 0.36% of portfolio
87,350
Q3 2025 Added 2.97%
$130B
$2.38 Million 0.36% of portfolio
6,693
Q3 2025 Added 0.86%
$662B
$2.26 Million 0.35% of portfolio
4,490
Q3 2025 Added 3.65%
$1.65T
$1.88 Million 0.29% of portfolio
7,738
Q3 2025 Reduced 8.78%
$0
$1.83 Million 0.28% of portfolio
33,687
Q3 2025 Reduced 4.78%
$0
$1.82 Million 0.28% of portfolio
12,836
Q3 2025 Reduced 4.04%
$0
$1.81 Million 0.28% of portfolio
19,459
Q3 2025 Added 1.83%
$0
$1.81 Million 0.28% of portfolio
4,577
Q3 2025 Reduced 3.34%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $654 Million
  • Prior Value $613 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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