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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$6.06 Million 0.93% of portfolio
23,795
Q3 2025 Reduced 18.56%
$3.78T
$3.65 Million 0.56% of portfolio
7,048
Q3 2025 Added 4.23%
$2.39T
$2.54 Million 0.39% of portfolio
11,572
Q3 2025 Reduced 20.06%
$277B
$2.51 Million 0.38% of portfolio
32,728
Q2 2025 New
$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%
$237B
$1.7 Million 0.26% of portfolio
10,479
Q1 2025 Reduced 12.67%
$279B
$1.56 Million 0.24% of portfolio
15,111
Q3 2025 Reduced 26.36%
$291B
$1.18 Million 0.18% of portfolio
2,471
Q3 2025 Reduced 2.75%
$522B
$1.16 Million 0.18% of portfolio
6,257
Q3 2025 Reduced 8.15%
$465B
$780,000 0.12% of portfolio
4,183
Q3 2025 Added 23.1%
$346B
$810,000 0.12% of portfolio
5,276
Q3 2025 Added 3.96%
$1.74T
$721,000 0.11% of portfolio
2,963
Q3 2025 Added 12.36%
$300B
$648,000 0.1% of portfolio
1,879
Q3 2025 Reduced 0.53%
$881B
$534,000 0.08% of portfolio
1,696
Q3 2025 Reduced 11.25%
$319B
$461,000 0.07% of portfolio
6,740
Q3 2025 Added 1.51%
$490B
$347,000 0.05% of portfolio
3,082
Q3 2025 Reduced 0.42%
$405B
$345,000 0.05% of portfolio
357
Q1 2025 Added 2.0%
$593B
$342,000 0.05% of portfolio
1,218
Q3 2025 Reduced 1.93%
$367B
$306,000 0.05% of portfolio
757
Q3 2025 Reduced 11.05%
$204B
$240,000 0.04% of portfolio
1,711
Q3 2025 Reduced 2.89%
$303B
$254,000 0.04% of portfolio
1,642
Q3 2025 Reduced 1.14%
$404B
$274,000 0.04% of portfolio
297
Q3 2025 Added 0.68%

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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