โณ
Showing Q4 2025 data
HedgeTrack has imported Q1 2026 data overall, but White Lighthouse Investment Management Inc.'s latest available filing here is Q4 2025.
White Lighthouse Investment Management Inc.
โขCIK: 1727593โขFiling: Q4 2025
**White Lighthouse Investment Management Inc.** manages $716M across a diversified portfolio of 150 positions. The strategy exhibits a significant tilt toward US equity quality and value, evidenced by top holdings including VUG ($117.2M) and VYM ($67.7M). Notable allocations also include substantial exposure to international equities via VXUS ($44.8M) and fixed income through BND ($27.5M). This structure suggests a core mandate focused on capturing growth and income across major asset classes.
Total AUM
$716.4M
QoQ Performance
+9.2%
Positions
72
Top 10 Concentration
58.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VYM
SHV
VXUS
VUG16.4%
VYM9.5%
SHV7.3%
VXUS6.2%
VCSH4.1%
BND3.8%
VTV3.5%
VGT3.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other92.9%
Technology2.5%
ETF2.2%
Consumer0.8%
Healthcare0.5%
Consumer Staples0.4%
Industrial0.3%
Financial0.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW12 new positions
โ86 increased
โ42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022