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
Other92.8%
Technology2.5%
ETF2.2%
Consumer0.8%
Financial0.6%
Healthcare0.5%
Industrial0.3%
Utilities0.1%
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 2023