Data as of Q4 2025 (Dec 31, 2025)

White Lighthouse Investment Management Inc.

โ€ขCIK: 1727593โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

SHV
ISHARES TR
+46.0%
7.3% of portfolio
BIL
SPDR SERIES TRUST
+2636.1%
1.0% of portfolio
BND
VANGUARD BD INDEX FDS
+17.2%
3.8% of portfolio
SCHD
SCHWAB STRATEGIC TR
+52.3%
0.7% of portfolio
XLK
SELECT SECTOR SPDR TR
+588.7%
0.3% of portfolio

๐Ÿ“‰ Biggest Sells

VCLT
VANGUARD SCOTTSDALE FDS
-18.5%
0.6% of portfolio
IAU*
ISHARES GOLD TR
-4.2%
2.3% of portfolio
BLV
VANGUARD BD INDEX FDS
-49.6%
0.1% of portfolio
VGT
VANGUARD WORLD FD
-2.3%
3.4% of portfolio
VHT
VANGUARD WORLD FD
-5.9%
1.0% of portfolio

Sector Breakdown

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

๐Ÿšช Exited Positionssold since Q3 2025

NFLX
NETFLIX INC
SOLD
$261.4K

Changes from Q3 2025

NEW12 new positions
โ†‘86 increased
โ†“42 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023