White Lighthouse Investment Management Inc.
CIK: 0001727593SEC EDGAR →
Portfolio Value
$716.4M
Holdings
150
As of
Q4 2025
New Positions
4
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 240,210 | $117.2M | 16.36% |
| 2 | VANGUARD WHITEHALL FDS | 471,838 | $67.7M | 9.45% |
| 3 | ISHARES TR | 472,420 | $52.0M | 7.26% |
| 4 | VANGUARD STAR FDS | 593,492 | $44.8M | 6.25% |
| 5 | VANGUARD SCOTTSDALE FDS | 365,920 | $29.2M | 4.07% |
| 6 | VANGUARD BD INDEX FDS | 371,289 | $27.5M | 3.84% |
| 7 | VANGUARD INDEX FDS | 131,334 | $25.1M | 3.50% |
| 8 | VANGUARD WORLD FD | 32,684 | $24.6M | 3.44% |
| 9 | VANGUARD SCOTTSDALE FDS | 200,521 | $16.8M | 2.34% |
| 10 | ISHARES GOLD TR | 206,671 | $16.8M | 2.34% |
Quarterly Changes
Top Buys
New Positions (12)
Closed Positions (1)
$261K · 218 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 105 | $637.3M | 89.0% |
| Unknown | 8 | $40.8M | 5.7% |
| Technology | 11 | $14.6M | 2.0% |
| Healthcare | 8 | $7.6M | 1.1% |
| Communication Services | 2 | $4.5M | 0.6% |
| Consumer Cyclical | 3 | $3.8M | 0.5% |
| Consumer Defensive | 5 | $3.5M | 0.5% |
| Industrials | 4 | $2.2M | 0.3% |
| Utilities | 1 | $853K | 0.1% |
| Energy | 2 | $638K | 0.1% |
| Real Estate | 1 | $582K | 0.1% |