Latest White Lighthouse Investment Management Inc. Stock Portfolio

White Lighthouse Investment Management Inc. Performance:

2025 Q4: 1.6%YTD: 14.01%2024: 7.56%

Performance for 2025 Q4 is 1.6%, and YTD is 14.01%, and 2024 is 7.56%.

About White Lighthouse Investment Management Inc. and 13F Hedge Fund Stock Holdings

On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, White Lighthouse Investment Management Inc. reported an equity portfolio of $716.4 Millions as of 31 Dec, 2025.

The top stock holdings of White Lighthouse Investment Management Inc. are VB, VIGI, AAXJ. The fund has invested 16.4% of it's portfolio in VANGUARD INDEX FDS and 9.4% of portfolio in VANGUARD WHITEHALL FDS.

The fund managers got completely rid off NETFLIX INC (NFLX) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), ISHARES INC (EMGF) and BRITISH AMERN TOB PLC. White Lighthouse Investment Management Inc. opened new stock positions in GLOBAL X FTSE GREECE 20 ETF (ARGT), SELECT SECTOR SPDR TR (XLB) and PIMCO ETF TR (BOND). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR).

White Lighthouse Investment Management Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that White Lighthouse Investment Management Inc. made a return of 1.6% in the last quarter. In trailing 12 months, it's portfolio return was 14.01%.

Performance
S&P 500

New Buys

Ticker	$ Bought
global x ftse greece 20 etf	657,123
select sector spdr tr	395,204
pimco etf tr	381,791
taiwan semiconductor mfg ltd	361,959
select sector spdr tr	264,375
select sector spdr tr	246,741
ishares inc	236,816
visa inc	230,101

New stocks bought by White Lighthouse Investment Management Inc.

Additions

Ticker	% Inc.
spdr series trust	2,636
select sector spdr tr	588
ishares tr	119
jpmorgan chase & co.	116
vanguard intl equity index f	96.21
vanguard whitehall fds	53.6
schwab strategic tr	52.35
vanguard intl equity index f	51.06

Additions to existing portfolio by White Lighthouse Investment Management Inc.

Reductions

Ticker	% Reduced
vanguard bd index fds	-49.57
ishares inc	-38.42
british amern tob plc	-27.3
ishares tr	-19.28
vanguard scottsdale fds	-18.48
edwards lifesciences corp	-14.8
vaneck etf trust	-13.84
ishares tr	-10.43

White Lighthouse Investment Management Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
netflix inc	-261,365

White Lighthouse Investment Management Inc. got rid off the above stocks

Sector Distribution

White Lighthouse Investment Management Inc. has about 94.7% of it's holdings in Others sector.

Sector	%
Others	94.7
Technology	1.9

Market Cap. Distribution

White Lighthouse Investment Management Inc. has about 5.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.7
MEGA-CAP	3.8
LARGE-CAP	1.4

Stocks belong to which Index?

About 5.2% of the stocks held by White Lighthouse Investment Management Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	94.8
S&P 500	5.2

Top 5 Winners (%)		%
ISRG	intuitive surgical inc	25.8 %
GOOG	alphabet inc	24.5 %
MRK	merck & co inc	23.9 %
GOOG	alphabet inc	23.8 %
CAT	caterpillar inc	20.1 %

Top 5 Winners ($)		$
VB	vanguard index fds	2.0 M
IAU	ishares gold tr	1.8 M
VIGI	vanguard whitehall fds	1.2 M
VXUS	vanguard star fds	1.2 M
VAW	vanguard world fd	0.7 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-35.4 %
ORCL	oracle corp	-29.8 %
HD	home depot inc	-13.5 %
MO	altria group inc	-12.7 %
PANW	palo alto networks inc	-9.5 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-1.0 M
MSFT	microsoft corp	-0.3 M
VB	vanguard index fds	-0.2 M
VB	vanguard index fds	-0.2 M
VTIP	vanguard malvern fds	-0.2 M

White Lighthouse Investment Management Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of White Lighthouse Investment Management Inc.

White Lighthouse Investment Management Inc. has 150 stocks in it's portfolio. About 58.9% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for White Lighthouse Investment Management Inc. last quarter.

Last Reported on: 09 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.90	23,577	6,409,740	reduced	-0.92

AAXJ	ishares tr	7.26	472,420	52,037,000	added	46.02

AAXJ	ishares tr	0.36	24,100	2,581,350	added	0.86

AAXJ	ishares tr	0.23	12,792	1,647,970	added	0.01

AAXJ	ishares tr	0.19	12,636	1,348,260	unchanged	0.00

AAXJ	ishares tr	0.13	17,590	930,159	added	1.56

AAXJ	ishares tr	0.11	7,947	765,137	added	13.24

AAXJ	ishares tr	0.07	6,294	507,485	added	49.64

AAXJ	ishares tr	0.05	22,732	373,485	added	11.01

AAXJ	ishares tr	0.04	2,304	321,062	unchanged	0.00

ACWF	ishares tr	0.55	85,339	3,971,660	added	1.68

ACWF	ishares tr	0.05	7,000	354,060	unchanged	0.00

AFK	vaneck etf trust	0.11	9,548	818,942	reduced	-13.84

AFRM	affirm hldgs inc	0.07	7,111	529,272	added	21.87

AGT	ishares tr	0.36	17,143	2,553,960	reduced	-1.07

AGT	ishares tr	0.23	17,464	1,660,650	reduced	-10.25

AGT	ishares tr	0.14	43,625	1,020,160	added	15.2

AMGN	amgen inc	0.16	3,569	1,168,250	added	3.00

AMZN	amazon com inc	0.38	11,855	2,736,370	added	2.45

ARGT	global x ftse greece 20 etf	0.09	9,970	657,123	new