Latest White Lighthouse Investment Management Inc. Stock Portfolio
$802Million | No. of Holdings #151
White Lighthouse Investment Management Inc. Performance
2026 Q2-31.90%
YTD-32.90%
2025+14.19%
About White Lighthouse Investment Management Inc. and 13F Hedge Fund Stock Holdings
On 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, White Lighthouse Investment Management Inc. reported an equity portfolio of $802.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of White Lighthouse Investment Management Inc. are VB, AAXJ, VXUS. The fund has invested 16.6% of it's portfolio in VANGUARD INDEX FDS and 8.3% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ASTRAZENECA PLC F SPONSORED ADR (AZN), GLOBAL X FTSE GREECE 20 ETF (ARGT) and VANGUARD BD INDEX FDS (BIV) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), PROCTER & GAMBLE CO (PG) and SOUTHERN CO (SO). White Lighthouse Investment Management Inc. opened new stock positions in ASTRAZENECA PLC, GLOBAL X FDS (AGNG) and ORACLE CORP (ORCL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
White Lighthouse Investment Management Inc. Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$802Million
as of Aug 05, 2026White 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 -31.9% in the last quarter. In trailing 12 months, it's portfolio return was -27.46%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| astrazeneca plc | 2,804,380 |
| global x fds | 752,735 |
| oracle corp | 382,973 |
| advanced micro devices inc | 261,990 |
| expedia group inc | 260,486 |
| vanguard intl equity index f | 249,956 |
| ishares tr | 238,862 |
| ishares tr | 212,821 |
New stocks bought by White Lighthouse Investment Management Inc.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard world fd | 681 |
| vanguard index fds | 522 |
| vanguard index fds | 305 |
| ishares tr | 288 |
| vanguard world fd | 231 |
| ishares tr | 35.71 |
| spdr series trust | 26.91 |
| schwab strategic tr | 22.00 |
Additions to existing portfolio by White Lighthouse Investment Management Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -54.96 |
| procter & gamble co | -37.23 |
| southern co | -34.32 |
| philip morris intl inc | -23.7 |
| ishares tr | -21.76 |
| amgen inc | -21.00 |
| berkshire hathaway inc del | -20.9 |
| jpmorgan chase & co | -19.21 |
White Lighthouse Investment Management Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| astrazeneca plc f sponsored adr | -3,000,310 |
| global x ftse greece 20 etf | -636,784 |
| vanguard bd index fds | -262,877 |
| corning inc | -214,289 |
| intuitive surgical inc | -215,743 |
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.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 94.7 |
| Technology | 1.7 |
Market Cap. Distribution
White Lighthouse Investment Management Inc. has about 4.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 94.7 |
| MEGA-CAP | 4.5 |
Stocks belong to which Index?
About 5.1% of the stocks held by White Lighthouse Investment Management Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 94.9 |
| S&P 500 | 5.1 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares tr | 5.7 M |
| VXUS | vanguard star fds | 5.4 M |
| VIGI | vanguard whitehall fds | 3.6 M |
| VB | vanguard index fds | 2.8 M |
| VB | vanguard index fds | 1.7 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| VAW | vanguard world fd | -73.2 % |
| VB | vanguard index fds | -70.3 % |
| EDV | vanguard world fd | -67.4 % |
| VB | vanguard index fds | -61.5 % |
| IJR | ishares tr | -60.5 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | vanguard index fds | -314.3 M |
| VAW | vanguard world fd | -82.5 M |
| IJR | ishares tr | -16.6 M |
| VB | vanguard index fds | -9.3 M |
| IAU | ishares gold tr | -2.5 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 151 stocks in it's portfolio. About 59.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for White Lighthouse Investment Management Inc. last quarter.
$802.35MTotal Value
156Positions
05 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.78% | 21,636 | $6.26M 0.78% | 2.26%decreased 2.26 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 8.34% | 606,646 | $66.94M 8.34% | 16.77%increased 16.77 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.35% | 26,230 | $2.82M 0.35% | 4.59%increased 4.59 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.23% | 13,257 | $1.89M 0.23% | 2.43%increased 2.43 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.19% | 14,500 | $1.54M 0.19% | 14.75%increased 14.75 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.17% | 14,127 | $1.36M 0.17% | 8.32%increased 8.32 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.15% | 14,952 | $1.20M 0.15% | 13.97%increased 13.97 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.12% | 17,825 | $934.2K 0.12% | 0.42%increased 0.42 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 23,617 | $483.9K 0.06% | 2.32%increased 2.32 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 1,379 | $212.8K 0.03% | Newnew position | |
 ACWF Ishares TrIshares TrACWF | 0.54% | 94,329 | $4.35M 0.54% | 10.84%increased 10.84 percentadded | |
ACWF Ishares TrIshares TrACWF | 0.06% | 9,500 | $480.5K 0.06% | 35.71%increased 35.71 percentadded | |
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.08% | 8,976 | $677.2K 0.08% | 1.1%decreased 1.1 percentreduced | |
 Affirm Hldgs Inc Affirm Hldgs IncAFRM White Lighthouse Investment Management Inc.'s holding in Affirm Hldgs Inc over time | 0.09% | 9,140 | $745.4K 0.09% | 13.06%increased 13.06 percentadded | |
 AGNG Global X FdsGlobal X FdsAGNG | 0.09% | 9,970 | $752.7K 0.09% | Newnew position | |
 AGT Ishares TrIshares TrAGT | 0.36% | 17,387 | $2.85M 0.36% | 1.13%increased 1.13 percentadded | |
AGT Ishares TrIshares TrAGT | 0.23% | 18,035 | $1.85M 0.23% | 2.89%increased 2.89 percentadded | |
AGT Ishares TrIshares TrAGT | 0.13% | 46,388 | $1.07M 0.13% | 4.04%increased 4.04 percentadded | |
 Advanced Micro Devices Inc White Lighthouse Investment Management Inc.'s holding in Advanced Micro Devices Inc over time | 0.03% | 451 | $262.0K 0.03% | Newnew position | |
| 0.12% | 2,633 | $953.6K 0.12% | 21%decreased 21 percentreduced | ||
