Latest White Lighthouse Investment Management Inc. Stock Portfolio
White Lighthouse Investment Management Inc. Performance:
2025 Q3: 1.29%YTD: 1.74%2024: 1.64%
Performance for 2025 Q3 is 1.29%, and YTD is 1.74%, and 2024 is 1.64%.
About White Lighthouse Investment Management Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, White Lighthouse Investment Management Inc. reported an equity portfolio of $656 Millions as of 30 Sep, 2025.
The top stock holdings of White Lighthouse Investment Management Inc. are VB, VIGI, VXUS. The fund has invested 17.4% of it's portfolio in VANGUARD INDEX FDS and 9.9% of portfolio in VANGUARD WHITEHALL FDS.
The fund managers got completely rid off GLOBAL X FTSE GREECE 20 ETF (ARGT), AMERIPRISE FINL INC (AMP) and ISHARES TR (IBCE) stocks. They significantly reduced their stock positions in BRITISH AMERN TOB PLC, AFFIRM HLDGS INC (AFRM) and BROADCOM INC (AVGO). White Lighthouse Investment Management Inc. opened new stock positions in ISHARES TR (AGT), VANGUARD WHITEHALL FDS (VIGI) and GOLDMAN SACHS ETF TR (GBIL). The fund showed a lot of confidence in some stocks as they added substantially to NUSHARES ETF TR (NDVG), NVIDIA CORPORATION (NVDA) and S&P GLOBAL INC (SPGI).
The top stock holdings of White Lighthouse Investment Management Inc. are VB, VIGI, VXUS. The fund has invested 17.4% of it's portfolio in VANGUARD INDEX FDS and 9.9% of portfolio in VANGUARD WHITEHALL FDS.
The fund managers got completely rid off GLOBAL X FTSE GREECE 20 ETF (ARGT), AMERIPRISE FINL INC (AMP) and ISHARES TR (IBCE) stocks. They significantly reduced their stock positions in BRITISH AMERN TOB PLC, AFFIRM HLDGS INC (AFRM) and BROADCOM INC (AVGO). White Lighthouse Investment Management Inc. opened new stock positions in ISHARES TR (AGT), VANGUARD WHITEHALL FDS (VIGI) and GOLDMAN SACHS ETF TR (GBIL). The fund showed a lot of confidence in some stocks as they added substantially to NUSHARES ETF TR (NDVG), NVIDIA CORPORATION (NVDA) and S&P GLOBAL INC (SPGI).
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 1.29% in the last quarter. In trailing 12 months, it's portfolio return was 2%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 892,194 |
| vanguard whitehall fds | 211,116 |
| goldman sachs etf tr | 210,663 |
| spdr series trust | 205,872 |
New stocks bought by White Lighthouse Investment Management Inc.
Additions
| Ticker | % Inc. |
|---|---|
| nushares etf tr | 43.08 |
| nvidia corporation | 23.1 |
| s&p global inc | 21.39 |
| ishares tr | 15.46 |
| vanguard world fd | 12.42 |
| alphabet inc | 12.36 |
| ishares tr | 12.24 |
| vanguard charlotte fds | 11.98 |
Additions to existing portfolio by White Lighthouse Investment Management Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| british amern tob plc | -48.58 |
| affirm hldgs inc | -45.69 |
| broadcom inc | -36.99 |
| walmart inc | -26.36 |
| amazon com inc | -20.06 |
| apple inc | -18.56 |
| schwab strategic tr | -17.32 |
| ishares tr | -16.85 |
White Lighthouse Investment Management Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| global x ftse greece 20 etf | -578,659 |
| ishares tr | -201,604 |
| ameriprise finl inc | -207,087 |
White Lighthouse Investment Management Inc. got rid off the above stocks
Sector Distribution
White Lighthouse Investment Management Inc. has about 95% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 95 |
| Technology | 1.9 |
Market Cap. Distribution
White Lighthouse Investment Management Inc. has about 4.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 95 |
| MEGA-CAP | 3.5 |
| LARGE-CAP | 1.3 |
Stocks belong to which Index?
About 4.9% of the stocks held by White Lighthouse Investment Management Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 95.1 |
| S&P 500 | 4.9 |
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 139 stocks in it's portfolio. About 59.5% of the portfolio is in top 10 stocks. PM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for White Lighthouse Investment Management Inc. last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.92 | 23,795 | 6,059,000 | reduced | -18.56 | ||
| AAXJ | ishares tr | 5.45 | 323,537 | 35,747,600 | added | 12.24 | ||
| AAXJ | ishares tr | 0.39 | 23,895 | 2,544,580 | reduced | -4.77 | ||
| AAXJ | ishares tr | 0.25 | 12,791 | 1,611,030 | added | 0.02 | ||
| AAXJ | ishares tr | 0.21 | 12,636 | 1,349,270 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.14 | 17,320 | 918,480 | reduced | -7.97 | ||
| AAXJ | ishares tr | 0.10 | 7,018 | 668,070 | added | 9.78 | ||
| AAXJ | ishares tr | 0.05 | 4,206 | 341,485 | added | 3.39 | ||
| AAXJ | ishares tr | 0.05 | 20,478 | 317,003 | added | 4.75 | ||
| AAXJ | ishares tr | 0.05 | 2,304 | 312,157 | added | 0.3 | ||
| ACWF | ishares tr | 0.60 | 83,926 | 3,920,200 | reduced | -4.63 | ||
| ACWF | ishares tr | 0.05 | 7,000 | 355,250 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.13 | 11,082 | 846,672 | reduced | -8.25 | ||
| AFRM | affirm hldgs inc | 0.06 | 5,835 | 426,422 | reduced | -45.69 | ||
| AGT | ishares tr | 0.38 | 17,328 | 2,522,960 | reduced | -3.67 | ||
| AGT | ishares tr | 0.28 | 19,459 | 1,809,300 | added | 1.83 | ||
| AGT | ishares tr | 0.14 | 37,869 | 892,194 | new | |||
| AMGN | amgen inc | 0.15 | 3,465 | 977,823 | added | 1.35 | ||
| AMP | ameriprise finl inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 0.39 | 11,572 | 2,540,860 | reduced | -20.06 | ||