Latest White Lighthouse Investment Management Inc. Stock Portfolio
$720Million | No. of Holdings #145
White Lighthouse Investment Management Inc. Performance
2026 Q1-1.47%
YTD-1.47%
2025+14.19%
About White Lighthouse Investment Management Inc. and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, White Lighthouse Investment Management Inc. reported an equity portfolio of $720.8 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of White Lighthouse Investment Management Inc. are VB, AAXJ, VIGI. The fund has invested 15% of it's portfolio in VANGUARD INDEX FDS and 8% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off PIMCO ETF TR (BOND), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD BD INDEX FDS (BIV) and ASTRAZENECA PLC F SPONSORED ADR (AZN). White Lighthouse Investment Management Inc. opened new stock positions in ELI LILLY & CO (LLY), ISHARES TR (IJR) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), ALPHABET INC (GOOG) and ISHARES TR (AAXJ).
White Lighthouse Investment Management Inc. Equity Portfolio Value
Last Reported on: 15 May, 2026
$720Million
as of May 15, 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 -1.47% in the last quarter. In trailing 12 months, it's portfolio return was 14.34%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| eli lilly & co | 1,072,480 |
| ishares tr | 274,536 |
| select sector spdr tr | 260,968 |
| corning inc | 214,289 |
New stocks bought by White Lighthouse Investment Management Inc.
Additions
| Ticker | % Inc. |
|---|---|
| schwab strategic tr | 264 |
| alphabet inc | 199 |
| ishares tr | 108 |
| ishares tr | 64.11 |
| ishares tr | 43.25 |
| ishares inc | 32.36 |
| schwab strategic tr | 31.54 |
| schwab strategic tr | 28.75 |
Additions to existing portfolio by White Lighthouse Investment Management Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -61.71 |
| vanguard bd index fds | -59.62 |
| astrazeneca plc f sponsored adr | -49.91 |
| jpmorgan chase & co | -26.3 |
| ishares tr | -26.12 |
| select sector spdr tr | -20.76 |
| vanguard whitehall fds | -18.83 |
| berkshire hathaway inc del | -17.13 |
White Lighthouse Investment Management Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| pimco etf tr | -381,791 |
| brookfield corp | -205,986 |
| ishares inc | -207,149 |
| ishares tr | -321,062 |
| goldman sachs etf tr | -210,733 |
| taiwan semiconductor mfg ltd | -361,959 |
| qualcomm inc | -200,063 |
| oracle corp | -224,147 |
White Lighthouse Investment Management Inc. got rid off the above stocks
Sector Distribution
White Lighthouse Investment Management Inc. has about 94.6% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 94.6 |
| Technology | 1.6 |
Market Cap. Distribution
White Lighthouse Investment Management Inc. has about 4.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 94.6 |
| MEGA-CAP | 4.4 |
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.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 94.8 |
| S&P 500 | 5.2 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| AZN | astrazeneca plc f sponsored adr | 2.4 M |
| VIGI | vanguard whitehall fds | 2.0 M |
| FNDA | schwab strategic tr | 1.4 M |
| IAU | ishares gold tr | 1.4 M |
| VXUS | vanguard star fds | 1.0 M |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | vanguard index fds | -12.5 M |
| VAW | vanguard world fd | -1.8 M |
| IJR | ishares tr | -1.3 M |
| IJR | ishares tr | -1.1 M |
| MSFT | microsoft corp | -1.0 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 145 stocks in it's portfolio. About 57.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AZN was the most profitable stock for White Lighthouse Investment Management Inc. last quarter.
$720.80MTotal Value
154Positions
15 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.78% | 22,137 | $5.62M 0.78% | 6.11%decreased 6.11 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 7.96% | 519,501 | $57.35M 7.96% | 9.97%increased 9.97 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.37% | 25,080 | $2.66M 0.37% | 4.07%increased 4.07 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.22% | 12,942 | $1.57M 0.22% | 1.17%increased 1.17 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.19% | 12,636 | $1.35M 0.19% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.17% | 13,042 | $1.23M 0.17% | 64.11%increased 64.11 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.14% | 13,119 | $1.04M 0.14% | 108.44%increased 108.44 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.13% | 17,750 | $932.9K 0.13% | 0.91%increased 0.91 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 23,082 | $422.2K 0.06% | 1.54%increased 1.54 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWF Ishares TrIshares TrACWF | 0.54% | 85,101 | $3.93M 0.54% | 0.28%decreased 0.28 percentreduced | |
ACWF Ishares TrIshares TrACWF | 0.05% | 7,000 | $354.3K 0.05% | 0%unchanged 0 percentunchanged | |
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.12% | 9,076 | $832.9K 0.12% | 4.94%decreased 4.94 percentreduced | |
 Affirm Hldgs Inc Affirm Hldgs IncAFRM White Lighthouse Investment Management Inc.'s holding in Affirm Hldgs Inc over time | 0.05% | 8,084 | $370.4K 0.05% | 13.68%increased 13.68 percentadded | |
 AGT Ishares TrIshares TrAGT | 0.34% | 17,193 | $2.43M 0.34% | 0.29%increased 0.29 percentadded | |
AGT Ishares TrIshares TrAGT | 0.23% | 17,529 | $1.68M 0.23% | 0.37%increased 0.37 percentadded | |
AGT Ishares TrIshares TrAGT | 0.14% | 44,588 | $1.03M 0.14% | 2.21%increased 2.21 percentadded | |
| 0.16% | 3,333 | $1.17M 0.16% | 6.61%decreased 6.61 percentreduced | ||
 Amazon Com Inc Amazon Com IncAMZN White Lighthouse Investment Management Inc.'s holding in Amazon Com Inc over time | 0.31% | 10,836 | $2.26M 0.31% | 8.6%decreased 8.6 percentreduced | |
 ARGT Global X Ftse Greece 20 EtfGlobal X Ftse Greece 20 EtfARGT | 0.09% | 9,970 | $636.8K 0.09% | 0%unchanged 0 percentunchanged | |
