White Lighthouse Investment Management Inc. Portfolio Holdings
Q3 2025•139 long positions•$656.0M portfolio value
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Holding142 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $114.2M 17.41% | -$1.7M Sold | — 238.2K shares | 241.7K → 238.2K −$1.7M | -1.48% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $65.2M 9.95% | +$960.2K Bought | — 462.9K shares | 456.1K → 462.9K +$960.2K | +1.49% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $42.5M 6.47% | +$1.0M Bought | — 578.1K shares | 564.2K → 578.1K +$1.0M | +2.46% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $35.7M 5.45% | +$3.9M Bought | — 323.5K shares | 288.2K → 323.5K +$3.9M | +12.24% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $28.2M 4.3% | +$2.5M Bought | — 352.9K shares | 321.3K → 352.9K +$2.5M | +9.86% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $25.0M 3.81% | -$158.3K Sold | — 33.5K shares | 33.7K → 33.5K −$158.3K | -0.63% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $23.6M 3.59% | +$590.7K Bought | — 316.8K shares | 308.8K → 316.8K +$590.7K | +2.57% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $23.5M 3.58% | +$1.1M Bought | — 125.8K shares | 119.7K → 125.8K +$1.1M | +5.11% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $16.6M 2.54% | -$829.1K Sold | — 197.8K shares | 207.7K → 197.8K −$829.1K | -4.75% | — — | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $15.7M 2.39% | +$445.6K Bought | — 215.6K shares | 209.5K → 215.6K +$445.6K | +2.92% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $15.6M 2.38% | -$99.9K Sold | — 188.7K shares | 189.9K → 188.7K −$99.9K | -0.64% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $12.9M 1.97% | +$1.7M Bought | — 102.7K shares | 89.0K → 102.7K +$1.7M | +15.46% | — — | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $11.0M 1.68% | -$175.9K Sold | — 51.0K shares | 51.8K → 51.0K −$175.9K | -1.57% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.8M 1.65% | +$347.8K Bought | — 17.7K shares | 17.1K → 17.7K +$347.8K | +3.32% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $10.8M 1.65% | -$679.2K Sold | — 23.1K shares | 24.5K → 23.1K −$679.2K | -5.92% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $9.6M 1.47% | +$122.1K Bought | — 67.8K shares | 66.9K → 67.8K +$122.1K | +1.28% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $9.0M 1.38% | +$72.0K Bought | — 114.3K shares | 113.4K → 114.3K +$72.0K | +0.8% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $7.3M 1.11% | +$106.0K Bought | — 34.9K shares | 34.4K → 34.9K +$106.0K | +1.48% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $6.8M 1.03% | -$469.6K Sold | — 26.0K shares | 27.8K → 26.0K −$469.6K | -6.5% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $6.3M 0.966% | +$475.3K Bought | — 125.1K shares | 115.7K → 125.1K +$475.3K | +8.11% | — — | Q3 2018 Held for 7y 2m | |
Consumer Electronics Technology | $6.1M 0.924% | -$1.4M Sold | 0.0% 23.8K shares | 29.2K → 23.8K −$1.4M | -18.56% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $6.0M 0.921% | -$180.0K Sold | — 23.8K shares | 24.5K → 23.8K −$180.0K | -2.89% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $5.6M 0.854% | -$465.9K Sold | — 61.2K shares | 66.3K → 61.2K −$465.9K | -7.68% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $5.4M 0.824% | -$692.8K Sold | — 69.6K shares | 78.5K → 69.6K −$692.8K | -11.37% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $5.4M 0.822% | -$94.3K Sold | — 9.0K shares | 9.1K → 9.0K −$94.3K | -1.72% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $5.3M 0.811% | -$310.0K Sold | — 76.7K shares | 81.2K → 76.7K −$310.0K | -5.5% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $5.0M 0.757% | -$156.3K Sold | — 41.9K shares | 43.2K → 41.9K −$156.3K | -3.05% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $5.0M 0.755% | -$419.5K Sold | — 16.9K shares | 18.3K → 16.9K −$419.5K | -7.81% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.4M 0.669% | -$33.8K Sold | — 13.4K shares | 13.5K → 13.4K −$33.8K | -0.76% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.1M 0.623% | -$34.1K Sold | — 69.5K shares | 70.0K → 69.5K −$34.1K | -0.83% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $3.9M 0.598% | -$190.1K Sold | — 83.9K shares | 88.0K → 83.9K −$190.1K | -4.63% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.8M 0.577% | -$69.0K Sold | — 48.4K shares | 49.3K → 48.4K −$69.0K | -1.79% | — — | Q1 2018 Held for 7y 8m | |
Software - Infrastructure Technology | $3.7M 0.556% | +$148.1K Bought | 0.0% 7.0K shares | 6.8K → 7.0K +$148.1K | +4.23% | $3.85T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.5M 0.541% | -$184.3K Sold | — 18.7K shares | 19.7K → 18.7K −$184.3K | -4.94% | — — | Q3 2020 Held for 5y 2m | |
Unknown Unknown | $3.5M 0.537% | -$129.3K Sold | — 12.0K shares | 12.4K → 12.0K −$129.3K | -3.54% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.4M 0.513% | -$116.4K Sold | — 123.2K shares | 127.4K → 123.2K −$116.4K | -3.34% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.2M 0.495% | -$70.9K Sold | — 18.6K shares | 19.0K → 18.6K −$70.9K | -2.14% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.7M 0.405% | +$6.0K Bought | — 4.0K shares | 4.0K → 4.0K +$6.0K | +0.23% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.5M 0.388% | -$127.6K Sold | — 23.9K shares | 25.1K → 23.9K −$127.6K | -4.77% | — — | Q4 2017 Held for 7y 11m | |
Specialty Retail Consumer Cyclical | $2.5M 0.387% | -$637.4K Sold | 0.0% 11.6K shares | 14.5K → 11.6K −$637.4K | -20.06% | $2.34T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.5M 0.385% | -$96.1K Sold | — 17.3K shares | 18.0K → 17.3K −$96.1K | -3.67% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $2.5M 0.383% | — | — 32.7K shares | — | — | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $2.4M 0.363% | +$20.3K Bought | — 6.7K shares | 6.6K → 6.7K +$20.3K | +0.86% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.4M 0.359% | +$67.9K Bought | — 87.4K shares | 84.8K → 87.4K +$67.9K | +2.97% | — — | Q4 2017 Held for 7y 11m | |
Insurance - Diversified Financial Services | $2.3M 0.344% | +$79.4K Bought | 0.0% 4.5K shares | 4.3K → 4.5K +$79.4K | +3.65% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $1.9M 0.287% | -$181.1K Sold | 0.0% 7.7K shares | 8.5K → 7.7K −$181.1K | -8.78% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.8M 0.278% | -$91.6K Sold | — 33.7K shares | 35.4K → 33.7K −$91.6K | -4.78% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.8M 0.277% | -$76.6K Sold | — 12.8K shares | 13.4K → 12.8K −$76.6K | -4.04% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.8M 0.276% | -$62.6K Sold | — 4.6K shares | 4.7K → 4.6K −$62.6K | -3.34% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.8M 0.276% | +$32.5K Bought | — 19.5K shares | 19.1K → 19.5K +$32.5K | +1.83% | — — | Q4 2022 Held for 2y 11m |
