White Lighthouse Investment Management Inc.

CIK

1727593

Location

BEDFORD, MA

Portfolio Value

Micro $68,074,935

Diversification

Diversified

Filing Date

Global Rank

#6,035 / 8,232 ▲ 230

Top Industry

Consumer Electronics 14.7%

3Y Alpha vs SPY

+1.2%

Period ended 2 months ago

Filed May 15, 2026 · 29d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+82.4%

SPY

+76.5%

Annualised alpha

+1.3%

Max drawdown

−12.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

25.1%

+1.3 pts

Top 5

50.8%

−0.7 pts

Top 10

68.0%

−1.6 pts

HHI

912

Diversified+37

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.8%	$29,849,922	5
Technology	17.2%	$11,738,060	8
Consumer Defensive	8.9%	$6,083,965	7
Healthcare	8.6%	$5,824,330	8
Financial Services	5.1%	$3,473,837	4
Consumer Cyclical	4.9%	$3,353,357	3
Communication Services	4.1%	$2,768,627	1
Industrials	3.8%	$2,609,429	4
Utilities	1.4%	$927,074	1
Energy	1.3%	$881,164	2
Real Estate	0.8%	$565,170	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
AFRM	Affirm Holdings, Inc.	+973	8,084	$370,408
NLY	Annaly Capital Management Inc	+657	26,722	$565,170
QQQ	Invesco Qqq Trust, Series 1	+455	9,741	$5,622,310
NVDA	Nvidia Corp	+409	5,221	$910,542
SPY	Spdr S&P 500 ETF Trust	+225	4,342	$2,823,776
BTI	British American Tobacco p.l.c.	+168	9,084	$531,141
XOM	Exxon Mobil Corp	+83	3,273	$555,297
MSFT	Microsoft Corp	+79	8,884	$3,288,590
CSCO	Cisco Systems, Inc.	+68	6,672	$517,680
MDT	Medtronic plc	+54	3,209	$278,059
PEP	Pepsico Inc	+27	1,905	$295,827
PG	PROCTER & GAMBLE Co	+22	5,327	$769,431
JNJ	Johnson & Johnson	+17	6,340	$1,549,749
MO	Altria Group, Inc.	+9	9,202	$607,239
LMT	Lockheed Martin Corp	+5	569	$343,897
COST	Costco Wholesale Corp /New	+2	291	$289,961
ASML	Asml Holding NV	+1	366	$483,423
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−13,103	193,568	$17,064,954
SGOL	abrdn Gold ETF Trust	−3,725	30,865	$1,377,196
AAPL	Apple Inc.	−1,440	22,137	$5,618,149
WMT	Walmart Inc.	−1,234	14,013	$1,741,535
AMZN	Amazon Com Inc	−1,019	10,836	$2,256,813
JPM	Jpmorgan Chase & Co	−966	2,707	$796,291
BRK-B	Berkshire Hathaway Inc	−885	4,282	$2,051,934
MRK	Merck & Co., Inc.	−657	4,242	$510,270
GOOGL	Alphabet Inc.	−494	9,628	$2,768,627
AMGN	Amgen Inc	−236	3,333	$1,172,716
GLD	Spdr Gold Trust	−210	6,883	$2,961,686
SO	Southern Co	−177	9,605	$927,074
PM	Philip Morris International Inc.	−147	11,182	$1,848,831
UNH	Unitedhealth Group Inc	−130	1,686	$456,214
CVX	Chevron Corp	−99	1,575	$325,867
AVGO	Broadcom Inc.	−89	1,615	$499,858
UNP	Union Pacific Corp	−75	1,107	$268,580
PANW	Palo Alto Networks Inc	−68	1,282	$205,530
CAT	Caterpillar Inc	−22	2,449	$1,735,018
SPGI	S&P Global Inc.	−13	600	$255,204
ISRG	Intuitive Surgical Inc	−5	468	$215,743
HD	Home Depot, Inc.	−3	1,012	$332,836
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	1,166	$1,072,451
GLW	Corning Inc /Ny	1,576	$214,288
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,191	$361,932
V	Visa Inc.	656	$230,065
ORCL	Oracle Corp	1,150	$224,146
BN	BROOKFIELD Corp /ON/	4,489	$206,000
QCOM	Qualcomm Inc/De	1,170	$200,128
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 positions · $68,074,935 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	193,568	-13,103	$17,064,954	+1.7%	25.07%
QQQ	Invesco Qqq Trust, Series 1	Added	9,741	+455	$5,622,310	−1.4%	8.26%
AAPL	Apple Inc. Technology	Reduced	22,137	-1,440	$5,618,149	−12.3%	8.25%
MSFT	Microsoft Corp Technology	Added	8,884	+79	$3,288,590	−22.8%	4.83%
GLD	Spdr Gold Trust	Reduced	6,883	-210	$2,961,686	+5.4%	4.35%
SPY	Spdr S&P 500 ETF Trust	Added	4,342	+225	$2,823,776	+0.6%	4.15%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,628	-494	$2,768,627	−12.6%	4.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,836	-1,019	$2,256,813	−17.5%	3.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,282	-885	$2,051,934	−21.0%	3.01%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	11,182	-147	$1,848,831	+1.7%	2.72%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,013	-1,234	$1,741,535	+2.5%	2.56%
CAT	Caterpillar Inc Industrials	Reduced	2,449	-22	$1,735,018	+22.6%	2.55%
JNJ	Johnson & Johnson Healthcare	Added	6,340	+17	$1,549,749	+18.4%	2.28%
SGOL	abrdn Gold ETF Trust	Reduced	30,865	-3,725	$1,377,196	−3.1%	2.02%
AMGN	Amgen Inc Healthcare	Reduced	3,333	-236	$1,172,716	+0.4%	1.72%
LLY	ELI LILLY & Co Healthcare	NEW	1,166	NEW	$1,072,451	NEW	1.58%
SO	Southern Co Utilities	Reduced	9,605	-177	$927,074	+8.7%	1.36%
NVDA	Nvidia Corp Technology	Added	5,221	+409	$910,542	+1.5%	1.34%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,707	-966	$796,291	−32.7%	1.17%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,327	+22	$769,431	+1.2%	1.13%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	2,335	0	$763,708	+5.4%	1.12%
MO	Altria Group, Inc. Consumer Defensive	Added	9,202	+9	$607,239	+14.6%	0.89%
EW	Edwards Lifesciences Corp Healthcare	Held	7,107	0	$569,128	−6.1%	0.84%
NLY	Annaly Capital Management Inc Real Estate	Added	26,722	+657	$565,170	−3.0%	0.83%
XOM	Exxon Mobil Corp Energy	Added	3,273	+83	$555,297	+44.7%	0.82%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	9,084	+168	$531,141	+5.2%	0.78%
CSCO	Cisco Systems, Inc. Technology	Added	6,672	+68	$517,680	+1.8%	0.76%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,242	-657	$510,270	−1.0%	0.75%
AVGO	Broadcom Inc. Technology	Reduced	1,615	-89	$499,858	−15.2%	0.73%
ASML	Asml Holding NV Technology	Added	366	+1	$483,423	+23.8%	0.71%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,686	-130	$456,214	−23.9%	0.67%
AFRM	Affirm Holdings, Inc. Financial Services	Added	8,084	+973	$370,408	−30.0%	0.54%
LMT	Lockheed Martin Corp Industrials	Added	569	+5	$343,897	+26.1%	0.51%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,012	-3	$332,836	−4.7%	0.49%
CVX	Chevron Corp Energy	Reduced	1,575	-99	$325,867	+27.7%	0.48%
PEP	Pepsico Inc Consumer Defensive	Added	1,905	+27	$295,827	+9.8%	0.43%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	291	+2	$289,961	+16.3%	0.43%
MDT	Medtronic plc Healthcare	Added	3,209	+54	$278,059	−8.3%	0.41%
UNP	Union Pacific Corp Industrials	Reduced	1,107	-75	$268,580	−1.8%	0.39%
DE	Deere & Co Industrials	Held	465	0	$261,934	+21.0%	0.38%
SPGI	S&P Global Inc. Financial Services	Reduced	600	-13	$255,204	−20.3%	0.37%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	468	-5	$215,743	−19.5%	0.32%
GLW	Corning Inc /Ny Technology	NEW	1,576	NEW	$214,288	NEW	0.31%
PANW	Palo Alto Networks Inc Technology	Reduced	1,282	-68	$205,530	−17.3%	0.30%