White Lighthouse Investment Management Inc.
Filing Date
Global Rank
#6,389
/ 8,603
▲ 104
· as of Mar 2026
Top Industry
Consumer Electronics
14.9%
3Y Alpha vs SPY
+1.4%
Period ended 3 months ago
Filed May 15, 2026 · 55d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+81.6%
SPY
+76.0%
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
43 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.3%
+1.3 pts
Top 5
51.2%
−0.6 pts
Top 10
68.6%
−1.4 pts
HHI
927
Diversified+42
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 44.2% | $29,849,922 |
| Technology | 17.4% | $11,738,060 |
| Consumer Defensive | 9.0% | $6,083,965 |
| Healthcare | 8.6% | $5,824,330 |
| Financial Services | 5.1% | $3,460,074 |
| Consumer Cyclical | 5.0% | $3,353,357 |
| Communication Services | 4.1% | $2,768,627 |
| Industrials | 3.9% | $2,609,429 |
| Utilities | 1.4% | $927,074 |
| Real Estate | 0.8% | $565,170 |
| Energy | 0.5% | $325,867 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | $241,441 | |
| ISRG | Intuitive Surgical Inc | −5 | 468 | $215,743 | |
| HD | Home Depot, Inc. | −3 | 1,012 | $332,836 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
43 positions ·
$67,505,875 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Reduced | 193,568 | $17,064,954 | 25.28% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 9,741 | $5,622,310 | 8.33% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 22,137 | $5,618,149 | 8.32% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 8,884 | $3,288,590 | 4.87% | |
| GLD |
Spdr Gold Trust
|
Reduced | 6,883 | $2,961,686 | 4.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 4,342 | $2,823,776 | 4.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 9,628 | $2,768,627 | 4.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 10,836 | $2,256,813 | 3.34% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,282 | $2,051,934 | 3.04% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 11,182 | $1,848,831 | 2.74% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 14,013 | $1,741,535 | 2.58% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 2,449 | $1,735,018 | 2.57% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 6,340 | $1,549,749 | 2.30% | |
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 30,865 | $1,377,196 | 2.04% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 3,333 | $1,172,716 | 1.74% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 1,166 | $1,072,451 | 1.59% | |
| SO |
Southern Co
Utilities
|
Reduced | 9,605 | $927,074 | 1.37% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,221 | $910,542 | 1.35% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,707 | $796,291 | 1.18% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 5,327 | $769,431 | 1.14% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 2,335 | $763,708 | 1.13% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 9,202 | $607,239 | 0.90% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Held | 7,107 | $569,128 | 0.84% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
Added | 26,722 | $565,170 | 0.84% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Added | 9,084 | $531,141 | 0.79% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 6,672 | $517,680 | 0.77% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 4,242 | $510,270 | 0.76% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,615 | $499,858 | 0.74% | |
| ASML |
Asml Holding NV
Technology
|
Added | 366 | $483,423 | 0.72% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,686 | $456,214 | 0.68% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
Added | 8,084 | $370,408 | 0.55% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 569 | $343,897 | 0.51% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,012 | $332,836 | 0.49% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,575 | $325,867 | 0.48% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 1,905 | $295,827 | 0.44% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 291 | $289,961 | 0.43% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 3,209 | $278,059 | 0.41% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 1,107 | $268,580 | 0.40% | |
| DE |
Deere & Co
Industrials
|
Held | 465 | $261,934 | 0.39% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 600 | $241,441 | 0.36% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 468 | $215,743 | 0.32% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,576 | $214,288 | 0.32% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 1,282 | $205,530 | 0.30% |