White Lighthouse Investment Management Inc.

CIK

1727593

Location

BEDFORD, MA

Portfolio Value

Micro $3,353,357

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

+82.6%

SPY

+76.5%

Annualised alpha

+1.4%

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

3 positions · $3,353,357 total · Consumer Cyclical only · 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
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,836	-1,019	$2,256,813	−17.5%	67.30%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	2,335	0	$763,708	+5.4%	22.77%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,012	-3	$332,836	−4.7%	9.93%