Holdings of White Lighthouse Investment Management Inc.
136 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 59.1 % of the equity sleeve
Sector breakdown
- Funds 6.7 %
- Technology 1.7 %
- Communication 0.9 %
- Consumer staples 0.9 %
- Health care 0.8 %
- Consumer discretionary 0.5 %
- Financials 0.4 %
- Industrials 0.4 %
- Utilities 0.1 %
- Energy 0.1 %
- Unattributed 87.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- GB 0.1 %
- NL 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 134 | 704.8M $ | 99.86 % |
| 2 | GB | 1 | 531.2K $ | 0.08 % |
| 3 | NL | 1 | 483.4K $ | 0.07 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | ASML Holding NV | 366 | 483.4K $ | |
| 102 | iShares Core U.S. Aggregate Bond ETF | 4,604 | 457K $ | |
| 103 | UnitedHealth Group Inc | 1,686 | 456.3K $ | |
| 104 | iShares Global Clean Energy ETF | 23,082 | 422.2K $ | |
| 105 | iShares MSCI USA Momentum Factor ETF | 1,633 | 391.9K $ | |
| 106 | State Street Health Care Select Sector SPDR ETF | 2,557 | 374.9K $ | |
| 107 | Affirm Holdings Inc | 8,084 | 370.4K $ | |
| 108 | iShares Ultra Short Duration B | 7,000 | 354.3K $ | |
| 109 | Lockheed Martin Corp | 569 | 344.1K $ | |
| 110 | Vanguard Russell 1000 Growth ETF | 3,115 | 341.7K $ | |
| 111 | Schwab International Small-Cap Equity ETF | 7,186 | 335.9K $ | |
| 112 | Home Depot Inc/The | 1,012 | 332.7K $ | |
| 113 | iShares Trust | 2,557 | 327.6K $ | |
| 114 | Chevron Corp | 1,575 | 326K $ | |
| 115 | iShares Core MSCI Emerging Markets ETF | 4,663 | 325.2K $ | |
| 116 | PepsiCo Inc | 1,905 | 295.8K $ | |
| 117 | Vanguard Index Funds | 970 | 293.1K $ | |
| 118 | Costco Wholesale Corp | 291 | 290.2K $ | |
| 119 | Schwab International Equity ETF | 11,589 | 286.8K $ | |
| 120 | iShares Russell 2000 ETF | 1,107 | 274.5K $ | |
| 121 | Union Pacific Corp | 1,107 | 268.6K $ | |
| 122 | SPDR Series Trust | 2,698 | 264.2K $ | |
| 123 | Vanguard Bond Index Funds | 3,822 | 262.9K $ | |
| 124 | Deere & Co | 465 | 261.9K $ | |
| 125 | Select Sector Spdr Trust | 4,260 | 261K $ | |
| 126 | S&P Global Inc | 600 | 255.2K $ | |
| 127 | Select Sector Spdr Trust | 4,903 | 242.1K $ | |
| 128 | Vanguard Whitehall Funds | 2,493 | 234.9K $ | |
| 129 | INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS | 13,485 | 233.6K $ | |
| 130 | SELECT SECTOR SPDR TRUST (THE) | 2,096 | 232.4K $ | |
| 131 | Intuitive Surgical Inc | 468 | 215.7K $ | |
| 132 | Corning Inc | 1,576 | 214.3K $ | |
| 133 | SPDR Series Trust | 3,780 | 213.8K $ | |
| 134 | Invesco KBW Bank ETF | 2,619 | 207.2K $ | |
| 135 | Schwab Short-Term U.S. Treasury ETF | 8,510 | 206.5K $ | |
| 136 | Palo Alto Networks Inc | 1,282 | 205.5K $ | |