White Lighthouse Investment Management Inc. - Portfolio overview

White Lighthouse Investment Management Inc. has 150 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 15.00%
2. SHV - ISHARES TR, 7.94%
3. VYM - VANGUARD WHITEHALL FDS, 7.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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