White Lighthouse Investment Management Inc.
All 13F Filings
- Location
- Bedford, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 829,221
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 148 | 829,221 | 13F-HR | White Lighthouse Investment Management Inc. |
| Q2 2026 | 8/4/2026 | 151 | 802,350 | 13F-HR | White Lighthouse Investment Management Inc. |
| Q1 2026 | 5/14/2026 | 145 | 720,797 | 13F-HR | White Lighthouse Investment Management Inc. |
| Q4 2025 | 2/9/2026 | 150 | 716,387 | 13F-HR | White Lighthouse Investment Management Inc. |
| Q3 2025 | 11/13/2025 | 139 | 655,990 | 13F-HR | White Lighthouse Investment Management Inc. |
| Q2 2025 | 7/30/2025 | 138 | 614,814 | 13F-HR | White Lighthouse Investment Management Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 51.29 K | 6.2% | 1.826 K | 0 | 1.826 K |
| ETFs | 767.9 K | 92.6% | 24.78 K | 0 | 24.78 K |
| Debt | 9.979 K | 1.2% | 260 | 0 | 260 |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
829,221
Holdings
148
QoQ value change ($000)
26,871
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.