White Lighthouse Investment Management Inc.
All 13F Filings
- Location
- Bedford, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 720,797
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 46.14 K | 6.4% | 0 | 337.5 K | -337.5 K |
| ETFs | 665 K | 92.3% | 346.9 K | 0 | 346.9 K |
| Debt | 9.702 K | 1.3% | 0 | 217 | -217 |
| Other | 0 | 0.0% | 0 | 4.737 K | -4.737 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
720,797
Holdings
145
QoQ value change ($000)
4,410
(0.6%)
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.