White Lighthouse Investment Management Inc.
All 13F Filings
- Location
- Bedford, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 802,350
- 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 |
|---|---|---|---|---|---|
| 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 | 49.47 K | 6.2% | 3.324 K | 0 | 3.324 K |
| ETFs | 743.2 K | 92.6% | 78.21 K | 0 | 78.21 K |
| Debt | 9.719 K | 1.2% | 17 | 0 | 17 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
802,350
Holdings
151
QoQ value change ($000)
81,553
(11.3%)
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.