Managers / Q2 2024 · view latest →
White Lighthouse Investment Management Inc.
CIK 0001727593 · 5 DUTTON LANE, BEDFORD, MA, 01730 · 5084714431
Reported Value
$518M
Q2 2024
Positions
121
Filings on Record
30
2019–present window
Filed
Jul 15, 2024
original filing
Summary
White Lighthouse Investment Management Inc. reported $518M in U.S.-listed holdings across 121 positions for Q2 2024.
Its largest position, VUG, represents 17.0% of the portfolio.
Compared with Q1 2024, the fund opened 6 new positions and exited 5.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 94.0% · $487M
- Common Stock · 5.9% · $31M
- Other · 0.1% · $571,890
- REIT · 0.0% · $198,208
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $721M | 145 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $716M | 150 | Feb 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $656M | 139 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $615M | 138 | Jul 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $560M | 133 | May 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $569M | 133 | Feb 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $557M | 131 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $518M | 121 | Jul 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $492M | 120 | May 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $457M | 121 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $412M | 118 | Oct 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $419M | 115 | Aug 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $397M | 113 | Apr 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $368.0B | 114 | Jan 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $343M | 105 | Oct 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $349M | 108 | Jul 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $393M | 115 | Apr 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $401M | 114 | Jan 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $373M | 115 | Oct 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $365M | 121 | Jul 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $327M | 116 | May 7, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $313M | 113 | Feb 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $289M | 112 | Oct 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $272M | 110 | Jul 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $239M | 108 | Apr 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $273M | 131 | Jan 24, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $248M | 130 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $240M | 126 | Jul 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $218M | 123 | May 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $182M | 109 | Jan 23, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.