White Lighthouse Investment Management Inc.
White Lighthouse Investment Management Inc. reported 151 holdings worth US$802M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
White Lighthouse Investment Management Inc. reported 151 holdings worth US$802M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Microsoft Corp. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 151
- Value as reported
- US$802M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 20,666 | US$7.39M | 0.92% |
| Apple Inc | 21,636 | US$6.26M | 0.78% |
| Microsoft Corp. | 8,014 | US$2.99M | 0.37% |
| Amazon.com, Inc. | 10,784 | US$2.57M | 0.32% |
| Caterpillar, Inc. | 2,267 | US$2.41M | 0.30% |
| Berkshire Hathaway Inc. | 3,387 | US$1.69M | 0.21% |
| Johnson & Johnson | 6,300 | US$1.6M | 0.20% |
| Walmart Inc. | 14,010 | US$1.59M | 0.20% |
| Philip Morris International Inc | 8,532 | US$1.54M | 0.19% |
| Eli Lilly And Company | 1,166 | US$1.4M | 0.17% |
| Nvidia Corporation | 5,258 | US$1.05M | 0.13% |
| Amgen Inc. | 2,633 | US$954K | 0.12% |
| Marriott International | 2,335 | US$865K | 0.11% |
| Cisco Systems, Inc. | 6,573 | US$772K | 0.10% |
| Affirm Holdings, Inc. | 9,140 | US$745K | 0.09% |
| Asml Holding Nv | 364 | US$724K | 0.09% |
| Jp Morgan Chase & Co. | 2,187 | US$716K | 0.09% |
| Unitedhealth Group Incorporated | 1,686 | US$701K | 0.09% |
| Altria Group, Inc. | 9,203 | US$662K | 0.08% |
| Edwards Lifesciences Corporation | 7,107 | US$643K | 0.08% |
| Southern Company (the) | 6,309 | US$604K | 0.08% |
| Broadcom Inc. | 1,567 | US$592K | 0.07% |
| Annaly Capital Management Inc. | 25,489 | US$570K | 0.07% |
| British American Tobacco P.l.c. | 9,084 | US$561K | 0.07% |
| Merck & Company, Inc. | 4,328 | US$556K | 0.07% |
| Procter & Gamble Company (the) | 3,344 | US$490K | 0.06% |
| Exxon Mobil Corporation | 3,154 | US$431K | 0.05% |
| Palo Alto Networks, Inc. | 1,229 | US$419K | 0.05% |
| Oracle Corporation | 2,613 | US$383K | 0.05% |
| Home Depot, Inc. (the) | 1,004 | US$354K | 0.04% |
| Union Pacific Corporation | 1,102 | US$300K | 0.04% |
| Deere & Company | 465 | US$295K | 0.04% |
| Lockheed Martin Corporation | 570 | US$290K | 0.04% |
| Costco Wholesale Corporation | 291 | US$273K | 0.03% |
| Advanced Micro Devices Inc | 451 | US$262K | 0.03% |
| Expedia Group, Inc. | 1,018 | US$260K | 0.03% |
| Pepsico, Inc. | 1,918 | US$260K | 0.03% |
| S&p Global Inc. | 595 | US$242K | 0.03% |
| Chevron Corporation | 1,419 | US$235K | 0.03% |
| Qualcomm Incorporated | 1,147 | US$212K | 0.03% |
| Intel Corporation | 1,509 | US$211K | 0.03% |
| Starbucks Corporation | 1,977 | US$202K | 0.03% |
| Astrazeneca Plc | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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