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Manager record

White Lighthouse Investment Management Inc.

Bedford, MA · CIK 1727593 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$829.22MReported 13F valueQ3 2026 · as filed
148Holdings listed
+3.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $614.8M$614.8MQ2 2025138 holdingsQ3 2025: $656.0M$656.0MQ3 2025139 holdingsQ4 2025: $716.4M$716.4MQ4 2025150 holdingsQ1 2026: $720.8M$720.8MQ1 2026145 holdingsQ2 2026: $802.3M$802.3MQ2 2026151 holdingsQ3 2026: $829.2M$829.2MQ3 2026148 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 21 2026 13F-HR · period Q3 2026

$829.22M · 148 holdings listed · View original SEC filing ↗
Aug 05 2026 13F-HR · period Q2 2026

$802.35M · 151 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$720.80M · 145 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$716.39M · 150 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$655.99M · 139 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$614.81M · 138 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 21, 2026 · Change methodology