White Lighthouse Investment Management Inc. Last Quarter Change: USA ETF, Sold Out

White Lighthouse Investment Management Inc. quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, White Lighthouse Investment Management Inc. opened 15 positions, added to 47, reduced 36, sold out of 13 and left 5 unchanged. The largest increase in value was VUG (+$24,706,487); the largest decrease was BIL (-$7,149,111).

BIL: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 78,013; Shares 2026-06-30 0.
DSI: Country of operation —; Class ESG MSCI KLD 400; Shares 2026-03-31 12,942; Shares 2026-06-30 0.
XLK: Country of operation —; Class STATE STREET TEC; Shares 2026-03-31 10,494; Shares 2026-06-30 0.
JNK: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 13,965; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1727593): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
BIL SPDR SERIES TRUST	STATE STREET SPD	78,013	-78,013	$7,149,111	$0	-$7,149,111
DSI ISHARES TR	ESG MSCI KLD 400	12,942	-12,942	$1,568,498	$0	-$1,568,498
XLK SELECT SECTOR SPDR TR	STATE STREET TEC	10,494	-10,494	$1,394,653	$0	-$1,394,653
JNK SPDR SERIES TRUST	STATE STREET SPD	13,965	-13,965	$1,336,734	$0	-$1,336,734
GLOBAL X FTSE GREECE 20 ETF CUSIP 37950E366	COMMON	9,970	-9,970	$636,784	$0	-$636,784
XLV SELECT SECTOR SPDR TR	STATE STREET HEA	2,557	-2,557	$374,916	$0	-$374,916
SPYG SPDR SERIES TRUST	STATE STREET SPD	2,698	-2,698	$264,158	$0	-$264,158
BLV VANGUARD BD INDEX FDS	LONG TERM BOND	3,822	-3,822	$262,877	$0	-$262,877
XLE SELECT SECTOR SPDR TR	STATE STREET ENE	4,260	-4,260	$260,968	$0	-$260,968
XLF SELECT SECTOR SPDR TR	STATE STREET FIN	4,903	-4,903	$242,061	$0	-$242,061
XLC SELECT SECTOR SPDR TR	STATE STREET COM	2,096	-2,096	$232,363	$0	-$232,363
SPYV SPDR SERIES TRUST	STATE STREET SPD	3,780	-3,780	$213,846	$0	-$213,846
SHE SPDR SERIES TRUST	STATE STREET SPD	1,660	-1,660	$212,124	$0	-$212,124

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