White Lighthouse Investment Management Inc. quarter change: USA ETF, Unchanged
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).
- MTUM: Country of operation —; Class MSCI USA MMENTM; Shares 2026-03-31 1,633; Shares 2026-06-30 1,633.
- IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2026-03-31 4,663; Shares 2026-06-30 4,663.
- EFA: Country of operation —; Class MSCI EAFE ETF; Shares 2026-03-31 6,058; Shares 2026-06-30 6,058.
- PDBC: Country of operation —; Class OPTIMUM YIELD; Shares 2026-03-31 13,485; Shares 2026-06-30 13,485.
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.
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