White Lighthouse Investment Management Inc. quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, White Lighthouse Investment Management Inc. opened 7 positions, added to 7, reduced 27, sold out of 2 and left 6 unchanged. The largest increase in value was AZN (+$2,804,385); the largest decrease was IAU (-$2,260,087).
- ISRG: Country of operation United States; Class COM NEW; Shares 2026-03-31 468; Shares 2026-06-30 0.
- GLW: Country of operation United States; Class COM; Shares 2026-03-31 1,576; 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Financial Advisory Corp | United States | $0.720B | 51 |
| FCPM III SERVICES B.V. | Netherlands | $0.722B | 14 |
| Mechanics Bank Trust Department | United States | $0.722B | 354 |
| Zweig-DiMenna Associates LLC | United States | $0.722B | 61 |
| FAGAN ASSOCIATES, INC. | United States | $0.719B | 135 |
| Ellevest, Inc. | United States | $0.719B | 431 |
| Summit Asset Management, LLC | United States | $0.719B | 172 |
| ZEVIN ASSET MANAGEMENT LLC | United States | $0.723B | 93 |
| Physician Wealth Advisors, Inc. | United States | $0.719B | 12,118 |
| Apollon Financial, LLC | United States | $0.723B | 260 |