White Lighthouse Investment Management Inc. has disclosed its latest holdings in a recent SEC filing, revealing a total portfolio value of approximately $829 million as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategy and market positions.
White Lighthouse Investment Management Inc., based in Bedford, Massachusetts, is categorized as an investment firm. The company operates under the Central Index Key (CIK) number 0001727593 and is incorporated in Delaware. It primarily engages in managing investments and assets for its clients.
The filing indicates that White Lighthouse holds a diverse range of assets, with a total of 148 entries reported. Notable investments include major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. The filing states, "The total value of the reported holdings is $829,220,842," reflecting the firm’s strategic asset allocation.
This update may impact various stakeholders, including clients, investors, and competitors in the investment management sector. The disclosure of such substantial holdings can influence client confidence and attract new investors looking for robust management in their portfolios.
As for what’s next, the filing does not specify any upcoming actions or additional filings. Investors and analysts will likely keep an eye on future disclosures to gauge the firm's ongoing investment strategies and market movements.