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White Lighthouse Investment Management

Latest statistics and disclosures from White Lighthouse Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VYM, VXUS, SHV, VCSH, and represent 43.58% of White Lighthouse Investment Management's stock portfolio.
Added to shares of these 10 stocks: SHV, VCSH, IGM, VTV, VXUS, VYM, SUSC, BND, VTIP, IAU.
Started 4 new stock positions in SUSC, SPYV, VYMI, GSLC.
Reduced shares in these 10 stocks: VUG, AAPL, VCIT, VCLT, IWF, AMZN, BTI, , WMT, VHT.
Sold out of its positions in AMP, Global X Fds ftse greec, IEFA.
White Lighthouse Investment Management was a net buyer of stock by $1.7M.
White Lighthouse Investment Management has $656M in assets under management (AUM), dropping by 6.70%.
Central Index Key (CIK): 0001727593

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Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 139 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	17.4	$114M		238k	479.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	9.9	$65M		463k	140.95	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.5	$43M	+2%	578k	73.46	View chart
Ishares Tr Short Treas Bd (SHV)	5.4	$36M	+12%	324k	110.49	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.3	$28M	+9%	353k	79.93	View chart
Vanguard World Inf Tech Etf (VGT)	3.8	$25M		34k	746.64	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.6	$24M	+2%	317k	74.37	View chart
Vanguard Index Fds Value Etf (VTV)	3.6	$24M	+5%	126k	186.49	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.5	$17M	-4%	198k	84.11	View chart
Ishares Gold Tr Ishares New (IAU)	2.4	$16M	+2%	216k	72.77	View chart
Ishares Tr Core Msci Total (IXUS)	2.4	$16M		189k	82.58	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.0	$13M	+15%	103k	125.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$11M		51k	215.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$11M	+3%	18k	612.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.6	$11M	-5%	23k	468.42	View chart
Ishares Tr Select Divid Etf (DVY)	1.5	$9.6M		68k	142.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$9.0M		114k	78.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$7.3M		35k	208.71	View chart
Vanguard World Health Car Etf (VHT)	1.0	$6.8M	-6%	26k	259.60	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$6.3M	+8%	125k	50.63	View chart
Apple (AAPL)	0.9	$6.1M	-18%	24k	254.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$6.0M	-2%	24k	254.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$5.6M	-7%	61k	91.42	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.8	$5.4M	-11%	70k	77.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$5.4M		9.0k	600.34	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$5.3M	-5%	77k	69.37	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.8	$5.0M	-3%	42k	118.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$5.0M	-7%	17k	293.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$4.4M		13k	328.17	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$4.1M		70k	58.85	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$3.9M	-4%	84k	46.71	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$3.8M		48k	78.09	View chart
Microsoft Corporation (MSFT)	0.6	$3.7M	+4%	7.0k	517.95	View chart
Vanguard World Utilities Etf (VPU)	0.5	$3.5M	-4%	19k	189.41	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$3.5M	-3%	12k	293.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$3.4M	-3%	123k	27.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$3.2M	-2%	19k	174.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.7M		4.0k	666.13	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.5M	-4%	24k	106.49	View chart
Amazon (AMZN)	0.4	$2.5M	-20%	12k	219.57	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$2.5M	-3%	17k	145.60	View chart
Astrazeneca Sponsored Adr (AZN)	0.4	$2.5M		33k	76.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.4M		6.7k	355.47	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$2.4M	+2%	87k	26.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.3M	+3%	4.5k	502.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.9M	-8%	7.7k	243.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.8M	-4%	34k	54.18	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.8M	-4%	13k	141.50	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$1.8M	-3%	4.6k	396.15	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$1.8M		20k	92.98	View chart
Philip Morris International (PM)	0.3	$1.7M		11k	162.20	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$1.7M	-13%	10k	164.53	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$1.7M	-10%	8.9k	187.74	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$1.6M		13k	125.95	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.2	$1.6M	-6%	18k	88.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.6M		26k	59.92	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M	-26%	15k	103.06	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.5M	-4%	22k	71.37	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$1.5M	-9%	10k	144.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.5M		2.2k	669.18	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$1.4M	+3%	37k	36.81	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.3M		13k	106.78	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$1.3M	-6%	19k	70.85	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.2	$1.3M		13k	97.99	View chart
Caterpillar (CAT)	0.2	$1.2M	-2%	2.5k	477.17	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M	-8%	6.3k	185.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.1M	-16%	23k	50.07	View chart
Ishares Tr Select Us Reit (ICF)	0.2	$1.0M	-16%	17k	61.62	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$1.0M	+43%	10k	99.45	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$982k	+3%	12k	79.80	View chart
Amgen (AMGN)	0.1	$978k		3.5k	282.20	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$919k	-7%	17k	53.03	View chart
Vanguard World Financials Etf (VFH)	0.1	$896k		6.8k	131.24	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$892k	NEW	38k	23.56	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$847k	-8%	11k	76.40	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$826k	+5%	12k	66.90	View chart
Procter & Gamble Company (PG)	0.1	$811k	+3%	5.3k	153.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$799k	-6%	6.7k	118.83	View chart
NVIDIA Corporation (NVDA)	0.1	$780k	+23%	4.2k	186.56	View chart
Southern Company (SO)	0.1	$778k		8.2k	94.77	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$740k		17k	43.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$722k	+12%	3.0k	243.53	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$710k		1.8k	402.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$695k	+6%	3.6k	194.50	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$668k	+9%	7.0k	95.19	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$651k	-48%	12k	53.08	View chart
UnitedHealth (UNH)	0.1	$649k		1.9k	345.30	View chart
Edwards Lifesciences (EW)	0.1	$649k	+2%	8.3k	77.77	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$623k	-6%	14k	44.10	View chart
Marriott Intl Cl A (MAR)	0.1	$608k		2.3k	260.44	View chart
Altria (MO)	0.1	$607k	-2%	9.2k	66.06	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$542k		1.9k	281.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$541k		1.8k	307.92	View chart
JPMorgan Chase & Co. (JPM)	0.1	$535k	-11%	1.7k	315.34	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$519k		2.0k	256.45	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$516k		5.9k	87.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$481k		15k	31.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$478k	+11%	9.7k	49.46	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$478k	-2%	1.8k	271.10	View chart
Cisco Systems (CSCO)	0.1	$461k		6.7k	68.42	View chart
Broadcom (AVGO)	0.1	$459k	-36%	1.4k	329.91	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$426k	-45%	5.8k	73.08	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$408k		3.4k	120.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$387k	-9%	2.7k	142.41	View chart
Merck & Co (MRK)	0.1	$371k		4.4k	83.93	View chart
Annaly Capital Management In Com New (NLY)	0.1	$357k	+2%	18k	20.21	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$355k		7.0k	50.75	View chart
Exxon Mobil Corporation (XOM)	0.1	$348k		3.1k	112.77	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$346k		357.00	968.09	View chart
Oracle Corporation (ORCL)	0.1	$343k		1.2k	281.24	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$342k	+3%	4.2k	81.19	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$317k		7.0k	45.51	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$317k	+4%	21k	15.48	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$312k		2.3k	135.48	View chart
Home Depot (HD)	0.0	$307k	-11%	757.00	405.35	View chart
S&p Global (SPGI)	0.0	$298k	+21%	613.00	486.71	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$296k	-3%	4.6k	64.71	View chart
Lockheed Martin Corporation (LMT)	0.0	$284k		570.00	498.98	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$281k		2.7k	104.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$280k	+11%	2.8k	100.25	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.0	$278k	+12%	4.3k	64.20	View chart
Costco Wholesale Corporation (COST)	0.0	$275k		297.00	926.28	View chart
Palo Alto Networks (PANW)	0.0	$275k	+2%	1.4k	203.62	View chart
Medtronic SHS (MDT)	0.0	$272k		2.9k	95.24	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$266k	-10%	2.9k	91.75	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$263k	+9%	882.00	297.77	View chart
Netflix (NFLX)	0.0	$261k	+6%	218.00	1198.92	View chart
Union Pacific Corporation (UNP)	0.0	$256k		1.1k	236.37	View chart
Chevron Corporation (CVX)	0.0	$255k		1.6k	155.28	View chart
Pepsi (PEP)	0.0	$240k	-2%	1.7k	140.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$222k	-4%	2.4k	93.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$216k	-17%	9.3k	23.28	View chart
Deere & Company (DE)	0.0	$213k		465.00	457.26	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$211k	NEW	2.5k	84.68	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$211k	NEW	1.6k	130.28	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$206k	NEW	3.7k	55.33	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$202k	-4%	8.3k	24.40	View chart
Intuitive Surgical Com New (ISRG)	0.0	$201k		450.00	447.23	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$181k	-9%	14k	13.43	View chart

Past Filings by White Lighthouse Investment Management

SEC 13F filings are viewable for White Lighthouse Investment Management going back to 2017

White Lighthouse Investment Management 2025 Q3 filed Nov. 13, 2025
White Lighthouse Investment Management 2025 Q2 filed July 30, 2025
White Lighthouse Investment Management 2025 Q1 filed May 12, 2025
White Lighthouse Investment Management 2024 Q4 filed Feb. 4, 2025
White Lighthouse Investment Management 2024 Q3 filed Oct. 30, 2024
White Lighthouse Investment Management 2024 Q2 filed July 15, 2024
White Lighthouse Investment Management 2024 Q1 filed May 7, 2024
White Lighthouse Investment Management 2023 Q4 filed Jan. 23, 2024
White Lighthouse Investment Management 2023 Q3 filed Oct. 18, 2023
White Lighthouse Investment Management 2023 Q2 filed Aug. 7, 2023
White Lighthouse Investment Management 2023 Q1 filed April 20, 2023
White Lighthouse Investment Management 2022 Q4 filed Jan. 24, 2023
White Lighthouse Investment Management 2022 Q3 filed Oct. 18, 2022
White Lighthouse Investment Management 2022 Q2 filed July 20, 2022
White Lighthouse Investment Management 2022 Q1 filed April 20, 2022
White Lighthouse Investment Management 2021 Q4 filed Jan. 12, 2022

View all past filings

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