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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, SHV, VXUS, VCSH, and represent 43.40% of White Lighthouse Investment Management's stock portfolio.
Added to shares of these 10 stocks: SHV (+$16M), BIL (+$7.0M), BND, SCHD, XLK, IGM, VYM, VXUS, VTV, VCSH.
Started 12 new stock positions in QCOM, XLV, BN, KBWB, IEMG, TSM, V, XLF, Global X Fds ftse greec, PYLD. XLC, SHE.
Reduced shares in these 10 stocks: VCLT, IAU, BLV, VGT, VHT, NFLX, AstraZeneca, ESGD, BTI, IWF.
Sold out of its position in NFLX.
White Lighthouse Investment Management was a net buyer of stock by $48M.
White Lighthouse Investment Management has $716M in assets under management (AUM), dropping by 9.21%.
Central Index Key (CIK): 0001727593

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Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 150 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	16.4	$117M		240k	487.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	9.5	$68M		472k	143.52	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	7.3	$52M	+46%	472k	110.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.2	$45M	+2%	594k	75.44	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.1	$29M	+3%	366k	79.73	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.8	$28M	+17%	371k	74.07	View chart
Vanguard Index Fds Value Etf (VTV)	3.5	$25M	+4%	131k	190.99	View chart
Vanguard World Inf Tech Etf (VGT)	3.4	$25M	-2%	33k	753.77	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.3	$17M		201k	83.75	View chart
Ishares Gold Tr Ishares New (IAU)	2.3	$17M	-4%	207k	81.17	View chart
Ishares Tr Core Msci Total (IXUS)	2.2	$16M		188k	84.64	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.1	$15M	+10%	114k	129.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$12M	+5%	19k	627.14	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$12M	+3%	53k	219.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$11M		23k	473.29	View chart
Ishares Tr Select Divid Etf (DVY)	1.4	$9.9M	+3%	70k	141.14	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$9.3M	+2%	118k	78.81	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$7.6M	+2%	36k	211.79	View chart
Spdr Series Trust State Street Spd (BIL)	1.0	$7.3M	+2636%	79k	91.38	View chart
Vanguard World Health Car Etf (VHT)	1.0	$7.0M	-5%	25k	287.85	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$6.5M	+5%	132k	49.46	View chart
Apple (AAPL)	0.9	$6.4M		24k	271.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$6.3M	+3%	25k	257.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$5.7M	+3%	9.3k	614.29	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$5.5M		77k	71.62	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.8	$5.5M	+8%	45k	120.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$5.3M	-2%	60k	88.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$5.1M	+52%	188k	27.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$4.9M		17k	290.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$4.5M		13k	335.27	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$4.4M	+7%	74k	58.73	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.6	$4.3M	-18%	57k	75.85	View chart
Microsoft Corporation (MSFT)	0.6	$4.3M	+24%	8.8k	483.63	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$4.0M		85k	46.54	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$3.9M	+2%	50k	77.88	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$3.5M	+5%	13k	279.15	View chart
Vanguard World Utilities Etf (VPU)	0.5	$3.5M		19k	185.04	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$3.3M		19k	177.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.2M	+30%	10k	313.01	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.8M	+5%	7.1k	396.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.8M	+3%	4.1k	681.96	View chart
Astrazeneca Sponsored Adr	0.4	$2.8M	-7%	30k	91.93	View chart
Amazon (AMZN)	0.4	$2.7M	+2%	12k	230.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.7M	+51%	51k	53.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.6M	+15%	5.2k	502.65	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.6M		24k	107.11	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$2.6M		17k	148.98	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$2.5M	+7%	94k	26.49	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$2.1M	+21%	13k	167.94	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$2.0M	+96%	24k	83.61	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$1.9M	+588%	13k	143.97	View chart
Philip Morris International (PM)	0.3	$1.8M	+8%	11k	160.40	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.8M		13k	141.16	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$1.7M	-3%	4.4k	393.94	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.7M		8.9k	193.63	View chart
Wal-Mart Stores (WMT)	0.2	$1.7M		15k	111.41	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.7M	-10%	18k	95.09	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$1.6M		13k	128.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.6M		26k	62.47	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.2	$1.6M	-10%	16k	97.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.6M		21k	73.56	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$1.6M	-9%	9.3k	168.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.5M		2.2k	684.82	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$1.4M	-6%	35k	41.08	View chart
Caterpillar (CAT)	0.2	$1.4M		2.5k	572.89	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.3M		13k	106.70	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$1.3M	+4%	14k	97.21	View chart
Johnson & Johnson (JNJ)	0.2	$1.3M		6.3k	206.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.3M	+39%	4.1k	313.84	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$1.3M	+53%	19k	67.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.2M	+6%	24k	50.29	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M	+116%	3.7k	322.22	View chart
Amgen (AMGN)	0.2	$1.2M	+3%	3.6k	327.33	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$1.0M	+2%	11k	97.80	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$1.0M	+15%	44k	23.38	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$957k	-2%	16k	59.67	View chart
Vanguard World Financials Etf (VFH)	0.1	$936k	+2%	7.0k	133.49	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$930k		18k	52.88	View chart
NVIDIA Corporation (NVDA)	0.1	$898k	+15%	4.8k	186.51	View chart
Southern Company (SO)	0.1	$853k	+19%	9.8k	87.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$838k	+18%	4.2k	198.62	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$819k	-13%	9.5k	85.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$814k		6.8k	120.18	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$777k	+46%	2.6k	301.14	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$765k	+13%	7.9k	96.28	View chart
Procter & Gamble Company (PG)	0.1	$760k		5.3k	143.30	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$729k	-3%	17k	44.17	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$728k		1.8k	412.77	View chart
Marriott Intl Cl A (MAR)	0.1	$724k		2.3k	310.24	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$712k	+12%	16k	44.65	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$658k	-49%	9.5k	69.52	View chart
Global X Ftse Greece 20 Etf Common	0.1	$657k	NEW	10k	65.91	View chart
Edwards Lifesciences (EW)	0.1	$606k	-14%	7.1k	85.26	View chart
UnitedHealth (UNH)	0.1	$600k	-3%	1.8k	330.15	View chart
Broadcom (AVGO)	0.1	$590k	+22%	1.7k	346.16	View chart
Annaly Capital Management In Com New (NLY)	0.1	$583k	+47%	26k	22.36	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$561k		1.8k	314.89	View chart
Altria (MO)	0.1	$530k		9.2k	57.66	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$529k	+21%	7.1k	74.43	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$523k		5.8k	90.39	View chart
Merck & Co (MRK)	0.1	$516k	+10%	4.9k	105.26	View chart
Cisco Systems (CSCO)	0.1	$509k	-2%	6.6k	77.03	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$508k	+49%	6.3k	80.63	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$505k	-27%	8.9k	56.62	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$500k	+119%	5.2k	96.03	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$486k	+3%	10k	48.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$479k	-2%	15k	32.62	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$474k	+27%	3.5k	136.94	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$409k	-19%	1.6k	250.31	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$395k	NEW	2.6k	154.80	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$391k	+2%	365.00	1069.86	View chart
Exxon Mobil Corporation (XOM)	0.1	$384k	+3%	3.2k	120.33	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$382k	NEW	14k	26.68	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$379k	-7%	3.1k	121.75	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$374k	+11%	23k	16.43	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$362k	NEW	1.2k	303.91	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$361k	+31%	5.7k	63.64	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$354k		7.0k	50.58	View chart
Home Depot (HD)	0.0	$349k	+34%	1.0k	343.96	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$329k	+3%	7.2k	45.53	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$321k		2.3k	139.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$321k	+15%	3.2k	99.88	View chart
S&p Global (SPGI)	0.0	$320k		613.00	522.59	View chart
Medtronic SHS (MDT)	0.0	$303k	+10%	3.2k	96.07	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$284k		2.7k	106.70	View chart
Union Pacific Corporation (UNP)	0.0	$273k	+9%	1.2k	231.32	View chart
Lockheed Martin Corporation (LMT)	0.0	$273k		564.00	483.74	View chart
Pepsi (PEP)	0.0	$270k	+9%	1.9k	143.50	View chart
Intuitive Surgical Com New (ISRG)	0.0	$268k	+5%	473.00	566.36	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$264k	NEW	4.8k	54.77	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$262k		866.00	301.97	View chart
Chevron Corporation (CVX)	0.0	$255k		1.7k	152.41	View chart
Costco Wholesale Corporation (COST)	0.0	$249k	-2%	289.00	863.13	View chart
Palo Alto Networks (PANW)	0.0	$249k		1.4k	184.20	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$247k	NEW	2.1k	117.72	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$237k	NEW	3.5k	67.22	View chart
Visa Com Cl A (V)	0.0	$230k	NEW	656.00	350.76	View chart
Oracle Corporation (ORCL)	0.0	$224k	-5%	1.2k	194.91	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.0	$221k	NEW	2.6k	84.29	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$220k	-2%	2.4k	89.99	View chart
Spdr Series Trust State Street Spd (SHE)	0.0	$219k	NEW	1.7k	132.03	View chart
Deere & Company (DE)	0.0	$217k		465.00	465.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$216k	-3%	9.0k	24.04	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$214k		3.8k	56.81	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$211k		1.6k	132.37	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$207k	-38%	2.8k	73.64	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$206k	NEW	4.5k	45.89	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$201k		8.3k	24.37	View chart
Qualcomm (QCOM)	0.0	$200k	NEW	1.2k	170.99	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$179k		14k	13.25	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 Q4 filed Feb. 9, 2026
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

View all past filings

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