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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, SHV, VYM, VXUS, VCSH, and represent 41.96% of White Lighthouse Investment Management's stock portfolio.
Added to shares of these 10 stocks: SCHD (+$15M), SHV (+$5.2M), VXUS, VUG, GOOG, VTIP, VCSH, IGM, LLY, BND.
Started 4 new stock positions in IWM, LLY, XLE, GLW.
Reduced shares in these 10 stocks: VYM (-$13M), AstraZeneca, VCLT, IAU, VCIT, BRK.B, BLV, PYLD, XLK, AAPL.
Sold out of its positions in BN, GSLC, SUSA, RING, ORCL, PYLD, QCOM, TSM, V.
White Lighthouse Investment Management was a net buyer of stock by $15M.
White Lighthouse Investment Management has $721M in assets under management (AUM), dropping by 0.62%.
Central Index Key (CIK): 0001727593

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Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 145 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	15.0	$108M	+3%	248k	436.79	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	8.0	$57M	+9%	520k	110.39	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	7.9	$57M	-18%	383k	148.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.9	$50M	+8%	644k	77.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.2	$30M	+4%	384k	79.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.9	$28M	+3%	383k	73.64	View chart
Vanguard Index Fds Value Etf (VTV)	3.6	$26M		131k	196.20	View chart
Vanguard World Inf Tech Etf (VGT)	3.1	$23M		32k	697.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.9	$21M	+264%	685k	30.68	View chart
Ishares Gold Tr Ishares New (IAU)	2.4	$17M	-6%	194k	88.16	View chart
Ishares Tr Core Msci Total (IXUS)	2.2	$16M		186k	86.64	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.2	$16M	-4%	192k	82.75	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.0	$15M	+8%	123k	118.51	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$11M		52k	215.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$11M		19k	597.54	View chart
Ishares Tr Select Divid Etf (DVY)	1.5	$11M		71k	151.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$9.6M		23k	426.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$9.4M	+2%	120k	78.41	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.2	$8.5M	+28%	170k	49.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$8.0M	+2%	37k	217.25	View chart
Spdr Series Trust State Street Spd (BIL)	1.0	$7.1M		78k	91.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$7.1M	+9%	27k	261.92	View chart
Vanguard World Health Car Etf (VHT)	0.9	$6.7M		25k	272.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$5.6M	+4%	9.7k	577.16	View chart
Apple (AAPL)	0.8	$5.6M	-6%	22k	253.79	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$5.6M		78k	71.73	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$5.3M		59k	88.70	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$5.2M	+2%	47k	112.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$5.1M	+4%	18k	287.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$4.6M	+6%	79k	58.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$4.4M	+2%	14k	320.82	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$3.9M		85k	46.19	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$3.8M		49k	77.18	View chart
Vanguard World Utilities Etf (VPU)	0.5	$3.7M		19k	198.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$3.5M	+199%	12k	286.85	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$3.5M		19k	184.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$3.4M	+4%	13k	257.35	View chart
Microsoft Corporation (MSFT)	0.5	$3.3M		8.9k	370.18	View chart
Astrazeneca Plc F Common	0.4	$3.0M	-49%	15k	197.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$3.0M	-2%	6.9k	430.29	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$2.8M	+5%	4.3k	650.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.8M	-4%	9.6k	287.56	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.7M	+4%	25k	106.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.6M	-3%	49k	54.05	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$2.6M	+3%	97k	26.61	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$2.4M		17k	141.42	View chart
Amazon (AMZN)	0.3	$2.3M	-8%	11k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.1M	-17%	4.3k	479.20	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$2.0M		24k	82.43	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$1.9M		12k	155.12	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.9M		13k	144.71	View chart
Philip Morris International (PM)	0.3	$1.8M		11k	165.34	View chart
Wal-Mart Stores (WMT)	0.2	$1.7M	-8%	14k	124.28	View chart
Caterpillar (CAT)	0.2	$1.7M		2.4k	708.49	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.7M		18k	95.62	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$1.6M	-61%	22k	74.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.6M		21k	75.10	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$1.6M		13k	121.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.6M	-6%	25k	64.08	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$1.6M		9.3k	168.85	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.6M	-2%	8.7k	179.84	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$1.6M		4.3k	358.99	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M		6.3k	244.44	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.2	$1.5M		16k	93.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.4M		2.2k	653.10	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.4M	-20%	11k	132.90	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$1.4M	-10%	31k	44.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.3M		13k	106.50	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$1.3M	+3%	14k	95.72	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$1.3M		19k	65.69	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.2M	+64%	13k	93.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.2M		24k	49.89	View chart
Amgen (AMGN)	0.2	$1.2M	-6%	3.3k	351.83	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	NEW	1.2k	919.79	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.0M	+108%	13k	79.56	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$1.0M	+2%	45k	23.14	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$956k	-3%	15k	61.89	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$933k		18k	52.56	View chart
Southern Company (SO)	0.1	$927k		9.6k	96.52	View chart
NVIDIA Corporation (NVDA)	0.1	$911k	+8%	5.2k	174.41	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$890k	-6%	9.8k	90.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$864k	+2%	7.0k	124.31	View chart
Vanguard World Financials Etf (VFH)	0.1	$862k		7.1k	120.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$858k	+5%	4.5k	191.81	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$839k		2.6k	328.66	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$833k	-4%	9.1k	91.77	View chart
JPMorgan Chase & Co. (JPM)	0.1	$796k	-26%	2.7k	294.12	View chart
Procter & Gamble Company (PG)	0.1	$770k		5.3k	144.45	View chart
Marriott Intl Cl A (MAR)	0.1	$764k		2.3k	327.07	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$726k	-3%	16k	45.47	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$721k		16k	45.06	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$648k		1.8k	367.44	View chart
Global X Ftse Greece 20 Etf Common	0.1	$637k		10k	63.87	View chart
Altria (MO)	0.1	$607k		9.2k	65.99	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$588k	+16%	6.1k	97.13	View chart
Edwards Lifesciences (EW)	0.1	$569k		7.1k	80.09	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$566k		5.8k	97.72	View chart
Annaly Capital Management In Com New (NLY)	0.1	$565k	+2%	27k	21.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$562k	+31%	19k	29.13	View chart
Exxon Mobil Corporation (XOM)	0.1	$555k	+2%	3.3k	169.65	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$533k		1.8k	298.78	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$531k	+10%	11k	48.05	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$531k		9.1k	58.47	View chart
Cisco Systems (CSCO)	0.1	$518k		6.7k	77.59	View chart
Merck & Co (MRK)	0.1	$510k	-13%	4.2k	120.29	View chart
Broadcom (AVGO)	0.1	$500k	-5%	1.6k	309.45	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$483k		366.00	1320.83	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$457k	+43%	4.6k	99.27	View chart
UnitedHealth (UNH)	0.1	$456k	-7%	1.7k	270.63	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$422k		23k	18.29	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$395k	+10%	6.3k	62.83	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$392k		1.6k	239.99	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$375k		2.6k	146.62	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$370k	+13%	8.1k	45.82	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$354k		7.0k	50.62	View chart
Lockheed Martin Corporation (LMT)	0.0	$344k		569.00	604.77	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$342k		3.1k	109.69	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$336k		7.2k	46.74	View chart
Home Depot (HD)	0.0	$333k		1.0k	328.73	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$328k	-26%	2.6k	128.12	View chart
Chevron Corporation (CVX)	0.0	$326k	-5%	1.6k	206.96	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$325k	+32%	4.7k	69.75	View chart
Pepsi (PEP)	0.0	$296k		1.9k	155.30	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$293k	+12%	970.00	302.14	View chart
Costco Wholesale Corporation (COST)	0.0	$290k		291.00	997.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$287k	+28%	12k	24.75	View chart
Medtronic SHS (MDT)	0.0	$278k		3.2k	86.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$275k	NEW	1.1k	248.00	View chart
Union Pacific Corporation (UNP)	0.0	$269k	-6%	1.1k	242.62	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$264k		2.7k	97.91	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$263k	-59%	3.8k	68.78	View chart
Deere & Company (DE)	0.0	$262k		465.00	563.30	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$261k	NEW	4.3k	61.26	View chart
S&p Global (SPGI)	0.0	$255k	-2%	600.00	425.34	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$242k		4.9k	49.37	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$235k	+2%	2.5k	94.24	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$234k		14k	17.32	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$232k		2.1k	110.86	View chart
Intuitive Surgical Com New (ISRG)	0.0	$216k		468.00	460.99	View chart
Corning Incorporated (GLW)	0.0	$214k	NEW	1.6k	135.97	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$214k		3.8k	56.57	View chart
Spdr Series Trust State Street Spd (SHE)	0.0	$212k		1.7k	127.79	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.0	$207k		2.6k	79.11	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$207k	+3%	8.5k	24.27	View chart
Palo Alto Networks (PANW)	0.0	$206k	-5%	1.3k	160.32	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 2026 Q1 filed May 15, 2026
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

View all past filings

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