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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, VXUS, VYM, VCSH, and represent 42.33% of White Lighthouse Investment Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$112M), VGT (+$26M), SHV (+$9.6M), IWF (+$8.0M), SCHD, VO, AZN, BIL, IGM, BND.
Started 11 new stock positions in SUSA, AMD, AZN, ORCL, EXPE, IYW, GREK, INTC, SBUX, VT. QCOM.
Reduced shares in these 10 stocks: VYM (-$6.5M), AstraZeneca, VCIT, VCLT, , VTV, VNQ, PM, BRK.B, VWO.
Sold out of its positions in AstraZeneca, GLW, Global X Fds ftse greec, ISRG, BLV.
White Lighthouse Investment Management was a net buyer of stock by $158M.
White Lighthouse Investment Management has $802M in assets under management (AUM), dropping by 11.31%.
Central Index Key (CIK): 0001727593

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Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 151 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	16.6	$133M	+522%	1.5M	86.14	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	8.3	$67M	+16%	607k	110.35	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.8	$55M		641k	85.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	6.7	$54M	-10%	342k	158.03	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.8	$31M		391k	79.03	View chart
Vanguard World Inf Tech Etf (VGT)	3.8	$30M	+681%	253k	119.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.6	$29M	+2%	394k	73.41	View chart
Vanguard Index Fds Value Etf (VTV)	3.5	$28M		129k	217.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.3	$27M	+22%	835k	31.71	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.6	$21M	+4%	129k	163.58	View chart
Ishares Tr Core Msci Total (IXUS)	2.2	$18M		183k	95.44	View chart
Ishares Gold Tr Ishares New (IAU)	1.8	$15M		196k	75.51	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.7	$14M	-12%	168k	82.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$13M		19k	686.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$12M		52k	236.62	View chart
Ishares Tr Select Divid Etf (DVY)	1.4	$11M		70k	156.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.4	$11M	+288%	87k	124.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$9.7M	+3%	125k	77.91	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	1.1	$9.1M	+26%	99k	91.64	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.1	$9.0M	+5%	179k	50.23	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$8.9M		37k	242.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$8.1M		27k	303.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$7.2M		9.8k	736.41	View chart
Vanguard World Health Car Etf (VHT)	0.9	$7.1M	-3%	24k	299.01	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$6.6M	+2%	80k	82.34	View chart
Apple (AAPL)	0.8	$6.3M	-2%	22k	289.36	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.8	$6.2M		47k	132.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$5.8M	+305%	72k	80.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$5.2M	-8%	54k	96.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$5.0M		14k	370.05	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$4.7M	+2%	81k	58.20	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$4.4M	+10%	94k	46.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$4.2M	-3%	12k	353.34	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$4.2M	+2%	14k	306.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$3.8M		19k	197.61	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$3.8M		49k	76.70	View chart
Vanguard World Utilities Etf (VPU)	0.4	$3.4M	-5%	18k	195.73	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$3.4M	+4%	4.5k	746.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.2M	-8%	8.8k	357.38	View chart
Microsoft Corporation (MSFT)	0.4	$3.0M	-9%	8.0k	373.03	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$2.8M		17k	163.67	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.8M	+4%	26k	107.62	View chart
Astrazeneca Ord (AZN)	0.3	$2.8M	NEW	15k	189.61	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$2.6M	+2%	99k	26.50	View chart
Amazon (AMZN)	0.3	$2.6M		11k	238.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$2.5M	-13%	43k	59.69	View chart
Caterpillar (CAT)	0.3	$2.4M	-7%	2.3k	1064.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.3M	-8%	6.3k	368.38	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$2.3M		12k	188.09	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$2.2M	-2%	13k	178.60	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$2.2M		24k	88.54	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$2.0M		11k	190.52	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.2	$1.9M	+2%	13k	142.39	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.9M	+2%	18k	102.81	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.8M		22k	83.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.7M	+6%	2.3k	748.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.7M		24k	71.25	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$1.7M	-2%	9.1k	190.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.7M	-20%	3.4k	500.39	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$1.6M		2.5k	640.78	View chart
Johnson & Johnson (JNJ)	0.2	$1.6M		6.3k	253.97	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M		14k	113.26	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.2	$1.6M		16k	98.38	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$1.6M	-7%	4.0k	396.57	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.5M	+14%	15k	106.47	View chart
Philip Morris International (PM)	0.2	$1.5M	-23%	8.5k	180.91	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.5M	-5%	8.2k	183.95	View chart
Eli Lilly & Co. (LLY)	0.2	$1.4M		1.2k	1199.47	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.4M	+8%	14k	96.44	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.2	$1.3M		14k	96.37	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$1.3M	+2%	20k	67.24	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.2M	+2%	25k	50.58	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$1.2M	+6%	10k	117.06	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.2M	+13%	15k	79.97	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$1.2M		31k	38.23	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$1.1M	+4%	46k	23.15	View chart
NVIDIA Corporation (NVDA)	0.1	$1.1M		5.3k	200.10	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.0M	+5%	4.7k	219.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.0M		6.9k	148.31	View chart
Amgen (AMGN)	0.1	$954k	-21%	2.6k	362.19	View chart
Vanguard World Financials Etf (VFH)	0.1	$938k		7.1k	131.64	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$934k		18k	52.41	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$880k	+5%	17k	52.12	View chart
Marriott Intl Cl A (MAR)	0.1	$865k		2.3k	370.59	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$831k	-4%	15k	54.69	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$817k	-21%	12k	67.63	View chart
Cisco Systems (CSCO)	0.1	$772k		6.6k	117.46	View chart
Global X Fds Msci Greece Etf (GREK)	0.1	$753k	NEW	10k	75.50	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$745k	+13%	9.1k	81.55	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$736k	-54%	9.8k	75.25	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$724k		364.00	1989.44	View chart
JPMorgan Chase & Co. (JPM)	0.1	$716k	-19%	2.2k	327.35	View chart
UnitedHealth (UNH)	0.1	$701k		1.7k	415.71	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$679k		5.9k	115.68	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$677k		9.0k	75.45	View chart
Altria (MO)	0.1	$662k		9.2k	71.95	View chart
Edwards Lifesciences (EW)	0.1	$643k		7.1k	90.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$631k	-3%	19k	33.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$629k		6.1k	103.89	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$612k		1.8k	343.83	View chart
Southern Company (SO)	0.1	$604k	-34%	6.3k	95.70	View chart
Broadcom (AVGO)	0.1	$592k	-2%	1.6k	377.75	View chart
Annaly Capital Management In Com New (NLY)	0.1	$570k	-4%	26k	22.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$562k	+4%	12k	48.43	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$561k		9.1k	61.76	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$560k		1.6k	342.83	View chart
Merck & Co (MRK)	0.1	$556k	+2%	4.3k	128.49	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$513k	+231%	5.8k	87.91	View chart
Procter & Gamble Company (PG)	0.1	$490k	-37%	3.3k	146.65	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$484k	+2%	24k	20.49	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$481k	+35%	9.5k	50.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$451k		4.6k	98.98	View chart
Exxon Mobil Corporation (XOM)	0.1	$431k	-3%	3.2k	136.72	View chart
Palo Alto Networks (PANW)	0.1	$419k	-4%	1.2k	341.02	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$417k	+5%	6.6k	62.76	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$415k	+2%	2.6k	158.67	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$408k	+2%	3.2k	127.81	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$396k	+5%	2.7k	146.41	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$386k		4.7k	82.84	View chart
Oracle Corporation (ORCL)	0.0	$383k	NEW	2.6k	146.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$360k		985.00	365.59	View chart
Home Depot (HD)	0.0	$354k		1.0k	352.67	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$343k		7.1k	48.12	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$311k	-3%	2.6k	118.99	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$303k	-5%	11k	27.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$303k	-9%	1.0k	300.45	View chart
Union Pacific Corporation (UNP)	0.0	$300k		1.1k	272.00	View chart
Deere & Company (DE)	0.0	$295k		465.00	634.33	View chart
Lockheed Martin Corporation (LMT)	0.0	$290k		570.00	509.19	View chart
Costco Wholesale Corporation (COST)	0.0	$273k		291.00	936.43	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$271k	+2%	5.1k	53.61	View chart
Advanced Micro Devices (AMD)	0.0	$262k	NEW	451.00	580.91	View chart
Expedia Group Com New (EXPE)	0.0	$261k	NEW	1.0k	255.88	View chart
Pepsi (PEP)	0.0	$260k		1.9k	135.37	View chart
Spdr Series Trust St Str Msci Gen (SHE)	0.0	$256k		1.7k	154.43	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$250k	NEW	1.6k	156.91	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$246k		2.5k	98.21	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.0	$244k		2.6k	92.98	View chart
S&p Global (SPGI)	0.0	$242k		595.00	407.26	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$239k	NEW	947.00	252.23	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$236k	+2%	3.9k	60.79	View chart
Chevron Corporation (CVX)	0.0	$235k	-9%	1.4k	165.74	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$226k		4.3k	53.11	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$225k		2.1k	107.13	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$214k		14k	15.88	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$213k	NEW	1.4k	154.33	View chart
Qualcomm (QCOM)	0.0	$212k	NEW	1.1k	184.83	View chart
Intel Corporation (INTC)	0.0	$211k	NEW	1.5k	139.63	View chart
Medtronic SHS (MDT)	0.0	$211k	-16%	2.7k	78.23	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$205k		8.5k	24.14	View chart
Starbucks Corporation (SBUX)	0.0	$202k	NEW	2.0k	102.18	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 Q2 filed Aug. 5, 2026
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

View all past filings

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