White Lighthouse Investment Management

White Lighthouse Investment Management as of June 30, 2026

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