White Lighthouse Investment Management Inc. Portfolio Stock Holdings
White Lighthouse Investment Management Inc. disclosed 145 stock positions valued at approximately $720.8 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and VANGUARD WHITEHALL FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 145
- Portfolio Value
- $720.8M
Holdings by Sector
White Lighthouse Investment Management Inc. Portfolio Holdings in Q1 2026
144 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 15.03% | 248,021 | +7,811 | +3.25% | $108,333,190 |
| ISHARES TR | SHV | Other | 7.96% | 519,501 | +47,081 | +9.97% | $57,347,686 |
| VANGUARD WHITEHALL FDS | VYM | Other | 7.87% | 383,007 | -88,831 | -18.83% | $56,723,352 |
| VANGUARD STAR FDS | VXUS | Other | 6.89% | 643,659 | +50,167 | +8.45% | $49,632,537 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 4.22% | 383,662 | +17,742 | +4.85% | $30,412,858 |
| VANGUARD BD INDEX FDS | BND | Other | 3.92% | 383,389 | +12,100 | +3.26% | $28,232,756 |
| VANGUARD INDEX FDS | VTV | Other | 3.57% | 131,200 | -134 | -0.10% | $25,741,379 |
| VANGUARD WORLD FD | VGT | Other | 3.13% | 32,386 | -298 | -0.91% | $22,596,690 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.91% | 684,743 | +497,075 | +264.87% | $21,007,913 |
| ISHARES GOLD TR | IAU | Other | 2.37% | 193,568 | -13,103 | -6.34% | $17,064,955 |
| ISHARES TR | IXUS | Other | 2.23% | 185,764 | -1,874 | -1.00% | $16,094,593 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.21% | 192,316 | -8,205 | -4.09% | $15,914,185 |
| ISHARES TR | IGM | Other | 2.03% | 123,424 | +9,468 | +8.31% | $14,626,945 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.56% | 52,339 | -257 | -0.49% | $11,255,978 |
| VANGUARD INDEX FDS | VOO | Other | 1.56% | 18,812 | +177 | +0.95% | $11,240,988 |
| ISHARES TR | DVY | Other | 1.48% | 70,643 | +211 | +0.30% | $10,696,026 |
| ISHARES TR | IWF | Other | 1.33% | 22,484 | -171 | -0.75% | $9,587,096 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.31% | 120,379 | +2,871 | +2.44% | $9,438,942 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.18% | 169,803 | +37,891 | +28.72% | $8,481,646 |
| VANGUARD INDEX FDS | VBR | Other | 1.11% | 36,970 | +990 | +2.75% | $8,031,639 |
| SPDR SERIES TRUST | BIL | Other | 0.99% | 78,013 | -1,389 | -1.75% | $7,149,111 |
| VANGUARD INDEX FDS | VB | Other | 0.98% | 26,925 | +2,340 | +9.52% | $7,052,271 |
| VANGUARD WORLD FD | VHT | Other | 0.93% | 24,741 | +256 | +1.05% | $6,737,616 |
| INVESCO QQQ TR | QQQ | Other | 0.78% | 9,741 | +455 | +4.90% | $5,622,126 |
| APPLE INC | AAPL | Technology | 0.78% | 22,137 | -1,440 | -6.11% | $5,618,042 |
| VANGUARD WORLD FD | VSGX | Other | 0.78% | 77,992 | +627 | +0.81% | $5,594,352 |
| VANGUARD INDEX FDS | VNQ | Other | 0.73% | 59,363 | -383 | -0.64% | $5,265,516 |
| VANGUARD WORLD FD | ESGV | Other | 0.73% | 46,625 | +1,332 | +2.94% | $5,234,544 |
| VANGUARD INDEX FDS | VO | Other | 0.71% | 17,758 | +707 | +4.15% | $5,099,675 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.64% | 79,357 | +4,986 | +6.70% | $4,645,548 |
| VANGUARD INDEX FDS | VTI | Other | 0.61% | 13,698 | +378 | +2.84% | $4,394,613 |
| ISHARES TR | IUSB | Other | 0.55% | 85,101 | -238 | -0.28% | $3,930,798 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.53% | 49,303 | -427 | -0.86% | $3,805,206 |
| VANGUARD WORLD FD | VPU | Other | 0.51% | 18,724 | +50 | +0.27% | $3,710,065 |
| ALPHABET INC | GOOG | Communication Services | 0.49% | 12,349 | +8,219 | +199.01% | $3,542,352 |
| VANGUARD INDEX FDS | VOE | Other | 0.48% | 18,818 | +293 | +1.58% | $3,467,703 |
| VANGUARD INDEX FDS | VOT | Other | 0.47% | 13,213 | +513 | +4.04% | $3,400,394 |
| MICROSOFT CORP | MSFT | Technology | 0.46% | 8,884 | +79 | +0.90% | $3,288,707 |
| ASTRAZENECA PLC F SPONSORED ADR | AZN | Healthcare | 0.42% | 15,213 | -15,161 | -49.91% | $3,000,308 |
| SPDR GOLD TR | GLD | Other | 0.41% | 6,883 | -210 | -2.96% | $2,961,686 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.39% | 4,342 | +225 | +5.47% | $2,823,545 |
| ALPHABET INC | GOOGL | Communication Services | 0.38% | 9,628 | -494 | -4.88% | $2,768,593 |
| ISHARES TR | MUB | Other | 0.37% | 25,080 | +980 | +4.07% | $2,662,242 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.37% | 48,999 | -1,887 | -3.71% | $2,648,396 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.36% | 96,957 | +3,487 | +3.73% | $2,580,038 |
| ISHARES TR | ESGU | Other | 0.34% | 17,193 | +50 | +0.29% | $2,431,434 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.31% | 10,836 | -1,019 | -8.60% | $2,256,814 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.28% | 4,282 | -885 | -17.13% | $2,051,934 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.28% | 24,218 | +68 | +0.28% | $1,996,316 |
| ISHARES TR | IUSG | Other | 0.27% | 12,322 | -156 | -1.25% | $1,911,336 |
| ISHARES TR | IJT | Other | 0.26% | 12,888 | +68 | +0.53% | $1,865,022 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.26% | 11,182 | -147 | -1.30% | $1,848,832 |
| WALMART INC | WMT | Consumer Defensive | 0.24% | 14,013 | -1,234 | -8.09% | $1,741,475 |
| CATERPILLAR INC | CAT | Industrials | 0.24% | 2,449 | -22 | -0.89% | $1,735,082 |
| ISHARES TR | ESGD | Other | 0.23% | 17,529 | +65 | +0.37% | $1,676,123 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 0.23% | 21,722 | -35,002 | -61.71% | $1,623,035 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.22% | 21,387 | -35 | -0.16% | $1,606,164 |
| ISHARES TR | DSI | Other | 0.22% | 12,942 | +150 | +1.17% | $1,568,498 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.22% | 24,456 | -1,712 | -6.54% | $1,567,138 |
| ISHARES TR | IBB | Other | 0.22% | 9,275 | +4 | +0.04% | $1,566,088 |
| VANGUARD WORLD FD | VOX | Other | 0.22% | 8,687 | -188 | -2.12% | $1,562,288 |
| VANGUARD WORLD FD | VCR | Other | 0.22% | 4,328 | -86 | -1.95% | $1,553,717 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.22% | 6,340 | +17 | +0.27% | $1,549,742 |
| ISHARES TR | IXJ | Other | 0.21% | 16,275 | - | - | $1,522,364 |
| ISHARES TR | IVV | Other | 0.20% | 2,172 | -2 | -0.09% | $1,418,533 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.19% | 10,494 | -2,750 | -20.76% | $1,394,653 |
| ETFS GOLD TR | SGOL | Other | 0.19% | 30,865 | -3,725 | -10.77% | $1,377,196 |
| ISHARES TR | SUB | Other | 0.19% | 12,636 | - | - | $1,345,734 |
| SPDR SERIES TRUST | JNK | Other | 0.19% | 13,965 | +433 | +3.20% | $1,336,734 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 0.17% | 19,190 | +221 | +1.17% | $1,260,609 |
| ISHARES TR | EMB | Other | 0.17% | 13,042 | +5,095 | +64.11% | $1,225,035 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.17% | 24,058 | -200 | -0.82% | $1,200,254 |
| AMGEN INC | AMGN | Healthcare | 0.16% | 3,333 | -236 | -6.61% | $1,172,655 |
| ELI LILLY & CO | LLY | Healthcare | 0.15% | 1,166 | +1,166 | +100.00% | $1,072,478 |
| ISHARES TR | HYG | Other | 0.14% | 13,119 | +6,825 | +108.44% | $1,043,748 |
| ISHARES TR | SUSC | Other | 0.14% | 44,588 | +963 | +2.21% | $1,031,664 |
| ISHARES TR | ICF | Other | 0.13% | 15,444 | -590 | -3.68% | $955,829 |
| ISHARES TR | IGSB | Other | 0.13% | 17,750 | +160 | +0.91% | $932,940 |
| SOUTHERN CO | SO | Utilities | 0.13% | 9,605 | -177 | -1.81% | $927,102 |
| NVIDIA CORPORATION | NVDA | Technology | 0.13% | 5,221 | +409 | +8.50% | $910,604 |
| NUSHARES ETF TR | NULG | Other | 0.12% | 9,787 | -691 | -6.59% | $890,030 |
| ISHARES TR | IJR | Other | 0.12% | 6,953 | +183 | +2.70% | $864,327 |
| VANGUARD WORLD FD | VFH | Other | 0.12% | 7,138 | +128 | +1.83% | $862,342 |
| ISHARES TR | QUAL | Other | 0.12% | 4,474 | +253 | +5.99% | $858,158 |
| ISHARES TR | SOXX | Other | 0.12% | 2,554 | -27 | -1.05% | $839,402 |
| VANECK ETF TRUST | GDX | Other | 0.12% | 9,076 | -472 | -4.94% | $832,916 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.11% | 2,707 | -966 | -26.30% | $796,172 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.11% | 5,327 | +22 | +0.41% | $769,486 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.11% | 2,335 | - | - | $763,708 |
| ISHARES INC | ESGE | Other | 0.10% | 15,967 | -540 | -3.27% | $726,011 |
| NUSHARES ETF TR | NUSC | Other | 0.10% | 15,990 | +50 | +0.31% | $720,509 |
| VANGUARD WORLD FD | MGK | Other | 0.09% | 1,763 | - | - | $647,797 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.08% | 9,202 | +9 | +0.10% | $607,246 |
| ISHARES TR | EFA | Other | 0.08% | 6,058 | +855 | +16.43% | $588,414 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.08% | 7,107 | - | - | $569,168 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 0.08% | 5,789 | - | - | $565,713 |
| ANNALY CAPITAL MANAGEMENT IN | NLY | Real Estate | 0.08% | 26,722 | +657 | +2.52% | $565,162 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.08% | 19,300 | +4,628 | +31.54% | $562,219 |
| EXXON MOBIL CORP | XOM | Energy | 0.08% | 3,273 | +83 | +2.60% | $555,263 |
| VANGUARD INDEX FDS | VV | Other | 0.07% | 1,784 | +1 | +0.06% | $533,017 |