White Lighthouse Investment Management Inc. Portfolio Stock Holdings
White Lighthouse Investment Management Inc. disclosed 151 stock positions valued at approximately $802.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and VANGUARD STAR FDS. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 151
- Portfolio Value
- $802.3M
Holdings by Sector
White Lighthouse Investment Management Inc. Portfolio Holdings in Q2 2026
150 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 16.58% | 1,544,459 | +1,296,438 | +522.71% | $133,039,677 |
| ISHARES TR | SHV | Other | 8.34% | 606,646 | +87,145 | +16.77% | $66,943,379 |
| VANGUARD STAR FDS | VXUS | Other | 6.83% | 641,058 | -2,601 | -0.40% | $54,804,057 |
| VANGUARD WHITEHALL FDS | VYM | Other | 6.73% | 341,684 | -41,323 | -10.79% | $53,996,325 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.85% | 390,825 | +7,163 | +1.87% | $30,886,869 |
| VANGUARD WORLD FD | VGT | Other | 3.77% | 253,028 | +220,642 | +681.29% | $30,241,861 |
| VANGUARD BD INDEX FDS | BND | Other | 3.61% | 394,254 | +10,865 | +2.83% | $28,942,151 |
| VANGUARD INDEX FDS | VTV | Other | 3.50% | 128,941 | -2,259 | -1.72% | $28,100,186 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.30% | 835,391 | +150,648 | +22.00% | $26,490,259 |
| ISHARES TR | IGM | Other | 2.63% | 128,824 | +5,400 | +4.38% | $21,072,974 |
| ISHARES TR | IXUS | Other | 2.18% | 182,901 | -2,863 | -1.54% | $17,456,071 |
| ISHARES GOLD TR | IAU | Other | 1.85% | 196,065 | +2,497 | +1.29% | $14,804,868 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.73% | 168,428 | -23,888 | -12.42% | $13,920,546 |
| VANGUARD INDEX FDS | VOO | Other | 1.58% | 18,466 | -346 | -1.84% | $12,682,699 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.53% | 51,946 | -393 | -0.75% | $12,291,382 |
| ISHARES TR | DVY | Other | 1.36% | 70,028 | -615 | -0.87% | $10,945,418 |
| ISHARES TR | IWF | Other | 1.35% | 87,289 | +64,805 | +288.23% | $10,838,735 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.21% | 124,748 | +4,369 | +3.63% | $9,719,106 |
| SPDR SERIES TRUST | BIL | Other | 1.13% | 99,007 | +20,994 | +26.91% | $9,073,001 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.12% | 179,052 | +9,249 | +5.45% | $8,993,798 |
| VANGUARD INDEX FDS | VBR | Other | 1.11% | 36,641 | -329 | -0.89% | $8,903,449 |
| VANGUARD INDEX FDS | VB | Other | 1.01% | 26,615 | -310 | -1.15% | $8,067,466 |
| INVESCO QQQ TR | QQQ | Other | 0.90% | 9,837 | +96 | +0.99% | $7,244,031 |
| VANGUARD WORLD FD | VHT | Other | 0.89% | 23,758 | -983 | -3.97% | $7,103,792 |
| VANGUARD WORLD FD | VSGX | Other | 0.82% | 80,017 | +2,025 | +2.60% | $6,588,605 |
| APPLE INC | AAPL | Technology | 0.78% | 21,636 | -501 | -2.26% | $6,260,692 |
| VANGUARD WORLD FD | ESGV | Other | 0.78% | 47,053 | +428 | +0.92% | $6,222,293 |
| VANGUARD INDEX FDS | VO | Other | 0.72% | 71,920 | +54,162 | +305.00% | $5,794,594 |
| VANGUARD INDEX FDS | VNQ | Other | 0.65% | 54,317 | -5,046 | -8.50% | $5,237,787 |
| VANGUARD INDEX FDS | VTI | Other | 0.62% | 13,481 | -217 | -1.58% | $4,988,677 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.59% | 81,101 | +1,744 | +2.20% | $4,720,062 |
| ISHARES TR | IUSB | Other | 0.54% | 94,329 | +9,228 | +10.84% | $4,353,262 |
| ALPHABET INC | GOOG | Communication Services | 0.53% | 11,953 | -396 | -3.21% | $4,223,451 |
| VANGUARD INDEX FDS | VOT | Other | 0.52% | 13,586 | +373 | +2.82% | $4,161,325 |
| VANGUARD INDEX FDS | VOE | Other | 0.47% | 19,039 | +221 | +1.17% | $3,762,203 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.47% | 48,922 | -381 | -0.77% | $3,752,317 |
| VANGUARD WORLD FD | VPU | Other | 0.43% | 17,610 | -1,114 | -5.95% | $3,446,817 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.42% | 4,533 | +191 | +4.40% | $3,385,005 |
| ALPHABET INC | GOOGL | Communication Services | 0.39% | 8,848 | -780 | -8.10% | $3,162,065 |
| MICROSOFT CORP | MSFT | Technology | 0.37% | 8,014 | -870 | -9.79% | $2,989,480 |
| ISHARES TR | ESGU | Other | 0.35% | 17,387 | +194 | +1.13% | $2,845,730 |
| ISHARES TR | MUB | Other | 0.35% | 26,230 | +1,150 | +4.59% | $2,822,873 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.33% | 99,176 | +2,219 | +2.29% | $2,628,169 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.32% | 10,784 | -52 | -0.48% | $2,570,259 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.32% | 42,452 | -6,547 | -13.36% | $2,533,962 |
| CATERPILLAR INC | CAT | Industrials | 0.30% | 2,267 | -182 | -7.43% | $2,414,226 |
| SPDR GOLD TR | GLD | Other | 0.29% | 6,301 | -582 | -8.46% | $2,321,162 |
| ISHARES TR | IUSG | Other | 0.29% | 12,257 | -65 | -0.53% | $2,305,387 |
| ISHARES TR | IJT | Other | 0.28% | 12,559 | -329 | -2.55% | $2,243,037 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.27% | 24,312 | +94 | +0.39% | $2,152,596 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.25% | 10,494 | - | - | $1,999,317 |
| ISHARES TR | DSI | Other | 0.24% | 13,257 | +315 | +2.43% | $1,887,664 |
| ISHARES TR | ESGD | Other | 0.23% | 18,035 | +506 | +2.89% | $1,854,178 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.23% | 21,733 | +346 | +1.62% | $1,820,139 |
| ISHARES TR | IVV | Other | 0.22% | 2,324 | +152 | +7.00% | $1,740,519 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.22% | 24,272 | -184 | -0.75% | $1,729,400 |
| ISHARES TR | IBB | Other | 0.21% | 9,050 | -225 | -2.43% | $1,721,225 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.21% | 3,387 | -895 | -20.90% | $1,694,821 |
| ISHARES TR | SOXX | Other | 0.20% | 2,525 | -29 | -1.14% | $1,617,966 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.20% | 6,300 | -40 | -0.63% | $1,600,022 |
| WALMART INC | WMT | Consumer Defensive | 0.20% | 14,010 | -3 | -0.02% | $1,586,745 |
| ISHARES TR | IXJ | Other | 0.20% | 16,125 | -150 | -0.92% | $1,586,378 |
| VANGUARD WORLD FD | VCR | Other | 0.20% | 3,990 | -338 | -7.81% | $1,582,295 |
| ISHARES TR | SUB | Other | 0.19% | 14,500 | +1,864 | +14.75% | $1,543,815 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.19% | 8,532 | -2,650 | -23.70% | $1,543,524 |
| VANGUARD WORLD FD | VOX | Other | 0.19% | 8,229 | -458 | -5.27% | $1,513,690 |
| ELI LILLY & CO | LLY | Healthcare | 0.17% | 1,166 | - | - | $1,398,578 |
| ISHARES TR | EMB | Other | 0.17% | 14,127 | +1,085 | +8.32% | $1,362,408 |
| SPDR SERIES TRUST | JNK | Other | 0.17% | 13,903 | -62 | -0.44% | $1,339,843 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 0.16% | 19,597 | +407 | +2.12% | $1,317,734 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.16% | 24,677 | +619 | +2.57% | $1,248,163 |
| NUSHARES ETF TR | NULG | Other | 0.15% | 10,401 | +614 | +6.27% | $1,217,541 |
| ISHARES TR | HYG | Other | 0.15% | 14,952 | +1,833 | +13.97% | $1,195,711 |
| ETFS GOLD TR | SGOL | Other | 0.15% | 30,682 | -183 | -0.59% | $1,172,973 |
| ISHARES TR | SUSC | Other | 0.13% | 46,388 | +1,800 | +4.04% | $1,073,947 |
| NVIDIA CORPORATION | NVDA | Technology | 0.13% | 5,258 | +37 | +0.71% | $1,052,100 |
| ISHARES TR | QUAL | Other | 0.13% | 4,739 | +265 | +5.92% | $1,039,879 |
| ISHARES TR | IJR | Other | 0.13% | 6,938 | -15 | -0.22% | $1,028,975 |
| AMGEN INC | AMGN | Healthcare | 0.12% | 2,633 | -700 | -21.00% | $953,640 |
| VANGUARD WORLD FD | VFH | Other | 0.12% | 7,123 | -15 | -0.21% | $937,683 |
| ISHARES TR | IGSB | Other | 0.12% | 17,825 | +75 | +0.42% | $934,208 |
| NUSHARES ETF TR | NUSC | Other | 0.11% | 16,890 | +900 | +5.63% | $880,307 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.11% | 2,335 | - | - | $865,328 |
| ISHARES INC | ESGE | Other | 0.10% | 15,192 | -775 | -4.85% | $830,852 |
| ISHARES TR | ICF | Other | 0.10% | 12,084 | -3,360 | -21.76% | $817,241 |
| CISCO SYS INC | CSCO | Technology | 0.10% | 6,573 | -99 | -1.48% | $772,040 |
| GLOBAL X FDS | GREK | Other | 0.09% | 9,970 | +9,970 | +100.00% | $752,735 |
| AFFIRM HLDGS INC | AFRM | Technology | 0.09% | 9,140 | +1,056 | +13.06% | $745,367 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 0.09% | 9,784 | -11,938 | -54.96% | $736,225 |
| ASML HLDG NV | ASML | Other | 0.09% | 364 | -2 | -0.55% | $724,156 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.09% | 2,187 | -520 | -19.21% | $715,919 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.09% | 1,686 | - | - | $700,880 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 0.08% | 5,869 | +80 | +1.38% | $678,930 |
| VANECK ETF TRUST | GDX | Other | 0.08% | 8,976 | -100 | -1.10% | $677,248 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.08% | 9,203 | +1 | +0.01% | $662,147 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.08% | 7,107 | - | - | $642,944 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.08% | 18,633 | -667 | -3.46% | $630,525 |
| ISHARES TR | EFA | Other | 0.08% | 6,058 | - | - | $629,344 |
| VANGUARD INDEX FDS | VV | Other | 0.08% | 1,779 | -5 | -0.28% | $611,682 |
| SOUTHERN CO | SO | Utilities | 0.08% | 6,309 | -3,296 | -34.32% | $603,791 |