White Lighthouse Investment Management Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, White Lighthouse Investment Management Inc. disclosed 147 stock positions valued at approximately $829.22M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and VANGUARD STAR FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 147
- Portfolio Value
- $829.22M
Holdings by Sector
White Lighthouse Investment Management Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 17.63% | 1,622,517 | +78,058 | +5.05% | $146,205,011 |
| ISHARES TR | SHV | Other | 7.99% | 600,216 | -6,430 | -1.06% | $66,215,882 |
| VANGUARD STAR FDS | VXUS | Other | 6.78% | 661,686 | +20,628 | +3.22% | $56,216,834 |
| VANGUARD WHITEHALL FDS | VYM | Other | 6.17% | 329,432 | -12,252 | -3.59% | $51,127,908 |
| SCHWAB STRATEGIC TR | SCHD | Other | 4.14% | 1,056,150 | +220,759 | +26.43% | $34,356,554 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.88% | 416,816 | +25,991 | +6.65% | $32,199,040 |
| VANGUARD WORLD FD | VGT | Other | 3.73% | 246,375 | -6,653 | -2.63% | $30,961,893 |
| VANGUARD INDEX FDS | VTV | Other | 3.69% | 141,470 | +12,529 | +9.72% | $30,568,744 |
| VANGUARD BD INDEX FDS | BND | Other | 3.26% | 384,814 | -9,440 | -2.39% | $26,994,685 |
| ISHARES TR | IGM | Other | 2.70% | 132,563 | +3,739 | +2.90% | $22,408,493 |
| ISHARES TR | IXUS | Other | 2.09% | 182,819 | -82 | -0.04% | $17,365,977 |
| ISHARES GOLD TR | IAU | Other | 1.95% | 206,769 | +10,704 | +5.46% | $16,148,659 |
| VANGUARD INDEX FDS | VOO | Other | 1.59% | 18,755 | +289 | +1.57% | $13,144,907 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.52% | 160,687 | -7,741 | -4.60% | $12,583,405 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.47% | 52,124 | +178 | +0.34% | $12,161,080 |
| SPDR SERIES TRUST | BIL | Other | 1.45% | 131,600 | +32,593 | +32.92% | $12,059,799 |
| ISHARES TR | DVY | Other | 1.36% | 74,390 | +4,362 | +6.23% | $11,312,454 |
| ISHARES TR | IWF | Other | 1.32% | 87,581 | +292 | +0.33% | $10,970,365 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.17% | 127,416 | +2,668 | +2.14% | $9,734,561 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.14% | 192,767 | +13,715 | +7.66% | $9,487,998 |
| VANGUARD INDEX FDS | VBR | Other | 1.04% | 37,279 | +638 | +1.74% | $8,612,514 |
| VANGUARD WORLD FD | VHT | Other | 0.96% | 25,309 | +1,551 | +6.53% | $7,999,589 |
| VANGUARD INDEX FDS | VB | Other | 0.93% | 27,098 | +483 | +1.81% | $7,709,133 |
| APPLE INC | AAPL | Technology | 0.87% | 21,641 | +5 | +0.02% | $7,206,815 |
| INVESCO QQQ TR | QQQ | Other | 0.86% | 9,645 | -192 | -1.95% | $7,134,920 |
| VANGUARD WORLD FD | VSGX | Other | 0.79% | 80,478 | +461 | +0.58% | $6,524,369 |
| VANGUARD WORLD FD | ESGV | Other | 0.77% | 47,150 | +97 | +0.21% | $6,390,197 |
| VANGUARD INDEX FDS | VO | Other | 0.73% | 77,592 | +5,672 | +7.89% | $6,084,786 |
| VANGUARD INDEX FDS | VTI | Other | 0.62% | 13,710 | +229 | +1.70% | $5,130,646 |
| VANGUARD INDEX FDS | VNQ | Other | 0.61% | 56,733 | +2,416 | +4.45% | $5,084,945 |
Showing 30 of 147 holdings in the latest reporting period.