White Lighthouse Investment Management Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, White Lighthouse Investment Management Inc. disclosed 150 stock positions valued at approximately $802.35M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and VANGUARD STAR FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 150
- Portfolio Value
- $802.35M
Holdings by Sector
White Lighthouse Investment Management Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 150 holdings in the latest reporting period.