White Lighthouse Investment Portfolio Analysis: Q2 2026 Changes

As part of our ongoing coverage of institutional investors' activities, we've analyzed the portfolio movements reported by White Lighthouse Investment Management Inc. for the quarter ending June 30, 2026. This analysis focuses on observable changes in stock holdings and sector allocation based on their disclosed data.

Prominent Purchases Observed

The portfolio saw significant buying activity during Q2 2026, most notably concentrated within exchange-traded funds (ETFs). The Vanguard U.S. Growth ETF (VUG) experienced a substantial increase in its position, with shares rising by approximately 522% quarter-over-quarter and now representing 16.58% of the total portfolio value.

Other significant additions include Vanguard Total Stock Market ETF (VXUS) which increased its allocation to 6.83%, and Vanguard Small-Cap Index Fund Class (MUTF) (VCSH) with a slight rise of about 0.09 percentage points.

Furthermore, the investor significantly boosted their position in SPDR Series Trust ETF (BIL). This fund saw an increase in shares by roughly 26.91% and its portfolio allocation jumped to 1.13%. Another notable purchase was the Vanguard Total World Stock Index Fund Admiral Shares (VGT) which increased by 681.29% and now holds a position of 3.77%.

Notable Sales Observed

In contrast to the buying activity, White Lighthouse Investment Management Inc. also reported significant sales during this period.

The Vanguard Intermediate-Term Tax-Exempt Fund (VCLT) was completely divested from the portfolio, as evidenced by a 54.96% reduction in shares and its allocation dropping to zero.

Additionally, Vanguard Russell Small Cap Value Index Fund (VCSH) saw a decrease of about 0.09 percentage points from the previous quarter's allocation of 3.85%. The Vanguard Variable Insurance Management Trust (GREK) also experienced a reduction, though its final position remains very small.

Moderate Changes and Stable Holdings

Several holdings showed moderate changes in their share count or allocation during Q2 2026. For instance, the Vanguard Short-Term Investment Grade Fund (SHV) increased by about 1.7%, maintaining its position at 8.34%.

The investment in SPDR Series Trust ETF (BIL) also saw a substantial increase, rising by 26.91%.

Portfolio Structure and Focus

The overall portfolio structure remains heavily concentrated in fixed income and money market securities, which together constitute the vast majority of holdings (overholding_count: 150). The top five holdings account for approximately 42.33% of the total value combined.

About White Lighthouse Investment Management Inc.

White Lighthouse Investment Management Inc., operating under the investor slug "white-lighthouse-investment-management-inc", manages a portfolio with a substantial market presence, totaling $799.5 million as of June 30, 2026. Their investment decisions appear to favor broad-based ETFs and fixed income instruments.