Q2 2026 13F · SEC CIK 1727593

White Lighthouse Investment Management Inc.

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $802.3M
Reported positions: 151
Top holdings a year, 3 yrs: +15.7%
Assets under management: $918.6M

White Lighthouse Investment Management Inc. is a wealth manager that reported 151 positions worth $802.3M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Vanguard Indx Fd (VUG, 16.6%), Ishares Tr (SHV, 8.3%), Vanguard Star Fds Vanguard Total Intl St (VXUS, 6.8%). A portfolio copying its top holdings returned 15.7% a year over the last 3 years, against 20.4% for the S&P 500.

White Lighthouse Investment Management Inc. holdings largest 50 of 151 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

White Lighthouse Investment Management Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VUGVanguard Indx Fd	16.6%	15.0%	1,544,459	+522.7%	$133.0M
SHVIshares Tr	8.3%	8.0%	606,646	+16.8%	$66.9M
VXUSVanguard Star Fds Vanguard Total Intl St	6.8%	6.9%	641,058	-0.4%	$54.8M
VYMVym	6.7%	7.9%	341,684	-10.8%	$54.0M
VCSHVanguard Scottsdale Fds	3.9%	4.2%	390,825	+1.9%	$30.9M
VGTVanguard Info Tech	3.8%	3.1%	253,028	+681.3%	$30.2M
BNDVanguard Total Bond Market ETF	3.6%	3.9%	394,254	+2.8%	$28.9M
VTVVanguard Value ETF	3.5%	3.6%	128,941	-1.7%	$28.1M
SCHDSchwab Strategic Tr	3.3%	2.9%	835,391	+22.0%	$26.5M
IGMIshares Tr	2.6%	2.0%	128,824	+4.4%	$21.1M
IXUSIshares Core Msci Total International St	2.2%	2.2%	182,901	-1.5%	$17.5M
IAUIshares Gold Trust	1.8%	2.4%	196,065	+1.3%	$14.8M
VCITVanguard Scottsdale Fds	1.7%	2.2%	168,428	-12.4%	$13.9M
VOOVanguard S&p 500 ETF	1.6%	1.6%	18,466	-1.8%	$12.7M
VIGVanguard Dividend Appreciation ETF	1.5%	1.6%	51,946	-0.8%	$12.3M
DVYiShares Select Dividend ETF Total	1.4%	1.5%	70,028	-0.9%	$10.9M
IWFIshares Russell 1000 Growth ETF	1.4%	1.3%	87,289	+288.2%	$10.8M
BSVVanguard Bd Index Fds Vanguard Short Ter	1.2%	1.3%	124,748	+3.6%	$9.7M
BILSPDR Brcy1-3 Ser	1.1%	1.0%	99,007	+26.9%	$9.1M
VTIPVanguard Malvern Fds	1.1%	1.2%	179,052	+5.4%	$9.0M
VBRVanguard Small Cap Value ETF	1.1%	1.1%	36,641	-0.9%	$8.9M
VBVanguard Indx Fd	1.0%	1.0%	26,615	-1.2%	$8.1M
QQQInvesco Qqq Tr	0.9%	0.8%	9,837	+1.0%	$7.2M
VHTVanguard Health Care ETF	0.9%	0.9%	23,758	-4.0%	$7.1M
VSGXVanguard ESG International Stoc	0.8%	0.8%	80,017	+2.6%	$6.6M
AAPLApple Inc	0.8%	0.8%	21,636	-2.3%	$6.3M
ESGVVanguard World Fd	0.8%	0.7%	47,053	+0.9%	$6.2M
VOVanguard Index Fds	0.7%	0.7%	71,920	+305.0%	$5.8M
VNQVanguard Real Estate ETF	0.7%	0.7%	54,317	-8.5%	$5.2M
VTIVanguard Index Fds	0.6%	0.6%	13,481	-1.6%	$5.0M
VGSHVanguard Short-Term Treasury ETF Total	0.6%	0.6%	81,101	+2.2%	$4.7M
IUSBIshares Core Universal Usd Bond ETF	0.5%	0.5%	94,329	+10.8%	$4.4M
GOOGAlphabet Inc	0.5%	0.5%	11,953	-3.2%	$4.2M
VOTVanguard Index Fds	0.5%	0.5%	13,586	+2.8%	$4.2M
VOEVanguard Index Fds	0.5%	0.5%	19,039	+1.2%	$3.8M
BIVVanguard Bd Index Fds	0.5%	0.5%	48,922	-0.8%	$3.8M
VPUVanguard World Fd	0.4%	0.5%	17,610	-5.9%	$3.4M
SPYSpdr S&p 500 ETF Tr	0.4%	0.4%	4,533	+4.4%	$3.4M
GOOGLAlphabet Inc	0.4%	0.4%	8,848	-8.1%	$3.2M
MSFTMicrosoft Corp	0.4%	0.5%	8,014	-9.8%	$3.0M
ESGUIshares Msci Usa Esg	0.4%	0.3%	17,387	+1.1%	$2.8M
MUBIshares National Muni Bond ETF	0.4%	0.4%	26,230	+4.6%	$2.8M
AZNAstrazeneca PLC Ord	0.3%	—	14,790	—	$2.8M
SCHPSchwab Strategic Tr	0.3%	0.4%	99,176	+2.3%	$2.6M
AMZNAmazon Com Inc Com	0.3%	0.3%	10,784	-0.5%	$2.6M
VWOVanguard Intl Equity Index F	0.3%	0.4%	42,452	-13.4%	$2.5M
CATCaterpillar Inc Com	0.3%	—	2,267	—	$2.4M
GLDSpdr Gold Shares	0.3%	0.4%	6,301	-8.5%	$2.3M
IUSGiShares ETFs/USA	0.3%	0.3%	12,257	-0.5%	$2.3M
IJTIshares Tr	0.3%	—	12,559	—	$2.2M

What White Lighthouse Investment Management Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.1% /yr; S&P 500 +20.1%
3 years: +15.7% /yr; S&P 500 +20.4%
5 years: +8.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$802.3M	151
Q1 2026	$720.8M	145
Q4 2025	$716.4M	150
Q3 2025	$656.0M	139
Q2 2025	$614.8M	138
Q1 2025	$560.0M	133
Q4 2024	$569.2M	133
Q3 2024	$557.4M	131
Q2 2024	$518.3M	121
Q1 2024	$492.3M	120
Q4 2023	$456.9M	121
Q3 2023	$411.9M	118

Questions about White Lighthouse Investment Management Inc.'s portfolio

What stocks does White Lighthouse Investment Management Inc. own?

White Lighthouse Investment Management Inc.'s latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 151 positions worth $802.3M. The largest are Vanguard Indx Fd (VUG) at 16.6%, Ishares Tr (SHV) at 8.3%, Vanguard Star Fds Vanguard Total Intl St (VXUS) at 6.8%, Vym (VYM) at 6.7% and Vanguard Scottsdale Fds (VCSH) at 3.9%.

What did White Lighthouse Investment Management Inc. buy last quarter?

In Q2 2026, White Lighthouse Investment Management Inc. added Vanguard Info Tech (VGT) (+681.3% shares), Vanguard Indx Fd (VUG) (+522.7% shares) and Vanguard Index Fds (VO) (+305.0% shares), compared with its Q1 2026 filing.

What did White Lighthouse Investment Management Inc. sell last quarter?

In Q2 2026, White Lighthouse Investment Management Inc. cut from its top 50 Astrazeneca PLC ADR (USA) (AZN), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Vanguard Intl Equity Index F (VGK), Vanguard Intl Equity Index F (VWO) (-13.4% shares), Vanguard Scottsdale Fds (VCIT) (-12.4% shares) and Vym (VYM) (-10.8% shares), compared with its Q1 2026 filing.

How has White Lighthouse Investment Management Inc.'s portfolio performed?

A portfolio copying White Lighthouse Investment Management Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.1% against +20.1%. Over 5 years: +8.0% a year against +11.6%.

When is White Lighthouse Investment Management Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. White Lighthouse Investment Management Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does White Lighthouse Investment Management Inc. manage?

White Lighthouse Investment Management Inc. reported $918.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $802.3M.