White Lighthouse Investment Management Inc.

Est. AUM

$719.9M

13F long equity, this entity only

Positions

143

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$108.3M	248021	15.05%	SOLE
2	ISHARES TR	TRUST ISHARE 0-1	$57.3M	519501	7.97%	SOLE
3	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$56.7M	383007	7.88%	SOLE
4	VANGUARD STAR FDS	VG TL INTL STK F	$49.6M	643659	6.89%	SOLE
5	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$30.4M	383662	4.22%	SOLE
6	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$28.2M	383389	3.92%	SOLE
7	VANGUARD INDEX FDS	VALUE ETF	$25.7M	131200	3.58%	SOLE
8	VANGUARD WORLD FD	INF TECH ETF	$22.6M	32386	3.14%	SOLE
9	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$21.0M	684743	2.92%	SOLE
10	ISHARES GOLD TR	ISHARES NEW	$17.1M	193568	2.37%	SOLE
11	ISHARES TR	CORE MSCI TOTAL	$16.1M	185764	2.24%	SOLE
12	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$15.9M	192316	2.21%	SOLE
13	ISHARES TR	EXPND TEC SC ETF	$14.6M	123424	2.03%	SOLE
14	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$11.3M	52339	1.56%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.2M	18812	1.56%	SOLE
16	ISHARES TR	SELECT DIVID ETF	$10.7M	70643	1.49%	SOLE
17	ISHARES TR	RUS 1000 GRW ETF	$9.6M	22484	1.33%	SOLE
18	VANGUARD BD INDEX FDS	SHORT TRM BOND	$9.4M	120379	1.31%	SOLE
19	VANGUARD MALVERN FDS	STRM INFPROIDX	$8.5M	169803	1.18%	SOLE
20	VANGUARD INDEX FDS	SM CP VAL ETF	$8.0M	36970	1.12%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$7.1M	78013	0.99%	SOLE
22	VANGUARD INDEX FDS	SMALL CP ETF	$7.1M	26925	0.98%	SOLE
23	VANGUARD WORLD FD	HEALTH CAR ETF	$6.7M	24741	0.94%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$5.6M	9741	0.78%	SOLE
25	APPLE INC	COM	$5.6M	22137	0.78%	SOLE
26	VANGUARD WORLD FD	ESG INTL STK ETF	$5.6M	77992	0.78%	SOLE
27	VANGUARD INDEX FDS	REAL ESTATE ETF	$5.3M	59363	0.73%	SOLE
28	VANGUARD WORLD FD	ESG US STK ETF	$5.2M	46625	0.73%	SOLE
29	VANGUARD INDEX FDS	MID CAP ETF	$5.1M	17758	0.71%	SOLE
30	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.6M	79357	0.65%	SOLE
31	VANGUARD INDEX FDS	TOTAL STK MKT	$4.4M	13698	0.61%	SOLE
32	ISHARES TR	CORE UNIVRSL USD	$3.9M	85101	0.55%	SOLE
33	VANGUARD BD INDEX FDS	INTERMED TERM	$3.8M	49303	0.53%	SOLE
34	VANGUARD WORLD FD	UTILITIES ETF	$3.7M	18724	0.52%	SOLE
35	ALPHABET INC	CAP STK CL C	$3.5M	12349	0.49%	SOLE
36	VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.5M	18818	0.48%	SOLE
37	VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.4M	13213	0.47%	SOLE
38	MICROSOFT CORP	COM	$3.3M	8884	0.46%	SOLE
39	ASTRAZENECA PLC F SPONSORED ADR	COMMON	$3.0M	15213	0.42%	SOLE
40	SPDR GOLD TR	GOLD SHS	$3.0M	6883	0.41%	SOLE
41	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.8M	4342	0.39%	SOLE
42	ALPHABET INC	CAP STK CL A	$2.8M	9628	0.38%	SOLE
43	ISHARES TR	NATIONAL MUN ETF	$2.7M	25080	0.37%	SOLE
44	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.6M	48999	0.37%	SOLE
45	SCHWAB STRATEGIC TR	US TIPS ETF	$2.6M	96957	0.36%	SOLE
46	ISHARES TR	ESG AWR MSCI USA	$2.4M	17193	0.34%	SOLE
47	AMAZON COM INC	COM	$2.3M	10836	0.31%	SOLE
48	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	4282	0.29%	SOLE
49	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$2.0M	24218	0.28%	SOLE
50	ISHARES TR	CORE S&P US GWT	$1.9M	12322	0.27%	SOLE

1–50 of 143

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.