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White Lighthouse Investment Management Inc. 13F holdings

Filed 2026-08-05 · White Lighthouse Investment Management Inc. · 151 positions · $802.3M

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TickerCompanySharesValue% of portfolio
VUGVANGUARD INDEX FDS1.5M$133.0M16.6%
SHVISHARES TR606.6K$66.9M8.3%
VXUSVANGUARD STAR FDS641.1K$54.8M6.8%
VYMVANGUARD WHITEHALL FDS341.7K$54.0M6.7%
VCSHVANGUARD SCOTTSDALE FDS390.8K$30.9M3.8%
VGTVANGUARD WORLD FD253.0K$30.2M3.8%
BNDVANGUARD BD INDEX FDS394.3K$28.9M3.6%
VTVVANGUARD INDEX FDS128.9K$28.1M3.5%
SCHDSCHWAB STRATEGIC TR835.4K$26.5M3.3%
IGMISHARES TR128.8K$21.1M2.6%
IXUSISHARES TR182.9K$17.5M2.2%
IAUISHARES GOLD TR196.1K$14.8M1.8%
VCITVANGUARD SCOTTSDALE FDS168.4K$13.9M1.7%
VOOVANGUARD INDEX FDS18.5K$12.7M1.6%
VIGVANGUARD SPECIALIZED FUNDS51.9K$12.3M1.5%
DVYISHARES TR70.0K$10.9M1.4%
IWFISHARES TR87.3K$10.8M1.4%
BSVVANGUARD BD INDEX FDS124.7K$9.7M1.2%
BILSPDR SERIES TRUST99.0K$9.1M1.1%
VTIPVANGUARD MALVERN FDS179.1K$9.0M1.1%
VBRVANGUARD INDEX FDS36.6K$8.9M1.1%
VBVANGUARD INDEX FDS26.6K$8.1M1.0%
QQQINVESCO QQQ TR9.8K$7.2M0.9%
VHTVANGUARD WORLD FD23.8K$7.1M0.9%
VSGXVANGUARD WORLD FD80.0K$6.6M0.8%
AAPLAPPLE INC21.6K$6.3M0.8%
ESGVVANGUARD WORLD FD47.1K$6.2M0.8%
VOVANGUARD INDEX FDS71.9K$5.8M0.7%
VNQVANGUARD INDEX FDS54.3K$5.2M0.7%
VTIVANGUARD INDEX FDS13.5K$5.0M0.6%
VGSHVANGUARD SCOTTSDALE FDS81.1K$4.7M0.6%
IUSBISHARES TR94.3K$4.4M0.5%
GOOGALPHABET INC12.0K$4.2M0.5%
VOTVANGUARD INDEX FDS13.6K$4.2M0.5%
VOEVANGUARD INDEX FDS19.0K$3.8M0.5%
BIVVANGUARD BD INDEX FDS48.9K$3.8M0.5%
VPUVANGUARD WORLD FD17.6K$3.4M0.4%
SPYSTATE STR SPDR S&P 500 ETF T4.5K$3.4M0.4%
GOOGLALPHABET INC8.8K$3.2M0.4%
MSFTMICROSOFT CORP8.0K$3.0M0.4%
ESGUISHARES TR17.4K$2.8M0.4%
MUBISHARES TR26.2K$2.8M0.4%
—ASTRAZENECA PLC14.8K$2.8M0.3%
SCHPSCHWAB STRATEGIC TR99.2K$2.6M0.3%
AMZNAMAZON COM INC10.8K$2.6M0.3%
VWOVANGUARD INTL EQUITY INDEX F42.5K$2.5M0.3%
CATCATERPILLAR INC2.3K$2.4M0.3%
GLDSPDR GOLD TR6.3K$2.3M0.3%
IUSGISHARES TR12.3K$2.3M0.3%
IJTISHARES TR12.6K$2.2M0.3%
VGKVANGUARD INTL EQUITY INDEX F24.3K$2.2M0.3%
XLKSELECT SECTOR SPDR TR10.5K$2.0M0.2%
DSIISHARES TR13.3K$1.9M0.2%
ESGDISHARES TR18.0K$1.9M0.2%
VEUVANGUARD INTL EQUITY INDEX F21.7K$1.8M0.2%
IVVISHARES TR2.3K$1.7M0.2%
VEAVANGUARD TAX-MANAGED FDS24.3K$1.7M0.2%
IBBISHARES TR9.1K$1.7M0.2%
BRK-BBERKSHIRE HATHAWAY INC DEL3.4K$1.7M0.2%
SOXXISHARES TR2.5K$1.6M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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