White Lighthouse Investment Management Inc. 13F Holdings · Q2 2026
White Lighthouse Investment Management Inc. reported 151 securities worth $802.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VUG (16.58%), SHV (8.34%), VXUS (6.83%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $133.0M | 16.58% | 1.5M | Added |
| 2 | SHV | ISHARES TR | $66.9M | 8.34% | 606,646 | Added |
| 3 | VXUS | VANGUARD STAR FDS | $54.8M | 6.83% | 641,058 | Trimmed |
| 4 | VYM | VANGUARD WHITEHALL FDS | $54.0M | 6.73% | 341,684 | Trimmed |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $30.9M | 3.85% | 390,825 | Added |
| 6 | VGT | VANGUARD WORLD FD | $30.2M | 3.77% | 253,028 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $28.9M | 3.61% | 394,254 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $28.1M | 3.50% | 128,941 | Trimmed |
| 9 | SCHD | SCHWAB STRATEGIC TR | $26.5M | 3.30% | 835,391 | Added |
| 10 | IGM | ISHARES TR | $21.1M | 2.63% | 128,824 | Added |
| 11 | IXUS | ISHARES TR | $17.5M | 2.18% | 182,901 | Trimmed |
| 12 | IAU | ISHARES GOLD TR | $14.8M | 1.85% | 196,065 | Added |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $13.9M | 1.73% | 168,428 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $12.7M | 1.58% | 18,466 | Trimmed |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $12.3M | 1.53% | 51,946 | Trimmed |
| 16 | DVY | ISHARES TR | $10.9M | 1.36% | 70,028 | Trimmed |
| 17 | IWF | ISHARES TR | $10.8M | 1.35% | 87,289 | Added |
| 18 | BSV | VANGUARD BD INDEX FDS | $9.7M | 1.21% | 124,748 | Added |
| 19 | BIL | SPDR SERIES TRUST | $9.1M | 1.13% | 99,007 | Added |
| 20 | VTIP | VANGUARD MALVERN FDS | $9.0M | 1.12% | 179,052 | Added |
| 21 | VBR | VANGUARD INDEX FDS | $8.9M | 1.11% | 36,641 | Trimmed |
| 22 | VB | VANGUARD INDEX FDS | $8.1M | 1.01% | 26,615 | Trimmed |
| 23 | QQQ | INVESCO QQQ TR | $7.2M | 0.90% | 9,837 | Added |
| 24 | VHT | VANGUARD WORLD FD | $7.1M | 0.89% | 23,758 | Trimmed |
| 25 | VSGX | VANGUARD WORLD FD | $6.6M | 0.82% | 80,017 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR