Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
White Lighthouse Investment Management Inc. (CIK 1727593) reported $720.8M across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($108.3M, 15.03%), SHV ($57.3M, 7.96%), VYM ($56.7M, 7.87%), VXUS ($49.6M, 6.89%), VCSH ($30.4M, 4.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $108.3M | 15.03% | 248,021 | Added |
| 2 | SHV | ISHARES TR | $57.3M | 7.96% | 519,501 | Added |
| 3 | VYM | VANGUARD WHITEHALL FDS | $56.7M | 7.87% | 383,007 | Trimmed |
| 4 | VXUS | VANGUARD STAR FDS | $49.6M | 6.89% | 643,659 | Added |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $30.4M | 4.22% | 383,662 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $28.2M | 3.92% | 383,389 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $25.7M | 3.57% | 131,200 | Trimmed |
| 8 | VGT | VANGUARD WORLD FD | $22.6M | 3.13% | 32,386 | Trimmed |
| 9 | SCHD | SCHWAB STRATEGIC TR | $21.0M | 2.91% | 684,743 | Added |
| 10 | IAU | ISHARES GOLD TR | $17.1M | 2.37% | 193,568 | Trimmed |
| 11 | IXUS | ISHARES TR | $16.1M | 2.23% | 185,764 | Trimmed |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $15.9M | 2.21% | 192,316 | Trimmed |
| 13 | IGM | ISHARES TR | $14.6M | 2.03% | 123,424 | Added |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $11.3M | 1.56% | 52,339 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $11.2M | 1.56% | 18,812 | Added |
| 16 | DVY | ISHARES TR | $10.7M | 1.48% | 70,643 | Added |
| 17 | IWF | ISHARES TR | $9.6M | 1.33% | 22,484 | Trimmed |
| 18 | BSV | VANGUARD BD INDEX FDS | $9.4M | 1.31% | 120,379 | Added |
| 19 | VTIP | VANGUARD MALVERN FDS | $8.5M | 1.18% | 169,803 | Added |
| 20 | VBR | VANGUARD INDEX FDS | $8.0M | 1.11% | 36,970 | Added |
| 21 | BIL | SPDR SERIES TRUST | $7.1M | 0.99% | 78,013 | Trimmed |
| 22 | VB | VANGUARD INDEX FDS | $7.1M | 0.98% | 26,925 | Added |
| 23 | VHT | VANGUARD WORLD FD | $6.7M | 0.93% | 24,741 | Added |
| 24 | VSGX | VANGUARD WORLD FD | $5.6M | 0.78% | 77,992 | Added |
| 25 | AAPL | APPLE INC | $5.6M | 0.78% | 22,137 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31