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White Lighthouse Investment Management Inc. — 13F Holdings & Portfolio

CIK 1727593 · latest 13F-HR filed 2026-08-05

Backtest portfolio

White Lighthouse Investment Management Inc. manages $802.3M in 13F-reported U.S. long-equity assets across 151 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VUG (16.58%), SHV (8.34%), VXUS (6.83%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 5, added to 89, and trimmed 26.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5 DUTTON LANE
BEDFORD, MA 01730
Phone
(508) 471-4431
Filing Manager
White Lighthouse Investment Management Inc.
BEDFORD, MA
Signatory
Jonathan Lachowitz
Owner
Loading holdings…
AUM

$802.3M

Long-equity book

Holdings

151

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+11 / −5 / ↑89 / ↓26

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$24.7M +22.8%
  • ISHARES TR$9.6M +16.7%
  • VANGUARD WORLD FD$7.6M +33.8%
  • ISHARES TR$6.4M +44.1%
  • SCHWAB STRATEGIC TR$5.5M +26.1%
Show all 89 →

Top Trims

  • ISHARES GOLD TR-$2.3M -13.2%
  • VANGUARD SCOTTSDALE FDS-$2.0M -12.5%
  • VANGUARD SCOTTSDALE FDS-$886.8K -54.6%
  • SPDR GOLD TR-$640.5K -21.6%
  • BERKSHIRE HATHAWAY INC DEL-$357.1K -17.4%
Show all 26 →

New Positions

  • ASTRAZENECA PLC$2.8M
  • GLOBAL X FDS$752.7K
  • ORACLE CORP$383.0K
  • ADVANCED MICRO DEVICES INC$262.0K
  • EXPEDIA GROUP INC$260.5K
Show all 11 →

Exited Positions

  • ASTRAZENECA PLC F SPONSORED ADR$3.0M
  • GLOBAL X FTSE GREECE 20 ETF$636.8K
  • VANGUARD BD INDEX FDS$262.9K
  • INTUITIVE SURGICAL INC$215.7K
  • CORNING INC$214.3K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VUG 922908736 $133.0M 16.58% 1,544,459 SH
2 ISHARES TR SHV 464288679 $66.9M 8.34% 606,646 SH
3 VANGUARD STAR FDS VXUS 921909768 $54.8M 6.83% 641,058 SH
4 VANGUARD WHITEHALL FDS VYM 921946406 $54.0M 6.73% 341,684 SH
5 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $30.9M 3.85% 390,825 SH
6 VANGUARD WORLD FD VGT 92204A702 $30.2M 3.77% 253,028 SH
7 VANGUARD BD INDEX FDS BND 921937835 $28.9M 3.61% 394,254 SH
8 VANGUARD INDEX FDS VTV 922908744 $28.1M 3.50% 128,941 SH
9 SCHWAB STRATEGIC TR SCHD 808524797 $26.5M 3.30% 835,391 SH
10 ISHARES TR IGM 464287549 $21.1M 2.63% 128,824 SH
11 ISHARES TR IXUS 46432F834 $17.5M 2.18% 182,901 SH
12 ISHARES GOLD TR IAU 464285204 $14.8M 1.85% 196,065 SH
13 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $13.9M 1.73% 168,428 SH
14 VANGUARD INDEX FDS VOO 922908363 $12.7M 1.58% 18,466 SH
15 VANGUARD SPECIALIZED FUNDS VIG 921908844 $12.3M 1.53% 51,946 SH
16 ISHARES TR DVY 464287168 $10.9M 1.36% 70,028 SH
17 ISHARES TR IWF 464287614 $10.8M 1.35% 87,289 SH
18 VANGUARD BD INDEX FDS BSV 921937827 $9.7M 1.21% 124,748 SH
19 SPDR SERIES TRUST BIL 78468R663 $9.1M 1.13% 99,007 SH
20 VANGUARD MALVERN FDS VTIP 922020805 $9.0M 1.12% 179,052 SH
21 VANGUARD INDEX FDS VBR 922908611 $8.9M 1.11% 36,641 SH
22 VANGUARD INDEX FDS VB 922908751 $8.1M 1.01% 26,615 SH
23 INVESCO QQQ TR QQQ 46090E103 $7.2M 0.90% 9,837 SH
24 VANGUARD WORLD FD VHT 92204A504 $7.1M 0.89% 23,758 SH
25 VANGUARD WORLD FD VSGX 921910725 $6.6M 0.82% 80,017 SH
26 APPLE INC AAPL 037833100 $6.3M 0.78% 21,636 SH
27 VANGUARD WORLD FD ESGV 921910733 $6.2M 0.78% 47,053 SH
28 VANGUARD INDEX FDS VO 922908629 $5.8M 0.72% 71,920 SH
29 VANGUARD INDEX FDS VNQ 922908553 $5.2M 0.65% 54,317 SH
30 VANGUARD INDEX FDS VTI 922908769 $5.0M 0.62% 13,481 SH
31 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $4.7M 0.59% 81,101 SH
32 ISHARES TR IUSB 46434V613 $4.4M 0.54% 94,329 SH
33 ALPHABET INC GOOG 02079K107 $4.2M 0.53% 11,953 SH
34 VANGUARD INDEX FDS VOT 922908538 $4.2M 0.52% 13,586 SH
35 VANGUARD INDEX FDS VOE 922908512 $3.8M 0.47% 19,039 SH
36 VANGUARD BD INDEX FDS BIV 921937819 $3.8M 0.47% 48,922 SH
37 VANGUARD WORLD FD VPU 92204A876 $3.4M 0.43% 17,610 SH
38 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.4M 0.42% 4,533 SH
39 ALPHABET INC GOOGL 02079K305 $3.2M 0.39% 8,848 SH
40 MICROSOFT CORP MSFT 594918104 $3.0M 0.37% 8,014 SH
41 ISHARES TR ESGU 46435G425 $2.8M 0.35% 17,387 SH
42 ISHARES TR MUB 464288414 $2.8M 0.35% 26,230 SH
43 ASTRAZENECA PLC AZN G0593M107 $2.8M 0.35% 14,790 SH
44 SCHWAB STRATEGIC TR SCHP 808524870 $2.6M 0.33% 99,176 SH
45 AMAZON COM INC AMZN 023135106 $2.6M 0.32% 10,784 SH
46 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.5M 0.32% 42,452 SH
47 CATERPILLAR INC CAT 149123101 $2.4M 0.30% 2,267 SH
48 SPDR GOLD TR GLD 78463V107 $2.3M 0.29% 6,301 SH
49 ISHARES TR IUSG 464287671 $2.3M 0.29% 12,257 SH
50 ISHARES TR IJT 464287887 $2.2M 0.28% 12,559 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $802.3M 151 0001727593-26-000007
2026-03-31 2026-05-15 $720.8M 145 0001727593-26-000006
2025-12-31 2026-02-09 $716.4M 150 0001727593-26-000005
2025-09-30 2025-11-13 $656.0M 139 0001727593-25-000002