White Lighthouse Investment Management Inc. — 13F Holdings & Portfolio
CIK 1727593 · latest 13F-HR filed 2026-05-15
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.
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AUM
$720.8M
Long-equity book
Holdings
145
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+4 / −9 / ↑42 / ↓36
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$15.9M +308.1%
- ISHARES TR$5.3M +10.2%
- VANGUARD STAR FDS$4.9M +10.9%
- ALPHABET INC$2.2M +173.3%
- VANGUARD MALVERN FDS$2.0M +30.0%
Top Trims
- VANGUARD WHITEHALL FDS-$11.0M -16.2%
- VANGUARD INDEX FDS-$8.9M -7.6%
- VANGUARD SCOTTSDALE FDS-$2.7M -62.3%
- VANGUARD WORLD FD-$2.0M -8.3%
- ISHARES TR-$1.1M -10.6%
New Positions
- ELI LILLY & CO$1.1M
- ISHARES TR$274.5K
- SELECT SECTOR SPDR TR$261.0K
- CORNING INC$214.3K
Exited Positions
- PIMCO ETF TR$381.8K
- TAIWAN SEMICONDUCTOR MFG LTD$362.0K
- ISHARES TR$321.1K
- VISA INC$230.1K
- ORACLE CORP$224.1K
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 | $108.3M | 15.03% | 248,021 | SH |
| 2 | ISHARES TR | SHV | 464288679 | $57.3M | 7.96% | 519,501 | SH |
| 3 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $56.7M | 7.87% | 383,007 | SH |
| 4 | VANGUARD STAR FDS | VXUS | 921909768 | $49.6M | 6.89% | 643,659 | SH |
| 5 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $30.4M | 4.22% | 383,662 | SH |
| 6 | VANGUARD BD INDEX FDS | BND | 921937835 | $28.2M | 3.92% | 383,389 | SH |
| 7 | VANGUARD INDEX FDS | VTV | 922908744 | $25.7M | 3.57% | 131,200 | SH |
| 8 | VANGUARD WORLD FD | VGT | 92204A702 | $22.6M | 3.13% | 32,386 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $21.0M | 2.91% | 684,743 | SH |
| 10 | ISHARES GOLD TR | IAU | 464285204 | $17.1M | 2.37% | 193,568 | SH |
| 11 | ISHARES TR | IXUS | 46432F834 | $16.1M | 2.23% | 185,764 | SH |
| 12 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $15.9M | 2.21% | 192,316 | SH |
| 13 | ISHARES TR | IGM | 464287549 | $14.6M | 2.03% | 123,424 | SH |
| 14 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $11.3M | 1.56% | 52,339 | SH |
| 15 | VANGUARD INDEX FDS | VOO | 922908363 | $11.2M | 1.56% | 18,812 | SH |
| 16 | ISHARES TR | DVY | 464287168 | $10.7M | 1.48% | 70,643 | SH |
| 17 | ISHARES TR | IWF | 464287614 | $9.6M | 1.33% | 22,484 | SH |
| 18 | VANGUARD BD INDEX FDS | BSV | 921937827 | $9.4M | 1.31% | 120,379 | SH |
| 19 | VANGUARD MALVERN FDS | VTIP | 922020805 | $8.5M | 1.18% | 169,803 | SH |
| 20 | VANGUARD INDEX FDS | VBR | 922908611 | $8.0M | 1.11% | 36,970 | SH |
| 21 | SPDR SERIES TRUST | BIL | 78468R663 | $7.1M | 0.99% | 78,013 | SH |
| 22 | VANGUARD INDEX FDS | VB | 922908751 | $7.1M | 0.98% | 26,925 | SH |
| 23 | VANGUARD WORLD FD | VHT | 92204A504 | $6.7M | 0.93% | 24,741 | SH |
| 24 | INVESCO QQQ TR | QQQ | 46090E103 | $5.6M | 0.78% | 9,741 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $5.6M | 0.78% | 22,137 | SH |
| 26 | VANGUARD WORLD FD | VSGX | 921910725 | $5.6M | 0.78% | 77,992 | SH |
| 27 | VANGUARD INDEX FDS | VNQ | 922908553 | $5.3M | 0.73% | 59,363 | SH |
| 28 | VANGUARD WORLD FD | ESGV | 921910733 | $5.2M | 0.73% | 46,625 | SH |
| 29 | VANGUARD INDEX FDS | VO | 922908629 | $5.1M | 0.71% | 17,758 | SH |
| 30 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $4.6M | 0.64% | 79,357 | SH |
| 31 | VANGUARD INDEX FDS | VTI | 922908769 | $4.4M | 0.61% | 13,698 | SH |
| 32 | ISHARES TR | IUSB | 46434V613 | $3.9M | 0.55% | 85,101 | SH |
| 33 | VANGUARD BD INDEX FDS | BIV | 921937819 | $3.8M | 0.53% | 49,303 | SH |
| 34 | VANGUARD WORLD FD | VPU | 92204A876 | $3.7M | 0.51% | 18,724 | SH |
| 35 | ALPHABET INC | GOOG | 02079K107 | $3.5M | 0.49% | 12,349 | SH |
| 36 | VANGUARD INDEX FDS | VOE | 922908512 | $3.5M | 0.48% | 18,818 | SH |
| 37 | VANGUARD INDEX FDS | VOT | 922908538 | $3.4M | 0.47% | 13,213 | SH |
| 38 | MICROSOFT CORP | MSFT | 594918104 | $3.3M | 0.46% | 8,884 | SH |
| 39 | ASTRAZENECA PLC F SPONSORED ADR | AZN | 046353108 | $3.0M | 0.42% | 15,213 | SH |
| 40 | SPDR GOLD TR | GLD | 78463V107 | $3.0M | 0.41% | 6,883 | SH |
| 41 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.8M | 0.39% | 4,342 | SH |
| 42 | ALPHABET INC | GOOGL | 02079K305 | $2.8M | 0.38% | 9,628 | SH |
| 43 | ISHARES TR | MUB | 464288414 | $2.7M | 0.37% | 25,080 | SH |
| 44 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.6M | 0.37% | 48,999 | SH |
| 45 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $2.6M | 0.36% | 96,957 | SH |
| 46 | ISHARES TR | ESGU | 46435G425 | $2.4M | 0.34% | 17,193 | SH |
| 47 | AMAZON COM INC | AMZN | 023135106 | $2.3M | 0.31% | 10,836 | SH |
| 48 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.1M | 0.28% | 4,282 | SH |
| 49 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $2.0M | 0.28% | 24,218 | SH |
| 50 | ISHARES TR | IUSG | 464287671 | $1.9M | 0.27% | 12,322 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |