White Lighthouse Investment Management Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$720.8M
Q ending 2026-03-31
Prior quarter
$716.4M
Q ending 2025-12-31
Change
+0.6% QoQ · +28.7% YoY
Positions
145
reported holdings
Largest positions
Top 100 of 145 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VUG | Shares | $108.3M | 248K |
| Ishares Tr | SHV | Shares | $57.3M | 520K |
| Vanguard Whitehall Fds | VYM | Shares | $56.7M | 383K |
| Vanguard Star Fds | VXUS | Shares | $49.6M | 644K |
| Vanguard Scottsdale Fds | VCSH | Shares | $30.4M | 384K |
| Vanguard Bd Index Fds | BND | Shares | $28.2M | 383K |
| Vanguard Index Fds | VTV | Shares | $25.7M | 131K |
| Vanguard World Fd | VGT | Shares | $22.6M | 32K |
| Schwab Strategic Tr | SCHD | Shares | $21.0M | 685K |
| Ishares Gold Tr | IAU | Shares | $17.1M | 194K |
| Ishares Tr | IXUS | Shares | $16.1M | 186K |
| Vanguard Scottsdale Fds | VCIT | Shares | $15.9M | 192K |
| Ishares Tr | IGM | Shares | $14.6M | 123K |
| Vanguard Specialized Funds | VIG | Shares | $11.3M | 52K |
| Vanguard Index Fds | VOO | Shares | $11.2M | 19K |
| Ishares Tr | DVY | Shares | $10.7M | 71K |
| Ishares Tr | IWF | Shares | $9.6M | 22K |
| Vanguard Bd Index Fds | BSV | Shares | $9.4M | 120K |
| Vanguard Malvern Fds | VTIP | Shares | $8.5M | 170K |
| Vanguard Index Fds | VBR | Shares | $8.0M | 37K |
| Spdr Series Trust | BIL | Shares | $7.1M | 78K |
| Vanguard Index Fds | VB | Shares | $7.1M | 27K |
| Vanguard World Fd | VHT | Shares | $6.7M | 25K |
| Invesco Qqq Tr | QQQ | Shares | $5.6M | 10K |
| Apple Inc | AAPL | Shares | $5.6M | 22K |
| Vanguard World Fd | VSGX | Shares | $5.6M | 78K |
| Vanguard Index Fds | VNQ | Shares | $5.3M | 59K |
| Vanguard World Fd | ESGV | Shares | $5.2M | 47K |
| Vanguard Index Fds | VO | Shares | $5.1M | 18K |
| Vanguard Scottsdale Fds | VGSH | Shares | $4.6M | 79K |
| Vanguard Index Fds | VTI | Shares | $4.4M | 14K |
| Ishares Tr | IUSB | Shares | $3.9M | 85K |
| Vanguard Bd Index Fds | BIV | Shares | $3.8M | 49K |
| Vanguard World Fd | VPU | Shares | $3.7M | 19K |
| Alphabet Inc | GOOG | Shares | $3.5M | 12K |
| Vanguard Index Fds | VOE | Shares | $3.5M | 19K |
| Vanguard Index Fds | VOT | Shares | $3.4M | 13K |
| Microsoft Corp | MSFT | Shares | $3.3M | 9K |
| Astrazeneca Plc F Sponsored | ZEGA | Shares | $3.0M | 15K |
| Spdr Gold Tr | GLD | Shares | $3.0M | 7K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.8M | 4K |
| Alphabet Inc | GOOGL | Shares | $2.8M | 10K |
| Ishares Tr | MUB | Shares | $2.7M | 25K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.6M | 49K |
| Schwab Strategic Tr | SCHP | Shares | $2.6M | 97K |
| Ishares Tr | ESGU | Shares | $2.4M | 17K |
| Amazon Com Inc | AMZN | Shares | $2.3M | 11K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.1M | 4K |
| Vanguard Intl Equity Index F | VGK | Shares | $2.0M | 24K |
| Ishares Tr | IUSG | Shares | $1.9M | 12K |
| Ishares Tr | IJT | Shares | $1.9M | 13K |
| Philip Morris Intl Inc | PM | Shares | $1.8M | 11K |
| Walmart Inc | WMT | Shares | $1.7M | 14K |
| Caterpillar Inc | CAT | Shares | $1.7M | 2K |
| Ishares Tr | ESGD | Shares | $1.7M | 18K |
| Vanguard Scottsdale Fds | VCLT | Shares | $1.6M | 22K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.6M | 21K |
| Ishares Tr | DSI | Shares | $1.6M | 13K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.6M | 24K |
| Ishares Tr | IBB | Shares | $1.6M | 9K |
| Vanguard World Fd | VOX | Shares | $1.6M | 9K |
| Vanguard World Fd | VCR | Shares | $1.6M | 4K |
| Johnson & Johnson | JNJ | Shares | $1.5M | 6K |
| Ishares Tr | IXJ | Shares | $1.5M | 16K |
| Ishares Tr | IVV | Shares | $1.4M | 2K |
| Select Sector Spdr Tr | XLK | Shares | $1.4M | 10K |
| Etfs Gold Tr | SGOL | Shares | $1.4M | 31K |
| Ishares Tr | SUB | Shares | $1.3M | 13K |
| Spdr Series Trust | JNK | Shares | $1.3M | 14K |
| Vanguard Whitehall Fds | VWOB | Shares | $1.3M | 19K |
| Ishares Tr | EMB | Shares | $1.2M | 13K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.2M | 24K |
| Amgen Inc | AMGN | Shares | $1.2M | 3K |
| Eli Lilly & Co | LLY | Shares | $1.1M | 1K |
| Ishares Tr | HYG | Shares | $1.0M | 13K |
| Ishares Tr | SUSC | Shares | $1.0M | 45K |
| Ishares Tr | ICF | Shares | $956K | 15K |
| Ishares Tr | IGSB | Shares | $933K | 18K |
| Southern Co | SO | Shares | $927K | 10K |
| Nvidia Corporation | NVDA | Shares | $911K | 5K |
| Nushares Etf Tr | NULG | Shares | $890K | 10K |
| Ishares Tr | IJR | Shares | $864K | 7K |
| Vanguard World Fd | VFH | Shares | $862K | 7K |
| Ishares Tr | QUAL | Shares | $858K | 4K |
| Ishares Tr | SOXX | Shares | $839K | 3K |
| Vaneck Etf Trust | GDX | Shares | $833K | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $796K | 3K |
| Procter & Gamble Co | PG | Shares | $769K | 5K |
| Marriott Intl Inc New | MAR | Shares | $764K | 2K |
| Ishares Inc | ESGE | Shares | $726K | 16K |
| Nushares Etf Tr | NUSC | Shares | $721K | 16K |
| Vanguard World Fd | MGK | Shares | $648K | 2K |
| Global X Ftse Greece 20 Etf | GREKUSD | Shares | $637K | 10K |
| Altria Group Inc | MO | Shares | $607K | 9K |
| Ishares Tr | EFA | Shares | $588K | 6K |
| Edwards Lifesciences Corp | EW | Shares | $569K | 7K |
| Vanguard Intl Equity Index F | VPL | Shares | $566K | 6K |
| Annaly Capital Management In | NLY | Shares | $565K | 27K |
| Schwab Strategic Tr | SCHG | Shares | $562K | 19K |
| Exxon Mobil Corp | XOM | Shares | $555K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.