White Lighthouse Investment Management Inc.
Sector Allocation
- Other89.9%$745.5M
- Technology4.1%$34.1M
- Financials3.0%$25.3M
- Healthcare1.1%$9.1M
- Consumer Staples0.7%$5.9M
- Consumer Discretionary0.5%$4.4M
- Industrials0.4%$3.1M
- Energy0.1%$884,875
- Utilities0.1%$524,725
- Real Estate0.1%$504,899
AUM History
13fpro.ai/research/fund/white-lighthouse-investment-management-inc-1727593
Conviction and streaks
Stable · top 10 = 60.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$146.2M
- ISHARES$66.2M
- VANGUARD$56.2M
- VANGUARD$51.1M
- SCHWAB$34.4M
- VANGUARD$32.2M
- VANGUARD$31.0M
- VANGUARD$30.6M
- VANGUARD$27.0M
- ISHARES$22.4M
- ISHARES$17.4M
IAU
$16.1M- VANGUARD$13.1M
- VANGUARD$12.6M
- VANGUARD$12.2M
- SPDR$12.1M
- ISHARES$11.3M
- ISHARES$11.0M
META
$9.7M- VANGUARD$9.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/white-lighthouse-investment-management-inc-1727593
White Lighthouse Investment Management Inc. 13F holdings — Q3 2026
$829.2M portfolio (+3.4% QoQ) · 148 holdings · Q3 2026 13F · top 10 are 60% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$146.2M
17.6% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - TRUST ISHARE 0-1
$66.2M
8.0% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD STAR FDS - VG TL INTL STK F
$56.2M
6.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$51.1M
6.2% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$34.4M
4.1% of stocks
+26%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$32.2M
3.9% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD WORLD FD - INF TECH ETF
$31.0M
3.7% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$30.6M
3.7% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$27.0M
3.3% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - EXPND TEC SC ETF
$22.4M
2.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $146.2M | 17.6% | +5% | — | — | — | — | |
| 2 | ISHARES TR - TRUST ISHARE 0-1 | $66.2M | 8.0% | -1% | — | — | — | — | |
| 3 | VANGUARD STAR FDS - VG TL INTL STK F | $56.2M | 6.8% | +3% | — | — | — | — | |
| 4 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $51.1M | 6.2% | -4% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $34.4M | 4.1% | +26% | — | — | — | — | |
| 6 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $32.2M | 3.9% | +7% | — | — | — | — | |
| 7 | VANGUARD WORLD FD - INF TECH ETF | $31.0M | 3.7% | -3% | — | — | — | — | |
| 8 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $30.6M | 3.7% | +10% | — | — | — | — | |
| 9 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $27.0M | 3.3% | -2% | — | — | — | — | |
| 10 | ISHARES TR - EXPND TEC SC ETF | $22.4M | 2.7% | +3% | — | — | — | — |
All holdings — White Lighthouse Investment Management Inc. (Q3 2026)
148 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE MSCI TOTALetf/fund | — | $17.4M | 2.1% | 183K | -0.0% | — | — | 13F |
| 12 | ISHARES GOLD TRUSTetf/fund | Financials | $16.1M | 1.9% | 207K | +5% | 4+ qtrsAdded 2 qtrs in a row | — | 13F | |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $13.1M | 1.6% | 19K | +2% | — | — | 13F |
| 14 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $12.6M | 1.5% | 161K | -5% | — | — | 13F |
| 15 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $12.2M | 1.5% | 52K | +0.3% | — | — | 13F |
| 16 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $12.1M | 1.4% | 132K | +33% | — | — | 13F |
| 17 | — | ISHARES TR - SELECT DIVID ETFetf/fund | — | $11.3M | 1.4% | 74K | +6% | — | — | 13F |
| 18 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $11.0M | 1.3% | 88K | +0.3% | — | — | 13F |
| 19 | Meta Platforms, Inc.note | Technology | $9.7M | 1.2% | 127K | +2% | 4+ qtrsAdded 3 qtrs in a row | 78.0 | 13F | |
| 20 | — | VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund | — | $9.5M | 1.1% | 193K | +8% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund | — | $8.6M | 1.0% | 37K | +2% | — | — | 13F |
| 22 | — | VANGUARD WORLD FD - HEALTH CAR ETFetf/fund | — | $8.0M | 1.0% | 25K | +7% | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $7.7M | 0.9% | 27K | +2% | — | — | 13F |
| 24 | Apple Inc. | Technology | $7.2M | 0.9% | 22K | +0.0% | 4+ qtrs | 75.7 | 13F | |
| 25 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $7.1M | 0.9% | 9,645 | -2% | 4+ qtrs | — | 13F | |
| 26 | — | VANGUARD WORLD FD - ESG INTL STK ETF | — | $6.5M | 0.8% | 80K | +0.6% | |||
| 27 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $6.4M | 0.8% | 47K | +0.2% | |||
| 28 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $6.1M | 0.7% | 78K | +8% | |||
| 29 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $5.1M | 0.6% | 14K | +2% | |||
| 30 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $5.1M | 0.6% | 57K | +4% | |||
| 31 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $4.6M | 0.6% | 80K | -2% | |||
| 32 | $MSFT | MICROSOFT CORP | Technology | $4.2M | 0.5% | 8,238 | +3% | |||
| 33 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $4.2M | 0.5% | 14K | +5% | |||
| 34 | — | ISHARES TR - CORE UNIVRSL USD | — | $4.1M | 0.5% | 93K | -0.9% | |||
| 35 | $GOOG | Alphabet Inc. | Technology | $3.9M | 0.5% | 12K | -3% | |||
| 36 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $3.8M | 0.5% | 20K | +3% | |||
| 37 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $3.6M | 0.4% | 50K | +1% | |||
| 38 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $3.3M | 0.4% | 19K | +11% | |||
| 39 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.3M | 0.4% | 4,330 | -4% | |||
| 40 | $GOOGL | Alphabet Inc. | Technology | $3.1M | 0.4% | 9,146 | +3% | |||
| 41 | — | ISHARES TR - ESG AWR MSCI USA | — | $2.9M | 0.3% | 17K | +0.4% | |||
| 42 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.7M | 0.3% | 11K | +1% | |||
| 43 | — | ISHARES TR - NATIONAL MUN ETF | — | $2.7M | 0.3% | 26K | +0.4% | |||
| 44 | $PM | Philip Morris International Inc. | Consumer Staples | $2.5M | 0.3% | 13K | +57% | |||
| 45 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $2.5M | 0.3% | 101K | +1% | |||
| 46 | $GLD | SPDR GOLD TRUST | Financials | $2.4M | 0.3% | 6,301 | — | |||
| 47 | — | ISHARES TR - CORE S&P US GWT | — | $2.4M | 0.3% | 12K | +0.1% | |||
| 48 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.3M | 0.3% | 40K | -7% | |||
| 49 | $AZN | ASTRAZENECA PLC | Healthcare | $2.2M | 0.3% | 13K | -9% | |||
| 50 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $2.1M | 0.3% | 25K | +1% | |||
| 51 | — | ISHARES TR - S&P SML 600 GWT | — | $2.0M | 0.2% | 13K | — | |||
| 52 | — | ISHARES TR - ESG MSCI KLD ETF | — | $1.9M | 0.2% | 13K | -0.7% | |||
| 53 | — | ISHARES TR - ISHARES BIOTECH | — | $1.9M | 0.2% | 9,060 | +0.1% | |||
| 54 | — | ISHARES TR - ESG AW MSCI EAFE | — | $1.9M | 0.2% | 18K | +1% | |||
| 55 | $CAT | CATERPILLAR INC | Industrials | $1.8M | 0.2% | 2,267 | — | |||
| 56 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $1.8M | 0.2% | 22K | +1.0% | |||
| 57 | — | ISHARES TR - CORE S&P500 ETF | — | $1.8M | 0.2% | 2,317 | -0.3% | |||
| 58 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.7M | 0.2% | 24K | +0.3% | |||
| 59 | — | ISHARES TR - GLOB HLTHCRE ETF | — | $1.6M | 0.2% | 16K | — | |||
| 60 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $1.6M | 0.2% | 8,552 | +4% | |||
| 61 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.6M | 0.2% | 3,115 | -8% | |||
| 62 | — | ISHARES TR - SHRT NAT MUN ETF | — | $1.5M | 0.2% | 15K | — | |||
| 63 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.5M | 0.2% | 7,679 | -27% | |||
| 64 | $WMT | Walmart Inc. | Consumer Staples | $1.5M | 0.2% | 14K | +2% | |||
| 65 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.4M | 0.2% | 5,320 | -16% | |||
| 66 | — | ISHARES TR - ISHS 1-5YR INVS | — | $1.4M | 0.2% | 27K | +52% | |||
| 67 | $SNPS | SYNOPSYS INC | Technology | $1.4M | 0.2% | 22K | +12% | |||
| 68 | — | ISHARES TR - ISHARES SEMICDTR | — | $1.4M | 0.2% | 2,414 | -4% | |||
| 69 | $LLY | ELI LILLY & Co | Healthcare | $1.4M | 0.2% | 1,169 | +0.3% | |||
| 70 | — | ISHARES TR - JPMORGAN USD EMG | — | $1.3M | 0.2% | 15K | +5% | |||
| 71 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $1.3M | 0.2% | 14K | +2% | |||
| 72 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $1.3M | 0.1% | 9,868 | +39% | |||
| 73 | $SGOL | abrdn Gold ETF Trust | Financials | $1.3M | 0.1% | 32K | +4% | |||
| 74 | $NVDA | NVIDIA CORP | Technology | $1.2M | 0.1% | 5,304 | +0.9% | |||
| 75 | — | ISHARES TR - IBOXX HI YD ETF | — | $1.2M | 0.1% | 15K | +4% | |||
| 76 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $1.2M | 0.1% | 3,232 | -19% | |||
| 77 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $1.2M | 0.1% | 25K | — | |||
| 78 | $AMGN | AMGEN INC | Healthcare | $1.2M | 0.1% | 2,735 | +4% | |||
| 79 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $1.2M | 0.1% | 10K | -3% | |||
| 80 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.1M | 0.1% | 4,915 | +4% | |||
| 81 | — | ISHARES TR - ESG AWRE USD ETF | — | $949K | 0.1% | 43K | -7% | |||
| 82 | — | ISHARES TR - CORE S&P SCP ETF | — | $927K | 0.1% | 6,812 | -2% | |||
| 83 | $NU | Nu Holdings Ltd. | Financials | $873K | 0.1% | 18K | +6% | |||
| 84 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $830K | 0.1% | 2,335 | — | |||
| 85 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $827K | 0.1% | 15K | +0.5% | |||
| 86 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $819K | 0.1% | 2,015 | New | |||
| 87 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $730K | 0.1% | 8,317 | -7% | |||
| 88 | $JPM | JPMORGAN CHASE & CO | Financials | $723K | 0.1% | 2,184 | -0.1% | |||
| 89 | $CSCO | CISCO SYSTEMS, INC. | Technology | $718K | 0.1% | 6,673 | +2% | |||
| 90 | — | ISHARES TR - SELECT US REIT | — | $712K | 0.1% | 11K | -6% | |||
| 91 | $AFRM | Affirm Holdings, Inc. | Financials | $688K | 0.1% | 9,945 | +9% | |||
| 92 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | — | $680K | 0.1% | 5,869 | — | |||
| 93 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $674K | 0.1% | 19K | +0.7% | |||
| 94 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | — | $668K | 0.1% | 9,756 | -0.3% | |||
| 95 | $ASML | ASML HOLDING NV | Technology | $659K | 0.1% | 364 | — | |||
| 96 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $642K | 0.1% | 14K | +18% | |||
| 97 | — | ISHARES TR - MSCI EAFE ETF | — | $629K | 0.1% | 6,058 | — | |||
| 98 | $MRK | Merck & Co., Inc. | Healthcare | $629K | 0.1% | 4,331 | +0.1% | |||
| 99 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $620K | 0.1% | 9,204 | +0.0% | |||
| 100 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $619K | 0.1% | 1,686 | — | |||
| 101 | $EW | Edwards Lifesciences Corp | Healthcare | $614K | 0.1% | 7,107 | — | |||
| 102 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $540K | 0.1% | 1,535 | -14% | |||
| 103 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAP | — | $538K | 0.1% | 5,803 | -0.6% | |||
| 104 | $AVGO | Broadcom Inc. | Technology | $533K | 0.1% | 1,519 | -3% | |||
| 105 | $SO | SOUTHERN CO | Utilities | $525K | 0.1% | 6,330 | +0.3% | |||
| 106 | — | ISHARES TR - MSCI USA MMENTM | — | $515K | 0.1% | 1,622 | -0.7% | |||
| 107 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $508K | 0.1% | 3,123 | -1.0% | |||
| 108 | $NLY | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $505K | 0.1% | 27K | +5% | |||
| 109 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $494K | 0.1% | 9,084 | — | |||
| 110 | — | ISHARES TR - ULTRA SHORT DUR | — | $479K | 0.1% | 9,500 | — | |||
| 111 | — | SCHWAB STRATEGIC TR - 5 10YR CORP BD | — | $468K | 0.1% | 22K | New | |||
| 112 | $PANW | Palo Alto Networks Inc | Technology | $467K | 0.1% | 1,176 | -4% | |||
| 113 | — | ISHARES TR - CORE US AGGBD ET | — | $431K | 0.1% | 4,554 | — | |||
| 114 | $DOV | DOVER Corp | Industrials | $422K | 0.1% | 2,675 | +68% | |||
| 115 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $418K | 0.1% | 3,241 | +2% | |||
| 116 | — | VANGUARD WORLD FD - ESG US CORP BD | — | $416K | 0.1% | 6,984 | +5% | |||
| 117 | — | ISHARES TR - GL CLEAN ENE ETF | — | $401K | 0.1% | 24K | — | |||
| 118 | — | ISHARES INC - CORE MSCI EMKT | — | $392K | 0.1% | 4,831 | +4% | |||
| 119 | $CVX | CHEVRON CORP | Energy | $377K | 0.1% | 1,844 | +30% | |||
| 120 | — | ISHARES TR - RUS MD CP GR ETF | — | $372K | 0.0% | 2,704 | — | |||
| 121 | $ORCL | ORACLE CORP | Technology | $362K | 0.0% | 2,639 | +1.0% | |||
| 122 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $357K | 0.0% | 7,182 | +0.7% | |||
| 123 | $IBIT | iShares Bitcoin Trust ETF | Financials | $349K | 0.0% | 7,365 | New | |||
| 124 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $321K | 0.0% | 2,612 | +0.1% | |||
| 125 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $313K | 0.0% | 11K | +4% | |||
| 126 | $DE | DEERE & CO | Industrials | $312K | 0.0% | 465 | — | |||
| 127 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $305K | 0.0% | 904 | -8% | |||
| 128 | $MDT | Medtronic plc | Healthcare | $293K | 0.0% | 3,390 | +26% | |||
| 129 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $291K | 0.0% | 1,024 | +2% | |||
| 130 | $LMT | LOCKHEED MARTIN CORP | Industrials | $290K | 0.0% | 569 | -0.2% | |||
| 131 | — | ISHARES TR - RUSSELL 2000 ETF | — | $269K | 0.0% | 968 | -4% | |||
| 132 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $268K | 0.0% | 1,018 | — | |||
| 133 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $267K | 0.0% | 436 | -3% | |||
| 134 | $UNP | UNION PACIFIC CORP | Industrials | $263K | 0.0% | 967 | -12% | |||
| 135 | — | SPDR SERIES TRUST - ST STR MSCI GEN | — | $261K | 0.0% | 1,660 | — | |||
| 136 | $IVZ | Invesco Ltd. | Financials | $259K | 0.0% | 13K | -0.3% | |||
| 137 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $257K | 0.0% | 2,541 | +1% | |||
| 138 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $257K | 0.0% | 282 | -3% | |||
| 139 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $249K | 0.0% | 2,654 | +34% | |||
| 140 | — | ISHARES TR - IBONDS 27 TRM TS | — | $244K | 0.0% | 11K | New | |||
| 141 | $PEP | PEPSICO INC | Consumer Staples | $241K | 0.0% | 1,902 | -0.8% | |||
| 142 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $237K | 0.0% | 3,883 | +0.2% | |||
| 143 | $SPGI | S&P Global Inc. | Financials | $235K | 0.0% | 595 | — | |||
| 144 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $230K | 0.0% | 7,673 | New | |||
| 145 | — | ISHARES TR - ESG OPTIMIZED | — | $215K | 0.0% | 1,379 | — | |||
| 146 | $QCOM | QUALCOMM INC/DE | Technology | $210K | 0.0% | 1,143 | -0.3% | |||
| 147 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $206K | 0.0% | 1,416 | -58% | |||
| 148 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $202K | 0.0% | 1,392 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 77 added to, 43 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$ISRGINTUITIVE SURGICAL INC$819K
first bought this quarter
- SCHWAB STRATEGIC TR - 5 10YR CORP BD$468K
first bought this quarter
$IBITiShares Bitcoin Trust ETF$349K
first bought this quarter
- ISHARES TR - IBONDS 27 TRM TS$244K
first bought this quarter
- SCHWAB STRATEGIC TR - US LRG CAP ETF$230K
first bought this quarter
- GOLDMAN SACHS ETF TR - ACTIVEBETA US LG$202K
first bought this quarter
Added to (77)
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+26%
now $34.4M
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF+5%
now $146.2M
- SPDR SERIES TRUST - ST STR BLO 1 ETF+33%
now $12.1M
- VANGUARD INDEX FDS - MRNGSTR VAL ETF+10%
now $30.6M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+7%
now $32.2M
- VANGUARD STAR FDS - VG TL INTL STK F+3%
now $56.2M
+71 more in the Excel export
Trimmed (43)
- VANGUARD WHITEHALL FDS - HIGH DIV YLD-4%
now $51.1M
- VANGUARD WORLD FD - INF TECH ETF-3%
now $31.0M
- ISHARES TR - TRUST ISHARE 0-1-1%
now $66.2M
- VANGUARD BD INDEX FDS - TOTAL BND MRKT-2%
now $27.0M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP-5%
now $12.6M
- SELECT SECTOR SPDR TR - ST STR TECHN ETF-27%
now $1.5M
+37 more in the Excel export
Sold out (8)
- GLOBAL X FDS - MSCI GREECE ETFwas $753K
- SELECT SECTOR SPDR TR - ST STR CARE ETFwas $415K
- SELECT SECTOR SPDR TR - ST STR FINL ETFwas $271K
- ISHARES TR - U.S. TECH ETFwas $239K
- SELECT SECTOR SPDR TR - ST STR ENERG ETFwas $226K
- SELECT SECTOR SPDR TR - ST STR SVC ETFwas $225K
+2 more in the Excel export
Holdings by quarter
Every 13F White Lighthouse Investment Management Inc. has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow White Lighthouse Investment Management?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of White Lighthouse Investment Management's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-3.4%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
60%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
White Lighthouse Investment Management Inc. disclosed 148 positions worth $829.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 6 new positions and exited 8 — including a new stake in $ISRG. The portfolio is most concentrated in Other (89.9% of disclosed assets). All figures are sourced directly from White Lighthouse Investment Management Inc.’s Form 13F-HR filing with the SEC under CIK 1727593.
Funds like this
managers whose biggest positions overlap White Lighthouse Investment Management'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: White Lighthouse Investment Management Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For White Lighthouse Investment Management Inc. (SEC CIK: 1727593), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in White Lighthouse Investment Management Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.