White Lighthouse Investment Management Inc.
13F Reported Value
ⓘ$720.8M
Holdings
145
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
White Lighthouse Investment Management Inc. disclosed 145 positions worth $720.8M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 7 — including a new stake in $LLY. The portfolio is most concentrated in Other (89.1% 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.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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VANGUARD INDEX FDS
—Quality
$108.3M248,021 shISHARES TR
—Quality
$57.3M519,501 shVANGUARD WHITEHALL FDS
—Quality
$56.7M383,007 shVANGUARD STAR FDS
—Quality
$49.6M643,659 shVANGUARD SCOTTSDALE FDS
—Quality
$30.4M383,662 shVANGUARD BD INDEX FDS
—Quality
$28.2M383,389 shVANGUARD INDEX FDS
—Quality
$25.7M131,200 shVANGUARD WORLD FD
—Quality
$22.6M32,386 shSCHWAB STRATEGIC TR
—Quality
$21.0M684,743 sh- —
Quality
$17.1M193,568 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $108.3M | 248,021 |
| ISHARES TR | — | $57.3M | 519,501 |
| VANGUARD WHITEHALL FDS | — | $56.7M | 383,007 |
| VANGUARD STAR FDS | — | $49.6M | 643,659 |
| VANGUARD SCOTTSDALE FDS | — | $30.4M | 383,662 |
| VANGUARD BD INDEX FDS | — | $28.2M | 383,389 |
| VANGUARD INDEX FDS | — | $25.7M | 131,200 |
| VANGUARD WORLD FD | — | $22.6M | 32,386 |
| SCHWAB STRATEGIC TR | — | $21.0M | 684,743 |
 ISHARES GOLD TRUST$IAU | — | $17.1M | 193,568 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of White Lighthouse Investment Management Inc.'s 145 positions.
Showing top 10 of 145 holdings.
Sector Allocation
Other
$642.0M
Technology
$28.1M
Financials
$26.8M
Healthcare
$8.8M
Consumer Discretionary
$5.4M
Consumer Staples
$4.1M
Industrials
$3.1M
Utilities
$927,102
Full Holdings — White Lighthouse Investment Management Inc. (Q1 2026)
All 145 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $108.3M | 15.0% | +3% | — |
| 2 | — | ISHARES TR | $57.3M | 8.0% | +10% | — |
| 3 | — | VANGUARD WHITEHALL FDS | $56.7M | 7.9% | -19% | — |
| 4 | — | VANGUARD STAR FDS | $49.6M | 6.9% | +8% | — |
| 5 | — | VANGUARD SCOTTSDALE FDS | $30.4M | 4.2% | +5% | — |
| 6 | — | VANGUARD BD INDEX FDS | $28.2M | 3.9% | +3% | — |
| 7 | — | VANGUARD INDEX FDS | $25.7M | 3.6% | -0% | — |
| 8 | — | VANGUARD WORLD FD | $22.6M | 3.1% | -1% | — |
| 9 | — | SCHWAB STRATEGIC TR | $21.0M | 2.9% | +265% | — |
| 10 | $IAU | ISHARES GOLD TRUST | $17.1M | 2.4% | -6% | — |
| 11 | — | ISHARES TR | $16.1M | 2.2% | -1% | — |
| 12 | — | VANGUARD SCOTTSDALE FDS | $15.9M | 2.2% | -4% | — |
| 13 | — | ISHARES TR | $14.6M | 2.0% | +8% | — |
| 14 | — | VANGUARD SPECIALIZED FUNDS | $11.3M | 1.6% | -0% | — |
| 15 | — | VANGUARD INDEX FDS | $11.2M | 1.6% | +1% | — |
| 16 | — | ISHARES TR | $10.7M | 1.5% | +0% | — |
| 17 | — | ISHARES TR | $9.6M | 1.3% | -1% | — |
| 18 |  $META | Meta Platforms, Inc. | $9.4M | 1.3% | +2% | 80.9 |
| 19 | — | VANGUARD MALVERN FDS | $8.5M | 1.2% | +29% | — |
| 20 | — | VANGUARD INDEX FDS | $8.0M | 1.1% | +3% | — |
| 21 | — | SPDR SERIES TRUST | $7.1M | 1.0% | -2% | — |
| 22 | — | VANGUARD INDEX FDS | $7.1M | 1.0% | +10% | — |
| 23 | — | VANGUARD WORLD FD | $6.7M | 0.9% | +1% | — |
| 24 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.6M | 0.8% | +5% | — |
| 25 |  $AAPL | Apple Inc. | $5.6M | 0.8% | -6% | 76.1 |
| 26 | — | VANGUARD WORLD FD | $5.6M | 0.8% | +1% | — |
| 27 | — | VANGUARD INDEX FDS | $5.3M | 0.7% | -1% | — |
| 28 | — | VANGUARD WORLD FD | $5.2M | 0.7% | +3% | — |
| 29 | — | VANGUARD INDEX FDS | $5.1M | 0.7% | +4% | — |
| 30 | — | VANGUARD SCOTTSDALE FDS | $4.6M | 0.6% | +7% | — |
| 31 | — | VANGUARD INDEX FDS | $4.4M | 0.6% | +3% | — |
| 32 | — | ISHARES TR | $3.9M | 0.6% | -0% | — |
| 33 | — | VANGUARD BD INDEX FDS | $3.8M | 0.5% | -1% | — |
| 34 | — | VANGUARD WORLD FD | $3.7M | 0.5% | +0% | — |
| 35 |  $GOOGL | Alphabet Inc. | $3.5M | 0.5% | +199% | 80.2 |
| 36 | — | VANGUARD INDEX FDS | $3.5M | 0.5% | +2% | — |
| 37 | — | VANGUARD INDEX FDS | $3.4M | 0.5% | +4% | — |
| 38 |  $MSFT | MICROSOFT CORP | $3.3M | 0.5% | +1% | 83.7 |
| 39 |  $AZN | ASTRAZENECA PLC | $3.0M | 0.4% | -50% | — |
| 40 |  $GLD | SPDR GOLD TRUST | $3.0M | 0.4% | -3% | — |
| 41 |  $SPY | SPDR S&P 500 ETF TRUST | $2.8M | 0.4% | +5% | — |
| 42 |  $GOOG | Alphabet Inc. | $2.8M | 0.4% | -5% | 80.2 |
| 43 | — | ISHARES TR | $2.7M | 0.4% | +4% | — |
| 44 | — | VANGUARD INTL EQUITY INDEX F | $2.6M | 0.4% | -4% | — |
| 45 | — | SCHWAB STRATEGIC TR | $2.6M | 0.4% | +4% | — |
| 46 | — | ISHARES TR | $2.4M | 0.3% | +0% | — |
| 47 |  $AMZN | AMAZON COM INC | $2.3M | 0.3% | -9% | 74.6 |
| 48 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.1M | 0.3% | -17% | 64.5 |
| 49 | — | VANGUARD INTL EQUITY INDEX F | $2.0M | 0.3% | +0% | — |
| 50 | — | ISHARES TR | $1.9M | 0.3% | -1% | — |
| 51 | — | ISHARES TR | $1.9M | 0.3% | +1% | — |
| 52 |  $PM | Philip Morris International Inc. | $1.8M | 0.3% | -1% | 80.5 |
| 53 |  $WMT | Walmart Inc. | $1.7M | 0.2% | -8% | 63.2 |
| 54 |  $CAT | CATERPILLAR INC | $1.7M | 0.2% | -1% | 67.8 |
| 55 | — | ISHARES TR | $1.7M | 0.2% | +0% | — |
| 56 | — | VANGUARD SCOTTSDALE FDS | $1.6M | 0.2% | -62% | — |
| 57 | — | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.2% | -0% | — |
| 58 | — | ISHARES TR | $1.6M | 0.2% | +1% | — |
| 59 | — | VANGUARD TAX-MANAGED FDS | $1.6M | 0.2% | -7% | — |
| 60 | — | ISHARES TR | $1.6M | 0.2% | +0% | — |
| 61 | — | VANGUARD WORLD FD | $1.6M | 0.2% | -2% | — |
| 62 | — | VANGUARD WORLD FD | $1.6M | 0.2% | -2% | — |
| 63 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.2% | +0% | 72.8 |
| 64 | — | ISHARES TR | $1.5M | 0.2% | +0% | — |
| 65 | — | ISHARES TR | $1.4M | 0.2% | -0% | — |
| 66 | — | SELECT SECTOR SPDR TR | $1.4M | 0.2% | -21% | — |
| 67 |  $SGOL | abrdn Gold ETF Trust | $1.4M | 0.2% | -11% | — |
| 68 | — | ISHARES TR | $1.3M | 0.2% | +0% | — |
| 69 | — | SPDR SERIES TRUST | $1.3M | 0.2% | +3% | — |
| 70 |  $SNPS | SYNOPSYS INC | $1.3M | 0.2% | +1% | 63.1 |
| 71 | — | ISHARES TR | $1.2M | 0.2% | +64% | — |
| 72 | — | VANGUARD MUN BD FDS | $1.2M | 0.2% | -1% | — |
| 73 |  $AMGN | AMGEN INC | $1.2M | 0.2% | -7% | 79.5 |
| 74 |  $LLY | ELI LILLY & Co | $1.1M | 0.1% | NEW | 89.3 |
| 75 | — | ISHARES TR | $1.0M | 0.1% | +108% | — |
| 76 | — | ISHARES TR | $1.0M | 0.1% | +2% | — |
| 77 | — | ISHARES TR | $955,829 | 0.1% | -4% | — |
| 78 | — | ISHARES TR | $932,940 | 0.1% | +1% | — |
| 79 |  $SO | SOUTHERN CO | $927,102 | 0.1% | -2% | 65.1 |
| 80 |  $NVDA | NVIDIA CORP | $910,604 | 0.1% | +8% | 90.2 |
| 81 | — | NUSHARES ETF TR | $890,030 | 0.1% | -7% | — |
| 82 | — | ISHARES TR | $864,327 | 0.1% | +3% | — |
| 83 | — | VANGUARD WORLD FD | $862,342 | 0.1% | +2% | — |
| 84 | — | ISHARES TR | $858,158 | 0.1% | +6% | — |
| 85 | — | ISHARES TR | $839,402 | 0.1% | -1% | — |
| 86 | — | VANECK ETF TRUST | $832,916 | 0.1% | -5% | — |
| 87 |  $JPM | JPMORGAN CHASE & CO | $796,172 | 0.1% | -26% | 35.6 |
| 88 |  $PG | PROCTER & GAMBLE Co | $769,486 | 0.1% | +0% | 72.9 |
| 89 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $763,708 | 0.1% | +0% | 65.9 |
| 90 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $726,011 | 0.1% | -3% | — |
| 91 |  $NU | Nu Holdings Ltd. | $720,509 | 0.1% | +0% | — |
| 92 | — | VANGUARD WORLD FD | $647,797 | 0.1% | +0% | — |
| 93 | — | GLOBAL X FTSE GREECE 20 ETF | $636,784 | 0.1% | +0% | — |
| 94 |  $MO | ALTRIA GROUP, INC. | $607,246 | 0.1% | +0% | 72.1 |
| 95 | — | ISHARES TR | $588,414 | 0.1% | +16% | — |
| 96 |  $EW | Edwards Lifesciences Corp | $569,168 | 0.1% | +0% | 67.6 |
| 97 | — | VANGUARD INTL EQUITY INDEX F | $565,713 | 0.1% | +0% | — |
| 98 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $565,162 | 0.1% | +3% | — |
| 99 | — | SCHWAB STRATEGIC TR | $562,219 | 0.1% | +32% | — |
| 100 |  $XOM | EXXON MOBIL CORP | $555,263 | 0.1% | +3% | 61.8 |
| 101 | — | VANGUARD INDEX FDS | $533,017 | 0.1% | +0% | — |
| 102 | — | VANGUARD CHARLOTTE FDS | $531,402 | 0.1% | +10% | — |
| 103 |  $BTI | British American Tobacco p.l.c. | $531,169 | 0.1% | +2% | — |
| 104 |  $CSCO | CISCO SYSTEMS, INC. | $517,692 | 0.1% | +1% | 72.3 |
| 105 |  $MRK | Merck & Co., Inc. | $510,278 | 0.1% | -13% | 70.9 |
| 106 |  $AVGO | Broadcom Inc. | $499,757 | 0.1% | -5% | 86.4 |
| 107 |  $ASML | ASML HOLDING NV | $483,424 | 0.1% | +0% | — |
| 108 | — | ISHARES TR | $457,039 | 0.1% | +43% | — |
| 109 |  $UNH | UNITEDHEALTH GROUP INC | $456,288 | 0.1% | -7% | 66.8 |
| 110 | — | ISHARES TR | $422,167 | 0.1% | +2% | — |
| 111 | — | VANGUARD WORLD FD | $395,054 | 0.1% | +11% | — |
| 112 | — | ISHARES TR | $391,904 | 0.1% | +0% | — |
| 113 | — | SELECT SECTOR SPDR TR | $374,916 | 0.1% | +0% | — |
| 114 |  $AFRM | Affirm Holdings, Inc. | $370,409 | 0.1% | +14% | 71.7 |
| 115 | — | ISHARES TR | $354,340 | 0.1% | +0% | — |
| 116 |  $LMT | LOCKHEED MARTIN CORP | $344,117 | 0.1% | +1% | 65 |
| 117 | — | VANGUARD SCOTTSDALE FDS | $341,684 | 0.1% | +0% | — |
| 118 | — | SCHWAB STRATEGIC TR | $335,858 | 0.1% | -0% | — |
| 119 |  $HD | HOME DEPOT, INC. | $332,676 | 0.1% | -0% | 69.2 |
| 120 | — | ISHARES TR | $327,603 | 0.1% | -26% | — |
| 121 |  $CVX | CHEVRON CORP | $325,956 | 0.1% | -6% | 54.7 |
| 122 | — | ISHARES INC | $325,244 | 0.1% | +32% | — |
| 123 |  $PEP | PEPSICO INC | $295,840 | 0.0% | +1% | 62.7 |
| 124 | — | VANGUARD INDEX FDS | $293,077 | 0.0% | +12% | — |
| 125 |  $COST | COSTCO WHOLESALE CORP /NEW | $290,241 | 0.0% | +1% | 67 |
| 126 | — | SCHWAB STRATEGIC TR | $286,840 | 0.0% | +29% | — |
| 127 |  $MDT | Medtronic plc | $278,079 | 0.0% | +2% | — |
| 128 | — | ISHARES TR | $274,536 | 0.0% | -91% | — |
| 129 |  $UNP | UNION PACIFIC CORP | $268,580 | 0.0% | -6% | 74 |
| 130 | — | SPDR SERIES TRUST | $264,158 | 0.0% | +2% | — |
| 131 | — | VANGUARD BD INDEX FDS | $262,877 | 0.0% | -60% | — |
| 132 |  $DE | DEERE & CO | $261,935 | 0.0% | +0% | 57.4 |
| 133 | — | SELECT SECTOR SPDR TR | $260,968 | 0.0% | +103% | — |
| 134 |  $SPGI | S&P Global Inc. | $255,204 | 0.0% | -2% | 79.4 |
| 135 | — | SELECT SECTOR SPDR TR | $242,061 | 0.0% | +2% | — |
| 136 | — | VANGUARD WHITEHALL FDS | $234,945 | 0.0% | +2% | — |
| 137 |  $IVZ | Invesco Ltd. | $233,560 | 0.0% | -0% | — |
| 138 | — | SELECT SECTOR SPDR TR | $232,363 | 0.0% | +0% | — |
| 139 |  $ISRG | INTUITIVE SURGICAL INC | $215,743 | 0.0% | -1% | 81.4 |
| 140 |  $GLW | CORNING INC /NY | $214,289 | 0.0% | NEW | 72.7 |
| 141 | — | SPDR SERIES TRUST | $213,846 | 0.0% | +0% | — |
| 142 | — | SPDR SERIES TRUST | $212,124 | 0.0% | +0% | — |
| 143 | $IVZ | Invesco Ltd. | $207,195 | 0.0% | +0% | — |
| 144 | — | SCHWAB STRATEGIC TR | $206,538 | 0.0% | +3% | — |
| 145 |  $PANW | Palo Alto Networks Inc | $205,530 | 0.0% | -5% | 66.5 |
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