White Lighthouse Investment Management Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, White Lighthouse Investment Management Inc. held in its portfolio 146 assets valued at $716,386,798 (i.e. $716.39M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($117.19M), VANGUARD WHITEHALL FDS ($67.72M), and ISHARES TR ($52.04M).
The chart below shows the top 10 valuable assets, and the table below shows the top 146 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
White Lighthouse Investment Management Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 240210 | 117188949 | GROWTH ETF |
| VANGUARD WHITEHALL FDS | 471838 | 67718209 | HIGH DIV YLD |
| ISHARES TR | 472420 | 52037042 | TRUST ISHARE 0-1 |
| VANGUARD STAR FDS | 593492 | 44773005 | VG TL INTL STK F |
| VANGUARD SCOTTSDALE FDS | 365920 | 29174813 | SHRT TRM CORP BD |
| VANGUARD BD INDEX FDS | 371289 | 27501384 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 131334 | 25083503 | VALUE ETF |
| VANGUARD WORLD FD | 32684 | 24636375 | INF TECH ETF |
| VANGUARD SCOTTSDALE FDS | 200521 | 16793605 | INT-TERM CORP |
| ISHARES GOLD TR | 206671 | 16775485 | ISHARES NEW |
| ISHARES TR | 187638 | 15881680 | CORE MSCI TOTAL |
| ISHARES TR | 113956 | 14718614 | EXPND TEC SC ETF |
| VANGUARD INDEX FDS | 18635 | 11686837 | S&P 500 ETF SHS |
| VANGUARD SPECIALIZED FUNDS | 52596 | 11559620 | DIV APP ETF |
| ISHARES TR | 22655 | 10722419 | RUS 1000 GRW ETF |
| ISHARES TR | 70432 | 9940708 | SELECT DIVID ETF |
| SPDR SERIES TRUST | 101024 | 9288119 | STATE STREET SPD |
| VANGUARD BD INDEX FDS | 117508 | 9260774 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 35980 | 7620217 | SM CP VAL ETF |
| VANGUARD WORLD FD | 24485 | 7047906 | HEALTH CAR ETF |
| VANGUARD MALVERN FDS | 131912 | 6524354 | STRM INFPROIDX |
| APPLE INC | 23577 | 6409742 | COM |
| VANGUARD INDEX FDS | 24585 | 6341651 | SMALL CP ETF |
| INVESCO QQQ TR | 9286 | 5704256 | UNIT SER 1 |
| VANGUARD WORLD FD | 77365 | 5540897 | ESG INTL STK ETF |
| VANGUARD WORLD FD | 45293 | 5478667 | ESG US STK ETF |
| VANGUARD INDEX FDS | 59746 | 5286904 | REAL ESTATE ETF |
| SCHWAB STRATEGIC TR | 187668 | 5147741 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 17051 | 4948511 | MID CAP ETF |
| VANGUARD INDEX FDS | 13320 | 4465789 | TOTAL STK MKT |
| VANGUARD SCOTTSDALE FDS | 74371 | 4367835 | SHORT TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 56724 | 4302491 | LG-TERM COR BD |
| MICROSOFT CORP | 8805 | 4258367 | COM |
| ISHARES TR | 85339 | 3971663 | CORE UNIVRSL USD |
| VANGUARD BD INDEX FDS | 49730 | 3872972 | INTERMED TERM |
| VANGUARD INDEX FDS | 12700 | 3545165 | MCAP GR IDXVIP |
| VANGUARD WORLD FD | 18674 | 3455413 | UTILITIES ETF |
| VANGUARD INDEX FDS | 18525 | 3285741 | MCAP VL IDXVIP |
| ALPHABET INC | 10122 | 3168258 | CAP STK CL A |
| SPDR GOLD TR | 7093 | 2811027 | GOLD SHS |
| SPDR S&P 500 ETF TR | 4117 | 2807643 | TR UNIT |
| ASTRAZENECA PLC | 30374 | 2792282 | SPONSORED ADR |
| AMAZON COM INC | 11855 | 2736371 | COM |
| VANGUARD INTL EQUITY INDEX F | 50886 | 2735631 | FTSE EMR MKT ETF |
| BERKSHIRE HATHAWAY INC DEL | 5167 | 2597193 | CL B NEW |
| ISHARES TR | 24100 | 2581351 | NATIONAL MUN ETF |
| ISHARES TR | 17143 | 2553964 | ESG AWR MSCI USA |
| SCHWAB STRATEGIC TR | 93470 | 2476032 | US TIPS ETF |
| ISHARES TR | 12478 | 2095576 | CORE S&P US GWT |
| VANGUARD INTL EQUITY INDEX F | 24150 | 2019182 | FTSE EUROPE ETF |
| SELECT SECTOR SPDR TR | 13244 | 1906739 | STATE STREET TEC |
| PHILIP MORRIS INTL INC | 11329 | 1817172 | COM |
| ISHARES TR | 12820 | 1809671 | S&P SML 600 GWT |
| VANGUARD WORLD FD | 4414 | 1738842 | CONSUM DIS ETF |
| VANGUARD WORLD FD | 8875 | 1718503 | COMM SRVC ETF |
| WALMART INC | 15247 | 1698711 | COM |
| ISHARES TR | 17464 | 1660652 | ESG AW MSCI EAFE |
| ISHARES TR | 12792 | 1647966 | ESG MSCI KLD 400 |
| VANGUARD TAX-MANAGED FDS | 26168 | 1634707 | VAN FTSE DEV MKT |
| ISHARES TR | 16275 | 1585185 | GLOB HLTHCRE ETF |
| VANGUARD INTL EQUITY INDEX F | 21422 | 1575802 | ALLWRLD EX US |
| ISHARES TR | 9271 | 1564667 | ISHARES BIOTECH |
| ISHARES TR | 2174 | 1488799 | CORE S&P500 ETF |
| ETFS GOLD TR | 34590 | 1420957 | PHYSCL GOLD SHS |
| CATERPILLAR INC | 2471 | 1415612 | COM |
| ISHARES TR | 12636 | 1348261 | SHRT NAT MUN ETF |
| JOHNSON & JOHNSON | 6323 | 1308524 | COM |
| ALPHABET INC | 4130 | 1296149 | CAP STK CL C |
| VANGUARD WHITEHALL FDS | 18969 | 1279089 | EM MK GOV BD ETF |
| VANGUARD MUN BD FDS | 24258 | 1219935 | TAX EXEMPT BD |
| JPMORGAN CHASE & CO. | 3673 | 1183532 | COM |
| AMGEN INC | 3569 | 1168248 | COM |
| NUSHARES ETF TR | 10478 | 1024748 | NUVEEN ESG LRGCP |
| ISHARES TR | 43625 | 1020158 | ESG AWRE USD ETF |
| ISHARES TR | 16034 | 956749 | SELECT US REIT |
| VANGUARD WORLD FD | 7010 | 935765 | FINANCIALS ETF |
| ISHARES TR | 17590 | 930159 | ISHS 1-5YR INVS |
| NVIDIA CORPORATION | 4812 | 897465 | COM |
| SOUTHERN CO | 9782 | 853008 | COM |
| ISHARES TR | 4221 | 838375 | MSCI USA QLT FCT |
| VANECK ETF TRUST | 9548 | 818942 | GOLD MINERS ETF |
| ISHARES TR | 6770 | 813619 | CORE S&P SCP ETF |
| ISHARES TR | 2581 | 777233 | ISHARES SEMICDTR |
| ISHARES TR | 7947 | 765137 | JPMORGAN USD EMG |
| PROCTER AND GAMBLE CO | 5305 | 760232 | COM |
| ISHARES INC | 16507 | 729106 | ESG AWR MSCI EM |
| VANGUARD WORLD FD | 1763 | 727714 | MEGA GRWTH IND |
| MARRIOTT INTL INC NEW | 2335 | 724410 | CL A |
| NUSHARES ETF TR | 15940 | 711721 | NUVEEN ESG SMLCP |
| VANGUARD BD INDEX FDS | 9465 | 658007 | LONG TERM BOND |
| GLOBAL X FTSE GREECE 20 ETF | 9970 | 657123 | COMMON |
| EDWARDS LIFESCIENCES CORP | 7107 | 605914 | COM |
| UNITEDHEALTH GROUP INC | 1816 | 599554 | COM |
| BROADCOM INC | 1704 | 589849 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 26065 | 582812 | COM NEW |
| VANGUARD INDEX FDS | 1783 | 561443 | LARGE CAP ETF |
| ALTRIA GROUP INC | 9193 | 530073 | COM |
| AFFIRM HLDGS INC | 7111 | 529272 | COM CL A |
| VANGUARD INTL EQUITY INDEX F | 5789 | 523283 | FTSE PACIFIC ETF |
| MERCK & CO INC | 4899 | 515683 | COM |
| CISCO SYS INC | 6604 | 508737 | COM |
| ISHARES TR | 6294 | 507485 | IBOXX HI YD ETF |
| BRITISH AMERN TOB PLC | 8916 | 504829 | SPONSORED ADR |
| ISHARES TR | 5203 | 499644 | MSCI EAFE ETF |
| VANGUARD CHARLOTTE FDS | 10047 | 485474 | TOTAL INT BD ETF |
| SCHWAB STRATEGIC TR | 14672 | 478603 | US LCAP GR ETF |
| ISHARES TR | 3461 | 473949 | RUS MD CP GR ETF |
| ISHARES TR | 1633 | 408756 | MSCI USA MMENTM |
| SELECT SECTOR SPDR TR | 2553 | 395204 | STATE STREET HEA |
| ASML HOLDING N V | 365 | 390499 | N Y REGISTRY SHS |
| EXXON MOBIL CORP | 3190 | 383842 | COM |
| PIMCO ETF TR | 14310 | 381791 | MULTISECTOR BD |
| VANGUARD SCOTTSDALE FDS | 3115 | 379251 | VNG RUS1000GRW |
| ISHARES TR | 22732 | 373485 | GL CLEAN ENE ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 1191 | 361959 | SPONSORED ADS |
| VANGUARD WORLD FD | 5674 | 361068 | ESG US CORP BD |
| ISHARES TR | 7000 | 354060 | ULTRA SHORT DUR |
| HOME DEPOT INC | 1015 | 349116 | COM |
| SCHWAB STRATEGIC TR | 7216 | 328529 | INTL SCEQT ETF |
| ISHARES TR | 2304 | 321062 | ESG OPTIMIZED |
| ISHARES TR | 3214 | 321014 | CORE US AGGBD ET |
| S&P GLOBAL INC | 613 | 320348 | COM |
| MEDTRONIC PLC | 3155 | 303091 | SHS |
| UNION PAC CORP | 1182 | 273420 | COM |
| LOCKHEED MARTIN CORP | 564 | 272831 | COM |
| PEPSICO INC | 1878 | 269484 | COM |
| INTUITIVE SURGICAL INC | 473 | 267888 | COM NEW |
| SELECT SECTOR SPDR TR | 4827 | 264375 | STATE STREET FIN |
| VANGUARD INDEX FDS | 866 | 261503 | SML CP GRW ETF |
| CHEVRON CORP NEW | 1674 | 255131 | COM |
| COSTCO WHSL CORP NEW | 289 | 249444 | COM |
| PALO ALTO NETWORKS INC | 1350 | 248670 | COM |
| SELECT SECTOR SPDR TR | 2096 | 246741 | STATE STREET COM |
| ISHARES INC | 3523 | 236816 | CORE MSCI EMKT |
| VISA INC | 656 | 230101 | COM CL A |
| ORACLE CORP | 1150 | 224147 | COM |
| INVESCO EXCH TRADED FD TR II | 2616 | 220503 | KBW BK ETF |
| VANGUARD WHITEHALL FDS | 2442 | 219761 | INTL HIGH ETF |
| DEERE & CO | 465 | 216490 | COM |
| SCHWAB STRATEGIC TR | 9001 | 216396 | INTL EQTY ETF |
| GOLDMAN SACHS ETF TR | 1592 | 210733 | ACTIVEBETA US LG |
| ISHARES INC | 2813 | 207149 | MSCI GBL GOLD MN |
| BROOKFIELD CORP | 4489 | 205986 | CL A LTD VT SH |
| SCHWAB STRATEGIC TR | 8260 | 201296 | SHT TM US TRES |
| QUALCOMM INC | 1170 | 200063 | COM |
| INVESCO ACTVELY MNGD ETC FD | 13499 | 178864 | OPTIMUM YIELD |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.