White Lighthouse Investment Management
BEDFORD, MAfiles as White Lighthouse Investment Management Inc.
$802m in 151 US stocks at the end of 30 June 2026. The top 10 are 59.1% of the money. It changed about 5.5% of the portfolio this quarter.
Value
$802m
Stocks
151
Top 10 share
59.1%
Turnover
5.5%
What changed this quarter
New
Bought for the first time this quarter.
- AstrazenecaAZN0.3% of the fund
- Global X FDSGREK<0.1% of the fund
- OracleORCL<0.1% of the fund
- Advanced Micro DevicesAMD<0.1% of the fund
- Expedia GroupEXPE<0.1% of the fund
- Vanguard Intl Equity Index FVT<0.1% of the fund
- Ishares TRIYW<0.1% of the fund
- Ishares TRSUSA<0.1% of the fund
- QualcommQCOM<0.1% of the fund
- IntelINTC<0.1% of the fund
- StarbucksSBUX<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVUG16.6% of the fund+4%
- Ishares TRSHV8.3% of the fund+17%
- Vanguard BD Index FDSBND3.6% of the fund+3%
- Schwab Strategic TRSCHD3.3% of the fund+22%
- Ishares TRIGM2.6% of the fund+4%
- Vanguard BD Index FDSBSV1.2% of the fund+4%
- Spdr Series TrustBIL1.1% of the fund+27%
- Vanguard Malvern FDSVTIP1.1% of the fund+5%
- Vanguard World FDVSGX0.8% of the fund+3%
- Vanguard Scottsdale FDSVGSH0.6% of the fund+2%
- Ishares TRIUSB0.5% of the fund+11%
- Vanguard Index FDSVOT0.5% of the fund+3%
- State STR Spdr S&P 500 ETF TSPY0.4% of the fund+4%
- Ishares TRMUB0.4% of the fund+5%
- Schwab Strategic TRSCHP0.3% of the fund+2%
- Ishares TRDSI0.2% of the fund+2%
- Ishares TRESGD0.2% of the fund+3%
- Ishares TRIVV0.2% of the fund+7%
- Ishares TRSUB0.2% of the fund+15%
- Ishares TREMB0.2% of the fund+8%
- Vanguard Whitehall FDSVWOB0.2% of the fund+2%
- Vanguard MUN BD FDSVTEB0.2% of the fund+3%
- Nushares ETF TRNULG0.2% of the fund+6%
- Ishares TRHYG0.1% of the fund+14%
- Ishares TRSUSC0.1% of the fund+4%
Cut
Sold some of their stake.
- Vanguard Whitehall FDSVYM6.7% of the fund-11%
- Vanguard World FDVGT3.8% of the fund-2%
- Vanguard Scottsdale FDSVCIT1.7% of the fund-12%
- Ishares TRIWF1.4% of the fund-3%
- Vanguard World FDVHT0.9% of the fund-4%
- AppleAAPL0.8% of the fund-2%
- Vanguard Index FDSVNQ0.7% of the fund-9%
- AlphabetGOOG0.5% of the fund-3%
- Vanguard World FDVPU0.4% of the fund-6%
- AlphabetGOOGL0.4% of the fund-8%
- MicrosoftMSFT0.4% of the fund-10%
- Vanguard Intl Equity Index FVWO0.3% of the fund-13%
- CaterpillarCAT0.3% of the fund-7%
- Spdr Gold TRGLD0.3% of the fund-8%
- Ishares TRIJT0.3% of the fund-3%
- Ishares TRIBB0.2% of the fund-2%
- Berkshire HathawayBRK-B0.2% of the fund-21%
- Vanguard World FDVCR0.2% of the fund-8%
- Philip Morris InternationalPM0.2% of the fund-24%
- Vanguard World FDVOX0.2% of the fund-5%
- AmgenAMGN0.1% of the fund-21%
- IsharesESGE0.1% of the fund-5%
- Ishares TRICF0.1% of the fund-22%
- Vanguard Scottsdale FDSVCLT<0.1% of the fund-55%
- JPMorgan ChaseJPM<0.1% of the fund-19%
Sold out
Sold their entire stake.
- AstrazenecaAZN-100%
- Global X Ftse Greece 20 ETF-100%
- Vanguard BD Index FDSBLV-100%
- Intuitive SurgicalISRG-100%
- CorningGLW-100%
Holdings
- Vanguard Index FDSVUG
- Share
- 16.6%
- Value
- $133m
- Shares
- 1,544,459
+4%
- Ishares TRSHV
- Share
- 8.3%
- Value
- $67m
- Shares
- 606,646
+17%
- Vanguard Star FDSVXUS
- Share
- 6.8%
- Value
- $55m
- Shares
- 641,058
Held
- Vanguard Whitehall FDSVYM
- Share
- 6.7%
- Value
- $54m
- Shares
- 341,684
-11%
- Vanguard Scottsdale FDSVCSH
- Share
- 3.8%
- Value
- $31m
- Shares
- 390,825
Held
- Vanguard World FDVGT
- Share
- 3.8%
- Value
- $30m
- Shares
- 253,028
-2%
- Vanguard BD Index FDSBND
- Share
- 3.6%
- Value
- $29m
- Shares
- 394,254
+3%
- Vanguard Index FDSVTV
- Share
- 3.5%
- Value
- $28m
- Shares
- 128,941
Held
- Schwab Strategic TRSCHD
- Share
- 3.3%
- Value
- $26m
- Shares
- 835,391
+22%
- Ishares TRIGM
- Share
- 2.6%
- Value
- $21m
- Shares
- 128,824
+4%
- Ishares TRIXUS
- Share
- 2.2%
- Value
- $17m
- Shares
- 182,901
Held
- Ishares Gold TRIAU
- Share
- 1.8%
- Value
- $15m
- Shares
- 196,065
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 1.7%
- Value
- $14m
- Shares
- 168,428
-12%
- Vanguard Index FDSVOO
- Share
- 1.6%
- Value
- $13m
- Shares
- 18,466
Held
- Vanguard Specialized FundsVIG
- Share
- 1.5%
- Value
- $12m
- Shares
- 51,946
Held
- Ishares TRDVY
- Share
- 1.4%
- Value
- $11m
- Shares
- 70,028
Held
- Ishares TRIWF
- Share
- 1.4%
- Value
- $11m
- Shares
- 87,289
-3%
- Vanguard BD Index FDSBSV
- Share
- 1.2%
- Value
- $10m
- Shares
- 124,748
+4%
- Spdr Series TrustBIL
- Share
- 1.1%
- Value
- $9m
- Shares
- 99,007
+27%
- Vanguard Malvern FDSVTIP
- Share
- 1.1%
- Value
- $9m
- Shares
- 179,052
+5%
- Vanguard Index FDSVBR
- Share
- 1.1%
- Value
- $9m
- Shares
- 36,641
Held
- Vanguard Index FDSVB
- Share
- 1.0%
- Value
- $8m
- Shares
- 26,615
Held
- Invesco QQQ TRQQQ
- Share
- 0.9%
- Value
- $7m
- Shares
- 9,837
Held
- Vanguard World FDVHT
- Share
- 0.9%
- Value
- $7m
- Shares
- 23,758
-4%
- Vanguard World FDVSGX
- Share
- 0.8%
- Value
- $7m
- Shares
- 80,017
+3%
- Vanguard World FDESGV
- Share
- 0.8%
- Value
- $6m
- Shares
- 47,053
Held
- Vanguard Index FDSVO
- Share
- 0.7%
- Value
- $6m
- Shares
- 71,920
Held
- Vanguard Index FDSVNQ
- Share
- 0.7%
- Value
- $5m
- Shares
- 54,317
-9%
- Vanguard Index FDSVTI
- Share
- 0.6%
- Value
- $5m
- Shares
- 13,481
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 0.6%
- Value
- $5m
- Shares
- 81,101
+2%
- Ishares TRIUSB
- Share
- 0.5%
- Value
- $4m
- Shares
- 94,329
+11%
- Vanguard Index FDSVOT
- Share
- 0.5%
- Value
- $4m
- Shares
- 13,586
+3%
- Vanguard Index FDSVOE
- Share
- 0.5%
- Value
- $4m
- Shares
- 19,039
Held
- Vanguard BD Index FDSBIV
- Share
- 0.5%
- Value
- $4m
- Shares
- 48,922
Held
- Vanguard World FDVPU
- Share
- 0.4%
- Value
- $3m
- Shares
- 17,610
-6%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.4%
- Value
- $3m
- Shares
- 4,533
+4%
- Ishares TRESGU
- Share
- 0.4%
- Value
- $3m
- Shares
- 17,387
Held
- Ishares TRMUB
- Share
- 0.4%
- Value
- $3m
- Shares
- 26,230
+5%
- Schwab Strategic TRSCHP
- Share
- 0.3%
- Value
- $3m
- Shares
- 99,176
+2%
- Vanguard Intl Equity Index FVWO
- Share
- 0.3%
- Value
- $3m
- Shares
- 42,452
-13%
- Spdr Gold TRGLD
- Share
- 0.3%
- Value
- $2m
- Shares
- 6,301
-8%
- Ishares TRIUSG
- Share
- 0.3%
- Value
- $2m
- Shares
- 12,257
Held
- Ishares TRIJT
- Share
- 0.3%
- Value
- $2m
- Shares
- 12,559
-3%
- Vanguard Intl Equity Index FVGK
- Share
- 0.3%
- Value
- $2m
- Shares
- 24,312
Held
- Select Sector Spdr TRXLK
- Share
- 0.2%
- Value
- $2m
- Shares
- 10,494
Held
- Ishares TRDSI
- Share
- 0.2%
- Value
- $2m
- Shares
- 13,257
+2%
- Ishares TRESGD
- Share
- 0.2%
- Value
- $2m
- Shares
- 18,035
+3%
- Vanguard Intl Equity Index FVEU
- Share
- 0.2%
- Value
- $2m
- Shares
- 21,733
Held
- Ishares TRIVV
- Share
- 0.2%
- Value
- $2m
- Shares
- 2,324
+7%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $2m
- Shares
- 24,272
Held
- Ishares TRIBB
- Share
- 0.2%
- Value
- $2m
- Shares
- 9,050
-2%
- Ishares TRSOXX
- Share
- 0.2%
- Value
- $2m
- Shares
- 2,525
Held
- Ishares TRIXJ
- Share
- 0.2%
- Value
- $2m
- Shares
- 16,125
Held
- Vanguard World FDVCR
- Share
- 0.2%
- Value
- $2m
- Shares
- 3,990
-8%
- Ishares TRSUB
- Share
- 0.2%
- Value
- $2m
- Shares
- 14,500
+15%
- Vanguard World FDVOX
- Share
- 0.2%
- Value
- $2m
- Shares
- 8,229
-5%
- Ishares TREMB
- Share
- 0.2%
- Value
- $1m
- Shares
- 14,127
+8%
- Spdr Series TrustJNK
- Share
- 0.2%
- Value
- $1m
- Shares
- 13,903
Held
- Vanguard Whitehall FDSVWOB
- Share
- 0.2%
- Value
- $1m
- Shares
- 19,597
+2%
- Vanguard MUN BD FDSVTEB
- Share
- 0.2%
- Value
- $1m
- Shares
- 24,677
+3%
- Nushares ETF TRNULG
- Share
- 0.2%
- Value
- $1m
- Shares
- 10,401
+6%
- Ishares TRHYG
- Share
- 0.1%
- Value
- $1m
- Shares
- 14,952
+14%
- Etfs Gold TRSGOL
- Share
- 0.1%
- Value
- $1m
- Shares
- 30,682
Held
- Ishares TRSUSC
- Share
- 0.1%
- Value
- $1m
- Shares
- 46,388
+4%
- Ishares TRQUAL
- Share
- 0.1%
- Value
- $1m
- Shares
- 4,739
+6%
- Ishares TRIJR
- Share
- 0.1%
- Value
- $1m
- Shares
- 6,938
Held
- Vanguard World FDVFH
- Share
- 0.1%
- Value
- $937,683
- Shares
- 7,123
Held
- Ishares TRIGSB
- Share
- 0.1%
- Value
- $934,208
- Shares
- 17,825
Held
- Nushares ETF TRNUSC
- Share
- 0.1%
- Value
- $880,307
- Shares
- 16,890
+6%
- IsharesESGE
- Share
- 0.1%
- Value
- $830,852
- Shares
- 15,192
-5%
- Ishares TRICF
- Share
- 0.1%
- Value
- $817,241
- Shares
- 12,084
-22%
- Global X FDSGREK
- Share
- <0.1%
- Value
- $752,735
- Shares
- 9,970
New
- Vanguard Scottsdale FDSVCLT
- Share
- <0.1%
- Value
- $736,225
- Shares
- 9,784
-55%
- Vanguard Intl Equity Index FVPL
- Share
- <0.1%
- Value
- $678,930
- Shares
- 5,869
Held
- Vaneck ETF TrustGDX
- Share
- <0.1%
- Value
- $677,248
- Shares
- 8,976
Held
- Schwab Strategic TRSCHG
- Share
- <0.1%
- Value
- $630,525
- Shares
- 18,633
-3%
- Ishares TREFA
- Share
- <0.1%
- Value
- $629,344
- Shares
- 6,058
Held
- Vanguard Index FDSVV
- Share
- <0.1%
- Value
- $611,682
- Shares
- 1,779
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVUG | 16.6% | $133m | 1,544,459 | +4% |
| Ishares TRSHV | 8.3% | $67m | 606,646 | +17% |
| Vanguard Star FDSVXUS | 6.8% | $55m | 641,058 | Held |
| Vanguard Whitehall FDSVYM | 6.7% | $54m | 341,684 | -11% |
| Vanguard Scottsdale FDSVCSH | 3.8% | $31m | 390,825 | Held |
| Vanguard World FDVGT | 3.8% | $30m | 253,028 | -2% |
| Vanguard BD Index FDSBND | 3.6% | $29m | 394,254 | +3% |
| Vanguard Index FDSVTV | 3.5% | $28m | 128,941 | Held |
| Schwab Strategic TRSCHD | 3.3% | $26m | 835,391 | +22% |
| Ishares TRIGM | 2.6% | $21m | 128,824 | +4% |
| Ishares TRIXUS | 2.2% | $17m | 182,901 | Held |
| Ishares Gold TRIAU | 1.8% | $15m | 196,065 | Held |
| Vanguard Scottsdale FDSVCIT | 1.7% | $14m | 168,428 | -12% |
| Vanguard Index FDSVOO | 1.6% | $13m | 18,466 | Held |
| Vanguard Specialized FundsVIG | 1.5% | $12m | 51,946 | Held |
| Ishares TRDVY | 1.4% | $11m | 70,028 | Held |
| Ishares TRIWF | 1.4% | $11m | 87,289 | -3% |
| Vanguard BD Index FDSBSV | 1.2% | $10m | 124,748 | +4% |
| Spdr Series TrustBIL | 1.1% | $9m | 99,007 | +27% |
| Vanguard Malvern FDSVTIP | 1.1% | $9m | 179,052 | +5% |
| Vanguard Index FDSVBR | 1.1% | $9m | 36,641 | Held |
| Vanguard Index FDSVB | 1.0% | $8m | 26,615 | Held |
| Invesco QQQ TRQQQ | 0.9% | $7m | 9,837 | Held |
| Vanguard World FDVHT | 0.9% | $7m | 23,758 | -4% |
| Vanguard World FDVSGX | 0.8% | $7m | 80,017 | +3% |
| AppleAAPL | 0.8% | $6m | 21,636 | -2% |
| Vanguard World FDESGV | 0.8% | $6m | 47,053 | Held |
| Vanguard Index FDSVO | 0.7% | $6m | 71,920 | Held |
| Vanguard Index FDSVNQ | 0.7% | $5m | 54,317 | -9% |
| Vanguard Index FDSVTI | 0.6% | $5m | 13,481 | Held |
| Vanguard Scottsdale FDSVGSH | 0.6% | $5m | 81,101 | +2% |
| Ishares TRIUSB | 0.5% | $4m | 94,329 | +11% |
| AlphabetGOOG | 0.5% | $4m | 11,953 | -3% |
| Vanguard Index FDSVOT | 0.5% | $4m | 13,586 | +3% |
| Vanguard Index FDSVOE | 0.5% | $4m | 19,039 | Held |
| Vanguard BD Index FDSBIV | 0.5% | $4m | 48,922 | Held |
| Vanguard World FDVPU | 0.4% | $3m | 17,610 | -6% |
| State STR Spdr S&P 500 ETF TSPY | 0.4% | $3m | 4,533 | +4% |
| AlphabetGOOGL | 0.4% | $3m | 8,848 | -8% |
| MicrosoftMSFT | 0.4% | $3m | 8,014 | -10% |
| Ishares TRESGU | 0.4% | $3m | 17,387 | Held |
| Ishares TRMUB | 0.4% | $3m | 26,230 | +5% |
| AstrazenecaAZN | 0.3% | $3m | 14,790 | New |
| Schwab Strategic TRSCHP | 0.3% | $3m | 99,176 | +2% |
| Amazon.comAMZN | 0.3% | $3m | 10,784 | Held |
| Vanguard Intl Equity Index FVWO | 0.3% | $3m | 42,452 | -13% |
| CaterpillarCAT | 0.3% | $2m | 2,267 | -7% |
| Spdr Gold TRGLD | 0.3% | $2m | 6,301 | -8% |
| Ishares TRIUSG | 0.3% | $2m | 12,257 | Held |
| Ishares TRIJT | 0.3% | $2m | 12,559 | -3% |
| Vanguard Intl Equity Index FVGK | 0.3% | $2m | 24,312 | Held |
| Select Sector Spdr TRXLK | 0.2% | $2m | 10,494 | Held |
| Ishares TRDSI | 0.2% | $2m | 13,257 | +2% |
| Ishares TRESGD | 0.2% | $2m | 18,035 | +3% |
| Vanguard Intl Equity Index FVEU | 0.2% | $2m | 21,733 | Held |
| Ishares TRIVV | 0.2% | $2m | 2,324 | +7% |
| Vanguard Tax-Managed FDSVEA | 0.2% | $2m | 24,272 | Held |
| Ishares TRIBB | 0.2% | $2m | 9,050 | -2% |
| Berkshire HathawayBRK-B | 0.2% | $2m | 3,387 | -21% |
| Ishares TRSOXX | 0.2% | $2m | 2,525 | Held |
| Johnson & JohnsonJNJ | 0.2% | $2m | 6,300 | Held |
| WalmartWMT | 0.2% | $2m | 14,010 | Held |
| Ishares TRIXJ | 0.2% | $2m | 16,125 | Held |
| Vanguard World FDVCR | 0.2% | $2m | 3,990 | -8% |
| Ishares TRSUB | 0.2% | $2m | 14,500 | +15% |
| Philip Morris InternationalPM | 0.2% | $2m | 8,532 | -24% |
| Vanguard World FDVOX | 0.2% | $2m | 8,229 | -5% |
| Eli LillyLLY | 0.2% | $1m | 1,166 | Held |
| Ishares TREMB | 0.2% | $1m | 14,127 | +8% |
| Spdr Series TrustJNK | 0.2% | $1m | 13,903 | Held |
| Vanguard Whitehall FDSVWOB | 0.2% | $1m | 19,597 | +2% |
| Vanguard MUN BD FDSVTEB | 0.2% | $1m | 24,677 | +3% |
| Nushares ETF TRNULG | 0.2% | $1m | 10,401 | +6% |
| Ishares TRHYG | 0.1% | $1m | 14,952 | +14% |
| Etfs Gold TRSGOL | 0.1% | $1m | 30,682 | Held |
| Ishares TRSUSC | 0.1% | $1m | 46,388 | +4% |
| NvidiaNVDA | 0.1% | $1m | 5,258 | Held |
| Ishares TRQUAL | 0.1% | $1m | 4,739 | +6% |
| Ishares TRIJR | 0.1% | $1m | 6,938 | Held |
| AmgenAMGN | 0.1% | $953,640 | 2,633 | -21% |
| Vanguard World FDVFH | 0.1% | $937,683 | 7,123 | Held |
| Ishares TRIGSB | 0.1% | $934,208 | 17,825 | Held |
| Nushares ETF TRNUSC | 0.1% | $880,307 | 16,890 | +6% |
| Marriott InternationalMAR | 0.1% | $865,328 | 2,335 | Held |
| IsharesESGE | 0.1% | $830,852 | 15,192 | -5% |
| Ishares TRICF | 0.1% | $817,241 | 12,084 | -22% |
| Cisco SystemsCSCO | <0.1% | $772,040 | 6,573 | Held |
| Global X FDSGREK | <0.1% | $752,735 | 9,970 | New |
| Affirm HoldingsAFRM | <0.1% | $745,367 | 9,140 | +13% |
| Vanguard Scottsdale FDSVCLT | <0.1% | $736,225 | 9,784 | -55% |
| ASML Holding NVASML | <0.1% | $724,156 | 364 | Held |
| JPMorgan ChaseJPM | <0.1% | $715,919 | 2,187 | -19% |
| UnitedHealth GroupUNH | <0.1% | $700,880 | 1,686 | Held |
| Vanguard Intl Equity Index FVPL | <0.1% | $678,930 | 5,869 | Held |
| Vaneck ETF TrustGDX | <0.1% | $677,248 | 8,976 | Held |
| Altria GroupMO | <0.1% | $662,147 | 9,203 | Held |
| Edwards LifesciencesEW | <0.1% | $642,944 | 7,107 | Held |
| Schwab Strategic TRSCHG | <0.1% | $630,525 | 18,633 | -3% |
| Ishares TREFA | <0.1% | $629,344 | 6,058 | Held |
| Vanguard Index FDSVV | <0.1% | $611,682 | 1,779 | Held |
Showing the largest 100 of 151.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 30.5% since 30 June 2025.
Where the money is
Technology1.6%
Health care1.1%
Media & telecom0.9%
Everyday goods0.7%
Retail & consumer0.5%
Industrials0.5%
Financial services0.5%
Energy0.1%
Utilities0.1%
Other94.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.