Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $133M | 16.6% |
| iShares TRTRUST ISHARE 0-1 | TRUST ISHARE 0-1 | $66.9M | 8.3% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $54.8M | 6.8% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $54M | 6.7% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $30.9M | 3.8% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $30.2M | 3.8% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $28.9M | 3.6% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $28.1M | 3.5% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $26.5M | 3.3% |
| iShares TREXPND TEC SC ETF | EXPND TEC SC ETF | $21.1M | 2.6% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $17.5M | 2.2% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $14.8M | 1.8% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $13.9M | 1.7% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $12.7M | 1.6% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $12.3M | 1.5% |
| iShares TRSELECT DIVID ETF | SELECT DIVID ETF | $10.9M | 1.4% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $10.8M | 1.4% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $9.72M | 1.2% |
| SPDR Series TrustST STR BLO 1 ETF | ST STR BLO 1 ETF | $9.07M | 1.1% |
| Vanguard Malvern FdsSTRM INFPROIDX | STRM INFPROIDX | $8.99M | 1.1% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $8.9M | 1.1% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $8.07M | 1.0% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $7.24M | 0.9% |
| Vanguard World FDHEALTH CAR ETF | HEALTH CAR ETF | $7.1M | 0.9% |
| Vanguard World FDESG INTL STK ETF | ESG INTL STK ETF | $6.59M | 0.8% |
| Apple Inc.COM | COM | $6.26M | 0.8% |
| Vanguard World FDESG US STK ETF | ESG US STK ETF | $6.22M | 0.8% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $5.79M | 0.7% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $5.24M | 0.7% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $4.99M | 0.6% |
| Vanguard Scottsdale FdsSHORT TERM TREAS | SHORT TERM TREAS | $4.72M | 0.6% |
| iShares TRCORE UNIVRSL USD | CORE UNIVRSL USD | $4.35M | 0.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $4.22M | 0.5% |
| Vanguard Index FdsMCAP GR IDXVIP | MCAP GR IDXVIP | $4.16M | 0.5% |
| Vanguard Index FdsMCAP VL IDXVIP | MCAP VL IDXVIP | $3.76M | 0.5% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $3.75M | 0.5% |
| Vanguard World FDUTILITIES ETF | UTILITIES ETF | $3.45M | 0.4% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $3.39M | 0.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $3.16M | 0.4% |
| Microsoft Corp.COM | COM | $2.99M | 0.4% |
| iShares TRESG AWR MSCI USA | ESG AWR MSCI USA | $2.85M | 0.4% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $2.82M | 0.4% |
| Astrazeneca PLCORD | ORD | $2.8M | 0.3% |
| Schwab Strategic TRUS TIPS ETF | US TIPS ETF | $2.63M | 0.3% |
| Amazon Com Inc.COM | COM | $2.57M | 0.3% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $2.53M | 0.3% |
| Caterpillar Inc.COM | COM | $2.41M | 0.3% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $2.32M | 0.3% |
| iShares TRCORE S&P US GWT | CORE S&P US GWT | $2.31M | 0.3% |
| iShares TRS&P SML 600 GWT | S&P SML 600 GWT | $2.24M | 0.3% |
Vanguard Index FdsGROWTH ETF$133M
- Class
- GROWTH ETF
- Share
- 16.6%
iShares TRTRUST ISHARE 0-1$66.9M
- Class
- TRUST ISHARE 0-1
- Share
- 8.3%
Vanguard Star FdsVG TL INTL STK F$54.8M
- Class
- VG TL INTL STK F
- Share
- 6.8%
Vanguard Whitehall FdsHIGH DIV YLD$54M
- Class
- HIGH DIV YLD
- Share
- 6.7%
Vanguard Scottsdale FdsSHRT TRM CORP BD$30.9M
- Class
- SHRT TRM CORP BD
- Share
- 3.8%
Vanguard World FDINF TECH ETF$30.2M
- Class
- INF TECH ETF
- Share
- 3.8%
Vanguard BD Index FdsTOTAL BND MRKT$28.9M
- Class
- TOTAL BND MRKT
- Share
- 3.6%
Vanguard Index FdsVALUE ETF$28.1M
- Class
- VALUE ETF
- Share
- 3.5%
Schwab Strategic TRUS DIVIDEND EQ$26.5M
- Class
- US DIVIDEND EQ
- Share
- 3.3%
iShares TREXPND TEC SC ETF$21.1M
- Class
- EXPND TEC SC ETF
- Share
- 2.6%
iShares TRCORE MSCI TOTAL$17.5M
- Class
- CORE MSCI TOTAL
- Share
- 2.2%
iShares Gold TRISHARES NEW$14.8M
- Class
- ISHARES NEW
- Share
- 1.8%
Vanguard Scottsdale FdsINT-TERM CORP$13.9M
- Class
- INT-TERM CORP
- Share
- 1.7%
Vanguard Index FdsS&P 500 ETF SHS$12.7M
- Class
- S&P 500 ETF SHS
- Share
- 1.6%
Vanguard Specialized FundsDIV APP ETF$12.3M
- Class
- DIV APP ETF
- Share
- 1.5%
iShares TRSELECT DIVID ETF$10.9M
- Class
- SELECT DIVID ETF
- Share
- 1.4%
iShares TRRUS 1000 GRW ETF$10.8M
- Class
- RUS 1000 GRW ETF
- Share
- 1.4%
Vanguard BD Index FdsSHORT TRM BOND$9.72M
- Class
- SHORT TRM BOND
- Share
- 1.2%
SPDR Series TrustST STR BLO 1 ETF$9.07M
- Class
- ST STR BLO 1 ETF
- Share
- 1.1%
Vanguard Malvern FdsSTRM INFPROIDX$8.99M
- Class
- STRM INFPROIDX
- Share
- 1.1%
Vanguard Index FdsSM CP VAL ETF$8.9M
- Class
- SM CP VAL ETF
- Share
- 1.1%
Vanguard Index FdsSMALL CP ETF$8.07M
- Class
- SMALL CP ETF
- Share
- 1.0%
Invesco Qqq TRUNIT SER 1$7.24M
- Class
- UNIT SER 1
- Share
- 0.9%
Vanguard World FDHEALTH CAR ETF$7.1M
- Class
- HEALTH CAR ETF
- Share
- 0.9%
Vanguard World FDESG INTL STK ETF$6.59M
- Class
- ESG INTL STK ETF
- Share
- 0.8%
Apple Inc.COM$6.26M
- Class
- COM
- Share
- 0.8%
Vanguard World FDESG US STK ETF$6.22M
- Class
- ESG US STK ETF
- Share
- 0.8%
Vanguard Index FdsMID CAP ETF$5.79M
- Class
- MID CAP ETF
- Share
- 0.7%
Vanguard Index FdsREAL ESTATE ETF$5.24M
- Class
- REAL ESTATE ETF
- Share
- 0.7%
Vanguard Index FdsTOTAL STK MKT$4.99M
- Class
- TOTAL STK MKT
- Share
- 0.6%
Vanguard Scottsdale FdsSHORT TERM TREAS$4.72M
- Class
- SHORT TERM TREAS
- Share
- 0.6%
iShares TRCORE UNIVRSL USD$4.35M
- Class
- CORE UNIVRSL USD
- Share
- 0.5%
Alphabet Inc.CAP STK CL C$4.22M
- Class
- CAP STK CL C
- Share
- 0.5%
Vanguard Index FdsMCAP GR IDXVIP$4.16M
- Class
- MCAP GR IDXVIP
- Share
- 0.5%
Vanguard Index FdsMCAP VL IDXVIP$3.76M
- Class
- MCAP VL IDXVIP
- Share
- 0.5%
Vanguard BD Index FdsINTERMED TERM$3.75M
- Class
- INTERMED TERM
- Share
- 0.5%
Vanguard World FDUTILITIES ETF$3.45M
- Class
- UTILITIES ETF
- Share
- 0.4%
State Str SPDR S&P 500 ETF TTR UNIT$3.39M
- Class
- TR UNIT
- Share
- 0.4%
Alphabet Inc.CAP STK CL A$3.16M
- Class
- CAP STK CL A
- Share
- 0.4%
Microsoft Corp.COM$2.99M
- Class
- COM
- Share
- 0.4%
iShares TRESG AWR MSCI USA$2.85M
- Class
- ESG AWR MSCI USA
- Share
- 0.4%
iShares TRNATIONAL MUN ETF$2.82M
- Class
- NATIONAL MUN ETF
- Share
- 0.4%
Astrazeneca PLCORD$2.8M
- Class
- ORD
- Share
- 0.3%
Schwab Strategic TRUS TIPS ETF$2.63M
- Class
- US TIPS ETF
- Share
- 0.3%
Amazon Com Inc.COM$2.57M
- Class
- COM
- Share
- 0.3%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$2.53M
- Class
- FTSE EMR MKT ETF
- Share
- 0.3%
Caterpillar Inc.COM$2.41M
- Class
- COM
- Share
- 0.3%
SPDR Gold TRGOLD SHS$2.32M
- Class
- GOLD SHS
- Share
- 0.3%
iShares TRCORE S&P US GWT$2.31M
- Class
- CORE S&P US GWT
- Share
- 0.3%
iShares TRS&P SML 600 GWT$2.24M
- Class
- S&P SML 600 GWT
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 151 positions by value, with holdings of the same security combined. The 151 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1727593
- File number
- 028-18193
- Options
- 0 call, 0 put
- In the 25 largest
- 78.9%
- Prior quarter
- $721M at 31 March 2026
- Positions opened
- 11
- Positions closed
- 5
Common questions
What are White Lighthouse Investment Management’s 13F holdings worth?
$802 million across 151 positions for the quarter ended 30 June 2026.
What is White Lighthouse Investment Management’s largest 13F holding?
VANGUARD INDEX FDS (GROWTH ETF) was the largest position at $133 million, or 16.6% of reported 13F value, as of 30 June 2026.
How concentrated is White Lighthouse Investment Management’s 13F portfolio?
The ten largest positions accounted for 59.1% of reported value and the twenty-five largest for 78.9%, across 151 positions as of 30 June 2026.
Does Form 13F show everything White Lighthouse Investment Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does White Lighthouse Investment Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.