§ 13F · FUND PROFILE
White Lighthouse Investment Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $656M (13F)Positions · 139Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 248K | $108M | 15.0% | +3% |
| 2 | SHV | ISHARES TR | 520K | $57M | 8.0% | +10% |
| 3 | VYM | VANGUARD WHITEHALL FDS | 383K | $57M | 7.9% | −19% |
| 4 | VXUS | VANGUARD STAR FDS | 644K | $50M | 6.9% | +8% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 384K | $30M | 4.2% | +5% |
| 6 | BND | VANGUARD BD INDEX FDS | 383K | $28M | 3.9% | +3% |
| 7 | VTV | VANGUARD INDEX FDS | 131K | $26M | 3.6% | ±0% |
| 8 | VGT | VANGUARD WORLD FD | 32K | $23M | 3.1% | −1% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 685K | $21M | 2.9% | +265% |
| 10 | IAU | ISHARES GOLD TR | 194K | $17M | 2.4% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHITE SIGNAL
AC read
White Lighthouse Investment Management Inc. is a Other fund managing $656 million in assets. The fund runs a portfolio of 139 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed