§ 13F · FUND PROFILE
White Lighthouse Investment Management Inc..
AUM · $802M (13F)Positions · 151Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 1.54M | $133M | 16.6% | +523% |
| 2 | SHV | ISHARES TR | 607K | $67M | 8.3% | +17% |
| 3 | VXUS | VANGUARD STAR FDS | 641K | $55M | 6.8% | ±0% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 342K | $54M | 6.7% | −11% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 391K | $31M | 3.8% | +2% |
| 6 | VGT | VANGUARD WORLD FD | 253K | $30M | 3.8% | +681% |
| 7 | BND | VANGUARD BD INDEX FDS | 394K | $29M | 3.6% | +3% |
| 8 | VTV | VANGUARD INDEX FDS | 129K | $28M | 3.5% | −2% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 835K | $26M | 3.3% | +22% |
| 10 | IGM | ISHARES TR | 129K | $21M | 2.6% | +4% |
§ 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 $802 million in assets. The fund runs a portfolio of 151 positions.
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