§ 13F · FUND PROFILE
White Lighthouse Investment Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $614.8T (13F)Positions · 138Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 240K | $117.2T | 16.4% | +1% |
| 2 | VYM | VANGUARD WHITEHALL FDS | 472K | $67.7T | 9.5% | +2% |
| 3 | SHV | ISHARES TR | 472K | $52.0T | 7.3% | +46% |
| 4 | VXUS | VANGUARD STAR FDS | 593K | $44.8T | 6.2% | +3% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 366K | $29.2T | 4.1% | +4% |
| 6 | BND | VANGUARD BD INDEX FDS | 371K | $27.5T | 3.8% | +17% |
| 7 | VTV | VANGUARD INDEX FDS | 131K | $25.1T | 3.5% | +4% |
| 8 | VGT | VANGUARD WORLD FD | 33K | $24.6T | 3.4% | −2% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 201K | $16.8T | 2.3% | +1% |
| 10 | IAU | ISHARES GOLD TR | 207K | $16.8T | 2.3% | −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 $614813.7 trillion in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed