White Lighthouse Investment Management Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), White Lighthouse Investment Management Inc. reported 151 stock positions worth $802.3 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 16.6% of the portfolio, followed by iShares 0-1 Year Treasury Bo (SHV, 8.3%) and Vanguard Total Intl Stock (VXUS, 6.8%). Compared with Q1 2026, it opened 11 new positions, sold out of 5, added to 56 and reduced 68. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +4%) and the biggest sale Vanguard High DVD Yield ETF (VYM, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- BEDFORD, MA
- CIK
- 0001727593
- Portfolio Value
- $802.3M (Q2 2026)
- SEC Filing
- 0001727593-26-000007 ↗ filed Aug 5, 2026
Holdings Value
Holdings 151 stocks · $802.3M
| VUG Vanguard Mrngstar GR ETF-Sui | 16.58% | 1,544,459 | $133.0M | Add +3.8% |
| SHV iShares 0-1 Year Treasury Bo | 8.34% | 606,646 | $66.9M | Add +16.8% |
| VXUS Vanguard Total Intl Stock | 6.83% | 641,058 | $54.8M | Reduce -0.4% |
| VYM Vanguard High DVD Yield ETF | 6.73% | 341,684 | $54.0M | Reduce -10.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.85% | 390,825 | $30.9M | Add +1.9% |
| VGT Vanguard Info Tech ETF | 3.77% | 253,028 | $30.2M | Reduce -2.3% |
| BND Vanguard Total Bond Market | 3.61% | 394,254 | $28.9M | Add +2.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.50% | 128,941 | $28.1M | Reduce -1.7% |
| SCHD Schwab US DVD Equity ETF | 3.30% | 835,391 | $26.5M | Add +22.0% |
| IGM iShares Expanded Tech Sector | 2.63% | 128,824 | $21.1M | Add +4.4% |
| IXUS iShares Core Intl Stock ETF | 2.18% | 182,901 | $17.5M | Reduce -1.5% |
| IAU iShares Gold Trust | 1.85% | 196,065 | $14.8M | Add +1.3% |
| VCIT Vanguard Int-Term Corporate | 1.74% | 168,428 | $13.9M | Reduce -12.4% |
| VOO Vanguard S&P 500 ETF | 1.58% | 18,466 | $12.7M | Reduce -1.8% |
| VIG Vanguard Dividend Apprec ETF | 1.53% | 51,946 | $12.3M | Reduce -0.8% |
| DVY iShares Select Dividend ETF | 1.36% | 70,028 | $10.9M | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 1.35% | 87,289 | $10.8M | Reduce -2.9% |
| BSV Vanguard Short-Term Bond ETF | 1.21% | 124,748 | $9.7M | Add +3.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.13% | 99,007 | $9.1M | Add +26.9% |
| VTIP Vanguard Short-Term Tips | 1.12% | 179,052 | $9.0M | Add +5.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.11% | 36,641 | $8.9M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.01% | 26,615 | $8.1M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.90% | 9,837 | $7.2M | Add +1.0% |
| VHT Vanguard Health Care ETF | 0.89% | 23,758 | $7.1M | Reduce -4.0% |
| VSGX Vanguard ESG Intl Stock ETF | 0.82% | 80,017 | $6.6M | Add +2.6% |
| AAPL Apple Inc. | 0.78% | 21,636 | $6.3M | Reduce -2.3% |
| ESGV Vanguard ESG US Stock ETF | 0.78% | 47,053 | $6.2M | Add +0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.72% | 71,920 | $5.8M | Add +1.3% |
| VNQ Vanguard Real Estate ETF | 0.65% | 54,317 | $5.2M | Reduce -8.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 13,481 | $5.0M | Reduce -1.6% |
| VGSH Vanguard Short-Term Treasury | 0.59% | 81,101 | $4.7M | Add +2.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.54% | 94,329 | $4.4M | Add +10.8% |
| GOOG Alphabet Inc. Class C | 0.53% | 11,953 | $4.2M | Reduce -3.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.52% | 13,586 | $4.2M | Add +2.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.47% | 19,039 | $3.8M | Add +1.2% |
| BIV Vanguard Intermediate-Term B | 0.47% | 48,922 | $3.8M | Reduce -0.8% |
| VPU Vanguard Utilities ETF | 0.43% | 17,610 | $3.4M | Reduce -6.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 4,533 | $3.4M | Add +4.4% |
| GOOGL Alphabet Inc. Class A | 0.39% | 8,848 | $3.2M | Reduce -8.1% |
| MSFT Microsoft Corp. | 0.37% | 8,014 | $3.0M | Reduce -9.8% |
| ESGU iShares ESG Aware MSCI USA | 0.35% | 17,387 | $2.8M | Add +1.1% |
| MUB iShares National Muni Bond E | 0.35% | 26,230 | $2.8M | Add +4.6% |
| AZN Astrazeneca PLC | 0.35% | 14,790 | $2.8M | New |
| SCHP Schwab U.S. Tips ETF | 0.33% | 99,176 | $2.6M | Add +2.3% |
| AMZN Amazon.com Inc. | 0.32% | 10,784 | $2.6M | Reduce -0.5% |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 42,452 | $2.5M | Reduce -13.4% |
| CAT Caterpillar Inc. | 0.30% | 2,267 | $2.4M | Reduce -7.4% |
| GLD SPDR Gold Shares | 0.29% | 6,301 | $2.3M | Reduce -8.5% |
| IUSG iShares Core S&P U.S. Growth | 0.29% | 12,257 | $2.3M | Reduce -0.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.28% | 12,559 | $2.2M | Reduce -2.5% |
| VGK Vanguard Ftse Europe ETF | 0.27% | 24,312 | $2.2M | Add +0.4% |
| XLK SS Technology Select Sector | 0.25% | 10,494 | $2.0M | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.24% | 13,257 | $1.9M | Add +2.4% |
| ESGD iShares Trust iShares ESG Aw | 0.23% | 18,035 | $1.9M | Add +2.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 21,733 | $1.8M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 0.22% | 2,324 | $1.7M | Add +7.0% |
| VEA Vanguard Ftse Developed ETF | 0.22% | 24,272 | $1.7M | Reduce -0.8% |
| IBB iShares Biotechnology ETF | 0.21% | 9,050 | $1.7M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 3,387 | $1.7M | Reduce -20.9% |
| SOXX iShares Semiconductor ETF | 0.20% | 2,525 | $1.6M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.20% | 6,300 | $1.6M | Reduce -0.6% |
| WMT Walmart Inc. | 0.20% | 14,010 | $1.6M | Reduce -0.0% |
| IXJ iShares Global Healthcare Et | 0.20% | 16,125 | $1.6M | Reduce -0.9% |
| VCR Vanguard Consumer Discre ETF | 0.20% | 3,990 | $1.6M | Reduce -7.8% |
| SUB iShares Short-Term National | 0.19% | 14,500 | $1.5M | Add +14.8% |
| PM Philip Morris International | 0.19% | 8,532 | $1.5M | Reduce -23.7% |
| VOX Vanguard Communication Servi | 0.19% | 8,229 | $1.5M | Reduce -5.3% |
| LLY Eli Lilly & Co. | 0.17% | 1,166 | $1.4M | No change |
| EMB iShares JP Morgan Usd Emergi | 0.17% | 14,127 | $1.4M | Add +8.3% |
| JNK SS SPDR BB High Yield Bond | 0.17% | 13,903 | $1.3M | Reduce -0.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.16% | 19,597 | $1.3M | Add +2.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 24,677 | $1.2M | Add +2.6% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.15% | 10,401 | $1.2M | Add +6.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.15% | 14,952 | $1.2M | Add +14.0% |
| SGOL Abrdn Physical Gold Shares | 0.15% | 30,682 | $1.2M | Reduce -0.6% |
| SUSC iShares ESG Aware Usd Corpor | 0.13% | 46,388 | $1.1M | Add +4.0% |
| NVDA Nvidia Corp. | 0.13% | 5,258 | $1.1M | Add +0.7% |
| QUAL iShares MSCI USA Quality Fac | 0.13% | 4,739 | $1.0M | Add +5.9% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 6,938 | $1.0M | Reduce -0.2% |
| AMGN Amgen Inc. | 0.12% | 2,633 | $954K | Reduce -21.0% |
| VFH Vanguard Financials ETF | 0.12% | 7,123 | $938K | Reduce -0.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.12% | 17,825 | $934K | Add +0.4% |
| NUSC Nuveen ESG Small-Cap ETF | 0.11% | 16,890 | $880K | Add +5.6% |
| MAR Marriott International Class A | 0.11% | 2,335 | $865K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 15,192 | $831K | Reduce -4.8% |
| ICF iShares Select U.S. REIT ETF | 0.10% | 12,084 | $817K | Reduce -21.8% |
| CSCO Cisco Systems Inc. | 0.10% | 6,573 | $772K | Reduce -1.5% |
| GREK Global X MSCI Greece ETF | 0.09% | 9,970 | $753K | New |
| AFRM Affirm Holdings Inc. | 0.09% | 9,140 | $745K | Add +13.1% |
| VCLT Vanguard Long-Term Corp. Bond | 0.09% | 9,784 | $736K | Reduce -55.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.09% | 364 | $724K | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 0.09% | 2,187 | $716K | Reduce -19.2% |
| UNH Unitedhealth Group Inc. | 0.09% | 1,686 | $701K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.08% | 5,869 | $679K | Add +1.4% |
| GDX Vaneck Gold Miners ETF | 0.08% | 8,976 | $677K | Reduce -1.1% |
| MO Altria Group Inc. | 0.08% | 9,203 | $662K | Add +0.0% |
| EW Edwards Lifesciences Corp. | 0.08% | 7,107 | $643K | No change |
| SCHG Schwab US Large-Cap Growth | 0.08% | 18,633 | $631K | Reduce -3.5% |
| EFA iShares MSCI Eafe ETF | 0.08% | 6,058 | $629K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 1,779 | $612K | Reduce -0.3% |
Portfolio Sells Q1 2026 → Q2 2026
| VYM Vanguard High DVD Yield ETF | Reduce -10.8% | 6.73% | −1.14 |
| VCIT Vanguard Int-Term Corporate | Reduce -12.4% | 1.74% | −0.47 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.42 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -55.0% | 0.09% | −0.13 |
| GLD SPDR Gold Shares | Reduce -8.5% | 0.29% | −0.12 |
| DVY iShares Select Dividend ETF | Reduce -0.9% | 1.36% | −0.12 |
| GLOBAL X MSCI GREECE ETF | Sold out | 0.00% | −0.09 |
| VPU Vanguard Utilities ETF | Reduce -6.0% | 0.43% | −0.09 |
| MSFT Microsoft Corp. | Reduce -9.8% | 0.37% | −0.08 |
| VNQ Vanguard Real Estate ETF | Reduce -8.5% | 0.65% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -20.9% | 0.21% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.7% | 3.50% | −0.07 |
| PM Philip Morris International | Reduce -23.7% | 0.19% | −0.06 |
| BIV Vanguard Intermediate-Term B | Reduce -0.8% | 0.47% | −0.06 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.5% | 2.18% | −0.06 |
| VXUS Vanguard Total Intl Stock | Reduce -0.4% | 6.83% | −0.06 |
| SO The Southern Co. | Reduce -34.3% | 0.08% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -13.4% | 0.32% | −0.05 |
| VHT Vanguard Health Care ETF | Reduce -4.0% | 0.89% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -37.2% | 0.06% | −0.05 |
| SGOL Abrdn Physical Gold Shares | Reduce -0.6% | 0.15% | −0.04 |
| AMGN Amgen Inc. | Reduce -21.0% | 0.12% | −0.04 |
| WMT Walmart Inc. | Reduce -0.0% | 0.20% | −0.04 |
| BLV Vanguard Long-Term Bond ETF | Sold out | 0.00% | −0.04 |
| GDX Vaneck Gold Miners ETF | Reduce -1.1% | 0.08% | −0.03 |
| ICF iShares Select U.S. REIT ETF | Reduce -21.8% | 0.10% | −0.03 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.03 |
| GLW Corning Inc. | Sold out | 0.00% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.8% | 1.53% | −0.03 |
| VOX Vanguard Communication Servi | Reduce -5.3% | 0.19% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -33.8% | 0.06% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -3.6% | 0.05% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -19.2% | 0.09% | −0.02 |
| JNK SS SPDR BB High Yield Bond | Reduce -0.4% | 0.17% | −0.02 |
| VCR Vanguard Consumer Discre ETF | Reduce -7.8% | 0.20% | −0.02 |
| CVX Chevron Corp. | Reduce -9.9% | 0.03% | −0.02 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.20% | −0.02 |
| IXJ iShares Global Healthcare Et | Reduce -0.9% | 0.20% | −0.01 |
| MDT Medtronic PLC | Reduce -16.1% | 0.03% | −0.01 |
| NLY Annaly Capital Management Inc. | Reduce -4.6% | 0.07% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -1.1% | 0.06% | −0.01 |
| SPGI S&P Global Inc. | Reduce -0.8% | 0.03% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.9% | 1.11% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.8% | 0.04% | −0.00 |
| VFH Vanguard Financials ETF | Reduce -0.2% | 0.12% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -2.4% | 0.21% | −0.00 |
| HD Home Depot Inc. | Reduce -0.8% | 0.04% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -5.7% | 0.04% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.8% | 0.22% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -9.0% | 0.04% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.8% | 16.58% | +1.55 |
| IGM iShares Expanded Tech Sector | Add +4.4% | 2.63% | +0.60 |
| SHV iShares 0-1 Year Treasury Bo | Add +16.8% | 8.34% | +0.39 |
| SCHD Schwab US DVD Equity ETF | Add +22.0% | 3.30% | +0.39 |
| AZN Astrazeneca PLC | New | 0.35% | +0.35 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +26.9% | 1.13% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.0% | 0.90% | +0.12 |
| GREK Global X MSCI Greece ETF | New | 0.09% | +0.09 |
| ESGV Vanguard ESG US Stock ETF | Add +0.9% | 0.78% | +0.05 |
| ORCL Oracle Corp. | New | 0.05% | +0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +2.8% | 0.52% | +0.05 |
| VSGX Vanguard ESG Intl Stock ETF | Add +2.6% | 0.82% | +0.04 |
| AFRM Affirm Holdings Inc. | Add +13.1% | 0.09% | +0.04 |
| AMD Advanced Micro Devices | New | 0.03% | +0.03 |
| EXPE Expedia Group Inc. | New | 0.03% | +0.03 |
| VT Vanguard Tot World STK ETF | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.4% | 0.42% | +0.03 |
| IYW iShares Ustechnology ETF | New | 0.03% | +0.03 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +6.3% | 0.15% | +0.03 |
| SUSA iShares ESG Optimized MSCI U | New | 0.03% | +0.03 |
| QCOM Qualcomm Inc. | New | 0.03% | +0.03 |
| INTC Intel Corp. | New | 0.03% | +0.03 |
| SBUX Starbucks Corp. | New | 0.03% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +7.0% | 0.22% | +0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +2.4% | 0.24% | +0.02 |
| ESGU iShares ESG Aware MSCI USA | Add +1.1% | 0.35% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.3% | 0.72% | +0.01 |
| ICSH iShares Ultra Short Duration | Add +35.7% | 0.06% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +5.9% | 0.13% | +0.01 |
| NUSC Nuveen ESG Small-Cap ETF | Add +5.6% | 0.11% | +0.01 |
| VPL Vanguard Ftse Pacific ETF | Add +1.4% | 0.08% | +0.01 |
| SUB iShares Short-Term National | Add +14.8% | 0.19% | +0.01 |
| NVDA Nvidia Corp. | Add +0.7% | 0.13% | +0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +14.0% | 0.15% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1.6% | 0.04% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.6% | 0.23% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +5.8% | 0.05% | +0.00 |
| VONG Vanguard Russell 1000 Growth | Add +2.4% | 0.05% | +0.00 |
| ICLN iShares Global Clean Energy | Add +2.3% | 0.06% | +0.00 |
| KBWB Invesco KBW Bank ETF | Add +0.1% | 0.03% | +0.00 |
| XLF SS Financial Select Sector | Add +3.0% | 0.03% | +0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +8.3% | 0.17% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.5% | 0.03% | −0.00 |
| XLV SS Health Care Select Sector | Add +2.2% | 0.05% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +2.9% | 0.23% | −0.00 |
| MRK Merck & Co. Inc. | Add +2.0% | 0.07% | −0.00 |
| MO Altria Group Inc. | Add +0.0% | 0.08% | −0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +0.5% | 0.03% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +10.8% | 0.54% | −0.00 |
| VCEB Vanguard ESG US Corp. Bond | Add +5.7% | 0.05% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 151 | $802.3M | VUG, SHV, VXUS, VYM, VCSH |
| Q1 2026 | 145 | $720.8M | VUG, SHV, VYM, VXUS, VCSH |
| Q4 2025 | 150 | $716.4M | VUG, VYM, SHV, VXUS, VCSH |
| Q3 2025 | 139 | $656.0M | VUG, VYM, VXUS, SHV, VCSH |
| Q2 2025 | 138 | $614.8M | VUG, VYM, VXUS, SHV, VCSH |
| Q1 2025 | 133 | $560.0M | VUG, VYM, VXUS, SHV, VCSH |
| Q4 2024 | 133 | $569.2M | VUG, VYM, VXUS, SHV, VCSH |
| Q3 2024 | 131 | $557.4M | VUG, VYM, VXUS, VCSH, SHV |
| Q2 2024 | 121 | $518.3M | VUG, VYM, VXUS, VCSH, VGT |
| Q1 2024 | 120 | $492.3M | VUG, VYM, VXUS, VCSH, VGT |