White Lighthouse Investment Management Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 30, 2024), White Lighthouse Investment Management Inc. reported 131 stock positions worth $557.4 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 16.2% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 9.9%) and Vanguard Total Intl Stock (VXUS, 6.2%). Compared with Q2 2024, it opened 12 new positions, sold out of 2, added to 53 and reduced 42. The biggest buy was Vanguard High DVD Yield ETF (VYM, shares +3%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BEDFORD, MA
- CIK
- 0001727593
- Portfolio Value
- $557.4M (Q3 2024)
- SEC Filing
- 0001085146-24-005238 ↗ filed Oct 30, 2024
Holdings Value
Holdings 131 stocks · $557.4M
| VUG Vanguard Mrngstar GR ETF-Sui | 16.20% | 235,332 | $90.3M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 9.89% | 430,002 | $55.1M | Add +3.1% |
| VXUS Vanguard Total Intl Stock | 6.22% | 535,419 | $34.6M | Add +4.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.51% | 316,904 | $25.2M | Add +2.0% |
| SHV iShares 0-1 Year Treasury Bo | 4.09% | 205,823 | $22.8M | Add +2.4% |
| VGT Vanguard Info Tech ETF | 3.96% | 37,629 | $22.0M | Reduce -5.3% |
| BND Vanguard Total Bond Market | 3.43% | 254,887 | $19.1M | Add +12.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.15% | 100,979 | $17.6M | Add +2.5% |
| VCIT Vanguard Int-Term Corporate | 3.02% | 201,001 | $16.8M | Add +7.1% |
| IXUS iShares Core Intl Stock ETF | 2.49% | 191,123 | $13.9M | Add +0.9% |
| IAU iShares Gold Trust | 2.26% | 253,613 | $12.6M | Add +0.8% |
| VIG Vanguard Dividend Apprec ETF | 2.00% | 56,217 | $11.1M | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 1.77% | 26,259 | $9.9M | Reduce -4.8% |
| DVY iShares Select Dividend ETF | 1.67% | 68,883 | $9.3M | Add +2.5% |
| BSV Vanguard Short-Term Bond ETF | 1.62% | 114,817 | $9.0M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 1.58% | 16,725 | $8.8M | Add +6.7% |
| VHT Vanguard Health Care ETF | 1.41% | 27,849 | $7.9M | Reduce -0.6% |
| IGM iShares Expanded Tech Sector | 1.36% | 78,894 | $7.6M | Add +1.2% |
| AAPL Apple Inc. | 1.27% | 30,481 | $7.1M | Reduce -10.5% |
| VCLT Vanguard Long-Term Corp. Bond | 1.21% | 83,121 | $6.8M | Reduce -2.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.16% | 32,275 | $6.5M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.06% | 24,882 | $5.9M | Reduce -1.2% |
| VNQ Vanguard Real Estate ETF | 0.95% | 54,522 | $5.3M | Add +2.4% |
| VTIP Vanguard Short-Term Tips | 0.92% | 103,936 | $5.1M | Add +3.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.89% | 10,149 | $5.0M | Reduce -0.4% |
| VSGX Vanguard ESG Intl Stock ETF | 0.87% | 78,770 | $4.8M | Add +3.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.78% | 16,397 | $4.3M | Add +2.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.77% | 90,521 | $4.3M | Add +4.2% |
| ESGV Vanguard ESG US Stock ETF | 0.74% | 40,640 | $4.1M | Add +1.8% |
| VGSH Vanguard Short-Term Treasury | 0.71% | 66,904 | $3.9M | Reduce -1.0% |
| BIV Vanguard Intermediate-Term B | 0.69% | 48,805 | $3.8M | Add +6.1% |
| SCHD Schwab US DVD Equity ETF | 0.65% | 42,706 | $3.6M | Add +1.2% |
| AMZN Amazon.com Inc. | 0.58% | 17,330 | $3.2M | Add +0.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.57% | 18,891 | $3.2M | Reduce -2.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 10,789 | $3.1M | Add +2.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.52% | 11,888 | $2.9M | Add +1.3% |
| MUB iShares National Muni Bond E | 0.51% | 25,980 | $2.8M | Add +27.2% |
| VWO Vanguard Ftse Emerging Marke | 0.48% | 56,367 | $2.7M | Add +4.4% |
| MSFT Microsoft Corp. | 0.48% | 6,267 | $2.7M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 3,983 | $2.3M | Reduce -2.3% |
| SCHP Schwab U.S. Tips ETF | 0.41% | 42,225 | $2.3M | Add +4.7% |
| ESGU iShares ESG Aware MSCI USA | 0.38% | 16,799 | $2.1M | Add +0.4% |
| BLV Vanguard Long-Term Bond ETF | 0.36% | 26,591 | $2.0M | Add +19.0% |
| IXJ iShares Global Healthcare Et | 0.36% | 20,255 | $2.0M | Reduce -2.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.34% | 13,589 | $1.9M | No change |
| IBB iShares Biotechnology ETF | 0.33% | 12,519 | $1.8M | Reduce -0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 35,301 | $1.8M | Add +8.7% |
| GLD SPDR Gold Shares | 0.31% | 7,129 | $1.7M | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.30% | 15,123 | $1.6M | Reduce -1.8% |
| ESGD iShares Trust iShares ESG Aw | 0.29% | 19,442 | $1.6M | Add +3.0% |
| IUSG iShares Core S&P U.S. Growth | 0.29% | 12,400 | $1.6M | Reduce -4.8% |
| WMT Walmart Inc. | 0.29% | 20,221 | $1.6M | Add +0.3% |
| VCR Vanguard Consumer Discre ETF | 0.29% | 4,722 | $1.6M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 0.28% | 9,480 | $1.6M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 3,410 | $1.6M | No change |
| UNH Unitedhealth Group Inc. | 0.28% | 2,630 | $1.5M | No change |
| VEA Vanguard Ftse Developed ETF | 0.27% | 28,595 | $1.5M | Add +0.5% |
| VOX Vanguard Communication Servi | 0.27% | 10,243 | $1.5M | Reduce -2.7% |
| PM Philip Morris International | 0.26% | 11,999 | $1.5M | Add +71.4% |
| ICF iShares Select U.S. REIT ETF | 0.26% | 21,624 | $1.4M | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.24% | 21,574 | $1.4M | Add +1.4% |
| JNJ Johnson & Johnson | 0.24% | 8,329 | $1.3M | No change |
| SUB iShares Short-Term National | 0.24% | 12,500 | $1.3M | Add +31.6% |
| IVV iShares Core S&P 500 ETF | 0.22% | 2,132 | $1.2M | Reduce -3.2% |
| AMGN Amgen Inc. | 0.19% | 3,332 | $1.1M | No change |
| SGOL Abrdn Physical Gold Shares | 0.18% | 40,526 | $1.0M | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.18% | 2,571 | $1.0M | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.17% | 18,020 | $949K | No change |
| SO The Southern Co. | 0.17% | 10,229 | $922K | Reduce -27.5% |
| VGK Vanguard Ftse Europe ETF | 0.16% | 12,795 | $910K | Add +1.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.16% | 2,800 | $901K | Reduce -12.7% |
| BTI British American Tob-SP ADR | 0.16% | 23,852 | $873K | New |
| IJR iShares Core S&P Small-Cap E | 0.14% | 6,787 | $794K | Add +1.1% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.14% | 11,842 | $786K | Add +8.8% |
| VPU Vanguard Utilities ETF | 0.14% | 4,331 | $754K | Add +49.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.13% | 20,380 | $742K | Reduce -7.9% |
| PG The Procter & Gamble Co. | 0.13% | 4,051 | $702K | Add +0.5% |
| JNK SS SPDR BB High Yield Bond | 0.12% | 6,611 | $646K | Add +131.2% |
| EMB iShares JP Morgan Usd Emergi | 0.11% | 6,771 | $634K | Reduce -2.5% |
| QUAL iShares MSCI USA Quality Fac | 0.11% | 3,378 | $606K | Add +0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.10% | 2,058 | $542K | Add +4.7% |
| EW Edwards Lifesciences Corp. | 0.10% | 8,142 | $537K | No change |
| XLK SS Technology Select Sector | 0.09% | 2,319 | $524K | Add +10.5% |
| NUSC Nuveen ESG Small-Cap ETF | 0.09% | 12,082 | $518K | Reduce -6.2% |
| GDX Vaneck Gold Miners ETF | 0.09% | 12,946 | $516K | Reduce -2.3% |
| MRK Merck & Co. Inc. | 0.09% | 4,482 | $509K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.09% | 2,396 | $486K | Reduce -24.0% |
| MO Altria Group Inc. | 0.09% | 9,468 | $483K | New |
| VPL Vanguard Ftse Pacific ETF | 0.08% | 5,869 | $460K | No change |
| VFH Vanguard Financials ETF | 0.08% | 4,120 | $453K | Reduce -0.9% |
| NLY Annaly Capital Management Inc. | 0.08% | 22,431 | $450K | Add +115.7% |
| GOOG Alphabet Inc. Class C | 0.08% | 2,566 | $429K | No change |
| AFRM Affirm Holdings Inc. | 0.08% | 10,291 | $420K | Reduce -25.3% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.07% | 4,869 | $402K | Reduce -27.0% |
| PEP Pepsico Inc. | 0.07% | 2,335 | $397K | No change |
| AVGO Broadcom Inc. | 0.07% | 2,300 | $397K | Reduce -1.7% |
| IWP iShares Russell Mid-Cap Grow | 0.07% | 3,365 | $395K | Reduce -5.6% |
| SOXX iShares Semiconductor ETF | 0.07% | 1,687 | $389K | Add +0.1% |
| ICLN iShares Global Clean Energy | 0.07% | 26,002 | $382K | Reduce -7.9% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 3,647 | $380K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.1% | 16.20% | −0.78 |
| VGT Vanguard Info Tech ETF | Reduce -5.3% | 3.96% | −0.46 |
| IWF iShares Russell 1000 Growth | Reduce -4.8% | 1.77% | −0.17 |
| AAPL Apple Inc. | Reduce -10.5% | 1.27% | −0.11 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.2% | 1.62% | −0.10 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.08 |
| ANET Arista Networks Inc. | Reduce -63.3% | 0.04% | −0.06 |
| MSFT Microsoft Corp. | Reduce -1.0% | 0.48% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 0.89% | −0.05 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.0% | 0.71% | −0.05 |
| SO The Southern Co. | Reduce -27.5% | 0.17% | −0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Sold out | 0.00% | −0.04 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -2.2% | 1.21% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -12.7% | 0.16% | −0.03 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -27.0% | 0.07% | −0.03 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -24.0% | 0.09% | −0.03 |
| VHT Vanguard Health Care ETF | Reduce -0.6% | 1.41% | −0.03 |
| IUSG iShares Core S&P U.S. Growth | Reduce -4.8% | 0.29% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.3% | 0.41% | −0.02 |
| IXJ iShares Global Healthcare Et | Reduce -2.5% | 0.36% | −0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -1.8% | 0.30% | −0.01 |
| VOX Vanguard Communication Servi | Reduce -2.7% | 0.27% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -3.2% | 0.22% | −0.01 |
| VONG Vanguard Russell 1000 Growth | Reduce -12.7% | 0.06% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -7.9% | 0.13% | −0.01 |
| HON Honeywell International Inc. | Reduce -3.9% | 0.05% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -7.1% | 0.06% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -0.4% | 0.33% | −0.01 |
| SCHO Schwab Short-Term US Treas | Reduce -6.0% | 0.05% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -5.6% | 0.07% | −0.01 |
| AFRM Affirm Holdings Inc. | Reduce -25.3% | 0.08% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -2.5% | 0.11% | −0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -6.2% | 0.09% | −0.00 |
| ICLN iShares Global Clean Energy | Reduce -7.9% | 0.07% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -8.2% | 0.04% | −0.00 |
| AVGO Broadcom Inc. | Reduce -1.7% | 0.07% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.2% | 1.06% | −0.00 |
| VFH Vanguard Financials ETF | Reduce -0.9% | 0.08% | +0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.9% | 0.57% | +0.00 |
| GDX Vaneck Gold Miners ETF | Reduce -2.3% | 0.09% | +0.01 |
| SGOL Abrdn Physical Gold Shares | Reduce -0.6% | 0.18% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 2.00% | +0.01 |
| ICF iShares Select U.S. REIT ETF | Reduce -0.3% | 0.26% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.6% | 1.16% | +0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| VYM Vanguard High DVD Yield ETF | Add +3.1% | 9.89% | +0.35 |
| BND Vanguard Total Bond Market | Add +12.8% | 3.43% | +0.29 |
| VXUS Vanguard Total Intl Stock | Add +4.1% | 6.22% | +0.23 |
| BTI British American Tob-SP ADR | New | 0.16% | +0.16 |
| IAU iShares Gold Trust | Add +0.8% | 2.26% | +0.13 |
| VCIT Vanguard Int-Term Corporate | Add +7.1% | 3.02% | +0.13 |
| PM Philip Morris International | Add +71.4% | 0.26% | +0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.5% | 3.15% | +0.11 |
| DVY iShares Select Dividend ETF | Add +2.5% | 1.67% | +0.10 |
| VNQ Vanguard Real Estate ETF | Add +2.4% | 0.95% | +0.09 |
| MO Altria Group Inc. | New | 0.09% | +0.09 |
| MUB iShares National Muni Bond E | Add +27.2% | 0.51% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +6.7% | 1.58% | +0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.06% | +0.06 |
| JNK SS SPDR BB High Yield Bond | Add +131.2% | 0.12% | +0.06 |
| BLV Vanguard Long-Term Bond ETF | Add +19.0% | 0.36% | +0.06 |
| VPU Vanguard Utilities ETF | Add +49.4% | 0.14% | +0.05 |
| EFIV SS SPDR S&P 500 ESG ETF | New | 0.05% | +0.05 |
| COST Costco Wholesale Corp. | New | 0.05% | +0.05 |
| SUB iShares Short-Term National | Add +31.6% | 0.24% | +0.05 |
| MDLZ Mondelez International Inc. Class A | New | 0.05% | +0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.04% | +0.04 |
| NLY Annaly Capital Management Inc. | Add +115.7% | 0.08% | +0.04 |
| CVX Chevron Corp. | New | 0.04% | +0.04 |
| VCEB Vanguard ESG US Corp. Bond | New | 0.04% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.04% | +0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +0.3% | 0.29% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.6% | 0.78% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +4.4% | 0.48% | +0.03 |
| VSGX Vanguard ESG Intl Stock ETF | Add +3.0% | 0.87% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +6.1% | 0.69% | +0.02 |
| IXUS iShares Core Intl Stock ETF | Add +0.9% | 2.49% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +1.2% | 0.65% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +32.3% | 0.06% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +8.7% | 0.32% | +0.01 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +8.8% | 0.14% | +0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +4.2% | 0.77% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.9% | 0.55% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +3.0% | 0.29% | +0.01 |
| VCR Vanguard Consumer Discre ETF | Add +1.0% | 0.29% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +1.1% | 0.14% | +0.00 |
| AMARIN CORP PLC | New | 0.00% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.4% | 0.24% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +4.7% | 0.10% | +0.00 |
| XLK SS Technology Select Sector | Add +10.5% | 0.09% | +0.00 |
| SCHP Schwab U.S. Tips ETF | Add +4.7% | 0.41% | +0.00 |
| VGK Vanguard Ftse Europe ETF | Add +1.8% | 0.16% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +1.5% | 0.05% | +0.00 |
| SCHC Schwab Intl Small-Cap Equity | Add +0.3% | 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 |