White Lighthouse Investment Management Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), White Lighthouse Investment Management Inc. reported 133 stock positions worth $560.0 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 15.5% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 10.2%) and Vanguard Total Intl Stock (VXUS, 6.4%). Compared with Q4 2024, it opened 5 new positions, sold out of 5, added to 51 and reduced 63. The biggest buy was iShares 0-1 Year Treasury Bo (SHV, shares +13%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BEDFORD, MA
- CIK
- 0001727593
- Portfolio Value
- $560.0M (Q1 2025)
- SEC Filing
- 0001085146-25-002958 ↗ filed May 12, 2025
Holdings Value
Holdings 133 stocks · $560.0M
| VUG Vanguard Mrngstar GR ETF-Sui | 15.46% | 233,414 | $86.6M | Reduce -0.5% |
| VYM Vanguard High DVD Yield ETF | 10.18% | 441,874 | $57.0M | Add +1.6% |
| VXUS Vanguard Total Intl Stock | 6.41% | 578,467 | $35.9M | Add +2.4% |
| SHV iShares 0-1 Year Treasury Bo | 5.66% | 287,038 | $31.7M | Add +12.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.47% | 317,159 | $25.0M | Reduce -0.5% |
| BND Vanguard Total Bond Market | 3.92% | 299,142 | $22.0M | Add +6.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.44% | 111,471 | $19.3M | Add +6.7% |
| VGT Vanguard Info Tech ETF | 3.30% | 34,075 | $18.5M | Reduce -7.7% |
| VCIT Vanguard Int-Term Corporate | 3.04% | 208,182 | $17.0M | Reduce -0.8% |
| IAU iShares Gold Trust | 2.49% | 236,508 | $13.9M | Reduce -4.5% |
| IXUS iShares Core Intl Stock ETF | 2.40% | 192,895 | $13.5M | Reduce -1.6% |
| VIG Vanguard Dividend Apprec ETF | 1.77% | 51,016 | $9.9M | Reduce -4.8% |
| DVY iShares Select Dividend ETF | 1.53% | 63,992 | $8.6M | Reduce -3.7% |
| VOO Vanguard S&P 500 ETF | 1.53% | 16,715 | $8.6M | Add +1.3% |
| BSV Vanguard Short-Term Bond ETF | 1.53% | 109,344 | $8.6M | Reduce -8.6% |
| IWF iShares Russell 1000 Growth | 1.51% | 23,345 | $8.4M | Reduce -6.9% |
| VHT Vanguard Health Care ETF | 1.32% | 27,830 | $7.4M | Add +0.5% |
| IGM iShares Expanded Tech Sector | 1.30% | 80,350 | $7.3M | Add +1.9% |
| AAPL Apple Inc. | 1.17% | 29,551 | $6.6M | Reduce -5.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.14% | 34,313 | $6.4M | Add +4.0% |
| VCLT Vanguard Long-Term Corp. Bond | 1.06% | 78,493 | $6.0M | Reduce -6.9% |
| VTIP Vanguard Short-Term Tips | 1.00% | 112,771 | $5.6M | Reduce -1.5% |
| VNQ Vanguard Real Estate ETF | 0.98% | 60,903 | $5.5M | Add +6.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.96% | 24,150 | $5.4M | Reduce -3.6% |
| VSGX Vanguard ESG Intl Stock ETF | 0.88% | 83,243 | $4.9M | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.81% | 17,493 | $4.5M | Add +3.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.77% | 9,250 | $4.3M | Reduce -4.6% |
| VGSH Vanguard Short-Term Treasury | 0.74% | 70,509 | $4.1M | Reduce -4.8% |
| ESGV Vanguard ESG US Stock ETF | 0.74% | 42,045 | $4.1M | Add +3.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.74% | 89,363 | $4.1M | Reduce -3.0% |
| BIV Vanguard Intermediate-Term B | 0.68% | 49,386 | $3.8M | Reduce -5.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.65% | 13,310 | $3.7M | Add +27.1% |
| SCHD Schwab US DVD Equity ETF | 0.64% | 128,715 | $3.6M | Reduce -1.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.54% | 18,845 | $3.0M | Reduce -2.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.51% | 11,760 | $2.9M | Reduce -5.6% |
| AMZN Amazon.com Inc. | 0.48% | 14,218 | $2.7M | Reduce -12.5% |
| MUB iShares National Muni Bond E | 0.47% | 25,093 | $2.6M | Reduce -7.5% |
| MSFT Microsoft Corp. | 0.43% | 6,478 | $2.4M | Add +3.5% |
| SCHP Schwab U.S. Tips ETF | 0.42% | 88,203 | $2.4M | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 3,968 | $2.2M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 4,132 | $2.2M | Add +21.2% |
| VWO Vanguard Ftse Emerging Marke | 0.37% | 45,322 | $2.1M | Reduce -17.8% |
| ESGU iShares ESG Aware MSCI USA | 0.36% | 16,604 | $2.0M | Reduce -2.5% |
| GLD SPDR Gold Shares | 0.35% | 6,813 | $2.0M | Reduce -3.8% |
| WMT Walmart Inc. | 0.32% | 20,561 | $1.8M | Add +1.3% |
| BLV Vanguard Long-Term Bond ETF | 0.32% | 25,081 | $1.8M | Reduce -4.7% |
| IXJ iShares Global Healthcare Et | 0.31% | 19,276 | $1.8M | Reduce -3.0% |
| PM Philip Morris International | 0.30% | 10,479 | $1.7M | Reduce -12.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.29% | 13,071 | $1.6M | Reduce -3.3% |
| ESGD iShares Trust iShares ESG Aw | 0.28% | 19,126 | $1.6M | Reduce -4.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.28% | 15,215 | $1.6M | Add +1.8% |
| VCR Vanguard Consumer Discre ETF | 0.28% | 4,772 | $1.6M | Reduce -0.8% |
| VOX Vanguard Communication Servi | 0.27% | 10,223 | $1.5M | Reduce -0.9% |
| IUSG iShares Core S&P U.S. Growth | 0.26% | 11,509 | $1.5M | Reduce -2.0% |
| IBB iShares Biotechnology ETF | 0.26% | 11,331 | $1.4M | Reduce -6.7% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 26,038 | $1.3M | Reduce -3.3% |
| SUB iShares Short-Term National | 0.24% | 12,500 | $1.3M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 26,201 | $1.3M | Reduce -26.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 21,275 | $1.3M | Add +0.0% |
| VPU Vanguard Utilities ETF | 0.22% | 7,362 | $1.3M | Add +58.7% |
| GOOGL Alphabet Inc. Class A | 0.22% | 8,022 | $1.2M | Reduce -17.5% |
| JNK SS SPDR BB High Yield Bond | 0.22% | 12,933 | $1.2M | Add +91.7% |
| ICF iShares Select U.S. REIT ETF | 0.22% | 19,739 | $1.2M | Reduce -4.7% |
| IVV iShares Core S&P 500 ETF | 0.22% | 2,147 | $1.2M | Reduce -1.5% |
| SGOL Abrdn Physical Gold Shares | 0.21% | 38,898 | $1.2M | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.21% | 6,930 | $1.1M | Reduce -17.8% |
| AMGN Amgen Inc. | 0.19% | 3,431 | $1.1M | Add +2.9% |
| UNH Unitedhealth Group Inc. | 0.19% | 2,029 | $1.1M | Reduce -19.4% |
| CAT Caterpillar Inc. | 0.18% | 3,041 | $1.0M | Add +19.2% |
| BTI British American Tob-SP ADR | 0.18% | 23,852 | $987K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.18% | 18,820 | $986K | No change |
| VGK Vanguard Ftse Europe ETF | 0.16% | 12,818 | $900K | Add +4.6% |
| PG The Procter & Gamble Co. | 0.16% | 5,104 | $870K | Add +26.0% |
| MAR Marriott International Class A | 0.14% | 3,335 | $794K | Reduce -29.6% |
| VFH Vanguard Financials ETF | 0.13% | 6,321 | $755K | Add +31.3% |
| SO The Southern Co. | 0.13% | 8,159 | $750K | Reduce -20.2% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 6,364 | $750K | Reduce -2.7% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.13% | 11,612 | $745K | Reduce -2.3% |
| VCEB Vanguard ESG US Corp. Bond | 0.12% | 10,420 | $656K | Add +3.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.11% | 18,210 | $636K | Reduce -2.5% |
| EW Edwards Lifesciences Corp. | 0.11% | 8,142 | $590K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.10% | 1,861 | $575K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.10% | 3,310 | $566K | Reduce -1.3% |
| GDX Vaneck Gold Miners ETF | 0.10% | 12,286 | $565K | Reduce -4.9% |
| MO Altria Group Inc. | 0.10% | 9,397 | $564K | Reduce -0.8% |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 6,170 | $559K | Add +2.3% |
| NUSC Nuveen ESG Small-Cap ETF | 0.10% | 14,309 | $549K | Add +19.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 1,955 | $507K | No change |
| JPM JPMorgan Chase & Co. | 0.09% | 1,960 | $481K | Add +7.6% |
| NLY Annaly Capital Management Inc. | 0.08% | 22,449 | $456K | Add +0.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.08% | 5,662 | $443K | Add +23.2% |
| AFRM Affirm Holdings Inc. | 0.08% | 9,542 | $431K | Add +13.1% |
| VPL Vanguard Ftse Pacific ETF | 0.08% | 5,869 | $425K | No change |
| GOOG Alphabet Inc. Class C | 0.07% | 2,666 | $416K | Add +3.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.07% | 2,023 | $409K | Reduce -6.0% |
| CSCO Cisco Systems Inc. | 0.07% | 6,430 | $397K | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.07% | 4,373 | $393K | Reduce -22.5% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 14,674 | $367K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.06% | 3,031 | $360K | Add +1.1% |
| ICSH iShares Ultra Short Duration | 0.06% | 7,000 | $355K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.5% | 15.46% | −1.46 |
| VGT Vanguard Info Tech ETF | Reduce -7.7% | 3.30% | −0.73 |
| IWF iShares Russell 1000 Growth | Reduce -6.9% | 1.51% | −0.26 |
| AAPL Apple Inc. | Reduce -5.7% | 1.17% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -12.5% | 0.48% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -17.5% | 0.22% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.6% | 0.96% | −0.10 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.6% | 0.77% | −0.10 |
| BSV Vanguard Short-Term Bond ETF | Reduce -8.6% | 1.53% | −0.10 |
| MAR Marriott International Class A | Reduce -29.6% | 0.14% | −0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -26.8% | 0.23% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.8% | 1.77% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Reduce -17.8% | 0.37% | −0.06 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -6.9% | 1.06% | −0.04 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -5.6% | 0.51% | −0.04 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.04 |
| VCR Vanguard Consumer Discre ETF | Reduce -0.8% | 0.28% | −0.04 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.04 |
| AVGO Broadcom Inc. | Reduce -14.2% | 0.06% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -7.5% | 0.47% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -19.4% | 0.19% | −0.03 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -3.3% | 0.29% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -22.5% | 0.07% | −0.03 |
| IUSG iShares Core S&P U.S. Growth | Reduce -2.0% | 0.26% | −0.03 |
| XLK SS Technology Select Sector | Reduce -22.0% | 0.06% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.5% | 0.36% | −0.02 |
| IBB iShares Biotechnology ETF | Reduce -6.7% | 0.26% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -4.8% | 0.74% | −0.02 |
| PEP Pepsico Inc. | Reduce -25.6% | 0.05% | −0.02 |
| SO The Southern Co. | Reduce -20.2% | 0.13% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -10.3% | 0.06% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.5% | 0.22% | −0.01 |
| VOX Vanguard Communication Servi | Reduce -0.9% | 0.27% | −0.01 |
| ICLN iShares Global Clean Energy | Reduce -25.3% | 0.03% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -15.6% | 0.06% | −0.01 |
| JNJ Johnson & Johnson | Reduce -17.8% | 0.21% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -5.1% | 0.68% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.0% | 0.54% | −0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -6.0% | 0.07% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.3% | 0.10% | −0.00 |
| ICF iShares Select U.S. REIT ETF | Reduce -4.7% | 0.22% | −0.00 |
| BLV Vanguard Long-Term Bond ETF | Reduce -4.7% | 0.32% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -5.7% | 0.05% | −0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -2.3% | 0.13% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.7% | 0.13% | +0.00 |
| DVY iShares Select Dividend ETF | Reduce -3.7% | 1.53% | +0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -2.8% | 0.05% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| SHV iShares 0-1 Year Treasury Bo | Add +12.7% | 5.66% | +0.74 |
| VXUS Vanguard Total Intl Stock | Add +2.4% | 6.41% | +0.57 |
| VYM Vanguard High DVD Yield ETF | Add +1.6% | 10.18% | +0.43 |
| BND Vanguard Total Bond Market | Add +6.1% | 3.92% | +0.36 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.7% | 3.44% | +0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +21.2% | 0.39% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +27.1% | 0.65% | +0.12 |
| JNK SS SPDR BB High Yield Bond | Add +91.7% | 0.22% | +0.11 |
| VNQ Vanguard Real Estate ETF | Add +6.9% | 0.98% | +0.09 |
| VPU Vanguard Utilities ETF | Add +58.7% | 0.22% | +0.09 |
| VHT Vanguard Health Care ETF | Add +0.5% | 1.32% | +0.08 |
| VSGX Vanguard ESG Intl Stock ETF | Add +1.1% | 0.88% | +0.06 |
| GLOBAL X MSCI GREECE ETF | New | 0.06% | +0.06 |
| BIIB Biogen Inc. | New | 0.05% | +0.05 |
| UNP Union Pacific Corp. | New | 0.05% | +0.05 |
| DE Deere & Co. | New | 0.04% | +0.04 |
| AMGN Amgen Inc. | Add +2.9% | 0.19% | +0.04 |
| PG The Procter & Gamble Co. | Add +26.0% | 0.16% | +0.04 |
| VFH Vanguard Financials ETF | Add +31.3% | 0.13% | +0.04 |
| PDBC Invesco Optimum Yield Divers | New | 0.03% | +0.03 |
| VGK Vanguard Ftse Europe ETF | Add +4.6% | 0.16% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.4% | 0.81% | +0.02 |
| CAT Caterpillar Inc. | Add +19.2% | 0.18% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.0% | 0.23% | +0.02 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +23.2% | 0.08% | +0.01 |
| NUSC Nuveen ESG Small-Cap ETF | Add +19.3% | 0.10% | +0.01 |
| NLY Annaly Capital Management Inc. | Add +0.0% | 0.08% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +7.6% | 0.09% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.1% | 0.06% | +0.01 |
| CVX Chevron Corp. | Add +0.7% | 0.05% | +0.01 |
| MDT Medtronic PLC | Add +3.5% | 0.05% | +0.01 |
| VCEB Vanguard ESG US Corp. Bond | Add +3.0% | 0.12% | +0.01 |
| HD Home Depot Inc. | Add +17.0% | 0.05% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +2.3% | 0.10% | +0.01 |
| SCHC Schwab Intl Small-Cap Equity | Add +6.2% | 0.05% | +0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +4.4% | 0.06% | +0.00 |
| NVDA Nvidia Corp. | Add +29.0% | 0.06% | +0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.4% | 0.06% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | Add +0.1% | 0.04% | +0.00 |
| HON Honeywell International Inc. | Add +6.4% | 0.05% | +0.00 |
| LMT Lockheed Martin Corp. | Add +7.4% | 0.04% | +0.00 |
| WMT Walmart Inc. | Add +1.3% | 0.32% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.0% | 0.04% | −0.00 |
| ISRG Intuitive Surgical Inc. | Add +2.0% | 0.04% | −0.00 |
| SOXX iShares Semiconductor ETF | Add +7.4% | 0.06% | −0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.0% | 0.04% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.07% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.0% | 1.14% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.5% | 0.40% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +3.9% | 0.74% | −0.01 |
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 |