White Lighthouse Investment Management Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), White Lighthouse Investment Management Inc. reported 138 stock positions worth $614.8 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 17.2% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 9.9%) and Vanguard Total Intl Stock (VXUS, 6.3%). Compared with Q1 2025, it opened 8 new positions, sold out of 3, added to 65 and reduced 48. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +4%) and the biggest sale iShares Gold Trust (IAU, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- BEDFORD, MA
- CIK
- 0001727593
- Portfolio Value
- $614.8M (Q2 2025)
- SEC Filing
- 0001085146-25-004334 ↗ filed Jul 30, 2025
Holdings Value
Holdings 138 stocks · $614.8M
| VUG Vanguard Mrngstar GR ETF-Sui | 17.24% | 241,727 | $106.0M | Add +3.6% |
| VYM Vanguard High DVD Yield ETF | 9.89% | 456,116 | $60.8M | Add +3.2% |
| VXUS Vanguard Total Intl Stock | 6.34% | 564,240 | $39.0M | Reduce -2.5% |
| SHV iShares 0-1 Year Treasury Bo | 5.18% | 288,246 | $31.8M | Add +0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.15% | 321,274 | $25.5M | Add +1.3% |
| BND Vanguard Total Bond Market | 3.70% | 308,837 | $22.7M | Add +3.2% |
| VGT Vanguard Info Tech ETF | 3.63% | 33,668 | $22.3M | Reduce -1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.44% | 119,660 | $21.1M | Add +7.3% |
| VCIT Vanguard Int-Term Corporate | 2.80% | 207,699 | $17.2M | Reduce -0.2% |
| IXUS iShares Core Intl Stock ETF | 2.39% | 189,896 | $14.7M | Reduce -1.6% |
| IAU iShares Gold Trust | 2.13% | 209,523 | $13.1M | Reduce -11.4% |
| VIG Vanguard Dividend Apprec ETF | 1.73% | 51,844 | $10.6M | Add +1.6% |
| IWF iShares Russell 1000 Growth | 1.69% | 24,505 | $10.4M | Add +5.0% |
| IGM iShares Expanded Tech Sector | 1.63% | 88,976 | $10.0M | Add +10.7% |
| VOO Vanguard S&P 500 ETF | 1.58% | 17,115 | $9.7M | Add +2.4% |
| BSV Vanguard Short-Term Bond ETF | 1.45% | 113,433 | $8.9M | Add +3.7% |
| DVY iShares Select Dividend ETF | 1.45% | 66,928 | $8.9M | Add +4.6% |
| VHT Vanguard Health Care ETF | 1.12% | 27,826 | $6.9M | Reduce -0.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.09% | 34,440 | $6.7M | Add +0.4% |
| AAPL Apple Inc. | 0.97% | 29,218 | $6.0M | Reduce -1.1% |
| VCLT Vanguard Long-Term Corp. Bond | 0.97% | 78,502 | $6.0M | Add +0.0% |
| VNQ Vanguard Real Estate ETF | 0.96% | 66,340 | $5.9M | Add +8.9% |
| VTIP Vanguard Short-Term Tips | 0.95% | 115,740 | $5.8M | Add +2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.94% | 24,469 | $5.8M | Add +1.3% |
| VSGX Vanguard ESG Intl Stock ETF | 0.86% | 81,185 | $5.3M | Reduce -2.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.83% | 18,291 | $5.1M | Add +4.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.82% | 9,140 | $5.0M | Reduce -1.2% |
| ESGV Vanguard ESG US Stock ETF | 0.77% | 43,242 | $4.7M | Add +2.9% |
| VGSH Vanguard Short-Term Treasury | 0.67% | 70,038 | $4.1M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 13,477 | $4.1M | Add +1.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.66% | 87,996 | $4.1M | Reduce -1.5% |
| BIV Vanguard Intermediate-Term B | 0.62% | 49,331 | $3.8M | Reduce -0.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.58% | 12,432 | $3.5M | Add +5.7% |
| VPU Vanguard Utilities ETF | 0.57% | 19,705 | $3.5M | Add +167.7% |
| SCHD Schwab US DVD Equity ETF | 0.55% | 127,448 | $3.4M | Reduce -1.0% |
| MSFT Microsoft Corp. | 0.55% | 6,762 | $3.4M | Add +4.4% |
| AMZN Amazon.com Inc. | 0.52% | 14,475 | $3.2M | Add +1.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.51% | 18,990 | $3.1M | Add +0.8% |
| MUB iShares National Muni Bond E | 0.43% | 25,093 | $2.6M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 3,978 | $2.5M | Add +0.3% |
| ESGU iShares ESG Aware MSCI USA | 0.40% | 17,988 | $2.4M | Add +8.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.37% | 32,728 | $2.3M | New |
| SCHP Schwab U.S. Tips ETF | 0.37% | 84,829 | $2.3M | Reduce -3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 4,332 | $2.1M | Add +4.8% |
| GLD SPDR Gold Shares | 0.33% | 6,636 | $2.0M | Reduce -2.6% |
| WMT Walmart Inc. | 0.33% | 20,521 | $2.0M | Reduce -0.2% |
| PM Philip Morris International | 0.31% | 10,479 | $1.9M | No change |
| IUSG iShares Core S&P U.S. Growth | 0.29% | 11,843 | $1.8M | Add +2.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.29% | 13,377 | $1.8M | Add +2.3% |
| VWO Vanguard Ftse Emerging Marke | 0.28% | 35,378 | $1.7M | Reduce -21.9% |
| VCR Vanguard Consumer Discre ETF | 0.28% | 4,735 | $1.7M | Reduce -0.8% |
| ESGD iShares Trust iShares ESG Aw | 0.28% | 19,110 | $1.7M | Reduce -0.1% |
| VOX Vanguard Communication Servi | 0.28% | 9,936 | $1.7M | Reduce -2.8% |
| IXJ iShares Global Healthcare Et | 0.27% | 19,426 | $1.7M | Add +0.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.25% | 22,434 | $1.5M | Add +5.5% |
| GOOGL Alphabet Inc. Class A | 0.24% | 8,483 | $1.5M | Add +5.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.24% | 12,789 | $1.5M | Reduce -15.9% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 25,891 | $1.5M | Reduce -0.6% |
| IBB iShares Biotechnology ETF | 0.23% | 11,363 | $1.4M | Add +0.3% |
| BLV Vanguard Long-Term Bond ETF | 0.23% | 20,166 | $1.4M | Reduce -19.6% |
| IVV iShares Core S&P 500 ETF | 0.22% | 2,185 | $1.4M | Add +1.8% |
| SUB iShares Short-Term National | 0.22% | 12,636 | $1.3M | Add +1.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.22% | 27,316 | $1.3M | Add +4.3% |
| JNK SS SPDR BB High Yield Bond | 0.20% | 12,933 | $1.3M | No change |
| ICF iShares Select U.S. REIT ETF | 0.20% | 19,794 | $1.2M | Add +0.3% |
| BTI British American Tob-SP ADR | 0.18% | 23,852 | $1.1M | No change |
| SGOL Abrdn Physical Gold Shares | 0.18% | 35,574 | $1.1M | Reduce -8.6% |
| JNJ Johnson & Johnson | 0.17% | 6,812 | $1.0M | Reduce -1.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.16% | 18,820 | $993K | No change |
| CAT Caterpillar Inc. | 0.16% | 2,541 | $986K | Reduce -16.4% |
| AMGN Amgen Inc. | 0.16% | 3,419 | $955K | Reduce -0.3% |
| VGK Vanguard Ftse Europe ETF | 0.15% | 11,888 | $921K | Reduce -7.3% |
| VFH Vanguard Financials ETF | 0.14% | 6,793 | $865K | Add +7.5% |
| PG The Procter & Gamble Co. | 0.13% | 5,075 | $809K | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 7,195 | $786K | Add +13.1% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.12% | 11,653 | $762K | Add +0.3% |
| SO The Southern Co. | 0.12% | 8,205 | $753K | Add +0.6% |
| AFRM Affirm Holdings Inc. | 0.12% | 10,744 | $743K | Add +12.6% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.11% | 7,110 | $668K | Add +25.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.11% | 16,936 | $663K | Reduce -7.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.10% | 1,763 | $646K | Reduce -5.3% |
| MAR Marriott International Class A | 0.10% | 2,335 | $638K | Reduce -30.0% |
| EW Edwards Lifesciences Corp. | 0.10% | 8,142 | $637K | No change |
| GDX Vaneck Gold Miners ETF | 0.10% | 12,078 | $629K | Reduce -1.7% |
| NUSC Nuveen ESG Small-Cap ETF | 0.10% | 15,179 | $618K | Add +6.1% |
| QUAL iShares MSCI USA Quality Fac | 0.10% | 3,362 | $615K | Add +1.6% |
| AVGO Broadcom Inc. | 0.10% | 2,206 | $608K | Add +8.9% |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 6,393 | $592K | Add +3.6% |
| UNH Unitedhealth Group Inc. | 0.10% | 1,889 | $589K | Reduce -6.9% |
| GLOBAL X MSCI GREECE ETF | 0.09% | 9,970 | $579K | Add +49.9% |
| JPM JPMorgan Chase & Co. | 0.09% | 1,911 | $554K | Reduce -2.5% |
| MO Altria Group Inc. | 0.09% | 9,391 | $551K | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.09% | 3,398 | $537K | Add +8.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 1,758 | $502K | Reduce -10.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.08% | 2,023 | $486K | No change |
| XLK SS Technology Select Sector | 0.08% | 1,918 | $486K | Add +16.0% |
| VPL Vanguard Ftse Pacific ETF | 0.08% | 5,869 | $482K | No change |
| GOOG Alphabet Inc. Class C | 0.08% | 2,637 | $468K | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 0.07% | 6,640 | $461K | Add +3.3% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 15,179 | $443K | Add +3.4% |
Portfolio Sells Q1 2025 → Q2 2025
| IAU iShares Gold Trust | Reduce -11.4% | 2.13% | −0.36 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.2% | 2.80% | −0.24 |
| AAPL Apple Inc. | Reduce -1.1% | 0.97% | −0.20 |
| VHT Vanguard Health Care ETF | Reduce -0.0% | 1.12% | −0.19 |
| UNH Unitedhealth Group Inc. | Reduce -6.9% | 0.10% | −0.09 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.0% | 0.55% | −0.09 |
| BLV Vanguard Long-Term Bond ETF | Reduce -19.6% | 0.23% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -21.9% | 0.28% | −0.08 |
| VCEB Vanguard ESG US Corp. Bond | Reduce -63.1% | 0.04% | −0.08 |
| VXUS Vanguard Total Intl Stock | Reduce -2.5% | 6.34% | −0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -1.5% | 0.66% | −0.07 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.7% | 0.67% | −0.07 |
| SCHP Schwab U.S. Tips ETF | Reduce -3.8% | 0.37% | −0.06 |
| BIV Vanguard Intermediate-Term B | Reduce -0.1% | 0.62% | −0.05 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.05 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.05 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.04 |
| MAR Marriott International Class A | Reduce -30.0% | 0.10% | −0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -15.9% | 0.24% | −0.04 |
| JNJ Johnson & Johnson | Reduce -1.7% | 0.17% | −0.04 |
| AMGN Amgen Inc. | Reduce -0.3% | 0.16% | −0.04 |
| NLY Annaly Capital Management Inc. | Reduce -23.3% | 0.05% | −0.03 |
| SGOL Abrdn Physical Gold Shares | Reduce -8.6% | 0.18% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.13% | −0.02 |
| GLD SPDR Gold Shares | Reduce -2.6% | 0.33% | −0.02 |
| CAT Caterpillar Inc. | Reduce -16.4% | 0.16% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.6% | 2.39% | −0.02 |
| SUSA iShares ESG Optimized MSCI U | Reduce -23.7% | 0.05% | −0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -2.5% | 0.86% | −0.01 |
| MO Altria Group Inc. | Reduce -0.1% | 0.09% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Reduce -7.3% | 0.15% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -10.1% | 0.08% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -4.9% | 0.05% | −0.01 |
| SPGI S&P Global Inc. | Reduce -9.0% | 0.04% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -4.3% | 0.05% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -7.0% | 0.11% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -12.9% | 0.04% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -1.9% | 0.04% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.05% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.1% | 0.28% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -5.4% | 0.05% | +0.00 |
| GDX Vaneck Gold Miners ETF | Reduce -1.7% | 0.10% | +0.00 |
| VCR Vanguard Consumer Discre ETF | Reduce -0.8% | 0.28% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 0.08% | +0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -5.3% | 0.10% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.6% | 0.24% | +0.00 |
| WMT Walmart Inc. | Reduce -0.2% | 0.33% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.5% | 0.09% | +0.00 |
| VOX Vanguard Communication Servi | Reduce -2.8% | 0.28% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.2% | 0.82% | +0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.6% | 17.24% | +1.78 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.37% | +0.37 |
| VPU Vanguard Utilities ETF | Add +167.7% | 0.57% | +0.34 |
| IGM iShares Expanded Tech Sector | Add +10.7% | 1.63% | +0.32 |
| IWF iShares Russell 1000 Growth | Add +5.0% | 1.69% | +0.19 |
| MSFT Microsoft Corp. | Add +4.4% | 0.55% | +0.11 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +5.7% | 0.58% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +2.4% | 1.58% | +0.05 |
| NFLX Netflix Inc. | New | 0.04% | +0.04 |
| ORCL Oracle Corp. | New | 0.04% | +0.04 |
| AFRM Affirm Holdings Inc. | Add +12.6% | 0.12% | +0.04 |
| AVGO Broadcom Inc. | Add +8.9% | 0.10% | +0.04 |
| GLOBAL X MSCI GREECE ETF | Add +49.9% | 0.09% | +0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.04% | +0.04 |
| EFA iShares MSCI Eafe ETF | New | 0.04% | +0.04 |
| ESGV Vanguard ESG US Stock ETF | Add +2.9% | 0.77% | +0.04 |
| ESGU iShares ESG Aware MSCI USA | Add +8.3% | 0.40% | +0.03 |
| AMP Ameriprise Financial Inc. | New | 0.03% | +0.03 |
| RING iShares MSCI Global Gold Min | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +1.8% | 0.52% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.03% | +0.03 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +25.6% | 0.11% | +0.03 |
| IUSG iShares Core S&P U.S. Growth | Add +2.9% | 0.29% | +0.03 |
| NVDA Nvidia Corp. | Add +8.9% | 0.09% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.6% | 0.83% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +5.8% | 0.24% | +0.02 |
| XLK SS Technology Select Sector | Add +16.0% | 0.08% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +5.5% | 0.25% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.3% | 0.67% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +28.2% | 0.07% | +0.01 |
| ICLN iShares Global Clean Energy | Add +28.8% | 0.04% | +0.01 |
| SOXX iShares Semiconductor ETF | Add +0.3% | 0.07% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +3.4% | 0.07% | +0.01 |
| VFH Vanguard Financials ETF | Add +7.5% | 0.14% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +1.8% | 0.22% | +0.01 |
| CSCO Cisco Systems Inc. | Add +3.3% | 0.07% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.40% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.0% | 0.04% | +0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Add +6.1% | 0.10% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +7.3% | 3.44% | +0.00 |
| PDBC Invesco Optimum Yield Divers | Add +16.4% | 0.03% | +0.00 |
| LMT Lockheed Martin Corp. | Add +6.7% | 0.04% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +1.6% | 0.10% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +2.3% | 0.29% | −0.00 |
| HD Home Depot Inc. | Add +4.0% | 0.05% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +3.6% | 0.10% | −0.00 |
| MDT Medtronic PLC | Add +1.4% | 0.04% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +13.1% | 0.13% | −0.01 |
| PEP Pepsico Inc. | Add +0.6% | 0.04% | −0.01 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +0.3% | 0.12% | −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 |