White Lighthouse Investment Management Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), White Lighthouse Investment Management Inc. reported 150 stock positions worth $716.4 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 16.4% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 9.5%) and iShares 0-1 Year Treasury Bo (SHV, 7.3%). Compared with Q3 2025, it opened 12 new positions, sold out of 1, added to 86 and reduced 42. The biggest buy was iShares 0-1 Year Treasury Bo (SHV, shares +46%) and the biggest sale Vanguard Info Tech ETF (VGT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BEDFORD, MA
- CIK
- 0001727593
- Portfolio Value
- $716.4M (Q4 2025)
- SEC Filing
- 0001727593-26-000005 ↗ filed Feb 9, 2026
Holdings Value
Holdings 150 stocks · $716.4M
| VUG Vanguard Mrngstar GR ETF-Sui | 16.36% | 240,210 | $117.2M | Add +0.9% |
| VYM Vanguard High DVD Yield ETF | 9.45% | 471,838 | $67.7M | Add +1.9% |
| SHV iShares 0-1 Year Treasury Bo | 7.26% | 472,420 | $52.0M | Add +46.0% |
| VXUS Vanguard Total Intl Stock | 6.25% | 593,492 | $44.8M | Add +2.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.07% | 365,920 | $29.2M | Add +3.7% |
| BND Vanguard Total Bond Market | 3.84% | 371,289 | $27.5M | Add +17.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.50% | 131,334 | $25.1M | Add +4.4% |
| VGT Vanguard Info Tech ETF | 3.44% | 32,684 | $24.6M | Reduce -2.3% |
| VCIT Vanguard Int-Term Corporate | 2.34% | 200,521 | $16.8M | Add +1.4% |
| IAU iShares Gold Trust | 2.34% | 206,671 | $16.8M | Reduce -4.2% |
| IXUS iShares Core Intl Stock ETF | 2.22% | 187,638 | $15.9M | Reduce -0.6% |
| IGM iShares Expanded Tech Sector | 2.05% | 113,956 | $14.7M | Add +10.9% |
| VOO Vanguard S&P 500 ETF | 1.63% | 18,635 | $11.7M | Add +5.4% |
| VIG Vanguard Dividend Apprec ETF | 1.61% | 52,596 | $11.6M | Add +3.1% |
| IWF iShares Russell 1000 Growth | 1.50% | 22,655 | $10.7M | Reduce -1.7% |
| DVY iShares Select Dividend ETF | 1.39% | 70,432 | $9.9M | Add +3.9% |
| BSV Vanguard Short-Term Bond ETF | 1.29% | 117,508 | $9.3M | Add +2.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.06% | 35,980 | $7.6M | Add +3.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.01% | 79,402 | $7.3M | Add +2636.1% |
| VHT Vanguard Health Care ETF | 0.98% | 24,485 | $7.0M | Reduce -5.9% |
| VTIP Vanguard Short-Term Tips | 0.91% | 131,912 | $6.5M | Add +5.4% |
| AAPL Apple Inc. | 0.89% | 23,577 | $6.4M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.89% | 24,585 | $6.3M | Add +3.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.80% | 9,286 | $5.7M | Add +3.4% |
| VSGX Vanguard ESG Intl Stock ETF | 0.77% | 77,365 | $5.5M | Add +0.8% |
| ESGV Vanguard ESG US Stock ETF | 0.76% | 45,293 | $5.5M | Add +8.0% |
| VNQ Vanguard Real Estate ETF | 0.74% | 59,746 | $5.3M | Reduce -2.5% |
| SCHD Schwab US DVD Equity ETF | 0.72% | 187,668 | $5.1M | Add +52.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.69% | 17,051 | $4.9M | Add +1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 13,320 | $4.5M | Reduce -0.4% |
| VGSH Vanguard Short-Term Treasury | 0.61% | 74,371 | $4.4M | Add +7.1% |
| VCLT Vanguard Long-Term Corp. Bond | 0.60% | 56,724 | $4.3M | Reduce -18.5% |
| MSFT Microsoft Corp. | 0.59% | 8,805 | $4.3M | Add +24.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.55% | 85,339 | $4.0M | Add +1.7% |
| BIV Vanguard Intermediate-Term B | 0.54% | 49,730 | $3.9M | Add +2.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.49% | 12,700 | $3.5M | Add +5.9% |
| VPU Vanguard Utilities ETF | 0.48% | 18,674 | $3.5M | Reduce -0.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.46% | 18,525 | $3.3M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.44% | 10,122 | $3.2M | Add +30.8% |
| GLD SPDR Gold Shares | 0.39% | 7,093 | $2.8M | Add +6.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.39% | 4,117 | $2.8M | Add +3.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.39% | 30,374 | $2.8M | Reduce -7.2% |
| AMZN Amazon.com Inc. | 0.38% | 11,855 | $2.7M | Add +2.5% |
| VWO Vanguard Ftse Emerging Marke | 0.38% | 50,886 | $2.7M | Add +51.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 5,167 | $2.6M | Add +15.1% |
| MUB iShares National Muni Bond E | 0.36% | 24,100 | $2.6M | Add +0.9% |
| ESGU iShares ESG Aware MSCI USA | 0.36% | 17,143 | $2.6M | Reduce -1.1% |
| SCHP Schwab U.S. Tips ETF | 0.35% | 93,470 | $2.5M | Add +7.0% |
| IUSG iShares Core S&P U.S. Growth | 0.29% | 12,478 | $2.1M | Add +21.9% |
| VGK Vanguard Ftse Europe ETF | 0.28% | 24,150 | $2.0M | Add +96.2% |
| XLK SS Technology Select Sector | 0.27% | 13,244 | $1.9M | Add +244.4% |
| PM Philip Morris International | 0.25% | 11,329 | $1.8M | Add +8.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.25% | 12,820 | $1.8M | Reduce -0.1% |
| VCR Vanguard Consumer Discre ETF | 0.24% | 4,414 | $1.7M | Reduce -3.6% |
| VOX Vanguard Communication Servi | 0.24% | 8,875 | $1.7M | Reduce -0.6% |
| WMT Walmart Inc. | 0.24% | 15,247 | $1.7M | Add +0.9% |
| ESGD iShares Trust iShares ESG Aw | 0.23% | 17,464 | $1.7M | Reduce -10.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.23% | 12,792 | $1.6M | Add +0.0% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 26,168 | $1.6M | Add +0.0% |
| IXJ iShares Global Healthcare Et | 0.22% | 16,275 | $1.6M | Reduce -10.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.22% | 21,422 | $1.6M | Reduce -0.2% |
| IBB iShares Biotechnology ETF | 0.22% | 9,271 | $1.6M | Reduce -9.9% |
| IVV iShares Core S&P 500 ETF | 0.21% | 2,174 | $1.5M | Add +0.1% |
| SGOL Abrdn Physical Gold Shares | 0.20% | 34,590 | $1.4M | Reduce -6.4% |
| CAT Caterpillar Inc. | 0.20% | 2,471 | $1.4M | No change |
| SUB iShares Short-Term National | 0.19% | 12,636 | $1.3M | No change |
| JNK SS SPDR BB High Yield Bond | 0.18% | 13,532 | $1.3M | Add +4.0% |
| JNJ Johnson & Johnson | 0.18% | 6,323 | $1.3M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.18% | 4,130 | $1.3M | Add +39.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.18% | 18,969 | $1.3M | Add +53.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 24,258 | $1.2M | Add +6.5% |
| JPM JPMorgan Chase & Co. | 0.17% | 3,673 | $1.2M | Add +116.6% |
| AMGN Amgen Inc. | 0.16% | 3,569 | $1.2M | Add +3.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.14% | 10,478 | $1.0M | Add +3.0% |
| SUSC iShares ESG Aware Usd Corpor | 0.14% | 43,625 | $1.0M | Add +15.2% |
| ICF iShares Select U.S. REIT ETF | 0.13% | 16,034 | $957K | Reduce -2.6% |
| VFH Vanguard Financials ETF | 0.13% | 7,010 | $936K | Add +2.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.13% | 17,590 | $930K | Add +1.6% |
| NVDA Nvidia Corp. | 0.13% | 4,812 | $897K | Add +15.0% |
| SO The Southern Co. | 0.12% | 9,782 | $853K | Add +19.2% |
| QUAL iShares MSCI USA Quality Fac | 0.12% | 4,221 | $838K | Add +18.2% |
| GDX Vaneck Gold Miners ETF | 0.11% | 9,548 | $819K | Reduce -13.8% |
| IJR iShares Core S&P Small-Cap E | 0.11% | 6,770 | $814K | Add +0.7% |
| SOXX iShares Semiconductor ETF | 0.11% | 2,581 | $777K | Add +46.4% |
| EMB iShares JP Morgan Usd Emergi | 0.11% | 7,947 | $765K | Add +13.2% |
| PG The Procter & Gamble Co. | 0.11% | 5,305 | $760K | Add +0.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 16,507 | $729K | Reduce -3.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.10% | 1,763 | $728K | No change |
| MAR Marriott International Class A | 0.10% | 2,335 | $724K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.10% | 15,940 | $712K | Add +12.8% |
| BLV Vanguard Long-Term Bond ETF | 0.09% | 9,465 | $658K | Reduce -49.6% |
| GLOBAL X MSCI GREECE ETF | 0.09% | 9,970 | $657K | New |
| EW Edwards Lifesciences Corp. | 0.08% | 7,107 | $606K | Reduce -14.8% |
| UNH Unitedhealth Group Inc. | 0.08% | 1,816 | $600K | Reduce -3.4% |
| AVGO Broadcom Inc. | 0.08% | 1,704 | $590K | Add +22.6% |
| NLY Annaly Capital Management Inc. | 0.08% | 26,065 | $583K | Add +47.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 1,783 | $561K | Add +1.4% |
| MO Altria Group Inc. | 0.07% | 9,193 | $530K | Add +0.0% |
| AFRM Affirm Holdings Inc. | 0.07% | 7,111 | $529K | Add +21.9% |
| VPL Vanguard Ftse Pacific ETF | 0.07% | 5,789 | $523K | Reduce -1.4% |
Portfolio Sells Q3 2025 → Q4 2025
| VGT Vanguard Info Tech ETF | Reduce -2.3% | 3.44% | −0.37 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -18.5% | 0.60% | −0.22 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.6% | 2.22% | −0.16 |
| IWF iShares Russell 1000 Growth | Reduce -1.7% | 1.50% | −0.15 |
| VNQ Vanguard Real Estate ETF | Reduce -2.5% | 0.74% | −0.12 |
| BLV Vanguard Long-Term Bond ETF | Reduce -49.6% | 0.09% | −0.11 |
| VPU Vanguard Utilities ETF | Reduce -0.3% | 0.48% | −0.06 |
| IAU iShares Gold Trust | Reduce -4.2% | 2.34% | −0.05 |
| VHT Vanguard Health Care ETF | Reduce -5.9% | 0.98% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 0.62% | −0.05 |
| ESGD iShares Trust iShares ESG Aw | Reduce -10.3% | 0.23% | −0.04 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.3% | 0.46% | −0.04 |
| VCR Vanguard Consumer Discre ETF | Reduce -3.6% | 0.24% | −0.03 |
| AAPL Apple Inc. | Reduce -0.9% | 0.89% | −0.03 |
| BTI British American Tob-SP ADR | Reduce -27.3% | 0.07% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Reduce -1.1% | 0.36% | −0.03 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -0.1% | 0.25% | −0.02 |
| IXJ iShares Global Healthcare Et | Reduce -10.4% | 0.22% | −0.02 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -19.3% | 0.06% | −0.02 |
| ICF iShares Select U.S. REIT ETF | Reduce -2.6% | 0.13% | −0.02 |
| ORCL Oracle Corp. | Reduce -5.6% | 0.03% | −0.02 |
| RING iShares MSCI Global Gold Min | Reduce -38.4% | 0.03% | −0.02 |
| VOX Vanguard Communication Servi | Reduce -0.6% | 0.24% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -3.4% | 0.08% | −0.02 |
| GDX Vaneck Gold Miners ETF | Reduce -13.8% | 0.11% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -14.8% | 0.08% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.2% | 0.22% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -3.1% | 0.10% | −0.01 |
| VONG Vanguard Russell 1000 Growth | Reduce -8.0% | 0.05% | −0.01 |
| SGOL Abrdn Physical Gold Shares | Reduce -6.4% | 0.20% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -9.9% | 0.22% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -2.7% | 0.03% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.7% | 0.07% | −0.01 |
| VPL Vanguard Ftse Pacific ETF | Reduce -1.4% | 0.07% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -1.1% | 0.04% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -1.8% | 0.04% | −0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.3% | 0.04% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -3.1% | 0.03% | −0.00 |
| GSLC Goldman Activebeta US LC ETF | Reduce -1.6% | 0.03% | −0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -2.0% | 0.03% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -2.0% | 0.07% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -7.2% | 0.39% | +0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| SHV iShares 0-1 Year Treasury Bo | Add +46.0% | 7.26% | +1.81 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +2636.1% | 1.01% | +0.97 |
| BND Vanguard Total Bond Market | Add +17.2% | 3.84% | +0.25 |
| SCHD Schwab US DVD Equity ETF | Add +52.4% | 0.72% | +0.21 |
| XLK SS Technology Select Sector | Add +244.4% | 0.27% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +30.8% | 0.44% | +0.16 |
| VGK Vanguard Ftse Europe ETF | Add +96.2% | 0.28% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +51.1% | 0.38% | +0.10 |
| GLOBAL X MSCI GREECE ETF | New | 0.09% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +116.6% | 0.17% | +0.08 |
| IGM iShares Expanded Tech Sector | Add +10.9% | 2.05% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +39.4% | 0.18% | +0.07 |
| XLV SS Health Care Select Sector | New | 0.06% | +0.06 |
| PYLD PIMCO Multisector Bond Actv | New | 0.05% | +0.05 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +53.6% | 0.18% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.05% | +0.05 |
| MSFT Microsoft Corp. | Add +24.9% | 0.59% | +0.04 |
| XLF SS Financial Select Sector | New | 0.04% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +119.2% | 0.07% | +0.04 |
| IUSG iShares Core S&P U.S. Growth | Add +21.9% | 0.29% | +0.04 |
| SOXX iShares Semiconductor ETF | Add +46.4% | 0.11% | +0.04 |
| XLC SS Comm Select Sector SPDR | New | 0.03% | +0.03 |
| IEMG iShares Core MSCI Emerging | New | 0.03% | +0.03 |
| V Visa Inc. Class A | New | 0.03% | +0.03 |
| KBWB Invesco KBW Bank ETF | New | 0.03% | +0.03 |
| SHE SS SPDR MSCI U Gend Div ETF | New | 0.03% | +0.03 |
| GLD SPDR Gold Shares | Add +6.0% | 0.39% | +0.03 |
| BN Brookfield Corp. | New | 0.03% | +0.03 |
| QCOM Qualcomm Inc. | New | 0.03% | +0.03 |
| NLY Annaly Capital Management Inc. | Add +47.7% | 0.08% | +0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +49.6% | 0.07% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +15.1% | 0.36% | +0.02 |
| MRK Merck & Co. Inc. | Add +10.9% | 0.07% | +0.02 |
| AMGN Amgen Inc. | Add +3.0% | 0.16% | +0.01 |
| AVGO Broadcom Inc. | Add +22.6% | 0.08% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +18.2% | 0.12% | +0.01 |
| AFRM Affirm Holdings Inc. | Add +21.9% | 0.07% | +0.01 |
| VCEB Vanguard ESG US Corp. Bond | Add +31.1% | 0.05% | +0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +8.0% | 0.76% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +27.4% | 0.07% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +5.1% | 0.04% | +0.01 |
| SUSC iShares ESG Aware Usd Corpor | Add +15.2% | 0.14% | +0.01 |
| NVDA Nvidia Corp. | Add +15.0% | 0.13% | +0.01 |
| JNJ Johnson & Johnson | Add +1.1% | 0.18% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +13.2% | 0.11% | +0.01 |
| NUSC Nuveen ESG Small-Cap ETF | Add +12.8% | 0.10% | +0.00 |
| ICLN iShares Global Clean Energy | Add +11.0% | 0.05% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +15.2% | 0.04% | +0.00 |
| HD Home Depot Inc. | Add +34.1% | 0.05% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.2% | 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 |