White Lighthouse Investment Management Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), White Lighthouse Investment Management Inc. reported 145 stock positions worth $720.8 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 15.0% of the portfolio, followed by iShares 0-1 Year Treasury Bo (SHV, 8.0%) and Vanguard High DVD Yield ETF (VYM, 7.9%). Compared with Q4 2025, it opened 4 new positions, sold out of 9, added to 77 and reduced 52. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +265%) and the biggest sale Vanguard High DVD Yield ETF (VYM, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- BEDFORD, MA
- CIK
- 0001727593
- Portfolio Value
- $720.8M (Q1 2026)
- SEC Filing
- 0001727593-26-000006 ↗ filed May 15, 2026
Holdings Value
Holdings 145 stocks · $720.8M
| VUG Vanguard Mrngstar GR ETF-Sui | 15.03% | 248,021 | $108.3M | Add +3.3% |
| SHV iShares 0-1 Year Treasury Bo | 7.96% | 519,501 | $57.3M | Add +10.0% |
| VYM Vanguard High DVD Yield ETF | 7.87% | 383,007 | $56.7M | Reduce -18.8% |
| VXUS Vanguard Total Intl Stock | 6.89% | 643,659 | $49.6M | Add +8.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.22% | 383,662 | $30.4M | Add +4.8% |
| BND Vanguard Total Bond Market | 3.92% | 383,389 | $28.2M | Add +3.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.57% | 131,200 | $25.7M | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 3.13% | 32,386 | $22.6M | Reduce -0.9% |
| SCHD Schwab US DVD Equity ETF | 2.91% | 684,743 | $21.0M | Add +264.9% |
| IAU iShares Gold Trust | 2.37% | 193,568 | $17.1M | Reduce -6.3% |
| IXUS iShares Core Intl Stock ETF | 2.23% | 185,764 | $16.1M | Reduce -1.0% |
| VCIT Vanguard Int-Term Corporate | 2.21% | 192,316 | $15.9M | Reduce -4.1% |
| IGM iShares Expanded Tech Sector | 2.03% | 123,424 | $14.6M | Add +8.3% |
| VIG Vanguard Dividend Apprec ETF | 1.56% | 52,339 | $11.3M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 1.56% | 18,812 | $11.2M | Add +0.9% |
| DVY iShares Select Dividend ETF | 1.48% | 70,643 | $10.7M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 1.33% | 22,484 | $9.6M | Reduce -0.8% |
| BSV Vanguard Short-Term Bond ETF | 1.31% | 120,379 | $9.4M | Add +2.4% |
| VTIP Vanguard Short-Term Tips | 1.18% | 169,803 | $8.5M | Add +28.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.11% | 36,970 | $8.0M | Add +2.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.99% | 78,013 | $7.1M | Reduce -1.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.98% | 26,925 | $7.1M | Add +9.5% |
| VHT Vanguard Health Care ETF | 0.93% | 24,741 | $6.7M | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 9,741 | $5.6M | Add +4.9% |
| AAPL Apple Inc. | 0.78% | 22,137 | $5.6M | Reduce -6.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.78% | 77,992 | $5.6M | Add +0.8% |
| VNQ Vanguard Real Estate ETF | 0.73% | 59,363 | $5.3M | Reduce -0.6% |
| ESGV Vanguard ESG US Stock ETF | 0.73% | 46,625 | $5.2M | Add +2.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.71% | 17,758 | $5.1M | Add +4.2% |
| VGSH Vanguard Short-Term Treasury | 0.64% | 79,357 | $4.6M | Add +6.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 13,698 | $4.4M | Add +2.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.55% | 85,101 | $3.9M | Reduce -0.3% |
| BIV Vanguard Intermediate-Term B | 0.53% | 49,303 | $3.8M | Reduce -0.9% |
| VPU Vanguard Utilities ETF | 0.51% | 18,724 | $3.7M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.49% | 12,349 | $3.5M | Add +199.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.48% | 18,818 | $3.5M | Add +1.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.47% | 13,213 | $3.4M | Add +4.0% |
| MSFT Microsoft Corp. | 0.46% | 8,884 | $3.3M | Add +0.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.42% | 15,213 | $3.0M | Add +0.2% |
| GLD SPDR Gold Shares | 0.41% | 6,883 | $3.0M | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.39% | 4,342 | $2.8M | Add +5.5% |
| GOOGL Alphabet Inc. Class A | 0.38% | 9,628 | $2.8M | Reduce -4.9% |
| MUB iShares National Muni Bond E | 0.37% | 25,080 | $2.7M | Add +4.1% |
| VWO Vanguard Ftse Emerging Marke | 0.37% | 48,999 | $2.6M | Reduce -3.7% |
| SCHP Schwab U.S. Tips ETF | 0.36% | 96,957 | $2.6M | Add +3.7% |
| ESGU iShares ESG Aware MSCI USA | 0.34% | 17,193 | $2.4M | Add +0.3% |
| AMZN Amazon.com Inc. | 0.31% | 10,836 | $2.3M | Reduce -8.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 4,282 | $2.1M | Reduce -17.1% |
| VGK Vanguard Ftse Europe ETF | 0.28% | 24,218 | $2.0M | Add +0.3% |
| IUSG iShares Core S&P U.S. Growth | 0.27% | 12,322 | $1.9M | Reduce -1.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.26% | 12,888 | $1.9M | Add +0.5% |
| PM Philip Morris International | 0.26% | 11,182 | $1.8M | Reduce -1.3% |
| WMT Walmart Inc. | 0.24% | 14,013 | $1.7M | Reduce -8.1% |
| CAT Caterpillar Inc. | 0.24% | 2,449 | $1.7M | Reduce -0.9% |
| ESGD iShares Trust iShares ESG Aw | 0.23% | 17,529 | $1.7M | Add +0.4% |
| VCLT Vanguard Long-Term Corp. Bond | 0.23% | 21,722 | $1.6M | Reduce -61.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.22% | 21,387 | $1.6M | Reduce -0.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.22% | 12,942 | $1.6M | Add +1.2% |
| VEA Vanguard Ftse Developed ETF | 0.22% | 24,456 | $1.6M | Reduce -6.5% |
| IBB iShares Biotechnology ETF | 0.22% | 9,275 | $1.6M | Add +0.0% |
| VOX Vanguard Communication Servi | 0.22% | 8,687 | $1.6M | Reduce -2.1% |
| VCR Vanguard Consumer Discre ETF | 0.22% | 4,328 | $1.6M | Reduce -1.9% |
| JNJ Johnson & Johnson | 0.21% | 6,340 | $1.5M | Add +0.3% |
| IXJ iShares Global Healthcare Et | 0.21% | 16,275 | $1.5M | No change |
| IVV iShares Core S&P 500 ETF | 0.20% | 2,172 | $1.4M | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.19% | 10,494 | $1.4M | Reduce -20.8% |
| SGOL Abrdn Physical Gold Shares | 0.19% | 30,865 | $1.4M | Reduce -10.8% |
| SUB iShares Short-Term National | 0.19% | 12,636 | $1.3M | No change |
| JNK SS SPDR BB High Yield Bond | 0.19% | 13,965 | $1.3M | Add +3.2% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.17% | 19,190 | $1.3M | Add +1.2% |
| EMB iShares JP Morgan Usd Emergi | 0.17% | 13,042 | $1.2M | Add +64.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 24,058 | $1.2M | Reduce -0.8% |
| AMGN Amgen Inc. | 0.16% | 3,333 | $1.2M | Reduce -6.6% |
| LLY Eli Lilly & Co. | 0.15% | 1,166 | $1.1M | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.14% | 13,119 | $1.0M | Add +108.4% |
| SUSC iShares ESG Aware Usd Corpor | 0.14% | 44,588 | $1.0M | Add +2.2% |
| ICF iShares Select U.S. REIT ETF | 0.13% | 15,444 | $956K | Reduce -3.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.13% | 17,750 | $933K | Add +0.9% |
| SO The Southern Co. | 0.13% | 9,605 | $927K | Reduce -1.8% |
| NVDA Nvidia Corp. | 0.13% | 5,221 | $911K | Add +8.5% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.12% | 9,787 | $890K | Reduce -6.6% |
| IJR iShares Core S&P Small-Cap E | 0.12% | 6,953 | $864K | Add +2.7% |
| VFH Vanguard Financials ETF | 0.12% | 7,138 | $862K | Add +1.8% |
| QUAL iShares MSCI USA Quality Fac | 0.12% | 4,474 | $858K | Add +6.0% |
| SOXX iShares Semiconductor ETF | 0.12% | 2,554 | $839K | Reduce -1.1% |
| GDX Vaneck Gold Miners ETF | 0.12% | 9,076 | $833K | Reduce -4.9% |
| JPM JPMorgan Chase & Co. | 0.11% | 2,707 | $796K | Reduce -26.3% |
| PG The Procter & Gamble Co. | 0.11% | 5,327 | $769K | Add +0.4% |
| MAR Marriott International Class A | 0.11% | 2,335 | $764K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 15,967 | $726K | Reduce -3.3% |
| NUSC Nuveen ESG Small-Cap ETF | 0.10% | 15,990 | $721K | Add +0.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.09% | 1,763 | $648K | No change |
| GLOBAL X MSCI GREECE ETF | 0.09% | 9,970 | $637K | No change |
| MO Altria Group Inc. | 0.08% | 9,202 | $607K | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.08% | 6,058 | $588K | Add +16.4% |
| EW Edwards Lifesciences Corp. | 0.08% | 7,107 | $569K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.08% | 5,789 | $566K | No change |
| NLY Annaly Capital Management Inc. | 0.08% | 26,722 | $565K | Add +2.5% |
| SCHG Schwab US Large-Cap Growth | 0.08% | 19,300 | $562K | Add +31.5% |
| XOM Exxon Mobil Corp. | 0.08% | 3,273 | $555K | Add +2.6% |
Portfolio Sells Q4 2025 → Q1 2026
| VYM Vanguard High DVD Yield ETF | Reduce -18.8% | 7.87% | −1.58 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -61.7% | 0.23% | −0.38 |
| VGT Vanguard Info Tech ETF | Reduce -0.9% | 3.13% | −0.30 |
| IWF iShares Russell 1000 Growth | Reduce -0.8% | 1.33% | −0.17 |
| VCIT Vanguard Int-Term Corporate | Reduce -4.1% | 2.21% | −0.14 |
| AAPL Apple Inc. | Reduce -6.1% | 0.78% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -17.1% | 0.28% | −0.08 |
| XLK SS Technology Select Sector | Reduce -20.8% | 0.19% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -8.6% | 0.31% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -4.9% | 0.38% | −0.06 |
| BLV Vanguard Long-Term Bond ETF | Reduce -59.6% | 0.04% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -26.3% | 0.11% | −0.05 |
| PYLD PIMCO Multisector Bond Actv | Sold out | 0.00% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.5% | 1.56% | −0.05 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.05 |
| SUSA iShares ESG Optimized MSCI U | Sold out | 0.00% | −0.04 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.03 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.03 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.03 |
| RING iShares MSCI Global Gold Min | Sold out | 0.00% | −0.03 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.03 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.03 |
| IUSG iShares Core S&P U.S. Growth | Reduce -1.3% | 0.27% | −0.03 |
| VCR Vanguard Consumer Discre ETF | Reduce -1.9% | 0.22% | −0.03 |
| VOX Vanguard Communication Servi | Reduce -2.1% | 0.22% | −0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -1.8% | 0.99% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -26.1% | 0.05% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -7.2% | 0.06% | −0.02 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -6.6% | 0.12% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.7% | 0.37% | −0.01 |
| AVGO Broadcom Inc. | Reduce -5.2% | 0.07% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -0.9% | 0.53% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 0.20% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.5% | 0.22% | −0.01 |
| SPGI S&P Global Inc. | Reduce -2.1% | 0.04% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.3% | 0.55% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -1.1% | 0.03% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -0.6% | 0.73% | −0.01 |
| SGOL Abrdn Physical Gold Shares | Reduce -10.8% | 0.19% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -5.0% | 0.03% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.8% | 0.17% | −0.00 |
| HD Home Depot Inc. | Reduce -0.3% | 0.05% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -13.4% | 0.07% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -3.3% | 0.10% | −0.00 |
| ICF iShares Select U.S. REIT ETF | Reduce -3.7% | 0.13% | −0.00 |
| UNP Union Pacific Corp. | Reduce -6.3% | 0.04% | −0.00 |
| AMGN Amgen Inc. | Reduce -6.6% | 0.16% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.4% | 0.05% | +0.00 |
| GDX Vaneck Gold Miners ETF | Reduce -4.9% | 0.12% | +0.00 |
| PM Philip Morris International | Reduce -1.3% | 0.26% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHD Schwab US DVD Equity ETF | Add +264.9% | 2.91% | +2.20 |
| SHV iShares 0-1 Year Treasury Bo | Add +10.0% | 7.96% | +0.69 |
| VXUS Vanguard Total Intl Stock | Add +8.4% | 6.89% | +0.64 |
| GOOG Alphabet Inc. Class C | Add +199.0% | 0.49% | +0.31 |
| VTIP Vanguard Short-Term Tips | Add +28.7% | 1.18% | +0.27 |
| LLY Eli Lilly & Co. | New | 0.15% | +0.15 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.8% | 4.22% | +0.15 |
| DVY iShares Select Dividend ETF | Add +0.3% | 1.48% | +0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +9.5% | 0.98% | +0.09 |
| BND Vanguard Total Bond Market | Add +3.3% | 3.92% | +0.08 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +108.4% | 0.14% | +0.07 |
| EMB iShares JP Morgan Usd Emergi | Add +64.1% | 0.17% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.8% | 1.11% | +0.05 |
| IWM iShares Russell 2000 ETF | New | 0.04% | +0.04 |
| XLE SS Energy Select Sector | New | 0.04% | +0.04 |
| VGSH Vanguard Short-Term Treasury | Add +6.7% | 0.64% | +0.03 |
| VPU Vanguard Utilities ETF | Add +0.3% | 0.51% | +0.03 |
| JNJ Johnson & Johnson | Add +0.3% | 0.21% | +0.03 |
| GLW Corning Inc. | New | 0.03% | +0.03 |
| AZN Astrazeneca PLC-Spons ADR | Add +0.2% | 0.42% | +0.03 |
| XOM Exxon Mobil Corp. | Add +2.6% | 0.08% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.6% | 0.48% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +43.3% | 0.06% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +2.4% | 1.31% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.2% | 0.71% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.3% | 0.07% | +0.01 |
| SCHP Schwab U.S. Tips ETF | Add +3.7% | 0.36% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +32.4% | 0.05% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +16.4% | 0.08% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +31.5% | 0.08% | +0.01 |
| MO Altria Group Inc. | Add +0.1% | 0.08% | +0.01 |
| LMT Lockheed Martin Corp. | Add +0.9% | 0.05% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +28.8% | 0.04% | +0.01 |
| MUB iShares National Muni Bond E | Add +4.1% | 0.37% | +0.01 |
| ICLN iShares Global Clean Energy | Add +1.5% | 0.06% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +2.7% | 0.12% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.5% | 0.26% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +10.1% | 0.07% | +0.01 |
| COST Costco Wholesale Corp. | Add +0.7% | 0.04% | +0.01 |
| VCEB Vanguard ESG US Corp. Bond | Add +10.8% | 0.05% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +12.0% | 0.04% | +0.00 |
| PEP Pepsico Inc. | Add +1.4% | 0.04% | +0.00 |
| BTI British American Tob-SP ADR | Add +1.9% | 0.07% | +0.00 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.8% | 0.78% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +6.0% | 0.12% | +0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +2.1% | 0.03% | +0.00 |
| JNK SS SPDR BB High Yield Bond | Add +3.2% | 0.19% | +0.00 |
| NVDA Nvidia Corp. | Add +8.5% | 0.13% | +0.00 |
| CSCO Cisco Systems Inc. | Add +1.0% | 0.07% | +0.00 |
| SUSC iShares ESG Aware Usd Corpor | Add +2.2% | 0.14% | +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 |