Holders — by stockHoldings — by fund
White Lighthouse Investment Management Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001727593
$802.3M
disclosed book value
151
positions
16.6%
largest position share
Positions, as of 2026-06-30
top 100 of 151 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 1.5M | $133.0M | 16.6% |
| 2 | SHVISHARES TR | 606,646 | $66.9M | 8.3% |
| 3 | VXUSVANGUARD STAR FDS | 641,058 | $54.8M | 6.8% |
| 4 | VYMVANGUARD WHITEHALL FDS | 341,684 | $54.0M | 6.7% |
| 5 | VCSHVANGUARD SCOTTSDALE FDS | 390,825 | $30.9M | 3.8% |
| 6 | VGTVANGUARD WORLD FD | 253,028 | $30.2M | 3.8% |
| 7 | BNDVANGUARD BD INDEX FDS | 394,254 | $28.9M | 3.6% |
| 8 | VTVVANGUARD INDEX FDS | 128,941 | $28.1M | 3.5% |
| 9 | SCHDSCHWAB STRATEGIC TR | 835,391 | $26.5M | 3.3% |
| 10 | IGMISHARES TR | 128,824 | $21.1M | 2.6% |
| 11 | IXUSISHARES TR | 182,901 | $17.5M | 2.2% |
| 12 | IAUISHARES GOLD TR | 196,065 | $14.8M | 1.8% |
| 13 | VCITVANGUARD SCOTTSDALE FDS | 168,428 | $13.9M | 1.7% |
| 14 | VOOVANGUARD INDEX FDS | 18,466 | $12.7M | 1.6% |
| 15 | VIGVANGUARD SPECIALIZED FUNDS | 51,946 | $12.3M | 1.5% |
| 16 | DVYISHARES TR | 70,028 | $10.9M | 1.4% |
| 17 | IWFISHARES TR | 87,289 | $10.8M | 1.4% |
| 18 | BSVVANGUARD BD INDEX FDS | 124,748 | $9.7M | 1.2% |
| 19 | BILSPDR SERIES TRUST | 99,007 | $9.1M | 1.1% |
| 20 | VTIPVANGUARD MALVERN FDS | 179,052 | $9.0M | 1.1% |
| 21 | VBRVANGUARD INDEX FDS | 36,641 | $8.9M | 1.1% |
| 22 | VBVANGUARD INDEX FDS | 26,615 | $8.1M | 1% |
| 23 | QQQINVESCO QQQ TR | 9,837 | $7.2M | 0.9% |
| 24 | VHTVANGUARD WORLD FD | 23,758 | $7.1M | 0.9% |
| 25 | VSGXVANGUARD WORLD FD | 80,017 | $6.6M | 0.8% |
| 26 | AAPLAPPLE INC | 21,636 | $6.3M | 0.8% |
| 27 | ESGVVANGUARD WORLD FD | 47,053 | $6.2M | 0.8% |
| 28 | VOVANGUARD INDEX FDS | 71,920 | $5.8M | 0.7% |
| 29 | VNQVANGUARD INDEX FDS | 54,317 | $5.2M | 0.7% |
| 30 | VTIVANGUARD INDEX FDS | 13,481 | $5.0M | 0.6% |
| 31 | VGSHVANGUARD SCOTTSDALE FDS | 81,101 | $4.7M | 0.6% |
| 32 | IUSBISHARES TR | 94,329 | $4.4M | 0.5% |
| 33 | GOOGALPHABET INC | 11,953 | $4.2M | 0.5% |
| 34 | VOTVANGUARD INDEX FDS | 13,586 | $4.2M | 0.5% |
| 35 | VOEVANGUARD INDEX FDS | 19,039 | $3.8M | 0.5% |
| 36 | BIVVANGUARD BD INDEX FDS | 48,922 | $3.8M | 0.5% |
| 37 | VPUVANGUARD WORLD FD | 17,610 | $3.4M | 0.4% |
| 38 | SPYSTATE STR SPDR S&P 500 ETF T | 4,533 | $3.4M | 0.4% |
| 39 | GOOGLALPHABET INC | 8,848 | $3.2M | 0.4% |
| 40 | MSFTMICROSOFT CORP | 8,014 | $3.0M | 0.4% |
| 41 | ESGUISHARES TR | 17,387 | $2.8M | 0.4% |
| 42 | MUBISHARES TR | 26,230 | $2.8M | 0.4% |
| 43 | AZNASTRAZENECA PLC | 14,790 | $2.8M | 0.3% |
| 44 | SCHPSCHWAB STRATEGIC TR | 99,176 | $2.6M | 0.3% |
| 45 | AMZNAMAZON COM INC | 10,784 | $2.6M | 0.3% |
| 46 | VWOVANGUARD INTL EQUITY INDEX F | 42,452 | $2.5M | 0.3% |
| 47 | CATCATERPILLAR INC | 2,267 | $2.4M | 0.3% |
| 48 | GLDSPDR GOLD TR | 6,301 | $2.3M | 0.3% |
| 49 | IUSGISHARES TR | 12,257 | $2.3M | 0.3% |
| 50 | IJTISHARES TR | 12,559 | $2.2M | 0.3% |
| 51 | VGKVANGUARD INTL EQUITY INDEX F | 24,312 | $2.2M | 0.3% |
| 52 | XLKSELECT SECTOR SPDR TR | 10,494 | $2.0M | 0.2% |
| 53 | DSIISHARES TR | 13,257 | $1.9M | 0.2% |
| 54 | ESGDISHARES TR | 18,035 | $1.9M | 0.2% |
| 55 | VEUVANGUARD INTL EQUITY INDEX F | 21,733 | $1.8M | 0.2% |
| 56 | IVVISHARES TR | 2,324 | $1.7M | 0.2% |
| 57 | VEAVANGUARD TAX-MANAGED FDS | 24,272 | $1.7M | 0.2% |
| 58 | IBBISHARES TR | 9,050 | $1.7M | 0.2% |
| 59 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,387 | $1.7M | 0.2% |
| 60 | SOXXISHARES TR | 2,525 | $1.6M | 0.2% |
| 61 | JNJJOHNSON & JOHNSON | 6,300 | $1.6M | 0.2% |
| 62 | WMTWALMART INC | 14,010 | $1.6M | 0.2% |
| 63 | IXJISHARES TR | 16,125 | $1.6M | 0.2% |
| 64 | VCRVANGUARD WORLD FD | 3,990 | $1.6M | 0.2% |
| 65 | SUBISHARES TR | 14,500 | $1.5M | 0.2% |
| 66 | PMPHILIP MORRIS INTL INC | 8,532 | $1.5M | 0.2% |
| 67 | VOXVANGUARD WORLD FD | 8,229 | $1.5M | 0.2% |
| 68 | LLYELI LILLY & CO | 1,166 | $1.4M | 0.2% |
| 69 | EMBISHARES TR | 14,127 | $1.4M | 0.2% |
| 70 | JNKSPDR SERIES TRUST | 13,903 | $1.3M | 0.2% |
| 71 | VWOBVANGUARD WHITEHALL FDS | 19,597 | $1.3M | 0.2% |
| 72 | VTEBVANGUARD MUN BD FDS | 24,677 | $1.2M | 0.2% |
| 73 | NULGNUSHARES ETF TR | 10,401 | $1.2M | 0.2% |
| 74 | HYGISHARES TR | 14,952 | $1.2M | 0.1% |
| 75 | SGOLETFS GOLD TR | 30,682 | $1.2M | 0.1% |
| 76 | SUSCISHARES TR | 46,388 | $1.1M | 0.1% |
| 77 | NVDANVIDIA CORPORATION | 5,258 | $1.1M | 0.1% |
| 78 | QUALISHARES TR | 4,739 | $1.0M | 0.1% |
| 79 | IJRISHARES TR | 6,938 | $1.0M | 0.1% |
| 80 | AMGNAMGEN INC | 2,633 | $953,640 | 0.1% |
| 81 | VFHVANGUARD WORLD FD | 7,123 | $937,683 | 0.1% |
| 82 | IGSBISHARES TR | 17,825 | $934,208 | 0.1% |
| 83 | NUSCNUSHARES ETF TR | 16,890 | $880,307 | 0.1% |
| 84 | MARMARRIOTT INTL INC NEW | 2,335 | $865,328 | 0.1% |
| 85 | ESGEISHARES INC | 15,192 | $830,852 | 0.1% |
| 86 | ICFISHARES TR | 12,084 | $817,241 | 0.1% |
| 87 | CSCOCISCO SYS INC | 6,573 | $772,040 | 0.1% |
| 88 | GREKGLOBAL X FDS | 9,970 | $752,735 | 0.1% |
| 89 | AFRMAFFIRM HLDGS INC | 9,140 | $745,367 | 0.1% |
| 90 | VCLTVANGUARD SCOTTSDALE FDS | 9,784 | $736,225 | 0.1% |
| 91 | ASMLASML HLDG NV | 364 | $724,156 | 0.1% |
| 92 | JPMJPMORGAN CHASE & CO | 2,187 | $715,919 | 0.1% |
| 93 | UNHUNITEDHEALTH GROUP INC | 1,686 | $700,880 | 0.1% |
| 94 | VPLVANGUARD INTL EQUITY INDEX F | 5,869 | $678,930 | 0.1% |
| 95 | GDXVANECK ETF TRUST | 8,976 | $677,248 | 0.1% |
| 96 | MOALTRIA GROUP INC | 9,203 | $662,147 | 0.1% |
| 97 | EWEDWARDS LIFESCIENCES CORP | 7,107 | $642,944 | 0.1% |
| 98 | SCHGSCHWAB STRATEGIC TR | 18,633 | $630,525 | 0.1% |
| 99 | EFAISHARES TR | 6,058 | $629,344 | 0.1% |
| 100 | VVVANGUARD INDEX FDS | 1,779 | $611,682 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.