EdgeMarket › What White Lighthouse Investment Management Inc. reported owning
What White Lighthouse Investment Management Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
720.8MPositions
145Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VUG Vanguard Morningstar Growth ETF | 108.3M | 15.0% | 248.0K | 87.50 | +15.9% |
| SHV iShares 0-1 Year Treasury Bond ETF | 57.3M | 8.0% | 519.5K | 110.31 | -0.0% |
| VYM Vanguard High Dividend Yield ETF | 56.7M | 7.9% | 383.0K | 164.97 | +19.9% |
| VXUS Vanguard Total International Stock ETF | 49.6M | 6.9% | 643.7K | 87.71 | +22.7% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 30.4M | 4.2% | 383.7K | 78.59 | -1.3% |
| BND Vanguard Total Bond Market ETF | 28.2M | 3.9% | 383.4K | 72.23 | -1.8% |
| VTV Vanguard Morningstar Value ETF | 25.7M | 3.6% | 131.2K | 226.40 | +24.6% |
| VGT Vanguard Information Tech ETF | 22.6M | 3.1% | 32.4K | 118.42 | +38.5% |
| SCHD Schwab US Dividend Equity ETF | 21.0M | 2.9% | 684.7K | 35.11 | +27.6% |
| IAU ISHARES GOLD TRUST | 17.1M | 2.4% | 193.6K | 86.79 | +37.5% |
| IXUS iShares Core MSCI Total International Stock ET | 16.1M | 2.2% | 185.8K | 97.94 | +22.5% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 15.9M | 2.2% | 192.3K | 81.05 | -2.5% |
| IGM iShares Expanded Tech Sector ETF | 14.6M | 2.0% | 123.4K | 158.89 | +38.1% |
| VIG Vanguard Div Appreciation ETF | 11.3M | 1.6% | 52.3K | 243.91 | +16.2% |
| VOO Vanguard S&P 500 ETF | 11.2M | 1.6% | 18.8K | 703.71 | +20.0% |
| DVY iShares Select Dividend ETF | 10.7M | 1.5% | 70.6K | 164.09 | +17.7% |
| IWF iShares Russell 1000 Growth Fund | 9.6M | 1.3% | 22.5K | 122.39 | +11.2% |
| BSV Vanguard Short-Term Bond ETF | 9.4M | 1.3% | 120.4K | 77.57 | -1.4% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 8.5M | 1.2% | 169.8K | 49.79 | -1.1% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 8.0M | 1.1% | 37.0K | 249.18 | +22.7% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 7.1M | 1.0% | 78.0K | 91.60 | -0.1% |
| VB Vanguard Morningstar Small-Cap ETF | 7.1M | 1.0% | 26.9K | 304.76 | +24.4% |
| VHT Vanguard Health Care ETF | 6.7M | 0.9% | 24.7K | 327.70 | +28.7% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 5.6M | 0.8% | 9.7K | 713.44 | +26.1% |
| AAPL Apple Inc. | 5.6M | 0.8% | 22.1K | 309.35 | +36.9% |
| VSGX Vanguard ESG International Stock ETF | 5.6M | 0.8% | 78.0K | 83.52 | +23.2% |
| VNQ Vanguard Real Estate ETF | 5.3M | 0.7% | 59.4K | 98.50 | +8.6% |
| ESGV Vanguard ESG U.S. Stock ETF | 5.2M | 0.7% | 46.6K | 135.75 | +20.1% |
| VO Vanguard Morningstar Mid-Cap ETF | 5.1M | 0.7% | 17.8K | 82.97 | +15.9% |
| VGSH Vanguard Short-Term Treasury ETF | 4.6M | 0.6% | 79.4K | 58.13 | -0.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 4.4M | 0.6% | 13.7K | 378.24 | +20.5% |
| IUSB iShares Core Universal USD Bond ETF | 3.9M | 0.5% | 85.1K | 45.43 | -1.7% |
| BIV Vanguard Intermediate-Term Bond ETF | 3.8M | 0.5% | 49.3K | 75.43 | -2.5% |
| VPU Vanguard Utilities ETF | 3.7M | 0.5% | 18.7K | 185.03 | -0.6% |
| GOOG Alphabet Inc. | 3.5M | 0.5% | 12.3K | 341.75 | +70.7% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 3.5M | 0.5% | 18.8K | 208.64 | +21.9% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 3.4M | 0.5% | 13.2K | 305.46 | +7.4% |
| MSFT MICROSOFT CORP | 3.3M | 0.5% | 8.9K | 483.24 | -4.4% |
| AZN ASTRAZENECA PLC | 3.0M | 0.4% | 15.2K | 165.98 | — |
| GLD SPDR GOLD TRUST | 3.0M | 0.4% | 6.9K | 423.36 | +37.3% |
| SPY SPDR S&P 500 ETF TRUST | 2.8M | 0.4% | 4.3K | 765.72 | +20.0% |
| GOOGL Alphabet Inc. | 2.8M | 0.4% | 9.6K | 344.82 | +73.0% |
| MUB iShares National Muni Bond ETF | 2.7M | 0.4% | 25.1K | 105.34 | +1.2% |
| VWO Vanguard FTSE Emerging Markets ETF | 2.6M | 0.4% | 49.0K | 60.45 | +17.7% |
| SCHP Schwab U.S. TIPS ETF | 2.6M | 0.4% | 97.0K | 25.96 | -2.7% |
| ESGU iShares ESG Aware MSCI USA ETF | 2.4M | 0.3% | 17.2K | 167.74 | +20.3% |
| AMZN AMAZON COM INC | 2.3M | 0.3% | 10.8K | 258.63 | +15.6% |
| unmapped CUSIP 084670702 | 2.1M | 0.3% | 4.3K | — | — |
| VGK Vanguard FTSE Europe ETF | 2.0M | 0.3% | 24.2K | 92.72 | +16.8% |
| IUSG iShares Core S&P U.S. Growth ETF | 1.9M | 0.3% | 12.3K | 189.82 | +22.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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