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Portfolio (Quarterly) Guide ↗

White Lighthouse Investment Management Inc.

· CIK 0001727593
13F Portfolio $802M AUM 151 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 53 Added 57 Reduced 5 Exited
Page 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUG VANGUARD INDEX FDS 1,544,459.0 $133.0M 16.58% +1.3M +522.7% $86.14 +1.2%
2 SHV ISHARES TR 606,646.0 $66.9M 8.34% +87K +16.8% $110.35 -0.1%
3 VCSH VANGUARD SCOTTSDALE FDS 390,825.0 $30.9M 3.85% +7K +1.9% $79.03 -0.5%
4 VGT VANGUARD WORLD FD 253,028.0 $30.2M 3.77% +221K +681.3% $119.52 -1.0%
5 BND VANGUARD BD INDEX FDS 394,254.0 $28.9M 3.61% +11K +2.8% $73.41 -1.5%
6 SCHD SCHWAB STRATEGIC TR 835,391.0 $26.5M 3.30% +151K +22.0% $31.71 +9.8%
7 IGM ISHARES TR 128,824.0 $21.1M 2.63% +5K +4.4% $163.58 -3.2%
8 IAU ISHARES GOLD TR Financial Services 196,065.0 $14.8M 1.84% +2K +1.3% $75.51 +12.7%
9 IWF ISHARES TR 87,289.0 $10.8M 1.35% +65K +288.2% $124.17 -1.9%
10 BSV VANGUARD BD INDEX FDS 124,748.0 $9.7M 1.21% +4K +3.6% $77.91 -0.4%
11 BIL SPDR SERIES TRUST 99,007.0 $9.1M 1.13% +21K +26.9% $91.64 -0.1%
12 VTIP VANGUARD MALVERN FDS 179,052.0 $9.0M 1.12% +9K +5.5% $50.23 -0.8%
13 QQQ INVESCO QQQ TR Financial Services 9,837.0 $7.2M 0.90% +96.0 +1.0% $736.41 -3.5%
14 VSGX VANGUARD WORLD FD 80,017.0 $6.6M 0.82% +2K +2.6% $82.34 +0.6%
15 ESGV VANGUARD WORLD FD 47,053.0 $6.2M 0.78% +428.0 +0.9% $132.24 +2.1%
16 VO VANGUARD INDEX FDS 71,920.0 $5.8M 0.72% +54K +305.0% $80.57 +2.4%
17 VGSH VANGUARD SCOTTSDALE FDS 81,101.0 $4.7M 0.59% +2K +2.2% $58.20 -0.1%
18 IUSB ISHARES TR 94,329.0 $4.4M 0.54% +9K +10.8% $46.15 -1.4%
19 VOT VANGUARD INDEX FDS 13,586.0 $4.2M 0.52% +373.0 +2.8% $306.30 -1.1%
20 VOE VANGUARD INDEX FDS 19,039.0 $3.8M 0.47% +221.0 +1.2% $197.61 +5.2%
Page 1 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.9%
Technology 19.5%
Healthcare 11.8%
Communication Services 9.9%
Consumer Defensive 7.2%
Consumer Cyclical 5.7%
Industrials 4.4%
Energy 0.9%
Utilities 0.8%