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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  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VYM VANGUARD WHITEHALL FDS 341,684.0 $54.0M 6.73% -41K -10.8% $158.03 +3.8%
2 VTV VANGUARD INDEX FDS 128,941.0 $28.1M 3.50% -2K -1.7% $217.93 +3.3%
3 IXUS ISHARES TR 182,901.0 $17.5M 2.18% -3K -1.5% $95.44 +1.9%
4 VCIT VANGUARD SCOTTSDALE FDS 168,428.0 $13.9M 1.74% -24K -12.4% $82.65 -1.9%
5 VOO VANGUARD INDEX FDS 18,466.0 $12.7M 1.58% -346.0 -1.8% $686.81 +2.1%
6 VIG VANGUARD SPECIALIZED FUNDS 51,946.0 $12.3M 1.53% -393.0 -0.8% $236.62 +2.4%
7 DVY ISHARES TR 70,028.0 $10.9M 1.36% -615.0 -0.9% $156.30 +5.2%
8 VBR VANGUARD INDEX FDS 36,641.0 $8.9M 1.11% -329.0 -0.9% $242.99 +1.9%
9 VB VANGUARD INDEX FDS 26,615.0 $8.1M 1.00% -310.0 -1.1% $303.12 -0.1%
10 VHT VANGUARD WORLD FD 23,758.0 $7.1M 0.89% -983.0 -4.0% $299.01 +8.3%
11 AAPL APPLE INC Technology 21,636.0 $6.3M 0.78% -501.0 -2.3% $289.36 +7.6%
12 VNQ VANGUARD INDEX FDS 54,317.0 $5.2M 0.65% -5K -8.5% $96.43 +2.3%
13 VTI VANGUARD INDEX FDS 13,481.0 $5.0M 0.62% -217.0 -1.6% $370.05 +1.8%
14 GOOG ALPHABET INC Communication Services 11,953.0 $4.2M 0.53% -396.0 -3.2% $353.34 -4.3%
15 BIV VANGUARD BD INDEX FDS 48,922.0 $3.8M 0.47% -381.0 -0.8% $76.70 -1.5%
16 VPU VANGUARD WORLD FD 17,610.0 $3.4M 0.43% -1K -6.0% $195.73 -3.3%
17 GOOGL ALPHABET INC Communication Services 8,848.0 $3.2M 0.39% -780.0 -8.1% $357.38 -4.7%
18 MSFT MICROSOFT CORP Technology 8,014.0 $3.0M 0.37% -870.0 -9.8% $373.03 +29.0%
19 VWO VANGUARD INTL EQUITY INDEX F 42,452.0 $2.5M 0.32% -7K -13.4% $59.69 +0.6%
20 CAT CATERPILLAR INC Industrials 2,267.0 $2.4M 0.30% -182.0 -7.4% $1064.94 -23.4%
Page 1 of 3  ·  57 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%