White Lighthouse Investment Management Inc.

CIK 0001727593 • 7 13F filings • May 12, 2025 – Oct 21, 2026

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Filer information

Filed by: White Lighthouse Investment Management Inc., Owner
Address: 5 DUTTON LANE, BEDFORD, MA, 01730
Phone: 508 471-4431
AUM: $716.4M

AUM over time

$829.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $716.4M146 positionsView on SEC.gov

			% of Portfolio
AFFIRM HLDGS INC	COM CL A	$529K	0.1%Prev: 0.1%	7,111 SH	Decreased-2,834 SH
ALPHABET INC	CAP STK CL A	$3.2M	0.4%Prev: 0.4%	10,122 SH	Increased+976 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.2%Prev: 0.5%	4,130 SH	Decreased-7,421 SH
ALTRIA GROUP INC	COM	$530K	0.1%Prev: 0.1%	9,193 SH	Decreased-11 SH
AMAZON COM INC	COM	$2.7M	0.4%Prev: 0.3%	11,855 SH	Increased+948 SH
AMGEN INC	COM	$1.2M	0.2%Prev: 0.1%	3,569 SH	Increased+834 SH
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$583K	0.1%Prev: 0.1%	26,065 SH	Increased-663 SH
APPLE INC	COM	$6.4M	0.9%Prev: 0.9%	23,577 SH	Decreased+1,936 SH
ASML HOLDING N V	N Y REGISTRY SHS	$390K	0.1%	365 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$2.8M	0.4%	30,374 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	0.4%Prev: 0.2%	5,167 SH	Increased+2,052 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$505K	0.1%Prev: 0.1%	8,916 SH	Increased-168 SH
BROADCOM INC	COM	$590K	0.1%Prev: 0.1%	1,704 SH	Increased+185 SH
BROOKFIELD CORP	CL A LTD VT SH	$206K	0.0%	4,489 SH	New
CATERPILLAR INC	COM	$1.4M	0.2%Prev: 0.2%	2,471 SH	Decreased+204 SH
CHEVRON CORP NEW	COM	$255K	0.0%	1,674 SH	New
CISCO SYS INC	COM	$509K	0.1%Prev: 0.1%	6,604 SH	Decreased-69 SH
COSTCO WHSL CORP NEW	COM	$249K	0.0%	289 SH	New
DEERE & CO	COM	$216K	0.0%Prev: 0.0%	465 SH	Decreased
EDWARDS LIFESCIENCES CORP	COM	$606K	0.1%Prev: 0.1%	7,107 SH	Decreased
ETFS GOLD TR	PHYSCL GOLD SHS	$1.4M	0.2%Prev: 0.2%	34,590 SH	Increased+2,698 SH
EXXON MOBIL CORP	COM	$384K	0.1%	3,190 SH	New
GLOBAL X FTSE GREECE 20 ETF	COMMON	$657K	0.1%	9,970 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$211K	0.0%Prev: 0.0%	1,592 SH	Increased+200 SH
HOME DEPOT INC	COM	$349K	0.0%Prev: 0.0%	1,015 SH	Increased-9 SH
INTUITIVE SURGICAL INC	COM NEW	$268K	0.0%Prev: 0.1%	473 SH	Decreased-1,542 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$179K	0.0%Prev: 0.0%	13,499 SH	Decreased+54 SH
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$221K	0.0%	2,616 SH	New
INVESCO QQQ TR	UNIT SER 1	$5.7M	0.8%Prev: 0.9%	9,286 SH	Decreased-359 SH
ISHARES GOLD TR	ISHARES NEW	$16.8M	2.3%Prev: 1.9%	206,671 SH	Increased-98 SH
ISHARES INC	CORE MSCI EMKT	$237K	0.0%Prev: 0.0%	3,523 SH	Decreased-1,308 SH
ISHARES INC	ESG AWR MSCI EM	$729K	0.1%Prev: 0.1%	16,507 SH	Decreased+1,235 SH
ISHARES INC	MSCI GBL GOLD MN	$207K	0.0%	2,813 SH	New
ISHARES TR	CORE MSCI TOTAL	$15.9M	2.2%Prev: 2.1%	187,638 SH	Decreased+4,819 SH
ISHARES TR	CORE S&P SCP ETF	$814K	0.1%Prev: 0.1%	6,770 SH	Decreased-42 SH
ISHARES TR	CORE S&P US GWT	$2.1M	0.3%Prev: 0.3%	12,478 SH	Decreased+205 SH
ISHARES TR	CORE S&P500 ETF	$1.5M	0.2%Prev: 0.2%	2,174 SH	Decreased-143 SH
ISHARES TR	CORE UNIVRSL USD	$4.0M	0.6%Prev: 0.5%	85,339 SH	Decreased-8,140 SH
ISHARES TR	CORE US AGGBD ET	$321K	0.0%Prev: 0.1%	3,214 SH	Decreased-1,340 SH
ISHARES TR	ESG AW MSCI EAFE	$1.7M	0.2%Prev: 0.2%	17,464 SH	Decreased-752 SH
ISHARES TR	ESG AWR MSCI USA	$2.6M	0.4%Prev: 0.4%	17,143 SH	Decreased-315 SH
ISHARES TR	ESG AWRE USD ETF	$1.0M	0.1%Prev: 0.1%	43,625 SH	Increased+392 SH
ISHARES TR	ESG MSCI KLD 400	$1.6M	0.2%	12,792 SH	New
ISHARES TR	ESG OPTIMIZED	$321K	0.0%Prev: 0.0%	2,304 SH	Increased+925 SH
ISHARES TR	EXPND TEC SC ETF	$14.7M	2.1%Prev: 2.7%	113,956 SH	Decreased-18,607 SH
ISHARES TR	GL CLEAN ENE ETF	$373K	0.1%Prev: 0.0%	22,732 SH	Decreased-885 SH
ISHARES TR	GLOB HLTHCRE ETF	$1.6M	0.2%Prev: 0.2%	16,275 SH	Decreased+150 SH
ISHARES TR	IBOXX HI YD ETF	$507K	0.1%Prev: 0.1%	6,294 SH	Decreased-9,195 SH
ISHARES TR	ISHARES BIOTECH	$1.6M	0.2%Prev: 0.2%	9,271 SH	Decreased+211 SH
ISHARES TR	ISHARES SEMICDTR	$777K	0.1%Prev: 0.2%	2,581 SH	Decreased+167 SH
ISHARES TR	ISHS 1-5YR INVS	$930K	0.1%Prev: 0.2%	17,590 SH	Decreased-9,495 SH
ISHARES TR	JPMORGAN USD EMG	$765K	0.1%Prev: 0.2%	7,947 SH	Decreased-6,878 SH
ISHARES TR	MSCI EAFE ETF	$500K	0.1%Prev: 0.1%	5,203 SH	Decreased-855 SH
ISHARES TR	MSCI USA MMENTM	$409K	0.1%Prev: 0.1%	1,633 SH	Decreased+11 SH
ISHARES TR	MSCI USA QLT FCT	$838K	0.1%Prev: 0.1%	4,221 SH	Decreased-694 SH
ISHARES TR	NATIONAL MUN ETF	$2.6M	0.4%Prev: 0.3%	24,100 SH	Decreased-2,239 SH
ISHARES TR	RUS 1000 GRW ETF	$10.7M	1.5%Prev: 1.3%	22,655 SH	Decreased-64,926 SH
ISHARES TR	RUS MD CP GR ETF	$474K	0.1%Prev: 0.0%	3,461 SH	Increased+757 SH
ISHARES TR	S&P SML 600 GWT	$1.8M	0.3%Prev: 0.2%	12,820 SH	Decreased+261 SH
ISHARES TR	SELECT DIVID ETF	$9.9M	1.4%Prev: 1.4%	70,432 SH	Decreased-3,958 SH
ISHARES TR	SELECT US REIT	$957K	0.1%Prev: 0.1%	16,034 SH	Increased+4,710 SH
ISHARES TR	SHRT NAT MUN ETF	$1.3M	0.2%Prev: 0.2%	12,636 SH	Decreased-1,864 SH
ISHARES TR	TRUST ISHARE 0-1	$52.0M	7.3%Prev: 8.0%	472,420 SH	Decreased-127,796 SH
ISHARES TR	ULTRA SHORT DUR	$354K	0.0%Prev: 0.1%	7,000 SH	Decreased-2,500 SH
JOHNSON & JOHNSON	COM	$1.3M	0.2%Prev: 0.2%	6,323 SH	Decreased+1,003 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.2%	3,673 SH	New
LOCKHEED MARTIN CORP	COM	$273K	0.0%Prev: 0.0%	564 SH	Decreased-5 SH
MARRIOTT INTL INC NEW	CL A	$724K	0.1%Prev: 0.1%	2,335 SH	Decreased
MEDTRONIC PLC	SHS	$303K	0.0%Prev: 0.0%	3,155 SH	Increased-235 SH
MERCK & CO INC	COM	$516K	0.1%Prev: 0.1%	4,899 SH	Decreased+568 SH
MICROSOFT CORP	COM	$4.3M	0.6%Prev: 0.5%	8,805 SH	Increased+567 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$1.0M	0.1%Prev: 0.1%	10,478 SH	Decreased+347 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$712K	0.1%Prev: 0.1%	15,940 SH	Decreased-2,043 SH
NVIDIA CORPORATION	COM	$897K	0.1%Prev: 0.1%	4,812 SH	Decreased-492 SH
ORACLE CORP	COM	$224K	0.0%Prev: 0.0%	1,150 SH	Decreased-1,489 SH
PALO ALTO NETWORKS INC	COM	$249K	0.0%Prev: 0.1%	1,350 SH	Decreased+174 SH
PEPSICO INC	COM	$269K	0.0%Prev: 0.0%	1,878 SH	Increased-24 SH
PHILIP MORRIS INTL INC	COM	$1.8M	0.3%Prev: 0.3%	11,329 SH	Decreased-2,030 SH
PIMCO ETF TR	MULTISECTOR BD	$382K	0.1%	14,310 SH	New
PROCTER AND GAMBLE CO	COM	$760K	0.1%	5,305 SH	New
QUALCOMM INC	COM	$200K	0.0%Prev: 0.0%	1,170 SH	Decreased+27 SH
S&P GLOBAL INC	COM	$320K	0.0%Prev: 0.0%	613 SH	Increased+18 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$216K	0.0%Prev: 0.0%	9,001 SH	Decreased-2,407 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$329K	0.0%Prev: 0.0%	7,216 SH	Decreased+34 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$201K	0.0%	8,260 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.1M	0.7%Prev: 4.1%	187,668 SH	Decreased-868,482 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$479K	0.1%Prev: 0.1%	14,672 SH	Decreased-4,091 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.5M	0.3%Prev: 0.3%	93,470 SH	Decreased-7,074 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$247K	0.0%	2,096 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$264K	0.0%	4,827 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$395K	0.1%	2,553 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.9M	0.3%	13,244 SH	New
SOUTHERN CO	COM	$853K	0.1%Prev: 0.1%	9,782 SH	Increased+3,452 SH
SPDR GOLD TR	GOLD SHS	$2.8M	0.4%Prev: 0.3%	7,093 SH	Increased+792 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.8M	0.4%	4,117 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$9.3M	1.3%	101,024 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$362K	0.1%	1,191 SH	New
UNION PAC CORP	COM	$273K	0.0%Prev: 0.0%	1,182 SH	Increased+215 SH
UNITEDHEALTH GROUP INC	COM	$600K	0.1%Prev: 0.1%	1,816 SH	Decreased+130 SH
VANECK ETF TRUST	GOLD MINERS ETF	$819K	0.1%Prev: 0.1%	9,548 SH	Increased+1,231 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$3.9M	0.5%Prev: 0.4%	49,730 SH	Increased+95 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$658K	0.1%	9,465 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$9.3M	1.3%Prev: 1.2%	117,508 SH	Decreased-9,908 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$27.5M	3.8%Prev: 3.3%	371,289 SH	Increased-13,525 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$485K	0.1%Prev: 0.1%	10,047 SH	Decreased-3,647 SH
VANGUARD INDEX FDS	GROWTH ETF	$117.2M	16.4%	240,210 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$561K	0.1%	1,783 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.5M	0.5%	12,700 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.3M	0.5%	18,525 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$4.9M	0.7%	17,051 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.3M	0.7%Prev: 0.6%	59,746 SH	Increased+3,013 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.7M	1.6%Prev: 1.6%	18,635 SH	Decreased-120 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$7.6M	1.1%	35,980 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$6.3M	0.9%	24,585 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$262K	0.0%	866 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$4.5M	0.6%	13,320 SH	New
VANGUARD INDEX FDS	VALUE ETF	$25.1M	3.5%	131,334 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.6M	0.2%Prev: 0.2%	21,422 SH	Decreased-523 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.7M	0.4%Prev: 0.3%	50,886 SH	Increased+11,323 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$2.0M	0.3%Prev: 0.3%	24,150 SH	Decreased-441 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$523K	0.1%Prev: 0.1%	5,789 SH	Decreased-80 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$6.5M	0.9%Prev: 1.1%	131,912 SH	Decreased-60,855 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	0.2%Prev: 0.1%	24,258 SH	Increased-419 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$16.8M	2.3%Prev: 1.5%	200,521 SH	Increased+39,834 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$4.3M	0.6%Prev: 0.1%	56,724 SH	Increased+46,968 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.4M	0.6%Prev: 0.6%	74,371 SH	Decreased-5,215 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$29.2M	4.1%Prev: 3.9%	365,920 SH	Decreased-50,896 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$379K	0.1%Prev: 0.1%	3,115 SH	Decreased-126 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$11.6M	1.6%Prev: 1.5%	52,596 SH	Decreased+472 SH
VANGUARD STAR FDS	VG TL INTL STK F	$44.8M	6.2%Prev: 6.8%	593,492 SH	Decreased-68,194 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	0.2%Prev: 0.2%	26,168 SH	Decreased+1,829 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.3M	0.2%Prev: 0.2%	18,969 SH	Decreased-2,932 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$67.7M	9.5%Prev: 6.2%	471,838 SH	Increased+142,406 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$220K	0.0%Prev: 0.0%	2,442 SH	Decreased-99 SH
VANGUARD WORLD FD	COMM SRVC ETF	$1.7M	0.2%Prev: 0.2%	8,875 SH	Increased+323 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$1.7M	0.2%Prev: 0.1%	4,414 SH	Increased+1,182 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$5.5M	0.8%Prev: 0.8%	77,365 SH	Decreased-3,113 SH
VANGUARD WORLD FD	ESG US CORP BD	$361K	0.1%Prev: 0.1%	5,674 SH	Decreased-1,310 SH
VANGUARD WORLD FD	ESG US STK ETF	$5.5M	0.8%Prev: 0.8%	45,293 SH	Decreased-1,857 SH
VANGUARD WORLD FD	FINANCIALS ETF	$936K	0.1%Prev: 0.2%	7,010 SH	Decreased-2,858 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$7.0M	1.0%Prev: 1.0%	24,485 SH	Decreased-824 SH
VANGUARD WORLD FD	INF TECH ETF	$24.6M	3.4%Prev: 3.7%	32,684 SH	Decreased-213,691 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$728K	0.1%	1,763 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$3.5M	0.5%Prev: 0.4%	18,674 SH	Increased-802 SH
VISA INC	COM CL A	$230K	0.0%	656 SH	New
WALMART INC	COM	$1.7M	0.2%Prev: 0.2%	15,247 SH	Increased+889 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $267K
ASML HLDG NV — $659K
ASTRAZENECA PLC — $2.2M
CHEVRON CORPORATION — $377K
COSTCO WHOLESALE CORPORATION — $257K
ELI LILLY & CO — $1.4M
EXPEDIA GROUP INC — $268K
EXXONMOBIL HOLDINGS CORP — $508K
ISHARES BITCOIN TRUST ETF — $349K
ISHARES TR — $1.9M
ISHARES TR — $244K
ISHARES TR — $269K
JPMORGAN CHASE & CO — $723K
PROCTER & GAMBLE CO — $206K
SCHWAB STRATEGIC TR — $468K
SCHWAB STRATEGIC TR — $230K
SELECT SECTOR SPDR TR — $1.5M
SPDR SERIES TRUST — $1.3M
SPDR SERIES TRUST — $12.1M
SPDR SERIES TRUST — $261K
… and 16 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001727593-26-000005	$716.4M	View
Oct 21, 2026	Q3 2026	13F-HR	0001727593-26-000009	$829.2M	View
Nov 13, 2025	Q3 2025