White Lighthouse Investment Management Inc.

CIK 0001727593 • 6 13F filings • May 12, 2025 – Aug 5, 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

$802.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $720.8M141 positionsView on SEC.gov

			% of Portfolio
AFFIRM HLDGS INC	COM CL A	$370K	0.1%Prev: 0.1%	8,084 SH	Decreased-1,458 SH
ALPHABET INC	CAP STK CL A	$2.8M	0.4%Prev: 0.2%	9,628 SH	Increased+1,606 SH
ALPHABET INC	CAP STK CL C	$3.5M	0.5%Prev: 0.1%	12,349 SH	Increased+9,683 SH
ALTRIA GROUP INC	COM	$607K	0.1%Prev: 0.1%	9,202 SH	Increased-195 SH
AMAZON COM INC	COM	$2.3M	0.3%Prev: 0.5%	10,836 SH	Decreased-3,382 SH
AMGEN INC	COM	$1.2M	0.2%Prev: 0.2%	3,333 SH	Increased-98 SH
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$565K	0.1%Prev: 0.1%	26,722 SH	Increased+4,273 SH
APPLE INC	COM	$5.6M	0.8%Prev: 1.2%	22,137 SH	Decreased-7,414 SH
ASML HLDG NV	N Y REGISTRY SHS	$483K	0.1%	366 SH	New
ASTRAZENECA PLC F SPONSORED ADR	COMMON	$3.0M	0.4%	15,213 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	0.3%Prev: 0.4%	4,282 SH	Decreased+150 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$531K	0.1%Prev: 0.2%	9,084 SH	Decreased-14,768 SH
BROADCOM INC	COM	$500K	0.1%Prev: 0.1%	1,615 SH	Increased-411 SH
CATERPILLAR INC	COM	$1.7M	0.2%Prev: 0.2%	2,449 SH	Increased-592 SH
CHEVRON CORPORATION	COM	$326K	0.0%	1,575 SH	New
CISCO SYS INC	COM	$518K	0.1%Prev: 0.1%	6,672 SH	Increased+242 SH
CORNING INC	COM	$214K	0.0%	1,576 SH	New
COSTCO WHOLESALE CORPORATION	COM	$290K	0.0%	291 SH	New
DEERE & CO	COM	$262K	0.0%Prev: 0.0%	465 SH	Increased
EDWARDS LIFESCIENCES CORP	COM	$569K	0.1%Prev: 0.1%	7,107 SH	Decreased-1,035 SH
ELI LILLY & CO	COM	$1.1M	0.1%	1,166 SH	New
ETFS GOLD TR	PHYSCL GOLD SHS	$1.4M	0.2%Prev: 0.2%	30,865 SH	Increased-8,033 SH
EXXON MOBIL CORP	COM	$555K	0.1%Prev: 0.1%	3,273 SH	Increased+242 SH
GLOBAL X FTSE GREECE 20 ETF	COMMON	$637K	0.1%Prev: 0.1%	9,970 SH	Increased+3,320 SH
HOME DEPOT INC	COM	$333K	0.0%Prev: 0.1%	1,012 SH	Increased+194 SH
INTUITIVE SURGICAL INC	COM NEW	$216K	0.0%Prev: 0.0%	468 SH	Decreased+12 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$234K	0.0%Prev: 0.0%	13,485 SH	Increased+730 SH
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$207K	0.0%	2,619 SH	New
INVESCO QQQ TR	UNIT SER 1	$5.6M	0.8%Prev: 0.8%	9,741 SH	Increased+491 SH
ISHARES GOLD TR	ISHARES NEW	$17.1M	2.4%Prev: 2.5%	193,568 SH	Increased-42,940 SH
ISHARES INC	CORE MSCI EMKT	$325K	0.0%	4,663 SH	New
ISHARES INC	ESG AWR MSCI EM	$726K	0.1%Prev: 0.1%	15,967 SH	Increased-2,243 SH
ISHARES TR	CORE MSCI TOTAL	$16.1M	2.2%Prev: 2.4%	185,764 SH	Increased-7,131 SH
ISHARES TR	CORE S&P SCP ETF	$864K	0.1%Prev: 0.1%	6,953 SH	Increased+589 SH
ISHARES TR	CORE S&P US GWT	$1.9M	0.3%Prev: 0.3%	12,322 SH	Increased+813 SH
ISHARES TR	CORE S&P500 ETF	$1.4M	0.2%Prev: 0.2%	2,172 SH	Increased+25 SH
ISHARES TR	CORE UNIVRSL USD	$3.9M	0.5%	85,101 SH	New
ISHARES TR	CORE US AGGBD ET	$457K	0.1%Prev: 0.0%	4,604 SH	Increased+2,058 SH
ISHARES TR	ESG AW MSCI EAFE	$1.7M	0.2%Prev: 0.3%	17,529 SH	Increased-1,597 SH
ISHARES TR	ESG AWR MSCI USA	$2.4M	0.3%Prev: 0.4%	17,193 SH	Increased+589 SH
ISHARES TR	ESG AWRE USD ETF	$1.0M	0.1%	44,588 SH	New
ISHARES TR	ESG MSCI KLD 400	$1.6M	0.2%Prev: 0.3%	12,942 SH	Increased-2,273 SH
ISHARES TR	EXPND TEC SC ETF	$14.6M	2.0%Prev: 1.3%	123,424 SH	Increased+43,074 SH
ISHARES TR	GL CLEAN ENE ETF	$422K	0.1%Prev: 0.0%	23,082 SH	Increased+7,905 SH
ISHARES TR	GLOB HLTHCRE ETF	$1.5M	0.2%Prev: 0.3%	16,275 SH	Decreased-3,001 SH
ISHARES TR	IBOXX HI YD ETF	$1.0M	0.1%Prev: 0.1%	13,119 SH	Increased+8,868 SH
ISHARES TR	ISHARES BIOTECH	$1.6M	0.2%Prev: 0.3%	9,275 SH	Increased-2,056 SH
ISHARES TR	ISHARES SEMICDTR	$839K	0.1%Prev: 0.1%	2,554 SH	Increased+755 SH
ISHARES TR	ISHS 1-5YR INVS	$933K	0.1%Prev: 0.2%	17,750 SH	Decreased-1,070 SH
ISHARES TR	JPMORGAN USD EMG	$1.2M	0.2%Prev: 0.1%	13,042 SH	Increased+6,872 SH
ISHARES TR	MSCI EAFE ETF	$588K	0.1%	6,058 SH	New
ISHARES TR	MSCI USA MMENTM	$392K	0.1%Prev: 0.1%	1,633 SH	Decreased-390 SH
ISHARES TR	MSCI USA QLT FCT	$858K	0.1%Prev: 0.1%	4,474 SH	Increased+1,164 SH
ISHARES TR	NATIONAL MUN ETF	$2.7M	0.4%Prev: 0.5%	25,080 SH	Increased-13 SH
ISHARES TR	RUS 1000 GRW ETF	$9.6M	1.3%Prev: 1.5%	22,484 SH	Increased-861 SH
ISHARES TR	RUS MD CP GR ETF	$328K	0.0%Prev: 0.1%	2,557 SH	Decreased-460 SH
ISHARES TR	RUSSELL 2000 ETF	$275K	0.0%	1,107 SH	New
ISHARES TR	S&P SML 600 GWT	$1.9M	0.3%Prev: 0.3%	12,888 SH	Increased-183 SH
ISHARES TR	SELECT DIVID ETF	$10.7M	1.5%Prev: 1.5%	70,643 SH	Increased+6,651 SH
ISHARES TR	SELECT US REIT	$956K	0.1%	15,444 SH	New
ISHARES TR	SHRT NAT MUN ETF	$1.3M	0.2%Prev: 0.2%	12,636 SH	Increased+136 SH
ISHARES TR	TRUST ISHARE 0-1	$57.3M	8.0%	519,501 SH	New
ISHARES TR	ULTRA SHORT DUR	$354K	0.0%	7,000 SH	New
JOHNSON & JOHNSON	COM	$1.5M	0.2%Prev: 0.2%	6,340 SH	Increased-590 SH
JPMORGAN CHASE & CO	COM	$796K	0.1%	2,707 SH	New
LOCKHEED MARTIN CORP	COM	$344K	0.0%Prev: 0.0%	569 SH	Increased+32 SH
MARRIOTT INTL INC NEW	CL A	$764K	0.1%Prev: 0.1%	2,335 SH	Decreased-1,000 SH
MEDTRONIC PLC	SHS	$278K	0.0%Prev: 0.0%	3,209 SH	Increased+362 SH
MERCK & CO INC	COM	$510K	0.1%Prev: 0.1%	4,242 SH	Increased-131 SH
MICROSOFT CORP	COM	$3.3M	0.5%Prev: 0.4%	8,884 SH	Increased+2,406 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$890K	0.1%Prev: 0.1%	9,787 SH	Increased+4,125 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$721K	0.1%Prev: 0.1%	15,990 SH	Increased+1,681 SH
NVIDIA CORPORATION	COM	$911K	0.1%Prev: 0.1%	5,221 SH	Increased+2,100 SH
PALO ALTO NETWORKS INC	COM	$206K	0.0%Prev: 0.0%	1,282 SH	Decreased-38 SH
PEPSICO INC	COM	$296K	0.0%Prev: 0.0%	1,905 SH	Increased+154 SH
PHILIP MORRIS INTL INC	COM	$1.8M	0.3%Prev: 0.3%	11,182 SH	Increased+703 SH
PROCTER & GAMBLE CO	COM	$769K	0.1%	5,327 SH	New
S&P GLOBAL INC	COM	$255K	0.0%Prev: 0.1%	600 SH	Decreased+45 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$287K	0.0%Prev: 0.0%	11,589 SH	Increased-1,303 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$336K	0.0%Prev: 0.0%	7,186 SH	Increased-82 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$207K	0.0%Prev: 0.0%	8,510 SH	Decreased-160 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$21.0M	2.9%Prev: 0.6%	684,743 SH	Increased+556,028 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$562K	0.1%Prev: 0.1%	19,300 SH	Increased+4,626 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.6M	0.4%Prev: 0.4%	96,957 SH	Increased+8,754 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$232K	0.0%	2,096 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$261K	0.0%	4,260 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$242K	0.0%	4,903 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$375K	0.1%	2,557 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.4M	0.2%	10,494 SH	New
SOUTHERN CO	COM	$927K	0.1%Prev: 0.1%	9,605 SH	Increased+1,446 SH
SPDR GOLD TR	GOLD SHS	$3.0M	0.4%Prev: 0.4%	6,883 SH	Increased+70 SH
SPDR SERIES TRUST	STATE STREET SPD	$9.2M	1.3%	100,116 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.8M	0.4%	4,342 SH	New
UNION PAC CORP	COM	$269K	0.0%Prev: 0.0%	1,107 SH	Increased+25 SH
UNITEDHEALTH GROUP INC	COM	$456K	0.1%Prev: 0.2%	1,686 SH	Decreased-343 SH
VANECK ETF TRUST	GOLD MINERS ETF	$833K	0.1%Prev: 0.1%	9,076 SH	Increased-3,210 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$3.8M	0.5%Prev: 0.7%	49,303 SH	Increased-83 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$263K	0.0%Prev: 0.3%	3,822 SH	Decreased-21,259 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$9.4M	1.3%Prev: 1.5%	120,379 SH	Increased+11,035 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$28.2M	3.9%Prev: 3.9%	383,389 SH	Increased+84,247 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$531K	0.1%Prev: 0.1%	11,059 SH	Increased+4,322 SH
VANGUARD INDEX FDS	GROWTH ETF	$108.3M	15.0%Prev: 15.5%	248,021 SH	Increased+14,607 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$533K	0.1%Prev: 0.1%	1,784 SH	Increased-171 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.4M	0.5%Prev: 0.5%	13,213 SH	Increased+1,453 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.5M	0.5%Prev: 0.5%	18,818 SH	Increased-27 SH
VANGUARD INDEX FDS	MID CAP ETF	$5.1M	0.7%Prev: 0.8%	17,758 SH	Increased+265 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.3M	0.7%Prev: 1.0%	59,363 SH	Decreased-1,540 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.2M	1.6%Prev: 1.5%	18,812 SH	Increased+2,097 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$8.0M	1.1%Prev: 1.1%	36,970 SH	Increased+2,657 SH
VANGUARD INDEX FDS	SMALL CP ETF	$7.1M	1.0%Prev: 1.0%	26,925 SH	Increased+2,775 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$293K	0.0%	970 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$4.4M	0.6%Prev: 0.7%	13,698 SH	Increased+388 SH
VANGUARD INDEX FDS	VALUE ETF	$25.7M	3.6%Prev: 3.4%	131,200 SH	Increased+19,729 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.6M	0.2%Prev: 0.2%	21,387 SH	Increased+112 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.6M	0.4%Prev: 0.4%	48,999 SH	Increased+3,677 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$2.0M	0.3%Prev: 0.2%	24,218 SH	Increased+11,400 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$566K	0.1%Prev: 0.1%	5,789 SH	Increased-80 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$8.5M	1.2%Prev: 1.0%	169,803 SH	Increased+57,032 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	0.2%Prev: 0.2%	24,058 SH	Decreased-2,143 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$15.9M	2.2%Prev: 3.0%	192,316 SH	Decreased-15,866 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$1.6M	0.2%Prev: 1.1%	21,722 SH	Decreased-56,771 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.6M	0.6%Prev: 0.7%	79,357 SH	Increased+8,848 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$30.4M	4.2%Prev: 4.5%	383,662 SH	Increased+66,503 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$342K	0.0%Prev: 0.1%	3,115 SH	Increased-270 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$11.3M	1.6%Prev: 1.8%	52,339 SH	Increased+1,323 SH
VANGUARD STAR FDS	VG TL INTL STK F	$49.6M	6.9%Prev: 6.4%	643,659 SH	Increased+65,192 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	0.2%Prev: 0.2%	24,456 SH	Increased-1,582 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.3M	0.2%Prev: 0.1%	19,190 SH	Increased+7,578 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$56.7M	7.9%Prev: 10.2%	383,007 SH	Decreased-58,867 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$235K	0.0%	2,493 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$1.6M	0.2%Prev: 0.3%	8,687 SH	Increased-1,536 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$1.6M	0.2%Prev: 0.3%	4,328 SH	Increased-444 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$5.6M	0.8%Prev: 0.9%	77,992 SH	Increased-5,251 SH
VANGUARD WORLD FD	ESG US CORP BD	$395K	0.1%Prev: 0.1%	6,288 SH	Decreased-4,132 SH
VANGUARD WORLD FD	ESG US STK ETF	$5.2M	0.7%Prev: 0.7%	46,625 SH	Increased+4,580 SH
VANGUARD WORLD FD	FINANCIALS ETF	$862K	0.1%Prev: 0.1%	7,138 SH	Increased+817 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$6.7M	0.9%Prev: 1.3%	24,741 SH	Decreased-3,089 SH
VANGUARD WORLD FD	INF TECH ETF	$22.6M	3.1%Prev: 3.3%	32,386 SH	Increased-1,689 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$648K	0.1%Prev: 0.1%	1,763 SH	Increased-98 SH
VANGUARD WORLD FD	UTILITIES ETF	$3.7M	0.5%Prev: 0.2%	18,724 SH	Increased+11,362 SH
WALMART INC	COM	$1.7M	0.2%Prev: 0.3%	14,013 SH	Decreased-6,548 SH

Sold (vs prior filing)

ASML HOLDING N V — $237K
BIOGEN INC — $291K
CHEVRON CORP NEW — $270K
COSTCO WHSL CORP NEW — $280K
HONEYWELL INTL INC — $279K
ISHARES TR — $1.2M
ISHARES TR — $4.1M
ISHARES TR — $214K
ISHARES TR — $346K
ISHARES TR — $31.7M
ISHARES TR — $355K
JPMORGAN CHASE & CO. — $481K
PROCTER AND GAMBLE CO — $870K
SELECT SECTOR SPDR TR — $341K
SPDR S&P 500 ETF TR — $2.2M
SPDR SER TR — $311K
SPDR SER TR — $1.2M
SPDR SER TR — $220K

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
Nov 13, 2025	Q3 2025	13F-HR	0001727593-25-000002	$656.0M	View
Aug 5, 2026	Q2 2026