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: $829.2M148 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$267K	0.0%	436 SH	New
AFFIRM HLDGS INC	COM CL A	$688K	0.1%Prev: 0.1%	9,945 SH	Increased+4,110 SH
ALPHABET INC	CAP STK CL A	$3.1M	0.4%Prev: 0.3%	9,146 SH	Increased+1,408 SH
ALPHABET INC	CAP STK CL C	$3.9M	0.5%Prev: 0.1%	11,551 SH	Increased+8,588 SH
ALTRIA GROUP INC	COM	$620K	0.1%Prev: 0.1%	9,204 SH	Increased+13 SH
AMAZON COM INC	COM	$2.7M	0.3%Prev: 0.4%	10,907 SH	Increased-665 SH
AMGEN INC	COM	$1.2M	0.1%Prev: 0.1%	2,735 SH	Increased-730 SH
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$505K	0.1%Prev: 0.1%	26,728 SH	Increased+9,081 SH
APPLE INC	COM	$7.2M	0.9%Prev: 0.9%	21,641 SH	Increased-2,154 SH
ASML HLDG NV	N Y REGISTRY SHS	$659K	0.1%	364 SH	New
ASTRAZENECA PLC	ORD	$2.2M	0.3%	13,460 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.2%Prev: 0.3%	3,115 SH	Decreased-1,375 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$494K	0.1%Prev: 0.1%	9,084 SH	Decreased-3,180 SH
BROADCOM INC	COM	$533K	0.1%Prev: 0.1%	1,519 SH	Increased+129 SH
CATERPILLAR INC	COM	$1.8M	0.2%Prev: 0.2%	2,267 SH	Increased-204 SH
CHEVRON CORPORATION	COM	$377K	0.0%	1,844 SH	New
CISCO SYS INC	COM	$718K	0.1%Prev: 0.1%	6,673 SH	Increased-67 SH
COSTCO WHOLESALE CORPORATION	COM	$257K	0.0%	282 SH	New
DEERE & CO	COM	$312K	0.0%Prev: 0.0%	465 SH	Increased
EDWARDS LIFESCIENCES CORP	COM	$614K	0.1%Prev: 0.1%	7,107 SH	Decreased-1,235 SH
ELI LILLY & CO	COM	$1.4M	0.2%	1,169 SH	New
ETFS GOLD TR	PHYSCL GOLD SHS	$1.3M	0.2%Prev: 0.2%	31,892 SH	Decreased-5,053 SH
EXPEDIA GROUP INC	COM NEW	$268K	0.0%	1,018 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$508K	0.1%	3,123 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$202K	0.0%Prev: 0.0%	1,392 SH	Decreased-225 SH
HOME DEPOT INC	COM	$291K	0.0%Prev: 0.0%	1,024 SH	Decreased+267 SH
INTUITIVE SURGICAL INC	COM NEW	$819K	0.1%Prev: 0.0%	2,015 SH	Increased+1,565 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$259K	0.0%Prev: 0.0%	13,445 SH	Increased-10 SH
INVESCO QQQ TR	UNIT SER 1	$7.1M	0.9%Prev: 0.8%	9,645 SH	Increased+662 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$349K	0.0%	7,365 SH	New
ISHARES GOLD TR	ISHARES NEW	$16.1M	1.9%Prev: 2.4%	206,769 SH	Increased-8,877 SH
ISHARES INC	CORE MSCI EMKT	$392K	0.0%	4,831 SH	New
ISHARES INC	ESG AWR MSCI EM	$827K	0.1%Prev: 0.1%	15,272 SH	Increased-1,764 SH
ISHARES TR	CORE MSCI TOTAL	$17.4M	2.1%Prev: 2.4%	182,819 SH	Increased-5,867 SH
ISHARES TR	CORE S&P SCP ETF	$927K	0.1%Prev: 0.1%	6,812 SH	Increased+92 SH
ISHARES TR	CORE S&P US GWT	$2.4M	0.3%Prev: 0.3%	12,273 SH	Increased+2,037 SH
ISHARES TR	CORE S&P500 ETF	$1.8M	0.2%Prev: 0.2%	2,317 SH	Increased+145 SH
ISHARES TR	CORE UNIVRSL USD	$4.1M	0.5%	93,479 SH	New
ISHARES TR	CORE US AGGBD ET	$431K	0.1%Prev: 0.0%	4,554 SH	Increased+1,765 SH
ISHARES TR	ESG AW MSCI EAFE	$1.9M	0.2%Prev: 0.3%	18,216 SH	Increased-1,243 SH
ISHARES TR	ESG AWR MSCI USA	$2.9M	0.4%Prev: 0.4%	17,458 SH	Increased+130 SH
ISHARES TR	ESG AWRE USD ETF	$949K	0.1%Prev: 0.1%	43,233 SH	Increased+5,364 SH
ISHARES TR	ESG MSCI KLD ETF	$1.9M	0.2%	13,162 SH	New
ISHARES TR	ESG OPTIMIZED	$215K	0.0%Prev: 0.0%	1,379 SH	Decreased-925 SH
ISHARES TR	EXPND TEC SC ETF	$22.4M	2.7%Prev: 2.0%	132,563 SH	Increased+29,828 SH
ISHARES TR	GL CLEAN ENE ETF	$401K	0.0%Prev: 0.0%	23,617 SH	Increased+3,139 SH
ISHARES TR	GLOB HLTHCRE ETF	$1.6M	0.2%Prev: 0.2%	16,125 SH	Increased-2,046 SH
ISHARES TR	IBONDS 27 TRM TS	$244K	0.0%	10,949 SH	New
ISHARES TR	IBOXX HI YD ETF	$1.2M	0.1%Prev: 0.1%	15,489 SH	Increased+11,283 SH
ISHARES TR	ISHARES BIOTECH	$1.9M	0.2%Prev: 0.2%	9,060 SH	Increased-1,233 SH
ISHARES TR	ISHARES SEMICDTR	$1.4M	0.2%Prev: 0.1%	2,414 SH	Increased+651 SH
ISHARES TR	ISHS 1-5YR INVS	$1.4M	0.2%Prev: 0.1%	27,085 SH	Increased+9,765 SH
ISHARES TR	JPMORGAN USD EMG	$1.3M	0.2%Prev: 0.1%	14,825 SH	Increased+7,807 SH
ISHARES TR	MSCI EAFE ETF	$629K	0.1%Prev: 0.0%	6,058 SH	Increased+3,684 SH
ISHARES TR	MSCI USA MMENTM	$515K	0.1%Prev: 0.1%	1,622 SH	Decreased-401 SH
ISHARES TR	MSCI USA QLT FCT	$1.1M	0.1%Prev: 0.1%	4,915 SH	Increased+1,344 SH
ISHARES TR	NATIONAL MUN ETF	$2.7M	0.3%Prev: 0.4%	26,339 SH	Increased+2,444 SH
ISHARES TR	RUS 1000 GRW ETF	$11.0M	1.3%Prev: 1.6%	87,581 SH	Increased+64,526 SH
ISHARES TR	RUS MD CP GR ETF	$372K	0.0%Prev: 0.1%	2,704 SH	Decreased-13 SH
ISHARES TR	RUSSELL 2000 ETF	$269K	0.0%	968 SH	New
ISHARES TR	S&P SML 600 GWT	$2.0M	0.2%Prev: 0.3%	12,559 SH	Increased-277 SH
ISHARES TR	SELECT DIVID ETF	$11.3M	1.4%Prev: 1.5%	74,390 SH	Increased+6,603 SH
ISHARES TR	SELECT US REIT	$712K	0.1%Prev: 0.2%	11,324 SH	Decreased-5,135 SH
ISHARES TR	SHRT NAT MUN ETF	$1.5M	0.2%Prev: 0.2%	14,500 SH	Increased+1,864 SH
ISHARES TR	TRUST ISHARE 0-1	$66.2M	8.0%	600,216 SH	New
ISHARES TR	ULTRA SHORT DUR	$479K	0.1%Prev: 0.1%	9,500 SH	Increased+2,500 SH
JOHNSON & JOHNSON	COM	$1.4M	0.2%Prev: 0.2%	5,320 SH	Increased-937 SH
JPMORGAN CHASE & CO	COM	$723K	0.1%	2,184 SH	New
LOCKHEED MARTIN CORP	COM	$290K	0.0%Prev: 0.0%	569 SH	Increased-1 SH
MARRIOTT INTL INC NEW	CL A	$830K	0.1%Prev: 0.1%	2,335 SH	Increased
MEDTRONIC PLC	SHS	$293K	0.0%Prev: 0.0%	3,390 SH	Increased+531 SH
MERCK & CO INC	COM	$629K	0.1%Prev: 0.1%	4,331 SH	Increased-86 SH
MICROSOFT CORP	COM	$4.2M	0.5%Prev: 0.6%	8,238 SH	Increased+1,190 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$1.2M	0.1%Prev: 0.2%	10,131 SH	Increased-42 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$873K	0.1%Prev: 0.1%	17,983 SH	Increased+3,854 SH
NVIDIA CORPORATION	COM	$1.2M	0.1%Prev: 0.1%	5,304 SH	Increased+1,121 SH
ORACLE CORP	COM	$362K	0.0%Prev: 0.1%	2,639 SH	Increased+1,421 SH
PALO ALTO NETWORKS INC	COM	$467K	0.1%Prev: 0.0%	1,176 SH	Increased-174 SH
PEPSICO INC	COM	$241K	0.0%Prev: 0.0%	1,902 SH	Increased+191 SH
PHILIP MORRIS INTL INC	COM	$2.5M	0.3%Prev: 0.3%	13,359 SH	Increased+2,880 SH
PROCTER & GAMBLE CO	COM	$206K	0.0%	1,416 SH	New
QUALCOMM INC	COM	$210K	0.0%	1,143 SH	New
S&P GLOBAL INC	COM	$235K	0.0%Prev: 0.0%	595 SH	Decreased-18 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$468K	0.1%	21,822 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$313K	0.0%Prev: 0.0%	11,408 SH	Increased+2,120 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$357K	0.0%Prev: 0.0%	7,182 SH	Increased+207 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$34.4M	4.1%Prev: 0.5%	1,056,150 SH	Increased+932,965 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$674K	0.1%Prev: 0.1%	18,763 SH	Increased+3,684 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$230K	0.0%	7,673 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$2.5M	0.3%Prev: 0.4%	100,544 SH	Increased+13,194 SH
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.5M	0.2%	7,679 SH	New
SOUTHERN CO	COM	$525K	0.1%Prev: 0.1%	6,330 SH	Decreased-1,875 SH
SPDR GOLD TR	GOLD SHS	$2.4M	0.3%Prev: 0.4%	6,301 SH	Increased-392 SH
SPDR SERIES TRUST	ST BLOO HIGH ETF	$1.3M	0.2%	14,204 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$12.1M	1.5%	131,600 SH	New
SPDR SERIES TRUST	ST STR MSCI GEN	$261K	0.0%	1,660 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$321K	0.0%	2,612 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$237K	0.0%	3,883 SH	New
STARBUCKS CORP	COM	$249K	0.0%	2,654 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.3M	0.4%	4,330 SH	New
UNION PAC CORP	COM	$263K	0.0%Prev: 0.0%	967 SH	Increased-115 SH
UNITEDHEALTH GROUP INC	COM	$619K	0.1%Prev: 0.1%	1,686 SH	Decreased-193 SH
VANECK ETF TRUST	GOLD MINERS ETF	$730K	0.1%Prev: 0.1%	8,317 SH	Decreased-2,765 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$3.6M	0.4%Prev: 0.6%	49,635 SH	Decreased+1,187 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$9.7M	1.2%Prev: 1.4%	127,416 SH	Increased+13,070 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$27.0M	3.3%Prev: 3.6%	384,814 SH	Increased+68,034 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$642K	0.1%Prev: 0.1%	13,694 SH	Increased+4,022 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$146.2M	17.6%	1,622,517 SH	New
VANGUARD INDEX FDS	MRNGSTR LRG CAP	$540K	0.1%	1,535 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP GR	$4.2M	0.5%	14,257 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP VA	$3.8M	0.5%	19,526 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$6.1M	0.7%	77,592 SH	New
VANGUARD INDEX FDS	MRNGSTR SM CP GR	$305K	0.0%	904 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$7.7M	0.9%	27,098 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CP V	$8.6M	1.0%	37,279 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$5.1M	0.6%	13,710 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$30.6M	3.7%	141,470 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.1M	0.6%Prev: 0.9%	56,733 SH	Decreased-4,511 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.1M	1.6%Prev: 1.7%	18,755 SH	Increased+1,072 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.8M	0.2%Prev: 0.2%	21,945 SH	Increased+473 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.3M	0.3%Prev: 0.3%	39,563 SH	Increased+5,876 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$2.1M	0.3%Prev: 0.1%	24,591 SH	Increased+12,283 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$680K	0.1%Prev: 0.1%	5,869 SH	Increased
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$422K	0.1%	2,675 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$9.5M	1.1%Prev: 1.0%	192,767 SH	Increased+67,639 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	0.1%Prev: 0.2%	24,677 SH	Increased+1,904 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$12.6M	1.5%Prev: 2.5%	160,687 SH	Decreased-37,155 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$668K	0.1%Prev: 0.8%	9,756 SH	Decreased-59,824 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.6M	0.6%Prev: 0.6%	79,586 SH	Increased+10,128 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$32.2M	3.9%Prev: 4.3%	416,816 SH	Increased+63,872 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$418K	0.1%Prev: 0.1%	3,241 SH	Increased-144 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$12.2M	1.5%Prev: 1.7%	52,124 SH	Increased+1,095 SH
VANGUARD STAR FDS	VG TL INTL STK F	$56.2M	6.8%Prev: 6.5%	661,686 SH	Increased+83,574 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.7M	0.2%Prev: 0.2%	24,339 SH	Increased-1,818 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.4M	0.2%Prev: 0.1%	21,901 SH	Increased+9,551 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$51.1M	6.2%Prev: 9.9%	329,432 SH	Decreased-133,496 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$257K	0.0%Prev: 0.0%	2,541 SH	Increased+48 SH
VANGUARD WORLD FD	COMM SRVC ETF	$1.6M	0.2%Prev: 0.3%	8,552 SH	Decreased-376 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$1.2M	0.1%Prev: 0.3%	3,232 SH	Decreased-1,345 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$6.5M	0.8%Prev: 0.8%	80,478 SH	Increased+3,762 SH
VANGUARD WORLD FD	ESG US CORP BD	$416K	0.1%Prev: 0.0%	6,984 SH	Increased+2,657 SH
VANGUARD WORLD FD	ESG US STK ETF	$6.4M	0.8%Prev: 0.8%	47,150 SH	Increased+5,228 SH
VANGUARD WORLD FD	FINANCIALS ETF	$1.3M	0.2%Prev: 0.1%	9,868 SH	Increased+3,045 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$8.0M	1.0%Prev: 1.0%	25,309 SH	Increased-708 SH
VANGUARD WORLD FD	INF TECH ETF	$31.0M	3.7%Prev: 3.8%	246,375 SH	Increased+212,919 SH
VANGUARD WORLD FD	MRNGSTR MEGA CAP	$538K	0.1%	5,803 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$3.3M	0.4%Prev: 0.5%	19,476 SH	Decreased+744 SH
WALMART INC	COM	$1.5M	0.2%Prev: 0.2%	14,358 SH	Decreased-753 SH

Sold (vs prior filing)

ASML HOLDING N V — $346K
ASTRAZENECA PLC — $2.5M
CHEVRON CORP NEW — $255K
COSTCO WHSL CORP NEW — $275K
EXXON MOBIL CORP — $348K
ISHARES INC — $296K
ISHARES TR — $3.9M
ISHARES TR — $1.6M
ISHARES TR — $35.7M
JPMORGAN CHASE & CO. — $535K
NETFLIX INC — $261K
PROCTER AND GAMBLE CO — $811K
SCHWAB STRATEGIC TR — $202K
SELECT SECTOR SPDR TR — $542K
SPDR S&P 500 ETF TR — $2.7M
SPDR SERIES TRUST — $266K
SPDR SERIES TRUST — $1.3M
SPDR SERIES TRUST — $281K
SPDR SERIES TRUST — $206K
VANGUARD BD INDEX FDS — $1.3M
… and 11 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